About this role
Wealth Management Associate Advisor at Porte Brown Wealth Management. Location: Elk Grove Village, Illinois, United States. Role: preparing materials, analyzing finances, managing relationships Requirements: Active FINRA Series 7 and 66, 2+ years in wealth management or client-facing financial services, proficiency with Redtail, Nitrogen, MoneyGuidePro, ability to obtain Illinois Life & Health license within 6 months; CFP preferred; bachelor’s in business preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Redtail, Nitrogen, MoneyGuidePro Certifications: series 7, series 66, illinois life and health insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English