Wealth Management Advisor

Patrick Shaw

Fortitude Financial Partners · Managing Director

Active within past week

Benefits

Bonus

401K

401(k) with Matching

Health Insurance

Paid Time Off (PTO)

Parental Leave

Job description

Candidate is required to be present in the Chicago land area.

Fortitude is seeking a Wealth Advisor to join our wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients. This is an exciting opportunity to develop your expertise while contributing to the creation of comprehensive wealth plans that align with clients' goals and values.

What You’ll Do

Support Senior Wealth Advisors in delivering customized wealth management strategies
Conduct research and analysis to develop personalized financial plans and investment portfolios
Assist in managing client relationships by addressing inquiries and ensuring excellent service
Collaborate with internal teams to ensure seamless execution of client requests and updates
Help mentor and develop new associates and client service staff

What You Bring

Bachelor’s degree required
5+ years of experience in financial planning, accounting, legal, or a related field
One of the following required: CFP®, CPA, CFA, or Series 65 (CFP® strongly preferred)
Experience with fee-based wealth management, tax strategy, and financial planning
Proven success working with high-net-worth clients
Proficiency in financial planning software (eMoney, Holistiplan)
Strong interpersonal and communication skills
Excellent organizational and time-management skills

Note: All candidates must maintain a clean regulatory record (U4) with no disclosures.

Why Fortitude

Competitive compensation and performance-based rewards
Comprehensive benefits package to support your personal and professional well-being
A collaborative, team-focused culture that promotes work-life balance and growth

About Fortitude

Fortitude is a privately held financial services firm providing expertise in tax, estate planning, insurance, investment banking, and more. Our wealth advisors are supported by an experienced team to ensure clients receive holistic, strategic wealth management.

About the Team

At Fortitude, every wealth advisor is backed by a team of specialists in tax, insurance, estate planning, and more. This collaboration empowers advisors to provide clients with a higher level of service and advice.

Apply today to support our wealth management team and help clients achieve their financial goals.

More information

Minimum education level

Bachelor's

Experience level

Mid-level (3-4 years)

Job skills

Financial Planning

Investment Strategies

Portfolio Management

Risk Assessment

Client Relationship Management

Market Analysis

Tax

Retirement Planning

Certifications

CFP

Company overview

Fortitude Financial Partners

Financial Services·11-50 employees

Fortitude Financial Partners is a firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. The firm is committed to helping its clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. With a team of experienced professionals, Fortitude Financial Partners provides access to a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. The firm is dedicated to building long-term relationships with its clients and providing them with the guidance and support they need to navigate the complex world of finance. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Fortitude Financial Partners and MPS are not affiliated entities. MPS does not provide tax or legal advice or related services.