Wealth AdvisorRK Partners • Chicago, IL, US
Wealth Advisor
RK Partners • Chicago, IL, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Partner with our Planning and Operations teams to build, refine, and implement comprehensive financial plans. Provide strategic guidance to ensure plans align with timelines, risk profiles, tax considerations, and long-term objectives. Integrate multiple areas of financial planning, including : Investment and portfolio strategy Retirement income and distribution planning Estate planning concepts Insurance analysis Tax-aware planning Education funding Business and succession strategies Work within a supportive pod structure alongside financial planners and service professionals. Focus on advising, strategy, and execution—while leveraging dedicated support to enhance client experience. Contribute to a culture centered on teamwork, continuous improvement, and exceptional client care. Bachelor’s Degree Certified Financial Planner® designation Collaborative, caring, and service-oriented approach Ability to be in the Manhattan Beach office 3x / week
Job Description
Job Description
Private Wealth Advisor – Manhattan Beach, CA | Hybrid Opp
The mission is clear : to help clients Achieve Financial Peace of Mind™ through deep personal understanding, excellence, and a truly collaborative team culture.
Our clients firm oversees approximately $700M AUM while delivering a boutique, high-touch experience to high-net-worth clients. We take a team-first approach, ensuring our advisors can focus on strategy and relationships while being fully supported by planning and operations.
We are seeking an experienced and relationship-driven Private Wealth Advisor to join our team. This role offers the opportunity to serve an established group of 100–125 client households within a structured pod, providing consistent client engagement and long-term stability.
The ideal candidate is a CFP® professional with a consultative mindset, a passion for holistic planning, and an interest in a career path built on ongoing client service—not constant prospecting.
What you can expect in your role….
Client Relationship Management
- Lead review meetings with existing client households, ensuring plans stay aligned with evolving goals, life events, and economic changes.
- Introduce updated planning strategies, investment insights, and tailored financial recommendations.
- Strengthen long-term client relationships and support multi-generational planning when appropriate.
Financial Planning & Strategy
Collaboration & Teamwork
Non-Negotiables
Compensation
Compensation is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact.
Health Benefits, 401K with match, disability insurance, PTO
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