The Firm: Conifer Bay Capital LLC (ConiferBay.com) is a boutique wealth management firm organized as a Registered Investment Adviser in the State of Illinois. The firm provides advice to wealthy individuals and families about financial planning, investments, and family governance. Form ADV Part 2A
Location: Position is based in the Chicago area, but allows for remote work.
The Job: The ideal candidate should have experience and enthusiasm for financial planning. This is a client-facing role and managing relationships is an important component of the responsibilities. Depending on applicants’ skills and interest, role also may include business development responsibilities.
Candidates should have an interest in working in an entrepreneurial, small firm culture. Also, as the industry is increasingly technology driven, candidates should be adept at utilizing software solutions, such as Schwab Advisor Center, Black Diamond Wealth Platform and eMoney Advisor.
The job offers flexible hours and location, enabling part-time work from a home office with occasional on-site team meetings.
Specific job responsibilities will include, but not be limited to:
Developing financial plans for high net worth individuals
Managing ongoing relationships with wealthy families
Participating in client meetings, documenting and executing next steps
Establishing new accounts with Schwab Advisor Center
Producing quarterly reports with Black Diamond software
Contributing to firm’s client newsletters
Required Skills / Experience:
Reside within the greater Chicago metropolitan and suburban area
College education and CFP® required
1-5 years of wealth management experience, preferably with a large financial institution
Familiarity with Schwab Advisor Center and SS&C Advent/Black Diamond Wealth Platform
Strong technology skills, including Microsoft Office 365
Solid work ethic, self-motivated and goal oriented
Telecommuting is allowed.
About Conifer Bay Capital
Conifer Bay Capital LLC is a boutique wealth management firm organized as a Registered Investment Adviser in the State of Illinois. The firm provides financial planning, investment and family governance advice to wealthy families.