Senior Financial Planning Advisor

• Company

  William Blair & Company, L.L.C

• Location

  USA-IL-Chicago

• Remuneration

  Commensurate with experience

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  14-Oct-2013

• eFC Ref no

  1249795

William Blair is recruiting for a Senior Financial Planning Advisor with experience providing service to ultra-high net worth (+$7 million) private and institutional clients.

William Blair & Company is a global investment banking and asset management firm.  We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs.  An independent and employee owned firm, William Blair is based in Chicago, and has office locations in 12 cities, including London, New York, Shanghai, and Zurich.  For more information, please visit www.williamblair.com.
Responsibilities

• Provide personal financial analysis, counseling, and advisory services for ultra-high net worth (+$7 million) private and institutional clients in the following areas:  cash flow planning, investment planning/asset allocation, income tax planning, risk protection/insurance, retirement planning and estate planning.
• Assist in firm-wide new business development.
• Provide regular financial plan maintenance which includes client reviews.
• Provide research, analysis, and education to the firm’s investment professionals and clients relating to financial and tax planning/portfolio management issues through public speaking engagements, publications, etc.
• Respond to inquiries from professionals firm-wide regarding financial planning issues.
• Participate in other projects as requested by management

Qualifications

• Minimum of 10 years’ experience as a financial planner or investment related experience.
• MBA, JD, CFA, CPA or CFP preferred.
• Series 7, 63 required.
• Must be able to develop financial plans both independently and in coordination with other advisors
• Outstanding analytical, organizational, verbal, and written communication skills between investment advisors and other outside professionals.
• Service oriented and capable of independent thought.
• Ability to manage expectations and solve problems.
• Team orientation and possess a strong commitment to excellence.

William Blair & Company, L.L.C. is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.
EOE m/f/d/v

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