Job Description
About us
Zen Wealth Management Group Inc is a collection of 4 companies working both virtually and physically to bring clients in over 30 states our impressive array of life changing investment, tax & insurance planning services. Our goal is to be the premier destination for accounting & wealth management services on Chicago's Northside.
Our work environment includes:
- Modern office setting
- Zone Controlled Sound System
- Multiple monitor workstations
- Presentation Screens
- Standing Desks
- Refrigerator/Oven/In Built Miele Espresso Machine
- Meals provided
Full job description
Client Services Associate
The associate will work directly with the CEO to help sustain and even help accelerate the firm's rapid growth.
The associate will be responsible for:
- Assisting the CEO to complete new account securities paperwork on the Altruist & Charles Schwab custodial platforms.
- Assisting the CEO to complete new account insurance paperwork with primarily 4 Insurance Carriers
- Diligently follow up on asset movement requests and monitor transfers to ensure case completion
- Attending occasional evening work functions including our community focused workshop program
- Helping clients make contributions & distributions via ACH, internal transfers, & wires.
- Creating quarterly performance reports for both client meetings and internal due diligence.
- Loading information into the financial planning software in preparation for client meetings.
- Interacting with clients through in person meetings, phone calls, and Zoom/Google Meet as needed.
- Data entry projects
- Recording your daily activity in our CRM Software
Mandatory Traits Include:
- Basic Finance/Banking skills: Account opening, money movement, knowledge of multiple account types (IRA, Roth, Taxable, Trust, etc)
- Excellent written and verbal communication skills
- Attention to detail
- Good Memory Recall - multiple cases at the same time will be normal
- Dependable
- Punctual
- Ethical
Traits that will separate you from other hires:
- Extensive experience with the G-Suite of Applications (Gmail, Sheets, Docs, Slides, Calendar, etc)
- Above average knowledge of the tax impact of various account transactions
- Demonstrable work ethic
- Demonstrable desire to learn & grow
Education:
College undergraduate degree
License:
- Series 65/66 (not required but have desire to obtain)
- Life/Health Ins License (not required but willingness to obtain)
Experience:
1-2 years of experience in wealth management or banking
Job Type: Full-time
Base Salary $53,900.00 - $64,900 per year
Benefits:
- Revenue Sharing (% tiers based on salary, tenure, and work effectiveness)
- 401(k) + Employer Matching (up to 5%)
- Health insurance
- Company Provided Meals
- Paid Time Off
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Geographic Proximity:
- Ideal Candidate Lives within a 30 minute radius
Work Location:
- In person
- Hybrid opportunities may be earned once trust has been built
Job Type: Full-time
Pay: $48,580.69 - $58,505.77 per year
Benefits:
- 401(k) 5% Match
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
- Profit sharing
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Chicago, IL 60618 (Required)
Ability to Relocate:
- Chicago, IL 60618: Relocate before starting work (Required)
Work Location: In person