William Blair
Wealth Advisor
William Blair, Chicago, Illinois, United States, 60290
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.Join William Blair, the Premier Global Boutique.
William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients' success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron's and Forbes for best wealth advisors and wealth advisor teams.
The Wealth Advisor will identify and establish relationships with high net worth investor prospects. Build an understanding of their short- and long-term financial goals. Convert prospects to clients with assets under supervision. Apply detailed knowledge of William Blair products, services and capabilities in marketing efforts to prospective clients. Recommend and build portfolios based on client investment objectives, integrating Research findings and financial markets knowledge. Monitor and evaluate portfolio performance. Refine investment strategies and portfolio composition to achieve desired returns. Continuously seek opportunities to expand client relationships and grow assets under management. May lead a team of Wealth Advisors and Private Wealth Management investment and client support staff. Note: Wealth Advisors who achieve an annual gross revenue target and meet William Blair requirements may receive an additional designation level (Partner, Managing Director, VP) for the Wealth Advisor Role.
Responsibilities include but may not be limited to:Identify and establish relationships with high net worth investor prospects. Develop prospect pipeline and regularly conduct calls/meetings with potential clients. Build an understanding of client needs and investment objectives and seek ways to expand relationships.Maintain detailed knowledge of William Blair products, services and capabilities, as well as marketing and research resources. Collaborate across other functions (e.g., PWM Middle Office, Wealth Planning, Research) to identify possible solutions for achieving client investment objectives. Continuously seek opportunities to expand knowledge (e.g., Research luncheons, functional training, conferences).Create business development plans focused on acquiring clients and assets under supervision. Develop targeted clients list, marketing strategies, closing techniques, investment philosophy and performance metrics. Track performance against plan.Develop client relationships and provide exceptional client service to high net worth investors. Monitor clients' investment objectives on an ongoing basis. Work to expand existing relationships and secure additional assets under supervision. Advise investors on products and investment strategies.Recommend and build appropriate portfolios consistent with client's objectives. Customize portfolios based on a holistic approach to client objectives, including financial and event planning, flow management, and asset management.Monitor portfolio performance against desired performance returns and refine strategy as needed. Rebalance portfolios based on changes in client investment objectives.Represent William Blair in the financial and local community as a licensed advisor, operating with the highest professional standards.May lead a team of Wealth Advisors and Private Wealth Management investment and client support staff. Provide mentorship and guidance to less experienced Wealth Advisors.Ensure all advisory activities are in compliance with applicable rules, regulations, policies and procedures.Additional responsibilities as requested.Qualifications:
Bachelor's Degree or equivalent experience required5+ years of prior investment sales and portfolio management experience serving high net worth clients requiredSIE Exam, Series 7, and Series 66 (or Series 63 and Series 65) within 150 days of employment (new hires, for US only)CFA or CFP candidate preferredExcellent sales, presentation and communication skillsDemonstrated commitment to satisfying clientsDemonstrated interest in behavioral economicsEntrepreneurial spirit and high level of self-motivationDetailed knowledge of investment concepts, terminology, products, procedures and applicable regulationsHigh quality compliance record#LI-KG1
William Blair 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
Be aware of hiring scams : William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms : William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients' success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron's and Forbes for best wealth advisors and wealth advisor teams.
The Wealth Advisor will identify and establish relationships with high net worth investor prospects. Build an understanding of their short- and long-term financial goals. Convert prospects to clients with assets under supervision. Apply detailed knowledge of William Blair products, services and capabilities in marketing efforts to prospective clients. Recommend and build portfolios based on client investment objectives, integrating Research findings and financial markets knowledge. Monitor and evaluate portfolio performance. Refine investment strategies and portfolio composition to achieve desired returns. Continuously seek opportunities to expand client relationships and grow assets under management. May lead a team of Wealth Advisors and Private Wealth Management investment and client support staff. Note: Wealth Advisors who achieve an annual gross revenue target and meet William Blair requirements may receive an additional designation level (Partner, Managing Director, VP) for the Wealth Advisor Role.
Responsibilities include but may not be limited to:Identify and establish relationships with high net worth investor prospects. Develop prospect pipeline and regularly conduct calls/meetings with potential clients. Build an understanding of client needs and investment objectives and seek ways to expand relationships.Maintain detailed knowledge of William Blair products, services and capabilities, as well as marketing and research resources. Collaborate across other functions (e.g., PWM Middle Office, Wealth Planning, Research) to identify possible solutions for achieving client investment objectives. Continuously seek opportunities to expand knowledge (e.g., Research luncheons, functional training, conferences).Create business development plans focused on acquiring clients and assets under supervision. Develop targeted clients list, marketing strategies, closing techniques, investment philosophy and performance metrics. Track performance against plan.Develop client relationships and provide exceptional client service to high net worth investors. Monitor clients' investment objectives on an ongoing basis. Work to expand existing relationships and secure additional assets under supervision. Advise investors on products and investment strategies.Recommend and build appropriate portfolios consistent with client's objectives. Customize portfolios based on a holistic approach to client objectives, including financial and event planning, flow management, and asset management.Monitor portfolio performance against desired performance returns and refine strategy as needed. Rebalance portfolios based on changes in client investment objectives.Represent William Blair in the financial and local community as a licensed advisor, operating with the highest professional standards.May lead a team of Wealth Advisors and Private Wealth Management investment and client support staff. Provide mentorship and guidance to less experienced Wealth Advisors.Ensure all advisory activities are in compliance with applicable rules, regulations, policies and procedures.Additional responsibilities as requested.Qualifications:
Bachelor's Degree or equivalent experience required5+ years of prior investment sales and portfolio management experience serving high net worth clients requiredSIE Exam, Series 7, and Series 66 (or Series 63 and Series 65) within 150 days of employment (new hires, for US only)CFA or CFP candidate preferredExcellent sales, presentation and communication skillsDemonstrated commitment to satisfying clientsDemonstrated interest in behavioral economicsEntrepreneurial spirit and high level of self-motivationDetailed knowledge of investment concepts, terminology, products, procedures and applicable regulationsHigh quality compliance record#LI-KG1
William Blair 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
Be aware of hiring scams : William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms : William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.