Head of Portfolio & Wealth Advisory

BBR Partners

Chicago, US

Hybrid

Why this role

Pace

Steady

Collaboration

High

Autonomy

Medium

Decision Impact

Individual

Role Level

Individual Contributor

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

oversee-client-portfolio-management
provide-tailored-advisory-services
collaborate-with-external-advisors
manage-high-net-worth-individuals

Typical background

5-years-of-experience-in-wealth-managementcertified-financial-planner-cfp

Transferable backgrounds

Coming from financial-advisor
Coming from investment-manager

Skills & requirements

Required

Wealth-managementClient-portfolio-managementInvestment-strategiesHigh-net-worth-individuals-advisoryClient-service

Preferred

Certified-financial-planner-cfp

Stack & domain

Cfp CertificationClient ServiceInvestment StrategiesCfp

About the role

Original posting from BBR Partners

BBR Partners, a boutique wealth management firm in Chicago, is seeking a VP of Portfolio and Wealth Advisory to oversee client portfolio management. You'll engage with high-net-worth individuals, provide tailored advisory services, and collaborate with external advisors. Ideal candidates will have at least 5 years of experience, preferably with CFP certification, focusing on client service and investment strategies. The position offers a competitive salary and hybrid remote work environment.

Source: BBR Partners careers