What are the responsibilities and job description for the Wealth Management Advisor position at K2 Wealth Management LLC?
Company Description K2 Wealth Management LLC is a Chicago-based firm focused on delivering personalized wealth management and financial advisory services to individuals, families, and business owners. The firm emphasizes long-term client relationships built on trust, transparency, and tailored guidance. Advisors collaborate closely with clients to understand their goals, risk tolerance, and financial priorities. K2 Wealth Management LLC aims to provide objective advice, disciplined strategies, and ongoing education to help clients confidently navigate their financial futures.
Role Description This is a hybrid service-and-growth position. You will support our CEO in delivering an exceptional client experience while building your own book of business over time. Early on, your focus will be client service, planning support, and relationship management; as you demonstrate capability, you’ll take on lead-advisor responsibility for a segment of clients and develop new relationships of your own.
Qualifications
- Strong skills in Financial Planning and Retirement Planning to design and implement comprehensive client strategies.
- Experience delivering Wealth Management Services, including ongoing advisory support and holistic financial guidance.
- Relevant certifications such as CFP®, CPA®, or other financial planning/wealth management designations preferred.
- Demonstrated ability to build and maintain client relationships, with a client-centric and ethical approach.
- Familiarity with financial planning software, CRM tools, and standard office applications.
- Ability to work on-site in Chicago, IL, and comply with all applicable regulatory and licensing requirements.