The mission of Balasa Dinverno Foltz LLC is to help people enjoy a full life. We live our mission every day.
Our vision is to set the standard of unmatched excellence by attracting and retaining top talent in order to passionately serve our clients, through a culture of growth, innovation, and safety, anchored by our core values:
Team Before Self * Open to Feedback * Vulnerable * Gratitude
Driven/Self-motivated * Going Above and Beyond * Hardworking * Dedicated
Inquisitive * Listen to Others * Good Intuition * Self-aware
Always Do the Right Thing
Balasa Dinverno Foltz LLC is a nationally recognized private wealth management firm located in Itasca and Chicago, Illinois. We are an independent, fee-only firm that manages in excess of $4 billion in assets for business owners, women, individuals and families, and institutions. We have an immediate opening for a highly motivated, organized individual to join our team.
Serve as a Wealth Manager for 50 to 100 clients - dependent upon business development or relationship manager career path
Manage all aspects of servicing clients, including:
Assisting clients in setting an investment strategy, implementing an initial asset allocation, rebalancing and implementing strategy changes
Conducting regular meetings with clients to review portfolio strategy, account activity and performance
Establishing and maintaining COI (Center of Influence) relationships
Seek out new client relationships through client referrals
Education & Experience
Bachelor's degree CFP® designation; CFA, CPA, MBA or JD a plus
8+ years of client service and financial planning experience
Investment knowledge and an understanding of financial planning issues
Proven success in cultivating relationships and meeting business development goals
Excellent communication and problem solving skills
Strong organizational and time management skills
High level of attention to detail and accuracy
High level of confidentiality and professionalism
About Balasa Dinverno Foltz, LLC
Balasa Dinverno Foltz LLC is a nationally recognized private wealth management firm located in Itasca and Chicago, Illinois. We are an independent, fee-only firm that manages over $4 billion in assets for business owners, women, individuals and families, and institutions.