Join Our Team

We are looking for great people to join our growing team!

Burling Wealth Partners is a fast-growing wealth management firm headquartered in Chicago with clients across the country. We hire the best in the business and are seeking highly motivated individuals who can thrive in a fast-paced and collaborative environment.

We attract employees who bet on themselves and are looking to avoid the bureaucracy of large financial institutions and see the real impact of their hard work.

Join our team to help shape the next generation of wealth management.
Inquire about our open positions now at careers@burlingwp.com.

Job Opportunities

Client Service Associate

Client Service Associate

How to Apply:

Please email your resume and cover letter to careers@burlingwp.com.

The Role:

Burling Wealth Partners is a fast-growing wealth management firm headquartered in Chicago, IL. We are a recently launched, next-generation firm seeking highly motivated individuals who can thrive in a collaborative and fast-paced environment and enjoy providing exceptional client experiences.

The Client Service Associate will help us deliver excellent service to clients and support. You will support the Executive Team in financial planning, investment management, and delivering outstanding client service. The role requires someone who has fantastic communication skills and likes talking to clients, a desire to learn about and grow in the financial services industry, and a passion for personal development. This is not a sales role. This position allows the Associate to gain valuable experience in wealth management, develop their communication and analytical skills, and progress toward more client interaction and responsibilities.

We are a lean team providing a great opportunity for learning and development within the role. This role requires frequent communication with the Executive Team, our clients, and our custodians. The ideal candidate will be positive, organized, detail-oriented, motivated and have the ability to change course quickly.

This role is principally in-person at our Chicago office, with remote work flexibility.

Responsibilities:
  • Work with clients and colleagues to ensure proper account opening procedures and documentation.
  • Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns.
  • Schedule and prepare for client meetings; enter and maintain client data in the CRM and portfolio analysis software, prepare reports and other deliverables.
  • Manage account activities that are operational in nature –new accounts, cash management, transfers, and account maintenance.
  • Ability to expand roles based on desire into marketing, compliance, business development, and/or investment management.
Education, Knowledge and Skills:
  • Bachelor’s degree or relevant prior industry experience
  • Proficiency in Microsoft Word, Excel & PowerPoint
  • Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems
  • Superior interpersonal, organizational and client service skills; work effectively in a highly collaborative team environment
  • Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change
  • Strong computer skills and ability to quickly learn new software
  • Intellectual curiosity and a sense of humor
What Burling Offers
  • Great company culture with strong development opportunities
  • Lean team with direct access to firm leadership and ability to drive change
  • Comprehensive benefits package
  • 401k retirement plan with employer match
  • Generous time off and paid parental leave
About Us:

Headquartered in Chicago, IL, Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions.

For more information, please visit www.burlingwp.com, and for the latest updates, follow Burling Wealth Partners on LinkedIn.

Burling Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Equal Employment Opportunity:

It is the policy of Burling to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law.

It is Burling’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Interested in joining our team? Please email your resume and cover letter to careers@burlingwp.com.

Associate Portfolio Manager

Associate Portfolio Manager

How to Apply:

Please email your resume and cover letter to careers@burlingwp.com.

Core Functions:

Investment Operations, Trading, and Research

The Role:

Burling Wealth Partners is seeking an Associate Portfolio Manager to join our growing team and firm. This position offers a unique opportunity to engage in the full spectrum of portfolio management by integrating operations, trading, and investment research. You’ll play a crucial role in implementing investment strategies, including trade execution, and contributing to investment decisions through insightful research and analysis. Analysis may include contributions to client proposals and updates.

The ideal candidate thrives in a fast-paced environment, demonstrating initiative, the ability to work independently and thorough attention to detail. Strong collaborative skills are essential, as this role involves working closely with team members to achieve shared goals.

This role offers an opportunity for growth in portfolio management and involvement in research and trading. If you are passionate about investments and client service and eager to contribute to a dynamic team, we want to hear from you!

This role is principally in-person at our Chicago office, with remote work flexibility.

Responsibilities:

Portfolio Operations:

  • Process daily cash flow activities and execute trading tasks promptly and accurately.
  • Monitor cash positions across investment portfolios to ensure adequate funding and opportunities for deployment.
  • Create and maintain reports, spreadsheets, and other tools to summarize and analyze investment data.
  • Develop client and prospect meeting materials.

Research and Trading:

  • Implement and monitor investments across equity and fixed income portfolios.
  • Perform fundamental analysis of companies across various industries, monitoring positions within existing portfolios and identifying new investment opportunities.
  • Perform portfolio rebalancing and adjustments as needed.
  • Undertake ad-hoc tasks, including presentation preparation and team support.
Education, Knowledge and Skills:
  • Strong analytical skills and attention to detail.
  • Functional understanding of income statements and balance sheets.
  • Proficiency in portfolio management and reporting tools.
  • Experience and working knowledge of Factset preferred.
  • Ability to work collaboratively in a fast-paced environment.
  • Knowledge of investment strategies and portfolio management is a plus.
  • 3+ years of related work experience.
  • Willingness to complete CFA or CFP program.
What Burling Offers:
  • Great company culture with strong development opportunities.
  • Lean team with direct access to firm leadership and ability to drive change.
  • Comprehensive benefits package.
  • 401k retirement plan with employer match.
  • Generous time off and paid parental leave
About Us:

Headquartered in Chicago, IL, Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions.

For more information, please visit www.burlingwp.com, and for the latest updates, follow Burling Wealth Partners on LinkedIn.

Burling Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Equal Employment Opportunity:

It is the policy of Burling to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Burling’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Interested in joining our team? Please email your resume and cover letter to careers@burlingwp.com.

Wealth Advisor

Wealth Advisor

How to Apply:

Please email your resume and cover letter to careers@burlingwp.com.

The Role:

Burling Wealth Partners is seeking a Wealth Advisor to join our growing team. We are a recently launched, next-generation firm seeking highly motivated individuals who can thrive in a collaborative and fast-paced environment.

The Wealth Advisor will identify and establish relationships with high net worth investor prospects, build an understanding of their financial goals and convert prospects to clients with assets under management. The Wealth Advisor will serve as a primary relationship manager for clients, recommending and building portfolios based on client investment objectives, integrating research findings and financial markets knowledge. The Wealth Advisor will continuously seek opportunities to expand client relationships and grow assets under management.

We are a lean team providing a great opportunity for learning and development with a path toward equity ownership. If you are passionate about investments and client service and eager to contribute to a dynamic team, we want to hear from you!

This role is principally in-person at our Chicago office, with remote work flexibility.

Responsibilities:
  • Identify and establish relationships with high net worth investor prospects. Develop prospect pipeline and regularly conduct calls and meetings with potential clients.
  • Manage client relationships by providing exceptional service, advice, and deliverables to assigned client families.
  • Recommend and build appropriate portfolios consistent with client’s objectives. Customize portfolios based on a holistic approach to client objectives.
  • Collaborate across other functions (portfolio management, client service, marketing) to identify possible solutions for achieving client objectives and advancing business development.
  • Create and track business development plans focused on onboarding clients. Grow client base by networking and generating leads and referrals.
  • Ensure all advisory activities are in compliance with applicable rules, regulations, policies and procedures.
Education, Knowledge and Skills:
  • Bachelor’s Degree or equivalent experience required
  • 5+ years of prior investment sales and portfolio management experience serving high net worth clients required
  • CFA, CFP, JD, or MBA preferred
  • Excellent sales, presentation and communication skills
  • Entrepreneurial spirit and high level of self-motivation
  • Detailed knowledge of investment concepts, terminology, products, procedures and applicable regulations
  • Intellectual curiosity and a sense of humor
What Burling Offers:
  • Great company culture with strong development opportunities
  • Lean team with direct access to firm leadership and ability to drive change
  • Comprehensive benefits package
  • 401k retirement plan with employer match
  • Generous time off and paid parental leave
About Us:

Headquartered in Chicago, IL, Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions.

For more information, please visit www.burlingwp.com, and for the latest updates, follow Burling Wealth Partners on LinkedIn.

Burling Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

 

Equal Employment Opportunity:

It is the policy of Burling to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Burling’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Interested in joining our team? Please email your resume and cover letter to careers@burlingwp.com.