Wealth Management Advisor

2 months ago


Barrington, United States Garry Executive Search Full time

Garry Executive Search is working with a top-tier wealth management firm that is seeking an experienced Wealth Management Advisor to join their team. This is an exciting opportunity for a driven professional who is passionate about helping clients achieve their financial goals through personalized planning and investment strategies.


Key Responsibilities:

  • Build and maintain long-term client relationships by providing customized financial planning and investment management services.
  • Conduct in-depth financial assessments, analyzing clients' financial needs, goals, and risk tolerance.
  • Develop, implement, and monitor tailored financial plans and investment strategies.
  • Stay informed on market trends, investment products, and regulatory changes to provide clients with up-to-date advice.
  • Collaborate with internal teams to deliver comprehensive wealth management solutions.
  • Educate clients on various financial planning topics, including retirement, estate planning, and tax strategies.
  • Proactively seek opportunities to expand your client base through networking and referrals.


What We're Looking For:

  • Experience: A minimum of 3 years in wealth management, financial planning, or a related field.
  • Licensing: Series 7 license is required; Series 63 or 66 is preferred.
  • Credentials: A Certified Financial Planner (CFP) designation is a plus but not required.
  • Skills: Strong understanding of financial products, investment strategies, and excellent communication skills.
  • Attributes: A client-focused approach, high level of integrity, and the ability to work both independently and as part of a team.


Why This Opportunity?

  • Competitive Compensation: Attractive base salary with a lucrative opportunity to grow your earnings through asset management. As you build and manage your clients’ portfolios, your income potential can significantly increase, aligning your success with the success of your clients.
  • Comprehensive Benefits: Health, dental, and vision insurance, 401(k) with company match, and paid time off.
  • Growth Potential: Opportunities for professional development and career advancement.
  • Supportive Environment: A collaborative team with access to cutting-edge financial planning tools and resources.


Next Steps:

If you’re interested in learning more about this opportunity, I’d love to connect with you. Please apply with your resume, and I’ll be in touch to discuss how this role could align with your career goals.


Garry Executive Search is dedicated to matching top talent with leading firms. We look forward to helping you take the next step in your career.



  • Barrington, United States Garry Executive Search Full time

    Garry Executive Search is working with a top-tier wealth management firm that is seeking an experienced Wealth Management Advisor to join their team. This is an exciting opportunity for a driven professional who is passionate about helping clients achieve their financial goals through personalized planning and investment strategies.Key Responsibilities:Build...


  • Great Barrington, Massachusetts, United States BMO Full time

    Job SummaryBMO is seeking a highly skilled and experienced Senior Portfolio Manager to join our Wealth Management team. As a key member of our team, you will be responsible for managing a portfolio of high net worth clients, providing investment advice and guidance, and developing and implementing investment strategies to meet client goals and objectives.Key...


  • Barrington, United States Citizens Full time

    Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...


  • Barrington, United States Citizens Full time

    Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • Barrington, United States Citizens Full time

    Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • Barrington, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and...


  • Great Barrington, Massachusetts, United States BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Portfolio Manager- Wealth Mgt to join our team at BMO. As a key member of our Wealth Management team, you will be responsible for providing high-quality sales and service to investment clients, delivering an exceptional client experience, and ensuring compliance with all regulatory...


  • Barrington, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...


  • Great Barrington, Massachusetts, United States BMO Full time

    Job SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our Wealth Management team. As a key member of our team, you will be responsible for providing high-quality sales and service to investment clients, delivering an exceptional client experience, and ensuring compliance with all aspects of investment management and administration.Key...


  • Barrington, United States Ulta Beauty Full time

    Ulta Beauty - 20505 N Rand Road Suite 220 [Sales Associate / Team Member] As a Beauty Advisor at Ulta Beauty, you'll: Make eye contact, smile, and promptly acknowledge and greet each guest entering the store; Determine each guest need and answer questions concerning products and services; Partner with management to ensure the guest needs are met; Recommend...


  • Great Barrington, Massachusetts, United States Citizens Full time

    Job Title: Private Client Relationship ManagerAt Citizens, we are seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.Key Responsibilities:Acquire and retain...


  • Great Barrington, Massachusetts, United States Citizens Full time

    About the RoleCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through proactive outreach and...

  • Honda Service Advisor

    2 weeks ago


    Great Barrington, Massachusetts, United States Murgado Automotive Group Full time

    Murgado Automotive Group is a leading provider of exceptional automotive services, and we are seeking a skilled Honda Service Advisor to join our team.The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build rapport and trust with customers. They will also have a strong understanding of automotive service...


  • Great Barrington, Massachusetts, United States Murgado Automotive Group Full time

    At Murgado Automotive Group, we're seeking a highly motivated and customer-focused Automotive Service Advisor to join our dynamic service team at BMW of Barrington.The ideal candidate will have a passion for delivering exceptional customer service and a keen interest in the automotive industry.Key Responsibilities:Greet customers warmly and address their...


  • Great Barrington, Massachusetts, United States Murgado Automotive Group Full time

    Murgado Automotive Group is seeking a dedicated and customer-oriented Automotive Service Advisor to join our dynamic team. As a Service Advisor, you will serve as the primary point of contact for customers requiring automotive maintenance and repair services, ensuring their satisfaction and building lasting relationships.Key Responsibilities:Greet customers...


  • Barrington, United States Horizon Strategies Full time

    Benefits Advisor (BA) Position Description: Conduct VA transition activities in support of the Transition Assistance Program (TAP). Transition support includes conducting standardized VA Benefits and Services Briefings, one-on-one engagements, pre-separation counseling support, military life cycle (MLC) events, Capstone events, and warm-handover support....


  • Great Barrington, Massachusetts, United States Murgado Automotive Group Full time

    We are seeking a highly motivated and customer-focused Automotive Service Advisor to join our dynamic service team at BMW of Barrington, a prestigious member of the Murgado Automotive Group.Prestigious Brand:Represent a world-renowned brand known for luxury, performance, and innovation.Professional Growth:Opportunities for continuous learning and career...


  • Barrington, United States Jobot Full time

    Job DescriptionJob DescriptionFull service firm in IL!This Jobot Job is hosted by: Mallory CallowayAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $150,000 - $200,000 per yearA bit about us:Full service firm in IL!Why join us?Medical Benefits401kPTOCompetitive payJob DetailsJob Details:We are seeking an...


  • Barrington, United States Kelleher + Holland, LLC Full time

    Are you a seasoned attorney with 15+ years of experience? KH can offer you: ·Leadership Opportunities: Play a key role in shaping the firm’s estate planning practice and mentoring junior attorneys, while having the autonomy to lead and grow your own book of business.·Client Interaction and Strategic Leadership: You’ll be trusted to lead high-net-worth...


  • Barrington, United States Kelleher + Holland, LLC Full time

    Are you a seasoned attorney with 15+ years of experience? KH can offer you: ·Leadership Opportunities: Play a key role in shaping the firm’s estate planning practice and mentoring junior attorneys, while having the autonomy to lead and grow your own book of business.·Client Interaction and Strategic Leadership: You’ll be trusted to lead high-net-worth...