Senior Wealth Management Professional

2 weeks ago


Chicago Heights, Illinois, United States International Staff Consulting Full time
Senior Wealth Advisor/Manager Opportunity

We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm.

Key Responsibilities:

  • Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning.
  • Develop and implement customized financial plans to help clients achieve their financial goals.
  • Build and maintain strong relationships with clients to ensure exceptional service and support.
  • Collaborate with internal teams to provide seamless service and support to clients.

Requirements:

  • Minimum of 5 years of experience in wealth management or a related field.
  • Proven track record of success in building and maintaining a book of business.
  • Strong knowledge of financial planning, investment management, and tax planning.
  • Excellent communication and interpersonal skills.

What We Offer:

  • Competitive compensation package, including revenue participation, bonuses, and equity.
  • Opportunity to work with a rapidly growing and innovative firm.
  • Flexible work arrangement, including remote work options.
  • Top-notch medical, dental, and vision plans, as well as unlimited paid time off and company holidays.

Confidentiality:

All interviews and applications will be kept confidential. We are an equal opportunity employer and welcome applications from diverse candidates.



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