Lead Wealth Management Consultant

2 weeks ago


Hinsdale, United States Jobot Full time
Position Overview

Embrace a Flexible Work Environment with Competitive Incentives, Profit Sharing, and More


This opportunity is hosted by Jobot, a firm dedicated to delivering tailored financial solutions.


About Us:

Our organization specializes in comprehensive financial advisory and investment management services for individuals, families, and enterprises. We are passionate about guiding our clients towards their financial aspirations through a personalized methodology that considers their distinct situations and requirements. Our proficient team offers a diverse array of services, including retirement planning, estate management, tax strategy, risk assessment, and investment oversight. We prioritize fostering enduring relationships with our clients, providing the necessary support to navigate the intricate financial landscape.


We are in search of a seasoned and driven Lead Wealth Management Consultant to enhance our team.

The ideal candidate will possess a solid history of managing client relationships and will ideally bring a network or portfolio that can be utilized. This role entails overseeing and expanding a portfolio of affluent clients, delivering customized financial guidance and solutions to assist them in realizing their financial objectives.


Why Join Our Team?

  • Comprehensive coverage for Medical, Dental, and Vision benefits
  • Flexible working hours
  • Remote work options available
  • Guaranteed base salary complemented by performance bonuses
  • 401k matching up to 3%
  • Profit-sharing opportunities
  • Reimbursement for travel expenses related to company events or meetings

Key Responsibilities:

  • Oversee and cultivate client relationships, delivering holistic financial planning and investment management services.
  • Craft and execute personalized financial strategies and investment plans tailored to clients' specific needs.
  • Leverage your existing network or portfolio to attract new clients to our firm.
  • Conduct regular assessments of client portfolios, making necessary adjustments to align with their financial goals.
  • Stay informed on market trends, investment vehicles, and regulatory updates to provide clients with insightful advice.
  • Collaborate with team members to offer a comprehensive approach to financial planning and wealth management.
  • Engage in networking and business development initiatives to expand the firm's clientele.
  • Ensure adherence to all regulatory and company policies and procedures.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or a related discipline.
  • Certified Financial Planner (CFP) designation is preferred.
  • A minimum of 7-10 years of experience in financial advisory and investment management.
  • Demonstrated ability to manage and enhance client relationships.
  • Strong grasp of financial markets, investment methodologies, and financial planning principles.
  • Exceptional communication and interpersonal abilities.
  • Capacity to work independently as well as collaboratively within a team.
  • High ethical standards and professional integrity.
  • Existing network or portfolio that can be effectively utilized.


  • Hinsdale, United States Charles Schwab Full time

    Position Type: RegularYour opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...


  • Hinsdale, Illinois, United States Jobot Full time

    Position OverviewFlexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more.This role is with a firm that specializes in providing comprehensive financial planning and investment management services tailored to individuals, families, and businesses.We are dedicated to assisting our clients in reaching their financial aspirations through a...


  • Hinsdale, United States U.S. Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...


  • Hinsdale, United States Jobot Full time

    REMOTE, Wealth Management Administrative Support - Exceptional Benefits + Profit SharingAbout Us:We are a leading firm in the wealth management sector, dedicated to providing top-notch service to our clients. We are currently in search of a proactive and skilled Senior Client Services Associate to enhance our client engagement and support efforts.Why...


  • Hinsdale, United States Jobot Full time

    REMOTE, Wealth Management Administrative Support - Exceptional Benefits + Profit SharingAbout Us:We are a leading firm in the wealth management sector, dedicated to providing top-notch service to our clients. We are currently looking for a motivated and skilled Senior Client Services Associate to enhance our team. This role is crucial for maintaining and...


  • Hinsdale, Illinois, United States Jaguar Land Rover Hinsdale Full time

    Job OverviewPosition Summary – Jaguar Land Rover Automotive Product ConsultantWe are thrilled to introduce an opportunity for an Automotive Product Consultant to enhance our customer experience. The Consultant will deliver in-depth product knowledge to clients throughout the purchasing journey. This role serves as the main resource for customers to explore...


  • Hinsdale, Illinois, United States Jobot Full time

    Wealth Management Administrative Support - Excellent Benefits and Profit SharingThis exceptional opportunity is for a Senior Client Services Associate in the wealth management sector. This role is ideal for a committed professional eager to make a meaningful contribution. You will be tasked with managing client relationships, providing outstanding service,...


  • Hinsdale, Illinois, United States Jobot Full time

    Wealth Management Administrative Support - Excellent Benefits + Profit Sharing PotentialThis exceptional opportunity is for a Senior Client Services Associate in the wealth management sector. If you are a committed professional eager to make a meaningful difference, this position is tailored for you. Your primary responsibility will be to cultivate client...


  • Hinsdale, United States Jobot Full time

    REMOTE, Wealth Management Administrative Support - Exceptional Benefits + Profit SharingAbout the Position:We are looking for a motivated and skilled Senior Client Services Associate to enhance our expanding team. This role is a fantastic opportunity for a committed professional to significantly impact the wealth management sector. The ideal candidate will...


  • Hinsdale, Illinois, United States JC LICHT LLC Full time

    Job OverviewAre you ready to contribute to a leading Paint, Hardware & Decorating Retailer in the industry? At JC Licht, we pride ourselves on being a family-oriented organization where every member is valued.Position SummaryWe are seeking a dedicated Retail Sales Associate for our location. This role is essential in delivering exceptional service to our...

  • Style Consultant

    6 days ago


    Hinsdale, Illinois, United States Northern Impact Full time

    Job SummaryNorthern Impact is seeking a highly skilled and fashion-forward Fashion Merchandiser to join our team. As a key member of our retail store, you will be responsible for providing exceptional customer service, recommending fashionable items, and creating complete looks that excite our customers.Key ResponsibilitiesMaximize Sales and Customer...


  • Hinsdale, Illinois, United States Fertility Centers of Illinois, LLC Full time

    Position OverviewJoin a dedicated team committed to supporting individuals in their journey to parenthood.Fertility Centers of Illinois is recognized as a premier provider of infertility treatment services, offering cutting-edge reproductive endocrinology solutions in the region for over three decades.As part of US Fertility, the largest physician-led...


  • Hinsdale, United States Whole Foods Market Full time

    Job SummaryWe are seeking a highly skilled and experienced Produce Department Team Lead to join our team at Whole Foods Market. As a key member of our produce team, you will be responsible for overseeing the daily operations of the department, ensuring exceptional customer service, and driving sales growth.Key ResponsibilitiesDepartment Management: Supervise...

  • Respiratory Therapist

    2 weeks ago


    Hinsdale, United States RML HEALTH PROVIDERS Full time

    Job Details Job Title: Respiratory Therapist Department/Location: Respiratory/ Hinsdale, IL Shifts: Nights 7:00 pm - 7:30 am Part-time 48 hours per pay period + benefit eligible FTE: 0.6 Req. Number: 1261 Sign-on Bonus $5,000Benefits RML offers competitive compensation and excellent benefits package. Employees can choose from a large selection of benefits...

  • Restuarant Manager

    1 month ago


    Hinsdale, United States Il Poggiolo Ristorante Full time

    Job DescriptionJob DescriptionLooking for Restaurant Manager to lead all aspects of our business. You will ensure efficient restaurant operation, as well as maintain high production productivity, quality and customer service standards. As well as oversee the dining room, check-in with customers and balance seating capacity. Manager to ensure our restaurant ...


  • Hinsdale, Illinois, United States JC LICHT LLC Full time

    Job OverviewAre you ready to be part of a dynamic and innovative Paint, Hardware & Decorating Retailer? At JC Licht, we pride ourselves on being a family-oriented company where every member is valued.Position SummaryWe are seeking a dedicated Retail Sales Associate for our location. This role is essential in delivering exceptional service to our customers...


  • Hinsdale, United States Wellness House Full time

    Job DescriptionJob DescriptionDescription:Join Our Team!At Wellness House, we are always looking for smart, dedicated experts who believe in a psychosocial approach to complement cancer care. A career with WH provides an opportunity to use your unique skills and talents to make a difference in the lives of those impacted by cancer.We provide opportunities...

  • RN [License Pending]

    2 weeks ago


    Hinsdale, United States RML HEALTH PROVIDERS Full time

    ****Sign-On Bonus --- $12,500****Job DetailsJob Title: RN "License Pending"Department/Location: Nursing Wing "B-1, B-2 or D"/ Hinsdale, IL Shifts: Days. 7:00 am - 7:00 pm OR Nights. 7:00 pm - 7:00 am Full-time (72 hours per pay period) + benefit eligibleFTE: 0.9 Req. Number: 1494BenefitsRML offers competitive compensation and excellent benefits package....

  • RN [License Pending]

    2 weeks ago


    Hinsdale, United States RML HEALTH PROVIDERS Full time

    ****Sign-On Bonus --- $12,500****Job DetailsJob Title: RN "License Pending"Department/Location: Nursing 4th Fl. / Chicago, IL Shifts: Days. 7:00 am - 7:00 pm OR Nights. 7:00 pm - 7:00 am Full-time (72 hours per pay period) + benefit eligibleFTE: 0.9 Req. Number: 1495BenefitsRML offers competitive compensation and excellent benefits package. Employees can...

  • Respiratory Therapist

    1 month ago


    Hinsdale, United States RML HEALTH PROVIDERS Full time

    Job Details Job Title: Respiratory Therapist Department/Location: Respiratory/ Hinsdale, IL Shifts: Nights 7:00 pm - 7:30 am Part-time 48 hours per pay period + benefit eligible FTE: 0.6 Req. Number: 1261 Sign-on Bonus $5,000Benefits RML offers competitive compensation and excellent benefits package. Employees can choose from a large selection of benefits...