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Full timeFinance

Senior Wealth Manager

Leah Yosef InternationalMundelein, Illinois🇺🇸United States

Why this role stands out

This role offers an exceptional opportunity to accelerate your career at a high-growth firm with a clear path to significant earnings and comprehensive support for your success. You will thrive here if you are a seasoned professional with a passion for high-net-worth client relationships and a desire to leverage firm-provided referrals within a collaborative, hybrid work environment. Apply today to take the next step in your financial career and unlock your full potential.

Quick overview

Salary$150k/yr
SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationMundelein, Illinois, United States

Job description

Job Description

14B+ AUM Independent

Wealth Management Firm

Chicago, IL

Overview

Dynamic, fast-growing 14B+ Independent RIA is seekinga Senior Wealth Manager in Sarasota to advise clients with regards to comprehensive wealth management, including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.

Highlights

  • The Firm has been growing consistently 30%+ year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
  • Build upon the Firm's extensive success using well-proven firm-provided referrals to source and manage relationships with high-net-worth clientele
  • Compensationparameters: $150,000+ package,clear track to $400,000+

Requirements

  • CFP strongly preferred
  • 10+ years experience leading relationships with high-net-worth clientele

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