Wealth Manager

Northbrook, IL 60065

Posted: 07/09/2024 Industry: Employee Benefits & Retirement Services Job Number: SA24.3.19.1 Remote Friendly: On-Site Experience:

Job Description

Position: Wealth Manager

Location: Northbrook, IL

Compensation: $130,000.00 - $175,000.00

Job Description:

We are seeking a highly skilled and experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to our clients. This is an exciting opportunity to work with a diverse range of clients and help them achieve their financial goals.


  • Responsible for client relationship retention through understanding their financial goals and providing tailored wealth management solutions.
  • Lead client meetings to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
  • Create personalized financial plans based on clients' risk tolerance, time horizon, and financial objectives.
  • Implement investment strategies and monitor client portfolios to optimize performance and manage risk effectively.
  • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
  • Build and maintain strong relationships with clients through regular communication regarding investment performance, planning strategies, and reviews.


  • Bachelor's degree in finance, accounting, or a related field.
  • FINRA 7 & 66 required.
  • CFP, CFA preferred.


Meet Your Recruiter

Steve Anderson
Retirement Svcs Recruiter - Section Manager

Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business. 

Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience. 

Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. 

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About Northbrook, IL

Ready to launch your career in the vibrant Northbrook, Illinois area? The opportunities here are as diverse as they are exciting! Nestled in the heart of Cook County, Northbrook offers a unique blend of urban amenities and suburban charm. Enjoy easy access to renowned attractions like the Chicago Botanic Garden, Allstate Arena, and Ravinia Festival, where music and culture thrive. Immerse yourself in the local scene with a wide array of culinary delights, from deep-dish pizza to gourmet dining experiences. With top-notch galleries, theaters like the North Shore Center for the Performing Arts, and professional sports teams like the Chicago Bears and Blackhawks just a short drive away, there's never a dull moment in Northbrook. Embrace a career in this dynamic region and unlock endless possibilities for professional growth and personal fulfillment. Explore our job listings today and take your career to new heights!