Wealth Manager

REMOTE, IL | Fully Remote

Posted: 11/28/2023 Industry: Employee Benefits & Retirement Services Job Number: RC23.4.21.13 Experience:

Job Description

Title: Wealth Manager

Job Type: Full-time

We are seeking a Wealth Manager to join our team. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing comprehensive financial planning and investment management services, and building strong relationships to ensure long-term retention.


  • Manage a portfolio of high-net-worth clients, including financial planning, investment management, and retirement planning
  • Develop and maintain strong relationships with clients to ensure long-term retention
  • Conduct comprehensive financial assessments and develop customized financial plans to help clients achieve their financial goals
  • Advise clients on investment strategies and recommend appropriate investment vehicles based on individual client needs and risk tolerance
  • Monitor and adjust client portfolios based on market conditions and changing client needs
  • Collaborate with a team of financial advisors, analysts, and other professionals to deliver exceptional service to clients
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance with industry standards
  • Participate in business development activities, including networking and referral generation

Job Requirements


  • Bachelor's degree in finance, economics, or a related field
  • Minimum of 2 years of experience in wealth management, financial planning, or a related field
  • CFP certification or equivalent is preferred
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to work independently and as part of a team
  • Proficiency in financial planning software, investment analysis tools, and CRM systems

We offer a competitive salary, commission, and benefits package, as well as ongoing training and development opportunities. If you are interested in this exciting opportunity, please submit your resume and cover letter for consideration. We look forward to hearing from you!

Meet Your Recruiter

Rodney Castor

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