```Overview```
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.
Competitive commission structure with the ability to make really good income over time.
Leads program and other client base to work at no cost to you. Team of people designed to help you get more business. Large client base to call on right away.
Cutting Edge Software to work with.
Back office at Charles Schwab.
```Responsibilities```
- Develop and maintain strong relationships with clients, understanding their financial objectives and providing personalized wealth management solutions
- Conduct thorough financial analysis, including investment portfolio reviews, cash flow analysis, and retirement planning
- Create customized financial plans based on clients' risk tolerance, time horizon, and financial goals
- Implement investment strategies and manage client portfolios to optimize performance and minimize risk
- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic wealth management solutions
- Provide ongoing client communication and education regarding investment performance, market updates, and financial planning strategies
```Qualifications```
- Bachelor's degree in finance, accounting, or a related field
- Proven experience in wealth management or a similar role
- Strong knowledge of investment management principles and strategies
- Familiarity with cash management techniques and tools
- Excellent sales skills with the ability to build rapport and establish trust with clients
- Previous experience in public accounting or corporate accounting is a plus
- Proficiency in math and financial concepts
- Knowledge of wills, trusts, and estate law is preferred
If you are a motivated self-starter with a passion for helping clients achieve their financial goals, we would love to hear from you. Join our team as a Wealth Manager and make a meaningful impact on the lives of our clients.
Please note that only qualified candidates will be contacted for further consideration.
Job Type: Full-time
Pay: $83,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Paid time off
- Parental leave
Compensation package:
- Bonus opportunities
- Commission pay
- Profit sharing
Weekly schedule:
Work setting:
Ability to Relocate:
- Oak Brook, IL 60523: Relocate before starting work (Required)
Work Location: Hybrid remote in Oak Brook, IL 60523