Wealth Manager

Connor & Gallagher One Source (CGO) is a full-service Human Capital and Risk Management partner. Since 1997, we’ve supported organizations nationwide with insurance, employee benefits, HR, payroll, retirement, and risk management solutions. Our dedicated teams combine expertise with a hands-on service model, delivering integrated, flexible solutions that help businesses and their people thrive.

The Wealth Manager will report to Retirement Plan Practice Leader and play a critical role in helping 401(k) participants and individual clients achieve their financial goals. This is a client-facing, growth-oriented position designed for someone who thrives in prospecting, financial planning, and relationship management — with a clear path to leadership.

• Conduct 401(k) group meetings and provide individual consultations to participants.
• Prospect new clients, build relationships, and grow AUM (assets under management) using networking, referrals, outbound outreach, and joint strategy with sales leadership.
• Provide holistic financial guidance including asset management, financial planning, and estate planning.
• Monitor client portfolios, perform periodic reviews, and make adjustments based on client goals, market changes, or life events
• Coordinate with internal teams (compliance, operations, benefits, insurance) to deliver seamless client service and support
• Maintain regulatory compliance (licenses, reporting, fiduciary standards, U4s) and keep client records up to date
• Deliver high-quality service and develop trusted, long‑term client relationships.
• Leverage financial planning software, risk analysis tools, and Microsoft products to support clients.
• Work toward leadership responsibilities as the role grows.

• 3 months: Fully onboarded; strong understanding of CGO processes, procedures, and product knowledge.
• 6 months: Demonstrated success in prospecting and initial AUM growth through client acquisition.
• 12 months: Achieve $10–20 million in AUM; established book of clients and positioned for leadership growth.

• Series 6 or 7 license.
• Minimum 5 years of wealth management experience.
• Strong interpersonal and communication skills with the ability to build trust quickly.
• Familiarity with financial planning software and risk analysis tools.

• Existing book of business.
• Experience with CRM systems.
• Clean U4.

• Demonstrated track record of success in wealth management or financial advising roles.

$90,000 - $130,000 (Commission based)

• Significant earning potential tied directly to your growth and client success.
• Hybrid work model with flexibility; ~50% travel within Chicagoland for client meetings.
• Clear path to leadership opportunities within CGO as the practice expands.
• Be part of a collaborative and growing organization that values innovation, client service, and professional development.
• Unlimited PTO