Private Wealth Manager
Mundelein, Lake County, Illinois, 60060, USA
Listed on 2026-10-08
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Are you a seasoned Financial Advisor seeking to elevate your career? Our client, a prestigious firm headquartered in Tampa, FL, is expanding its team of Private Wealth Managers. With over $ 1 trillion+ in assets under management and a legacy spanning 40 years, this firm offers an unparalleled platform for growth and success.
Why Join this Firm?
? $1 Trillion+ in AUM = Stability & Credibility
? 40+ Years of Exceptional Client Service
? Strong Transition Support from Day One
? Entrepreneurial Culture with Collaborative Teams
? High-Net-Worth & Ultra-HNW Client Base
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Own your book of business from day 1
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W2 or 1099 affiliation option
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Marketing and lead generation support
Ideal Candidate Profile: The ideal candidate will bring 5+ years of Wealth Management experience, demonstrating a deep understanding of:
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Investment policy planning
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Strategic asset allocation
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Portfolio implementation and management
?4 years of experience working with High-Net-Worth Clients
Transitional Bonus - Paid on Production:
Our client offers a competitive transitional bonus based on production to support your move and reward your success. This is a unique opportunity to seamlessly transition your book of business while maximizing your earning potential.
Responsibilities:
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Provide bespoke, comprehensive investment strategies and services to clients.
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Exhibit a proven record of client retention and the capability to expand a book of business.
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Prepare and deliver compelling presentations and proposals to prospective clients.
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Increase brand visibility and market services strategically.
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Stay abreast of industry trends and maintain advanced financial knowledge.
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Leverage and expand an established network of referrals.
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Partner with the home office to manage and optimize clients’ financial portfolios.
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Oversee portfolio management and ensure exceptional client retention.
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Fulfill all Continuing Education requirements.
Qualifications:
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Bachelor’s degree with a minimum of 4 years of experience in wealth management
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Proven ability to work independently and as part of a team to achieve shared goals.
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Proficiency in computer applications:
Outlook, Excel, Word, and PowerPoint.
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Clean U4.
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Must hold FINRA Series 7
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Certified Financial Planner (CFP) designation is preferred but not mandatory.
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Experience managing a client portfolio with $25MM+ in Portable AUM.
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Must have a Trailing 12 over $350K
The Transition Team is ready to support Advisors in transitioning their existing client base.
Current Opportunities Available In:
- NYC
- Red Bank, NJ
- Raleigh-Durham, NC
- Tampa, FL
- Boston, MA
- Miami, FL
- Tampa, FL
- Dallas, TX
- Atlanta, GA
Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.
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