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Wealth Management Assistant: Client Services & Ops
Job in
Rockford, Winnebago County, Illinois, 61103, USA
Listed on 2026-08-28
Listing for:
MG Financial Inc.
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
MG Financial Inc. in Northbrook, IL is seeking a highly organized financial advisor assistant to serve as the operational backbone of our wealth management team and provide white-glove service to high-net-worth clients.
You will handle client requests, onboarding, account openings, transfers, meeting prep, and CRM management with FINRA/SEC compliance oversight, supporting advisors and maintaining flawless client records.
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