Wealth Management Professional

North Chicagoland Suburbs | 4 Days In-Office

A rapidly growing, highly regarded independent wealth management firm with a multi-decade track record helping clients meet their financial goals. The firm has grown to over $2 billion in assets under management almost entirely through client referrals, a testament to the team's reputation for honesty, integrity, and deep expertise across financial planning and investment management. The client base includes business owners, physicians, working professionals, and multiple generations of the same family.

The firm is known for forming long-lasting relationships and putting clients first and not chasing sales quotas. The focus is genuine financial planning, relationship building, and wealth management.

The Wealth Manager is responsible for developing relationships with and providing financial planning advice to the firm's clients, as well as managing client portfolios in accordance with the firm's policies, goals, and vision. This role reports to the Senior Wealth Manager and collaborates directly with the President of the firm.

• Provide financial planning advice to high net worth clients
• Conduct client portfolio and financial planning reviews
• Form meaningful, long-lasting client relationships
• Manage client investments
• Participate in and/or lead firm-wide projects

• Bachelor's degree from an accredited college or university
• High level of organization, accuracy, and attention to detail
• Exceptional oral and written communication skills
• Several years of financial planning experience preferred
• Public accounting background a plus
• Knowledge of small business retirement plans a plus
• FINRA Series 7 and 66 licenses a plus
• Knowledge of SEC and FINRA regulations and industry best practices

Competitive base salary plus annual bonus based on company and personal performance. Comprehensive benefits package.