Wealth Manager

Position - Wealth ManagerLocation - Deerfield, ILSalary - $150K - 170K + bonusEssential Duties:Conduct client portfolio and financial planning reviewsManage relationships with and provide advice to retirement plan clientsForm meaningful, long-lasting client relationshipsManage client investmentsParticipate in andor lead firm-wide projectsRequirements:Bachelor's degree from an accredited college or universityFive plus years of financial planning experienceCFP® designation; CPAPFS certification preferredFINRA Series 7 and 66 licenses, preferredKnowledge of small business retirement plansKnowledge of SEC and FINRA regulations and industry best practicesHigh level of organization, accuracy, and attention to detailExceptional oral and written communication skillsGreat computer skillsBenefits - For eligible employees, we offer medical, dental, & vision coverage, plus 401K enrollment.

Created: 2025-02-21