Job Description: 14B+ AUM Independent Wealth Management Firm Chicago, IL Overview Dynamic, fast-growing 14B+ Independent RIA is seekinga Senior Wealth Manager in Sarasota to advise clients with regards to comprehensive wealth management, including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management. Highlights The Firm has been growing consistently 30%+ year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support. Build upon the Firm’s extensive success using well-proven firm-provided referrals to source and manage relationships with high-net-worth clientele Compensationparameters: $150,000+ package,clear track to $400,000+ Requirements CFP strongly preferred 10+ years experience leading relationships with high-net-worth clientele 2206
Numbers & Facts
Location
Mundelein, IL
Skills
Cash Flow Projectionunmatched
Estate Planningunmatched
Financial Planningunmatched
High Net Worthunmatched
Investment Managementunmatched
Leadershipunmatched
Relationship Managementunmatched
Retirement Planningunmatched
Rich Internet Application (RIA)unmatched
Sales Managementunmatched
Tax Planningunmatched
Wealth Managementunmatched
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