Jobs search

Wealth Manager

CPS Inc • Northbrook, IL, United States • $200k - $250k / year • 1w ago

Posted: 03/19/2024

Industry: Employee Benefits & Retirement Services

Job Number: SA24.3.19.1

Remote Friendly:

Experience:

Job Description

Position: Wealth Manager

Location: Northbrook, IL

Compensation: $130,000.00 - $175,000.00

Job Description:

We are seeking a highly skilled and experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to our clients. This is an exciting opportunity to work with a diverse range of clients and help them achieve their financial goals.

Responsibilities:

Responsible for client relationship retention through understanding their financial goals and providing tailored wealth management solutions.
Lead client meetings to identify complex issues and offer creative solutions to help clients achieve their goals.
Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
Create personalized financial plans based on clients' risk tolerance, time horizon, and financial objectives.
Implement investment strategies and monitor client portfolios to optimize performance and manage risk effectively.
Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
Build and maintain strong relationships with clients through regular communication regarding investment performance, planning strategies, and reviews.

Education: