14B+ AUM Independent WealthManagement 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
Senior Wealth Manager in Greater Chicago Area at Leah Yosef International
This position is listed as full time and onsite. It was posted 3 days ago.