Wealth Manager

2020-09-08T20:51:14+00:00 September 8th, 2020|

GREAT OPPORTUNITY IN WEALTH MANAGEMENT

Deerfield, IL

Our client is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. This firm is known for forming long‐lasting relationships with their wonderful clients including business owners, physicians, working professionals, and multiple generations of the same family. They are seeking a highly motivated, relationship driven and detail‐oriented person with public accounting experience and a passion for wealth management to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients’ lives.

Duties and Responsibilities 

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

Requirements

  • Bachelor’s degree from an accredited college or university
  • CPA with experience in public accounting required
  • CFP® or PFS certification preferred
  • Minimum of 5 to 7 years in the financial services industry
  • High level of organization, accuracy, and attention to detail
  • Exceptional oral and written communication skills

Interested and qualified candidates please send resume to jennie@cmcconsult.com

  • This field is for validation purposes and should be left unchanged.

Apply on LinkedIn