Wealth Management Professionals
Leverage your knowledge and enhance your ability to service your clients at Chicago Partners
Build, Grow, & Optimize Your Book of Business
We are seeking a Senior-level Financial Services Professional to join our team. The ideal candidate will have a minimum of 6 years of experience in the financial services industry, with a focus on portfolio management, financial planning, and their own book of clients.
- Create, design, and implement multidimensional client portfolio strategies.
- Develop and maintain relationships with clients, including institutional investors and high-net-worth individuals.
- Provide expert advice and guidance on financial market trends and investment opportunities.
- Oversee and mentor junior team members, providing guidance and training on industry best practices.
- Stay current on regulatory changes and ensure compliance with all relevant laws and regulations.
- Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA), Juris Doctor (J.D.), or similar accreditation.
- Minimum of 6 years of experience in the financial services industry.
- Proven history of building, managing, and growing a book of business
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced and dynamic environment.
- Strong leadership and mentoring skills.
The position offers a competitive salary, bonus, and benefits package, as well as opportunities for career growth and advancement in a leadership position.
Apply for a Wealth Management Professional Position
To apply, please fill out the below form with your information, including a copy of your updated resume.
Our hiring team reviews all applications and will be in touch if your qualifications match the requirements of the position.