What are the responsibilities and job description for the Wealth Manager position at Connect Search, LLC?
Position - Wealth Manager
Location - Deerfield, IL
Salary - $150K - 170K bonus
Essential Duties:
- Conduct client portfolio and financial planning reviews
- Manage relationships with and provide advice to retirement plan clients
- 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
- Five plus years of financial planning experience
- CFP® designation; CPA/PFS certification preferred
- FINRA Series 7 and 66 licenses, preferred
- Knowledge of small business retirement plans
- Knowledge of SEC and FINRA regulations and industry best practices
- High level of organization, accuracy, and attention to detail
- Exceptional oral and written communication skills
- Great computer skills
Benefits - For eligible employees, we offer medical, dental, & vision coverage, plus 401K enrollment.
Salary : $150,000 - $170,000
