What are the responsibilities and job description for the Wealth Manager position at Nadler Financial Group?
Do you want to wake up every day knowing that you consistently make a positive impact in peoples' lives? Is your current position focused too heavily on sales and not enough on service? Do you want to work with an amazing group of clients and a wonderful team? Do you want to focus on financial planning, relationship building, and wealth management rather than hitting quotas? If this resonates with you, please keep reading and consider applying.
Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999. We have grown to more than $1.9 billion in assets under management almost solely due to referrals from our existing clients. Our clients value our superior knowledge in all areas of financial planning and investment management. They trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else.
Our firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated, relationship driven and detail-oriented person, and a passion for wealth management to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients’ lives.
WEALTH MANAGER
What you’ll be doing :
The Wealth Manager is responsible for developing relationships with and providing financial planning advice to the firm’s clients and managing client portfolios in accordance with the firm’s policies, goals, objectives, and vision. The role is also responsible for maintaining retirement plan relationships including meeting with trustees and key employees, monitoring plan investments, and conducting open enrollment education meetings. This person will report to the Senior Wealth Manager and collaborate directly with the President of the firm. Major areas of responsibility include the following :
- Provide financial planning advice to high net worth clients
- 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
We're looking for someone with :
We'd be really excited if you also have :
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