Senior Wealth Manager
$150kLeah Yosef International
Job Description
14B+ AUM Independent WealthManagement Firm
\nChicago, IL
\n \nOverview
\n \nDynamic, 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.
\n \nHighlights
\n \n- \n
- 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. \n
- Build upon the Firm’s extensive success using well-proven firm-provided referrals to source and manage relationships with high-net-worth clientele \n
- Compensationparameters: $150,000+ package,clear track to $400,000+ \n
Requirements
\n \n- \n
- CFP strongly preferred \n
- 10+ years experience leading relationships with high-net-worth clientele \n
2206
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Manager in Mundelein, IL vacancy
$250k
...Job Description Senior Wealth Advisor \n Ultra High Net Worth \n Internal Succession Focused \n \n Overview \n Dynamic... ...seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid. \n \n...SeniorWork at officeLeah Yosef International
Mundelein, IL10 days ago- ...Job Description Senior Asset Manager, CRE Multifamily (Remote, DMV) \n \n This role is a fully remote hire, but the candidate must live in Greater Washington DC area \n \n Our client is a national real estate investment firm that is expanding it's team...SeniorRemote jobLive in
Veritas Partners
Mundelein, IL5 days ago $300k
...Job Description Senior Wealth Manager \n Multi Family Office \n Southern California \n \n Overview \n \n Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ level clientele...SeniorWork at officeLeah Yosef International
Mundelein, IL4 days ago- ...Job Description Job Opportunity - Senior Property Manager with ES Properties with Cincinnati, OH \n \n Ready to bring your property management experience to a role where you can make a real impact? \n \n ES Properties is seeking a hands-on Senior Property...SeniorWork at office
ES Properties
Mundelein, IL3 days ago - ...Job Description Senior Property Manager – Class A Office, Retail & Mixed-Use \n \n We are seeking a Senior Property Manager with 5–10 years of commercial real estate experience to oversee a portfolio of Class A office, retail, and mixed-use assets . This role...SeniorFor contractorsWork at office
Taylor Ryan Executive Search Partners
Mundelein, IL3 days ago - Job Description A reputable Home Builder is looking to build their growing team with a Land Acquisition Specialist. This position will help acquire land for their Iowa Division. This company has an amazing reputation and builds communities throughout the country. They...Senior
Metric Geo
Mundelein, IL4 days ago - ...Job Description Leading award-winning New York-based $Multi-Billion Alternative Investment Asset Manager, Credit Hedge Fund and CLO Issuer seeks an AVP – Senior Bank Loan Closer with 7–12 years of hands-on syndicated bank loan closing experience acquired within a...SeniorInternshipWork at office
Gibel & Associates Inc.
Mundelein, IL4 days ago $90k
...EventManagement. More information about Berman Group can be found at: \n \n Job Overview \n We are seeking a full-time Senior Events Manager to join our Events team and play a key role in planning and executing events and programs for premier real estate firms,...SeniorFull timeWork at officeThe Berman Group
Mundelein, IL6 days ago$170k - $200k
...Job Description Interested in being a Senior Cloud Security Engineer at a fast-moving crypto firm with offices in NYC, London, and Dubai? \n \n You'll join a small, senior Information Security team and take real ownership of a modern, cloud-native security environment...SeniorSaragossa
Mundelein, IL3 days ago- ...Job Description Our client, a leading alternative asset manager, is looking to add a talented FP&A Sr. Associate to join their growing team. \n \n Responsibilities: \n \n Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial...Senior
Coda Search│Staffing
Mundelein, IL3 days ago $151k - $226k
...those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving innovative...SeniorTemporary workLocal areaFlexible hoursWipfli Advisory LLC
Lincolnshire, IL2 days ago- Job Description Seeking Internal audit senior to join strong Denver-based E&P company. Must have 1-4 years' experience in external audit.Senior
361 Services
Mundelein, IL3 days ago $200k - $275k
...will find purpose and pride. Position Overview The Senior Director - Global Real Estate and Facilities is accountable for... ...footprint, integrating real estate strategy, facilities management, workplace experience, capital project execution, and portfolio...SeniorTemporary workLocal areaWorldwideFlexible hoursBaxter International Inc
Deerfield, IL21 days ago- ...Job Description Our client is a large publicly traded multinational holding company .They seek a Senior Internal Auditor to join their Manhattan, NY office. \n \n Responsibilities: \n \n \n Execute audit procedures in accordance with internal audit methodology...SeniorWork at office
Abacus Group, LLC
Mundelein, IL10 days ago $150k
...client, a premier unclaimed assets recovery firm that has recovered more than $1 billion for clients since 2000, is seeking a Claims Manager to own the full lifecycle of high-value claims tied to real estate surplus funds. \n If you're a strong commission salesperson...Work at officeLocal areaRemote workNight shiftPursuit
Mundelein, IL5 days ago- ...with a leading specialist consultancy that is seeking to hire a Senior Principal to join its Building Envelope practice in New York.... ...and a track record of developing new business \n ~ Experience managing and growing a consulting practice \n ~ Strong client facing,...Senior
TYG
Mundelein, IL3 days ago $240k - $300k
...Job Description Senior Principal – Building Envelope | Miami - Fort Lauderdale \n \n A nationally recognized architecture, engineering... ...required. \n ~ Proven experience leading complex projects, managing client relationships and growing a consulting practice. \n ~...SeniorFor contractorsTYG
Mundelein, IL10 days ago$100k
...need to be ready to think beyond a testing checklist, evaluate how the business operates, and bring practical recommendations to management. \n \n Can be located in Chicago, IL or Orlando, FL. Up to $100K plus bonus. Less than 10% travel, domestic and international...SeniorCornerstone Search Partners, Inc.
Mundelein, IL3 days ago$250k
...Job Description Senior Wealth Advisor \n Midtown Manhattan \n Boutique Wealth Advisory Firm \n \n Firm Overview \n Dynamic... ...to provide comprehensive financial planning and asset management. \n \n Not a sales role; no portable book of business required...SeniorLeah Yosef International
Mundelein, IL6 days ago- ...Job Description Join a collaborative Internal Audit team that plays an important role in strengthening risk management, internal controls, and operational effectiveness across a complex financial services organization. This position offers the opportunity to lead risk...Senior
Tier4 Group
Mundelein, IL3 days ago - ...expertise. Make an impact. As an Internal Auditor, you’ll gain hands-on experience across operational, financial, compliance, ESG, and management audits while helping strengthen controls and improve business processes. You’ll work across departments, uncover risks, and turn...SeniorVisa sponsorshipFlexible hours
SymphonicHCM
Mundelein, IL3 days ago - ...office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $5 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings...Work at officeLocal areaWork from homeWorldwide
Pennington Partners & Co.
Mundelein, IL5 days ago - ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. \n \n Role Highlights \n \n Client Engagement: Build and nurture client relationships...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
Mundelein, IL6 days ago $100k - $115k
...Job Description Senior Internal Auditor | Hybrid - Fort Lauderdale Area | $100,000 to $115,000 + Bonus/Benefits \n \n We are seeking... ...levels. \n Strong organizational skills and ability to manage multiple audits and priorities simultaneously. \n Comfortable...SeniorBrilliant®
Mundelein, IL3 days ago- ...Advisor seeking to elevate your career? Our client, a prestigious firm headquartered in Tampa, FL, is expanding its team of Private Wealth Managers. With over $ 1 trillion+ in assets under management and a legacy spanning 40 years , this firm offers an unparalleled...Home office
UpTick Financial- Advisor Recruiters and Consultants
Mundelein, IL10 hours ago $90k - $110k
...Job Description Tax Senior Associate | Top 15 CPA Firm | Miami, FL \n \n A Top 15 CPA Firm is actively seeking a Tax Senior Associate to join its growing Commercial Real Estate (CRE) practice in Miami. \n \n This is an excellent opportunity for a tax...SeniorWork at officeLocal area3 days per weekBrewer Morris
Mundelein, IL3 days ago- ...Job Description About the Opportunity \n A leading multi-family office is seeking a Senior Tax Associate to join its tax team. This is a client-facing role focused on compliance and planning for ultra-high-net-worth families, with a strong emphasis on trusts and...SeniorWork at office
JCW Group
Mundelein, IL9 days ago $175k - $200k
...Job Description Senior Litigation Attorney (VA Barred) | Washington, DC (Hybrid) | $175,000 to $200,000 | Civil Litigation Defense \n \n You paid for two bar admissions. This job uses both. \n \n Start with the bars, because the firm does \n \n ~ An active...SeniorTemporary workWork at officeFlexible hoursDistinct | North America
Mundelein, IL2 days ago- ...Job Description Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development. \n...SeniorLocal area
TWM Executive Search
Mundelein, IL10 days ago - ...Job Description Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing RIA in New York City. \n \n The Role \n We are seeking an experienced wealth management professional to join our team as a...Senior
Lead Advisor
Mundelein, IL10 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Manager. Be the first to apply!
Related searches
- wealth management consultant Mundelein, IL
- wealth manager Mundelein, IL
- wealth management advisor Mundelein, IL
- senior vice president of business development Mundelein, IL
- senior service designer Mundelein, IL
- senior sales recruiter Mundelein, IL
- senior mulesoft developer Mundelein, IL
- senior java software engineer Mundelein, IL
- senior business manager Mundelein, IL
- senior mainframe developer Mundelein, IL