Wealth Manager (Multiple openings)

Wealth Manager (Multiple openings)

Wealth Manager (Multiple Openings)

Company Overview

We are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exceptional service. We greatly value a healthy work-life balance and welcome candidates wanting to get out of the public accounting grind. 

Position Overview
We are seeking experienced Wealth Managers to join our growing team to provide comprehensive financial planning and investment management services for high-net-worth and affluent clients. The Wealth Manager will build and maintain deep client relationships, develop tailored wealth strategies, coordinate with internal and external partners (tax, legal and investment teams), and ensure regulatory compliance while contributing to business growth. Candidates must hold CFP certification and a Series 7 license and demonstrate proven experience as a Wealth Manager or Financial Advisor.

Key Responsibilities

• Manage a portfolio of high-net-worth and affluent clients, acting as primary point of contact for financial planning and wealth management needs.
• Develop and implement customized financial plans and investment strategies aligned with client goals, risk tolerances, and tax considerations.
• Conduct regular client reviews and ongoing monitoring of portfolios, recommending adjustments as market conditions and client objectives change.
• Collaborate with internal teams and external partners (CPAs, attorneys, trust officers) to deliver coordinated wealth solutions and estate planning guidance.
• Execute and oversee trades and account activity in accordance with client instructions and firm policies, ensuring accuracy and timely settlement.
• Ensure adherence to regulatory requirements (FINRA, SEC) and firm compliance policies, completing required documentation and disclosures.
• Utilize wealth management platforms and CRM systems (e.g., MoneyTree, Black Diamond, AdvisorEngine) to manage client data, performance reporting, and planning deliverables.
• Drive new client acquisition and relationship growth through referrals, networking, and business development activities while maintaining high client service standards.
• Mentor and collaborate with junior advisors and support staff to deliver an excellent client experience and scale best practices across the team.
• Prepare clear, professional client communications, proposals, and performance reports tailored to client needs and preferences.

Qualifications

• Certified Financial Planner (CFP) required.
• Active Series 7 license required. Series 66 and/or additional FINRA registrations are a plus.
• Proven experience as a Wealth Manager, Financial Advisor, or similar role, managing high-net-worth client relationships and complex financial plans.
• Bachelors degree in Finance, Economics, Business, or related field; advanced degrees or credentials (CPA, PFS) are strongly preferred.
• Strong working knowledge of regulatory environment (FINRA, SEC) and experience maintaining compliance with industry rules and documentation.
• Hands-on experience with wealth management and reporting platforms such as MoneyTree, Black Diamond, and AdvisorEngine is highly desirable.
• Excellent client relationship and communication skills, with the ability to translate complex financial concepts into clear, actionable advice.
• Demonstrated ability to construct and manage multi-asset portfolios, conduct financial planning, and coordinate tax-efficient strategies.
• High ethical standards, attention to detail, and ability to pass background checks and firm onboarding requirements.
• Willingness to contribute to business development efforts and collaborate effectively within a team-oriented environment.

Benefits

• Medical
• Dental
• Vision
• 401k w/ company match
• PTO
• Roadmap for growth

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/29/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at View email address on cybercoders.careerweb.com to make arrangements.

Salary

$125000 - $200000 USD per year

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