Associate or Lead Associate Wealth Manager

Location
Deerfield, Illinois
Salary
Base salary plus discretionary bonus - no sales required
Posted
Sep 14, 2021
Closes
Oct 14, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
Career Changer
CFP® Certification
Preferred

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 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, analytical and detail-oriented person to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients’ lives.

Duties and Responsibilities

This position is responsible for assisting with client portfolios and relationships in accordance with the firm’s policies, goals, objectives, and vision. Duties for this position will include collaborating with and assisting the firm’s Wealth Managers. Major areas of responsibility include the following:

  • Assisting the firm’s Wealth Managers as requested
  • Data gathering, researching, reviewing, compiling, and preparing information for clients
  • Preparing financial planning projections and asset allocation analyses
  • Coordinate follow-up for and taking notes in client meetings
  • Money movement and placing trades
  • Responding to incoming calls and emails from clients

Requirements

  • Bachelor’s degree from an accredited college or university
  • CPA with experience in public accounting required
  • CFP® or PFS certification preferred
  • Minimum of 3 to 5 years in the financial services industry
  • High level of organization, accuracy, and attention to detail
  • Exceptional oral and written communication skills
  • High-level computer skills

 

Preferred Experience and Attributes

  • Financial planning experience 
  • Series 7 and 66 licensing
  • Knowledge of small business retirement plans
  • Experience using Junxure CRM software or similar technology
  • Knowledge of SEC and FINRA regulations and industry best practices

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