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Wealth Advisor

Employer
RMB Capital Management
Location
Milwaukee, Wisconsin
Salary
DOE
Closing date
Aug 22, 2022

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary
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Why RMB Capital?

 

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management. We are seeking a Wealth Advisor in Milwaukee, WI.

 

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

 

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

 

  • Do the Right Thing Invest in Relationships Never Settle Leave No Stone Unturned Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

 

RMB has grown dramatically since its founding in 2005 to be counted among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

 


About The Role

 

We are seeking a Wealth Advisor to join our Wealth Management Team in Milwaukee, WI.

 

The Wealth Advisor has primary responsibility for retaining, developing, and growing client relationships. This is an integral role in the firm and is responsible for delivering comprehensive planning and investment advice as well as exceptional client service that meets client needs. The Wealth Advisor is also expected to grow assets through expanding current client relationships and closing client referrals. In addition, networking and sourcing new business from current client relationships, referrals and new relationships is required. They are considered fully competent in producing and delivering a comprehensive client plan customized to the client’s individual needs and values.

 

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

 


Responsibilities

 

  • Deliver comprehensive wealth management advice and planning customized to client’s individual needs. Become best in class practitioner in wealth advisor field including, but not limited to, the following areas:
  • Retirement Analysis Tax Planning Estate Planning Education Funding Insurance Analysis Charitable Giving Employee Benefits Asset Allocation

Understand, and be knowledgeable and conversant, on all aspects of RMB investment philosophy and strategy. Develop, present, and implement client specific plans. Coordinate with clients and other trusted advisors. Demonstrate value through a customized approach that provides insight and recommendations that exceed client expectations. Provide best in class client service through proactive client communications, regularly scheduled meetings, distribution of relevant reporting and analysis, and promptly responding to client requests. Grow assets while expanding and retaining current client relationships, through referrals, and sourcing new relationships through personal networks. Supervise and support the prospect presentation process; present prospect presentations. Coordinate with team members to provide consistent, effective client support and service by following client service minimum standards. Offer leadership, direction and support to team members. Support short-term and long-term RMB business goals. Demonstrate and enforce compliance through adherence of policies and procedures. Qualifications and Licenses

 

  • Bachelor’s degree in business, finance, or economics or equivalent work experience. Experience building and sustaining productive client relationships is required. Wealth Advisors are expected to have 5-10 years’ experience with the systems and processes necessary to provide wealth management advisory services. CFP required. Other accreditations are desired (i.e. CIMA, CPWA, CFA, MBA).

Skills and Knowledge

 

  • Strong interpersonal and communication skills are required. Must be professional, impactful, and effective in communicating complex and technical information. Demonstrated competency in financial planning and analysis and investment philosophies. Demonstrated competency with systems and processes. Demonstrated decision-making skills using business logic and good judgment. Demonstrated ability to work independently and in a collaborative team environment to meet deadlines and proactively address opportunities and needs. Strong analytical skills required.

Perks - We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

 

Hybrid Model and Dress for Your Day - The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days recommended in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

 

RMB Capital Wellness Program - We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

 

Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

 

Volunteer PTO Days - We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

 

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

 

RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com.

 

RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.

 

Apply Here: https://www.click2apply.net/r7jgA4s7Jwy8EuR67CrVVy

PI188273688

 

 

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