Senior Wealth Manager — Growth & Ownership Path

RK Partners; Chicago (IL); Remote; USD 180,000 - 300,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits package

Daily catered lunch

On-site workout facility

Professional development support

Job summary

RK Partners seeks a Senior Wealth Manager to build relationships, close new business, and operate with independence and flexibility for high-net-worth clients. You will drive growth, deliver white-glove service, and act as a trusted advisor with a collaborative team supporting you.

Senior Wealth Managers are long-term strategic hires with a path to ownership, ideal for those with an entrepreneurial mindset and ability to explain complex financial concepts clearly.

Qualifications

• Bachelor’s degree from an accredited four-year university (social sciences or business preferred).
• CFP designation required.
• 6+ years serving as a lead advisor or consultant for high-net-worth clients within a wealth management firm or related tax/financial services environment.
• Proven experience as the primary relationship owner for complex client households.

Responsibilities

• Serve as the primary advisor and decision-maker for high-net-worth clients.
• Lead client review and discovery meetings, including advanced planning scenarios.
• Deliver strategies across tax, estate, investments, retirement, and risk management.
• Coordinate tax strategy with external CPAs and estate planning attorneys.
• Lead the onboarding of new clients and manage ongoing relationships.
• Generate new business through referrals and firm-generated leads; contribute to revenue growth.

Skills

Relationship management

Business development

Communication

Independent work

Financial planning

Education

Bachelor’s degree

CFP designation

Job description

RK Partners seeks a Senior Wealth Manager to build relationships, close new business, and operate with independence and flexibility for high-net-worth clients. You will drive growth, deliver white-glove service, and act as a trusted advisor with a collaborative team supporting you.

Senior Wealth Managers are long-term strategic hires with a path to ownership, ideal for those with an entrepreneurial mindset and ability to explain complex financial concepts clearly.