Wealth Management Market Leader — Chicago

Boston Staffing Partners; Chicago (IL); On-site; USD 120,000 - 150,000; Full time

Job summary

A boutique staffing firm is seeking a Wealth Management Market Leader for their Chicago office. This full-time role involves overseeing financial planning and investment management while ensuring high-quality client service. The ideal candidate will possess proficiency in finance, strong leadership skills, and a Bachelor's degree in a related field. Experience in wealth management is preferred. Join a dynamic team and contribute to strategic client solutions.

Qualifications

• Proficiency in financial planning, investment management, and investments.
• Strong knowledge of finance and insurance practices.
• Proven leadership and teamwork skills, driving results collaboratively.

Responsibilities

• Oversee financial planning, investment management, and insurance services.
• Manage client portfolios and identify new business opportunities.
• Lead the market team to achieve sales and revenue goals.

Skills

Financial planning

Investment management

Leadership skills

Strong communication

Analytical abilities

Education

Bachelor's degree in finance, economics, business administration, or a related field

Advanced certifications (e.g., CFA, CFP)

Job description

A boutique staffing firm is seeking a Wealth Management Market Leader for their Chicago office. This full-time role involves overseeing financial planning and investment management while ensuring high-quality client service. The ideal candidate will possess proficiency in finance, strong leadership skills, and a Bachelor's degree in a related field. Experience in wealth management is preferred. Join a dynamic team and contribute to strategic client solutions.