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Wealth Planner

Deerfield, Illinois
Job Type
28 Aug 2022

We are seeking a Manager to join our client's Chicago office as a member of the national Private Wealth Management leadership team. This position is responsible for managing all aspects of the sales support and client service function within their office. Key responsibilities include the following:

  • Recruit, develop, and manage teams of Associates and Coordinators responsible for the support function of Financial Advisors and their clients
  • Drive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development, and feedback
  • Partner with the Managing Director, Senior Manager, and Financial Advisors to ensure continuity of business and client service excellence
  • Implement procedures and department policies with teams
  • Liaise with leadership in other business units (i.e. portfolio management, legal, operations, etc.) to drive results for clients

  • Directly service clients and act as a point of escalation for Advisors and the team
  • Manage operational, firm, and client risk through due diligence and effective communication Review and approve various transactions and exceptions
  • Oversee resource distribution and headcount
  • Engage in and lead local and national projects

Job Qualifications:

  • The ideal candidate should have a detailed knowledge of the Private Wealth Management business (services, procedures, wealth planning, etc.). They should also:
  • Have previous Associate experience
  • Possess strong interpersonal, communication and leadership skills
  • Can work independently under pressure and as part of a team
  • Be proactive and possess strong decision-making skills
  • Possess the ability to successfully manage many areas of responsibility at once Managers must become Series 9 and 10 licensed within four months of assuming the roleĀ 


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  • Job Reference: 696826034-2
  • Date Posted: 28 August 2022
  • Recruiter: Harrison Gray Search and Consulting
  • Location: Deerfield, Illinois
  • Salary: On Application
  • Sector: Administration
  • Job Type: Permanent