Licensed Wealth Management ManagerVirtualVocations • Gary, Indiana, United States
Licensed Wealth Management Manager
VirtualVocations • Gary, Indiana, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Manager of Wealth Management Service.
Key Responsibilities
Manage and develop a team of licensed financial advisors, providing coaching and performance feedback
Implement and monitor the client service journey to ensure exceptional experiences
Enhance service delivery processes by identifying opportunities for improvement and implementing solutions
Required Qualifications
CFP or IQFP designation required; CPA is a valuable asset
CIM or CFA designation required
7+ years of experience in wealth management, with at least 3 years in a leadership role
Proven track record of building and leading high-performing client service teams
Strong understanding of financial planning and investment management principles
serp_jobs.job_alerts.create_a_job
Manager Management • Gary, Indiana, United States
Job_description.internal_linking.related_jobs
Wealth Relationship Manager Safe Act - Mag Mile.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi...serp_jobs.internal_linking.show_more Wealth Relationship Manager Safe Act - Highland Park & Winnetka.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around t...serp_jobs.internal_linking.show_more 
Project Manager - Wealth Management.Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Tr...serp_jobs.internal_linking.show_more
Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins...serp_jobs.internal_linking.show_more
Founded in 2014, we offer the industry’s first and only cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of...serp_jobs.internal_linking.show_more
Bank, we're passionate about helping customers and the communities where we live and work.The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and suc...serp_jobs.internal_linking.show_more
The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance.
To apply to this hybrid role please send your re...serp_jobs.internal_linking.show_more Private Wealth Management Relationship Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, an...serp_jobs.internal_linking.show_more 
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.
The WMA is responsible for facilitating the delivery...serp_jobs.internal_linking.show_more
Berkley Professional Liability is seeking a Senior Underwriter.This role can be located in Chicago, Washington DC, Atlanta, or Denver.
In this role you will analyze and underwrite existing and prosp...serp_jobs.internal_linking.show_more
Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...serp_jobs.internal_linking.show_more
We are conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office.
The ideal candidate will have strong technical skills in ...serp_jobs.internal_linking.show_more Wealth Relationship Manager Safe Act - Oak Park.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi...serp_jobs.internal_linking.show_more 
Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors.
Completes financial plans, investment reports, ta...serp_jobs.internal_linking.show_more Functions in management role within Investment Sales.Directs assigned market's sales efforts and the compliance / administrative duties regarding the sale of investment services through U.Responsible...serp_jobs.internal_linking.show_more 
We have a couple opportunities to drive sales activities for Principal Funds Distribution throughout a few regions : Dakotas and Minnesota, WI and the Upper Peninsula of MI; or Chicago.This position...serp_jobs.internal_linking.show_more Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,...serp_jobs.internal_linking.show_more Merrill Wealth Management Client Service Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...serp_jobs.internal_linking.show_more Manager, Wealth Management Investment Compliance.Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 188...serp_jobs.internal_linking.show_more We have two opportunities to drive sales activities for our Institutional Wealth management within the RIA channel throughout either the SE Region or the Great Lakes Region.This position partners c...serp_jobs.internal_linking.show_more
Wealth Relationship Manager SAFE Act - Mag Mile
Citigroup • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Relationship Manager SAFE Act -Highland Park & Winnetka
Citigroup • Winnetka, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Project Manager - Wealth Management
Northern Trust • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Client Associate
Bank of America • Northbrook, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Operations Associate
Supernova Technology • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Management Advisor - Oak Lawn, ILCategorySales & Relationship ManagementJob Id2025-0004014LocationOak Lawn, IL, United StatesPosting Start Date06 / 26 / 2025Anticipated Posting End Date08 / 15 / 2025Job TypeFull time
US Bank • Oak Lawn, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Associate
Robert Half • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Private Wealth Relationship Manager
Bank of America • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Advisor - Oak Lawn, IL
U.S. Bancorp • Oak Lawn, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Management Liability Underwriter
W.R. Berkley • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor Partner
Wisepath Group • Chicago, IL, US
serp_jobs.job_card.permanent
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Wealth Management Partner
Atticus Recruiting Inc • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Wealth Relationship Manager SAFE Act - Oak Park
Citigroup • River Forest, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Planner
CI Financial Corp. • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30
Associate Wealth Market Leader- Chicagoland
U.S. Bancorp • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Director- Wealth Advisory
Principal Financial Group, Inc. • USA, Illinois, Chicago
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days
PWM Private Wealth Advisor
U.S. Bancorp • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Registered Wealth Management Client Associate
Bank of America • Northbrook, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Manager, Investment Compliance - Wealth Management
Northern Trust • Chicago, IL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sr Director - Institutional Wealth Management (RIA)
Principal Financial Group, Inc. • USA, Illinois, Chicago
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30