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Wealth Manager
Experience
5 yrs required
Location
Itasca, IL, United States
Posted on
Dec 10, 2022
Profile
Wealth Manager
The candidate will manage and participate in all aspects of servicing clients, including: Assisting clients in determining an investment strategy, implementing an initial asset allocation, rebalancing and executing strategy changes. Conducting regular meetings with clients to review portfolio strategy, account activity and performance. Establishing and maintaining COI (Center of Influence) relationships. Pursuing new client relationships. CFA, CPA, MBA or JD a plus.
Company info
Sign Up Now - EmploymentCrossing.com
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Employer job 
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