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Associate Wealth Manager

Company: Nadler Financial Group
Location: Deerfield
Posted on: November 18, 2021

Job Description:

Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999. We have grown to more than $1 billion in assets under management almost solely due to referrals from our existing clients. Our clients value our superior knowledge in all areas of financial planning and investment management. They trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else. Our firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated, analytical and detail-oriented person to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients' lives.
Duties and Responsibilities This position is responsible for assisting with client portfolios and relationships in accordance with the firm's policies, goals, objectives, and vision. Duties for this position will include collaborating with and assisting the firm's Wealth Managers. Major areas of responsibility include the following:

  • Assisting the firm's Wealth Managers as requested
  • Data gathering, researching, reviewing, compiling, and preparing information for clients
  • Preparing financial planning projections and asset allocation analyses
  • Coordinate follow-up for and taking notes in client meetings
  • Money movement and placing trades
  • Responding to incoming calls and emails from clients Requirements-- Bachelor's degree from an accredited college or university-- Minimum of 2 to 4 years relatable experience; RIA environment preferred-- High level of organization, accuracy, and attention to detail-- Ability to multi-task and prioritize work in order to meet deadlines-- Exceptional oral and written communication skills-- Advanced Microsoft Office skills, specifically Excel Preferred Experience and Attributes-- Financial planning experience-- Series 7 and 66 licensing-- Knowledge of small business retirement plans-- Experience using Junxure CRM software or similar technology-- Knowledge of SEC and FINRA regulations and industry best practices

Keywords: Nadler Financial Group, Arlington Heights , Associate Wealth Manager, Executive , Deerfield, Illinois

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