Wealth Management Market Leader — Chicago

Posted 2 days ago

boston staffing partnersChicago (IL)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.