What are the responsibilities and job description for the Wealth Manager position at CyberCoders?
Company Overview
We are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exception service. We greatly value a healthy work-life balance and welcome candidates wanting to get out of the public accounting grind.
Position Overview
The Wealth Manager is responsible for providing personalized financial advice and investment strategies to high-net-worth clients. The role involves building long-term relationships with clients, understanding their financial goals, and creating tailored plans to help them achieve financial security and growth.
Key Responsibilities
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
matt.bailey@cybercoders.com
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 07/01/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
We are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exception service. We greatly value a healthy work-life balance and welcome candidates wanting to get out of the public accounting grind.
Position Overview
The Wealth Manager is responsible for providing personalized financial advice and investment strategies to high-net-worth clients. The role involves building long-term relationships with clients, understanding their financial goals, and creating tailored plans to help them achieve financial security and growth.
Key Responsibilities
- Develop and manage comprehensive wealth management plans for clients.
- Build and maintain strong relationships with high-net-worth clients.
- Conduct regular portfolio reviews and make recommendations for adjustments as needed.
- Stay informed about market trends and economic conditions to provide informed advice.
- Collaborate with other financial professionals to offer coordinated services to clients.
- Ensure compliance with regulatory requirements and maintain up-to-date knowledge of relevant laws.
- Bachelor's degree in Finance, Business, or a related field.
- Proven experience in wealth management or financial advisory roles.
- Strong understanding of investment products and financial planning.
- FINRA certification and ability to obtain necessary licenses.
- Excellent communication and interpersonal skills.
- Professional certifications such as CPA, CFP, PFS, or CFA are preferred.
- Medical
- Dental
- Vision
- PTO
- 401k w/ match
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
matt.bailey@cybercoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MB6-1858426 -- in the email subject line for your application to be considered.***
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 07/01/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Salary : $100,000 - $150,000