Wealth Management Associate

Garry Executive Search has been retained by a growing, independently owned RIA in the western Chicago suburbs to recruit a Wealth Management Associate to support an established advisory team.

This is a great opportunity for someone with client service experience in wealth management who wants direct, hands-on exposure to advisors and clients, values being part of a small, tenured team, and is looking for a firm that's actively investing in its service function rather than treating it as an afterthought.

Seniority Level: Associate

Industry: Financial Services, Investment Management, Wealth Management

Employment Type: Full-time

Job Functions: Client Services, Operations

The Opportunity

This is a newly added seat, created to support continued growth in the office rather than to replace someone. The Wealth Management Associate joins a small, tenured team that includes a financial planner and another CSA, with team tenure ranging from a few years to a decade. The role works directly alongside advisors and reports into the firm's operations leadership to keep client accounts and day-to-day service running smoothly.

What You'll Be Doing

• Support client onboarding and account opening from start to finish
• Handle asset transfers (ACATS/TOA) and money movement requests (ACH/wires)
• Assist with meeting prep, scheduling, and client follow-up
• Maintain accurate records and task notes in the CRM
• Respond to client communications and help resolve day-to-day service requests
• Support compliance documentation and recordkeeping
• Coordinate across advisors, planning, and operations to keep nothing falling through the cracks

Why This Role Stands Out

• Hybrid-friendly office, more flexible than some of the firm's other locations
• Family-oriented, collaborative culture that values teamwork over individual metrics, not just hitting numbers
• Ground-floor timing: this is the first time in a long while the office has added headcount, a real chance to help shape the role
• Small team environment where support work is valued as a long-term career path, not a stepping stone

Background They're Looking For

• Experience in wealth management, financial services, or a related client service role
• Custodian experience with Schwab and/or Fidelity is a strong plus
• Comfortable with a hybrid schedule and self-sufficient in the office on solo days
• Team-oriented professional who wants to grow with a firm investing in its service team
• Strong attention to detail and follow-through
• Proficiency with Microsoft Office and CRM systems

Compensation & Benefits

• Base salary in the $60,000 to $80,000 range, with flexibility for the right experience
• Discretionary bonus on top of base
• Medical coverage through Blue Cross Blue Shield, including plan options paired with an HSA and an employer HSA contribution
• Dental and vision coverage
• Basic life and AD&D insurance, employer paid
• Long-term disability coverage, employer paid, plus voluntary short-term disability
• 401(k) with a non-elective employer match, auto enrollment, and access to a dedicated plan advisor
• Employee Assistance Program covering the employee and family members
• Voluntary legal plan and voluntary pet insurance available
• Generous PTO

Interested in Learning More?

his search is being conducted confidentially by Garry Executive Search, a boutique recruiting firm specializing exclusively in the wealth management and RIA industry. Reach out directly to start a discreet conversation.

Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.