Wealth Management Associate, Robert Half

Wealth Management Associate

Robert Half

Location:

United States, Chicago

Category:

Finance

Contract Type:

Employment contract

Salary:

90000.00 - 100000.00 USD / Year

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Job Description:

This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within.

Job Responsibility:

Answering phones/delivering messages
Scheduling client reviews and updating any changes prior to the client meeting
Client Reporting: Orion Software
Cash Balance Reports review with registered advisor/ monthly
Investment Policy Questionnaires with clients and recording results
Money Movement between accounts or institutions
New Account Opening/Ongoing Maintenance
First point of contact and return client service requests
529 College distributions to university payment centers
Client indirect marketing/ birthday gifts, center of influence small events
Compliance Reporting Monthly/quarterly
Working closely with our custodian Raymond James on operations requirements
Monthly review with the advisor on recording investments, rationale, and documenting the information in Redtail CRM system
Master user of the team calendar: Redtail CRM software

Requirements:

Detail orientated
outside of the box thinking
energetic
legally authorized to work in the United States

What we offer:

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
PTO

Additional Information:

Job Posted:

March 26, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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