Wealth Management Specialist – Business Manager

. Develop and service client segments and their next generations .

Posted 5/15/2026full-timeChicago • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $45 per hourWebsite

Key responsibilities & impact

Develop and service client segments and their next generations
Gather additional assets from existing client base
Coordinate technological support through the development of portfolio analysis and direct mail campaigns
Provide technical expertise in certain product areas (e.g. Corporate 401(k), Insurance)
Manage the team's business plan and practice financials
Track progress with quantifiable business and activity goals

What you’ll need

Either Series 7 and 66 licenses or Series 7, 63 and 65 licenses
Must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
Strong leadership abilities
Understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of Wealth Management products and services
Proven ability to manage risk and make sound decisions
Strong analytical skills with ability to identify trends and root causes
Ability to influence through clear communication and collaboration

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio analysisdirect mail campaignsrisk managementanalytical skillsclient segmentationfinancial planning

Soft Skills

leadershipclient experiencecommunicationcollaborationdecision making

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license