• Wealth Management Associate

    Robert Half Finance & Accounting (Chicago, IL)


    Description

    The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]

     

    You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. 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 Description:

    1. Answering phones/delivering messages

    2. Scheduling client reviews and updating any changes prior to the client meeting

    3. Client Reporting: Orion Software – (We will train)

    4. Cash Balance Reports review with registered advisor/ monthly

    5. Investment Policy Questionnaires with clients and recording results

    6. ACH/ Money Movement between accounts or institutions

    7. New Account Opening/Ongoing Maintenance

    8. First point of contact and return client service requests

    9. 529 College distributions to university payment centers

    10. Client indirect marketing/ birthday gifts, center of influence small events, etc

    11. Compliance Reporting Monthly/quarterly: Trade Blotters, Share Class Reviews, etc

    12. Working closely with our custodian Raymond James on operations requirements

    13. Monthly review with the advisor on recording investments, rationale, and documenting the information in Redtail CRM system

    14. Master user of the team calendar: Redtail CRM software

     

    This candidate must be detail orientated. As a small business the position has many robust roles; outside of the box thinking is a encouraged. An energetic candidate will be rewarded as we continue to educate and reward financially.

    Requirements

    To apply to this hybrid role please send your resume to [email protected]

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .