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Wealth Advisor

Company: RMB Capital
Location: Milwaukee
Posted on: May 19, 2019

Job Description:

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $9 billion in assets under management. We are seeking a Wealth Advisor to join our Wealth Management team in Milwaukee, WI. The Advisor will report to a Senior Wealth Manager and will have a solid understanding of wealth management practices and investment strategies. This is an exciting opportunity for a hard-working team player who wants to make an impact in a fast-paced, entrepreneurial environment.



Key Functions:



Provide comprehensive wealth management advice and customized planning strategies for high net worth clients
Knowledge on all aspects of RMB investment philosophy and strategy
Discuss investment performance, economic and market trends
Develop, present, and implement client specific plans
Evaluate and discuss client philanthropic goals
Establish client investment objectives, risk tolerance and asset allocation
Direct consultations with attorneys, accountants and other trusted advisors on insurance, tax and estate planning
Execute client requests including cashiering, trading and custodial account documentation



Qualifications:
Bachelor's degree
CFP-- designation
3-5 years of experience servicing the needs of high net worth individuals and families with investable assets of at least $1 million
Strong personal computer skills including Microsoft Word and Excel
Excellent written and verbal communication skills
Attention to detail and strong organizational skills
Strong work ethic and able to prioritize multiple projects
An entrepreneurial spirit and passion to serve clients



RMB Capital Management, LLC offers a competitive salary including incentive bonus, profit sharing, excellent benefits, and a dynamic work environment. Benefits include:
Medical/Dental/Vision/Life/Disability Insurance
401(k) and Profit Sharing Plan
Flexible Spending Accounts
Sabbatical Awards



RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training.

PandoLogic. Keywords: Personal Banker, Location: Milwaukee, WI - 53205

Keywords: RMB Capital, Milwaukee , Wealth Advisor, Other , Milwaukee, Wisconsin

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