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 Management Associate to join our Wealth Management team in our Lake Forest, IL office. This role is ideal for high potential recent college graduates with an interest in financial planning/markets.
Key Skills & Responsibilities:
Train to become a Wealth Advisor
Participate in client meetings
Execute client requests
Analyze and evaluate the financial status of clients
Ensure minimum client service standards are met
Work in a team environment reporting to a Senior Wealth Advisor
RMB Capital Management, LLC offers a competitive salary including incentive bonus, profit sharing, excellent benefits and a dynamic work environment.
401(k) and Profit Sharing Plan
Flexible Spending Accounts
Business Casual Dress
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.
Undergraduate degree preferably in Finance or a related field
Strong verbal and written communication and interpersonal skills
Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
Able to work under pressure and meet deadlines in a fast-paced, demanding environment
Ability to work independently, collaborate when necessary and initiate projects
Proactively and independently solve problems while exercising sound judgment
Solid knowledge of MS Office and the ability to learn specialized systems and software quickly
RMB Capital is an independent investment advisory firm that takes the time to understand our clients and their needs, using a broad range of services and strategies to help them reach their goals. Our decisions are made with each client’s best interests in mind, and our aim is to serve every client with the highest standard of care.We operate in four distinct business units:1. Wealth Management pr...ovides comprehensive financial planning and investment services to wealthy individuals and families. We strive to develop a deep understanding of each client’s personal situation to create a customized plan that's designed with that individual’s best interests, unique needs, and long-term objectives in mind.2. Asset Management offers comprehensive investment services to address the entire spectrum of institutional investors’ portfolio management needs. We're able to provide end-to-end solutions, where we effectively serve as the “outsourced CIO,” or specific services on an a la carte basis, including separate account management for specific asset classes such as domestic fixed income and equity.3. Retirement Plan Solutions serves as a co-fiduciary to employers that sponsor retirement plans. We perform a comprehensive assessment of each employer’s unique needs and aim to optimize outcomes for the organization, its employees, and its executives.4. Iron Road Capital Partners provides alternative investments to accredited and qualified individual and institutional investors.