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 new St. Joseph, MI office. This role is ideal for high potential recent college graduates with an interest in financial planning/markets.
Key Skills & Responsibilities:
Prepare/participate in reports, mailings, and materials for client meetings
Prepare meeting minutes, meeting notes and internal support materials
Schedule visitors, appointments, client meetings, conference rooms and travel
Coordinate and oversee the completion of special operational/administrative projects
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 Wealth Advisor/Team Leader
Train to become a Wealth Advisor
RMB Capital Management, LLC offers a competitive salary including incentive bonus, profit sharing, excellent benefits and a dynamic work environment. Benefits include:
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
About RMB Capital
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Our goal is to pilot a personalized financial plan designed with your best interests, unique needs, and long-term objectives in mind.
For institutional investors, RMB Asset Management offers equity, fixed income, and alternative investment strategies run by highly experienced portfolio managers. Our goal is to deliver solutions that satisfy distinct objectives within each institution’s overall asset allocation.
For employers, RMB Retirement Plan Solutions serves as a co-fiduciary, providing retirement plan consulting based on a comprehensive assessment of each employer’s unique needs. Our goal is to optimize outcomes for the organization, its employees, and its executives.