Wealth Management Affluent Associate

What you’d do

Supports Investment Relationship Managers with administrative tasks like scheduling, preparing proposals, maintaining client files and answering phones, plus business development such as meeting prospects and coordinating marketing campaigns. Full time in Chicago. Found on the employer's careers page on Oct 19, 2026. Apply through the link.

You’ll need

• High school diploma or equivalent
• Bachelor's degree preferred
• 5+ years investment industry experience preferred
• FINRA SIE, Series 7, Series 63 and 65/66 registrations for incentives
• Life, variable life, health and disability licenses for incentives