Wealth Manager
Nadler Financial Group, Inc.
General Description Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999, and have grown to more than $900 million in assets under management almost solely due to referrals from our existing clients. Our clients trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else, and we have superior knowledge in all areas of financial planning and investment management. Our Wealth Managers pride themselves on forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated person to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients’ lives. Duties and Responsibilities This position is responsible for providing financial planning advice to the firm’s clients and managing client portfolios in accordance with the firm’s policies, goals, objectives, and vision. This person will report to the Senior Wealth Manager and also collaborate directly with the President of the firm. Major areas of responsibility include the following:
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Requirements
Preferred Experience and Attributes
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Additional Salary Information: •Competitive base salary with achievable bonus potential•Comprehensive health benefits•401(k) and profit sharing•Paid time-off•Securities license maintenance
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