Wealth Manager

CPS, Inc.

📍 Northbrook, Illinois, United States 💼 Full-time 🕒 Posted February 23, 2026

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Job Description

Position: Wealth Manager
Location: Northbrook, IL
Compensation: $130,000.00 - $175,000.00
Job Description:
We are seeking a highly skilled and experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to our clients. This is an exciting opportunity to work with a diverse range of clients and help them achieve their financial goals.
Responsibilities:
Responsible for client relationship retention through understanding their financial goals and providing tailored wealth management solutions.
Lead client meetings to identify complex issues and offer creative solutions to help clients achieve their goals.
Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
Create personalized financial plans based on ...
            

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Job Details

Location Northbrook, Illinois
Job Type Full-time
Category Operations Specialties Managers
Posted Date February 23, 2026
Application Deadline April 04, 2026