AMG National Trust
Private Wealth Management Associate
AMG National Trust, Chicago, Illinois, United States, 60290
This range is provided by AMG National Trust. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$90,000.00/yr - $115,000.00/yr Direct message the job poster from AMG National Trust Position Summary: Provide effective tax, investment and general financial advice to corporate executives and high net worth clients. We train you and provide a base of clients. You need to proactively develop client relationships and new business. Knowledge and Skills Requirements: Desire to proactively meet and establish new relationships with individuals having complex estate and investment needs Advanced knowledge of income taxes, estate planning or general financial counseling Ability to maintain confidentiality Ability to quickly grasp changing situations and react appropriately Demonstrated social presence and social awareness Willing and able to learn and adapt to new situations and responsibilities Exceptional oral and written communication skills Demonstrated desire to reach out to people, understand their needs and maintain frequent contact Desire to continually learn and work hard Superior organizational skills, attention to detail, follow-through and accuracy Ability to travel about 40% of the time Responsibilities: Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices Maintain highly respected and confidential relationships with AMG clients Maintain the highest level of client satisfaction with AMG’s services Take initiative, provide valued advice and be proactive with clients Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately Fully understand and help market the full array of AMG’s services Help build AMG’s image in the community Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations Contribute to effective and efficient firmwide financial counseling practices, as requested Maintain highly effective and respectful working relationships with AMG staff of all levels Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs Maintain up-to-date knowledge of all tax, investment, estate and financial counseling-related subject areas Effectively set and communicate priorities Regularly attend and participate in conference calls and staff meetings Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail Adapt to changes and new responsibilities Other duties as assigned Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services, Trusts and Estates, and Accounting Referrals increase your chances of interviewing at AMG National Trust by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Get notified about new Private Wealth Management Specialist jobs in
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$90,000.00/yr - $115,000.00/yr Direct message the job poster from AMG National Trust Position Summary: Provide effective tax, investment and general financial advice to corporate executives and high net worth clients. We train you and provide a base of clients. You need to proactively develop client relationships and new business. Knowledge and Skills Requirements: Desire to proactively meet and establish new relationships with individuals having complex estate and investment needs Advanced knowledge of income taxes, estate planning or general financial counseling Ability to maintain confidentiality Ability to quickly grasp changing situations and react appropriately Demonstrated social presence and social awareness Willing and able to learn and adapt to new situations and responsibilities Exceptional oral and written communication skills Demonstrated desire to reach out to people, understand their needs and maintain frequent contact Desire to continually learn and work hard Superior organizational skills, attention to detail, follow-through and accuracy Ability to travel about 40% of the time Responsibilities: Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices Maintain highly respected and confidential relationships with AMG clients Maintain the highest level of client satisfaction with AMG’s services Take initiative, provide valued advice and be proactive with clients Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately Fully understand and help market the full array of AMG’s services Help build AMG’s image in the community Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations Contribute to effective and efficient firmwide financial counseling practices, as requested Maintain highly effective and respectful working relationships with AMG staff of all levels Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs Maintain up-to-date knowledge of all tax, investment, estate and financial counseling-related subject areas Effectively set and communicate priorities Regularly attend and participate in conference calls and staff meetings Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail Adapt to changes and new responsibilities Other duties as assigned Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services, Trusts and Estates, and Accounting Referrals increase your chances of interviewing at AMG National Trust by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Get notified about new Private Wealth Management Specialist jobs in
Greater Chicago Area . Chicago, IL $40,000.00-$65,000.00 6 days ago Northbrook, IL $130,000.00-$175,000.00 2 weeks ago Greater Chicago Area $150,000.00-$200,000.00 5 days ago Wheaton, IL $94,000.00-$163,000.00 5 days ago Chicago, IL $90,000.00-$100,000.00 2 weeks ago Chicago, IL $100,000.00-$115,000.00 1 week ago Financial Advisor - Endowments and Foundations
Chicago, IL $100,000.00-$130,000.00 2 weeks ago Greater Chicago Area $112,000.00-$210,000.00 17 hours ago Chief Investment Officer, Wealth Management
Chicago, IL $400,000.00-$550,000.00 2 weeks ago Greater Chicago Area $150,000.00-$500,000.00 2 weeks ago Westchester, IL $55,000.00-$70,000.00 2 weeks ago Chicago, IL $75,000.00-$150,000.00 1 week ago Northbrook, IL $100,000.00-$150,000.00 1 month ago Palatine, IL $102,000.00-$190,000.00 2 weeks ago Greater Chicago Area $175,000.00-$250,000.00 1 week ago Schaumburg, IL $102,000.00-$190,000.00 2 weeks ago Oakbrook Terrace, IL $150,000.00-$220,000.00 2 days ago Rolling Meadows, IL $102,000.00-$190,000.00 2 weeks ago Regional Investment Consultant, North Central Region
Asset & Wealth Management, Equity Product Marketing, Vice President - Chicago
Chicago, IL $125,000.00-$250,000.00 1 week ago Chicago, IL $80,000.00-$100,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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