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Wealth Management Associate - RMB Capital Management - Minneapolis, MN - EXPIRED

This is an archive of an expired job.

Job Information:

Company: RMB Capital Management


Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management. We are seeking a Wealth Management Associate in Minneapolis, MN.

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

RMB has grown dramatically since its founding in 2005 to be counted among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role

We are seeking a Wealth Management Associate to join our Wealth Management Team in Minneapolis, MN.

The Wealth Management Associate trains to become a Wealth Advisor in 12-24 months. In addition, the Wealth Management Associate performs certain administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. Because the Wealth Management Associate has on-going contact with the client, they have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical. Mistakes or missed deadlines could adversely affect the client relationship and/or result in monetary loss and loss of client confidence. The Wealth Management Associate understands how processes and products work together in a client’s portfolio. Once a minimum of six months experience has been achieved, the incumbent assists the Wealth Advisor with personal delivery of financial planning activities.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.


  • Work directly under three Wealth Advisors to deliver holistic wealth management services to high and ultra-high net worth clients.
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
  • Analyze and evaluate the financial status of clients and prospects.
  • Participate in client/prospect meetings daily and respond to ad hock requests.
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns.
  • Demonstrate critical thinking and good judgment in all situations.
  • Research and communicate the resolution of complex problems and implement solutions.
  • Develop and present financial planning recommendations, including but not limited to, retirement, estate planning, insurance, charitable giving and tax planning.
  • Provide effective, timely and proactive communication with clients, colleagues and third parties.

Qualifications, Licenses, and Other Considerations

  • Undergraduate degree.
  • 3-5+ years of progressively responsible experience in the wealth management industry.
  • Education or experience in finance and/or economics preferred.
  • Series 65.
  • Progress towards, or successful completion of, CFP exam.
  • Hybrid office/remote work environment (3+ days in office)

Skills and Knowledge

  • Results-driven, highly motivated, self-starter who possesses integrity and a strong work ethic.
  • Demonstrated ability to multi-task and prioritize work.
  • Detail oriented and have demonstrated ability to solve problems and meet deadlines.
  • Experience following defined processes, while also making adjustments and using good judgment when business circumstances dictate.
  • Ability to work in a collaborative team environment.
  • Excellent written and oral communication skills.

Perks - We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day - The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days recommended in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program - We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer PTO Days - We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com.

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.