Wealth Management industry news covering the financial markets, trends and wealth professionals.
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John Mack, the rumored favorite of Morgan Stanley's board for the CEO slot, could be a blessing for the firm's retail brokers if he gets the job. And that's looking more and more likely, with news reports citing sources close to the talks. Though...
The recently announced asset swap between Citigroup and Legg Mason could be a sign that the financial supermarket of yore is on its way out, to wit: the separation of asset management and distribution. It was once the goal of Wall Street to...
Online brokerage Ameritrade announced Wednesday it would acquire rival TD Waterhouse rather than accept a takeover offer from E*Trade. Ameritrade said the move would allow it to diversify away from the struggling online trading business and into...
Location City: Chicago, metro Chicago/Wisonsin Location State: IL Base Salary: 75,000 - 250,000 Position Responsibilities: This Trust company owned broker-dealer is expanding its team of top Financial Consultants to work with its high net-worth...
Location City: Detroit Location State: MI Base Salary: 60,000-80,000 Bonus & Incentives: Percentage of new business brought in and residuals. Position Responsibilities: Develop business with individuals that would be categorized as high net worth...
Location City: Indianapolis, Ft. Wayne Location State: IN Base Salary: $80,000 - $90,000 Bonus & Incentives: Incentive based on Investment, Management and Trust and commercial loan referrals Position Responsibilities: Business development position...
Location City: Dubuque Location State: IA Base Salary: NA Position Responsibilities: This position could be considered a junior Chief Investment Officer for a $1.5 billion investment management department. We are in search of an individual who has...
Location State: IL Base Salary: 70,000 - 75,000+ DOE Bonus & Incentives: Two Bonus/Incentive Programs: 1) Up to 12% Corporate Performance Bonus paid annual per business & individual results, and 2) Graduated Sales Incentive Plan starting at 20%...
Location State: KS Base Salary: 75,000 Bonus & Incentives: Will recive bonus and incentive on new business. Position Responsibilities: Independent bank is looking for a Sr. Trust Officer to manage the complex trust accounts. He or she will be the...
Location City: Chicago Location State: IL Base Salary: $80,000 - $100,000 Bonus & Incentives: Totally compensation is dependant on how well the Client Advisor does with the incentive compensation plan. The incentive plan is uncapped. Position...