Wealth Manager

Wealth Manager Job Opening

Do you want to be a part of a great business with a culture that puts the client’s interest and team first? Are you motivated by being recognized as a best managed firm in the industry? Are you willing to challenge yourself, be challenged, and work with a team that sees the sky as the only limit?

BDF is a fee-only, independent private wealth management firm with offices in Itasca and Chicago, Illinois.  BDF specializes in working with business owners, women, individuals and families, and institutions. We are honored to have in excess of $3 billion in assets under management and a 98% client retention rate. BDF continues to grow and expand with our team and our clients’ best interest at heart. We have an immediate opening for a highly motivated, seasoned Wealth Manager in the Chicago area. Responsibilities and requirements for this professional position include demonstrated experience and knowledge of financial planning, investments, and client relationship management.

Only apply if these Core Values are important to you: Humble – team before self, open to feedback, vulnerable, gratitude; Hungry – driven/self-motivated, going above and beyond, hardworking, dedication; Smart – inquisitive, listen to others, good intuition, self-aware; Always do the right thing.

Rewards and recognition are both at an individual and a team level. Two years from now, we will look back and be inspired by how you helped move the firm forward.

Click here to apply

We are proud to be among Financial Times Top 300 RIAs and honored to be listed as #1 by InvestmentNews as a Best Places to Work for Financial Advisers. BDF has also been named one of the “Best Places to Work” in Illinois by the Daily Herald Business Ledger for eight years in a row. We look forward to hearing from you!