ZIMMERMAN WEALTH MANAGEMENT, LLC

Who are we? We are a well-established Fiduciary Fee-Only Financial Planning and Wealth Management firm. We are located in Evanston, Illinois, 2 blocks from both the CTA (Purple Line) and Union Pacific (Metra) North Line stations on Davis Street. We are large enough to be stable, while still small enough to maintain a great working environment and room to grow. We are proud of our recent client satisfaction survey results: about 90% of the responding clients are “Extremely Satisfied” and about 10% are “Very Satisfied.” Equity ownership may be available in the future, for the right person.
What do we do? As an SEC-Registered Investment Advisor, we provide comprehensive fiduciary, fee-only financial planning and investment advisory services. Our primary focus is to help individuals and families reach their life goals by developing strategies and programs that help them achieve their financial goals. Our personalized service and commitment to the highest professional standards and practices allow us to offer expansive and flexible wealth management options. We help families nationwide, although no travel is involved for this position.
What is the job? This financial professional will serve as the liaison between clients and our team of Fiduciary Wealth Advisors. You will support all aspects of the client experience, including financial paperwork and financial account review preparation.

Please refer the Job description for details