Cascade Wealth Strategies
Cascade Wealth Strategies offers financial strategies for individuals and business, periodic review survey, and account resource services.
- Open roles
- 359
Job facts
- Location
- Deerfield, Illinois, United States of America
Last verified live 11 hours, 15 minutes ago · checked directly on the company's Oracle Taleo
More roles at Cascade Wealth Strategies
- Wealth Management Associate - TN, Nashville (5038) · UNITED STATES-TN-Franklin
- Financial Professional - CA, San Francisco (5233) · UNITED STATES-CA-San Francisco
- Wealth Management Associate - FL, Jacksonville (5123) · UNITED STATES-FL-Jacksonville
- Wealth Management Associate - CA, Irvine, LA, Ventura (2248) · UNITED STATES-CA-Irvine
- Wealth Management Associate - TX, Brownsville (2603) · UNITED STATES-TX-Brownsville
- Entry Level – Financial Advisor - Atlanta, GA (4037) · UNITED STATES-GA-Atlanta
Administrative Business Partner
at Cascade Wealth Strategies
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives—a mission we’ve honed since 1859.
The is a key role supporting core business operations by delivering high- level administrative and operational support to the Branch Manager and Executive Vice President (EVP). This highly visible position partners with cross-functional teams to ensure seamless day-to-day operations, enhance advisor support, and drive operational efficiency. The role is ideal for a proactive, detail-oriented professional who thrives in a fast-paced environment and is committed to delivering meaningful business results.
This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM) to ensure consistent, real-time support and a high-quality customer experience.
What You’ll Be Doing
-
Provide high-level administrative and operational support to the Branch Manager and EVP, ensuring seamless day-to-day business operations
-
Manage executive calendar, coordinate travel, process expenses, and lead meeting planning and branch communications
-
Partner with Complex Operations Managers and EVP Assistants to drive alignment and ensure operational consistency across the Complex
-
Collaborate with the Office Coordinator to oversee daily office operations, including mail distribution, conference room scheduling, and supply management
-
Serve as a high-impact, high-visibility contributor with strong accountability across a broad range of business activities
-
Lead problem-solving initiatives by identifying challenges and implementing solutions to enhance advisor support for established Associates and Districts
-
Work cross-functionally to streamline procedures, improve processes, and execute initiatives that drive measurable business outcomes
The base salary range for this position is**** $53,797 - $65,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please refer to the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program