Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor II: Client Growth & Planning

$74k - $100k

First Financial Bancorp

First Financial Bank seeks a Wealth Advisor to maintain and develop client relationships while implementing tailored investment strategies. This role includes responsibilities such as managing client expectations and performing investment reviews in accordance with compliance guidelines. The ideal candidate will have a background in investment management and a Bachelor's degree, preferably with CFA/CFP certifications. The position offers a pay range between $74,000 and $100,000 annually. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor II: Client Growth & Planning in Peoria, IL vacancy
  • $72k - $151k

     ...CliftonLarsonAllen Wealth Advisors LLC is seeking a candidate to support Senior Wealth Advisors in delivering comprehensive financial services. The role will involve advising clients on investment strategies and managing client relationships effectively. The successful... 
    Suggested

    CliftonLarsonAllen Wealth Advisors LLC

    Peoria, IL
    2 days ago
  • $75k - $125k

     ...for a role focused on investment and insurance strategies in Peoria, Illinois. This position involves consulting with clients, developing financial plans, and maintaining business relationships while achieving client satisfaction. Candidates should have a Bachelor’s... 
    Suggested

    PNC Financial Services

    Peoria, IL
    4 days ago
  • $72k - $151k

     ...CLA (CliftonLarsonAllen) is looking for a professional to support Senior Wealth Advisors in Peoria, IL. The role involves business development, financial planning, and client support to ensure excellent service. Qualifying candidates must have three years of financial... 
    Suggested
    Flexible hours

    CLA (CliftonLarsonAllen)

    Peoria, IL
    4 days ago
  •  ...A financial services company in Peoria seeks a Private Wealth Advisor to manage client relationships and develop financial strategies. The ideal...  ...satisfaction through strategic investment and financial planning. Competitive salary and comprehensive benefits offered. #J... 
    Suggested

    Busey

    Peoria, IL
    5 days ago
  • $74k - $100k

     ...Overview The Wealth Advisor will serve as the primary point of contact with Wealth clients, maintaining existing relationships and developing new client relationships. Key...  ...investment management strategy and financial plan. Serve as the client’s primary contact and deliver... 
    Suggested
    Internship

    First Financial Bancorp

    Peoria, IL
    4 days ago
  • $72k - $151k

     ...CliftonLarsonAllen Wealth Advisors, LLC in Peoria, IL, is hiring a Wealth Advisor to support Senior Wealth Advisors and deliver comprehensive...  ...knowledge in financial planning, tax, estate, and retirement...  ...a proven ability to manage client relationships. The ideal candidate... 
    Flexible hours

    CliftonLarsonAllen Wealth Advisors, LLC

    Peoria, IL
    4 days ago
  • ## Wealth Advisor - Wealth Advisory - Peoria, ILApplylocations...  ...** every day, for our clients, our people, and our...  ...support to the Senior Wealth Advisors in delivering...  ...in financial planning, tax, insurance, estate...  ...collaboration and career growth. We pay competitive wages... 
    Interim role
    Work at office
    Flexible hours

    CliftonLarsonAllen Wealth Advisors, LLC

    Peoria, IL
    1 day ago
  • $72k - $151k

     ...This role provides support to Senior Wealth Advisors in delivering comprehensive...  ...collaboratively to serve clients as part of a team,...  ...strong knowledge in financial planning, tax, insurance, estate, investments...  ...collaboration and career growth. We pay competitive wages... 
    Interim role
    Work at office
    Flexible hours

    CLA (CliftonLarsonAllen)

    Peoria, IL
    5 days ago
  • $72k - $151k

     ...opportunities every day, for our clients, our people, and our...  ...industry-focused wealth advisory, digital,...  ...support to the Senior Wealth Advisors in delivering comprehensive...  ...in financial planning, tax, insurance, estate...  ...collaboration and career growth. We pay competitive... 
    Interim role
    Work at office

    CliftonLarsonAllen

    Peoria, IL
    1 day ago
  • $50k - $110k

     ...assets and serving 800+ client households. We are seeking a Financial Advisor to join our East Peoria...  ...business and strong long-term growth potential. This position...  ...Provide financial planning and investment guidance...  ...in financial advising or wealth management Series 7 &... 
    Work at office
    Immediate start

    Clarity Group Midwest

    East Peoria, IL
    3 days ago
  • $80k - $120k

     ...The Private Wealth Advisor’s (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication...  ...Investment Team, Financial Planning and Tax Specialists, Estate... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Busey

    Peoria, IL
    4 days ago
  •  ...Experienced Financial Advisor Locations: Honolulu,...  ...new position. Merrill Wealth Management is a leading...  ...management, including planning for retirement, education...  ...and Wealth Management Client Associates help clients...  ...portfolios and driving growth Proven relationship... 
    Shift work
    Day shift

    Arizona Staffing

    Peoria, IL
    1 day ago
  • $50k

     ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re...  ...monitor, and adjust the branch business plan to increase branch effectiveness and...  ...to your earning potential and growth, and your compensation is tied to the... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Peoria, IL
    1 day ago
  • $22.5 - $26 per hour

     ...Senior Relationship Banker The Senior Relationship Banker is an advanced...  ...Lead efforts to develop new growth opportunities and improve...  ...junior Relationship Banker I and II staff, providing training on banking...  ..., employee stock purchase plan, paid time off, medical, dental... 
    Senior
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Busey

    Peoria, IL
    2 days ago
  •  ...offers a supportive culture, competitive pay, comprehensive benefits including healthcare, 401(k), and opportunities for professional growth. Ideal candidates should have an Associate's degree and a current license as a Physical Therapist Assistant. #J-18808-Ljbffr... 
    Senior
    Full time
    Flexible hours

    Tier1usa

    Peoria, IL
    5 days ago
  •  ...Arthur J. Gallagher & Co. (AJG) is seeking a Senior Client Service Manager for their Commercial team in Peoria, Illinois. In this role, you will lead efforts to provide exceptional client service and innovative insurance solutions, building strong relationships and solving... 
    Senior

    Arthur J. Gallagher & Co.

    Peoria, IL
    5 days ago
  • $86k

     ...Senior Accountant (Local Government Audit) Senior Accountant (Local...  ...is a desire for growth and a shared unity of purpose...  ...innovation and drive growth – for our clients, for ourselves and for our communities...  ...but is not limited to audit planning, walkthroughs, scheduling,... 
    Senior
    Full time
    Work at office
    Local area
    Flexible hours

    Sikich

    East Peoria, IL
    1 day ago
  •  ...Caterpillar Financial Services Corporation is seeking a Senior Manager, Managed Accounts, for its Construction Industries division in...  ...team focused on strategic customer relationships and profitable growth. You will guide team performance, drive account strategy, and ensure... 
    Senior

    Caterpillar Financial Service Corp

    Peoria, IL
    1 day ago
  • $50k - $125k

     ...Edward Jones is seeking a Financial Advisor in Peoria, Illinois to build a practice with...  .... You'll be responsible for creating new clients through face-to-face and virtual strategies...  ...including medical, dental, and a 401(k) plan, with salary ranging from $50,000 to $125... 
    Home office

    Edward Jones

    Peoria, IL
    2 days ago
  •  ...Ericsson is seeking a Senior Business Development Manager to spearhead new business growth across its Mobile Financial Services portfolio in North America. The role involves generating new business, leading complex sales, and collaborating with multiple stakeholders to... 
    Senior
    Work at office
    3 days per week

    Ericsson

    Peoria, IL
    4 days ago
  • $86k

     ...Description Senior Accountant (Local Government Audit)...  ...commonalities is a desire for growth and a shared unity of purpose...  ...innovation and drive growth - for our clients, for ourselves and for our...  ...but is not limited to audit planning, walkthroughs, scheduling,... 
    Senior
    Full time
    Work at office
    Local area
    Flexible hours

    Sikich

    East Peoria, IL
    5 days ago
  • $50k

     ...Jones invites you to join as a financial advisor, building your own practice with support...  ...Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing...  ...monitor, and adjust the branch business plan to increase branch effectiveness and... 
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Peoria, IL
    4 days ago
  •  ...plus commission/bonus Paid time off (vacation and personal/sick days) Annual bonusesAnnual travel paid for by agency Flexible hours Growth potential/Opportunity for advancement within my agency Position Overview Are you outgoing and customer-focused? Do you enjoy... 
    For contractors
    Flexible hours

    Jerome Ivie - State Farm Agent

    Peoria, IL
    4 days ago
  •  ...Dorner District – Northwestern Mutual in Peoria, IL, is seeking a motivated Financial Advisor to engage clients and provide personalized financial guidance. In this role, you will design strategies to help clients secure their financial future, making a lasting impact... 

    Dorner District - Northwestern Mutual

    Peoria, IL
    1 day ago
  •  ...Overview At Gallagher, we’re looking for a Senior Client Service Manager to join our Commercial team. In this role, you’ll lead efforts to deliver exceptional service and innovative insurance solutions to our clients. You’ll work closely with senior leaders, clients, and... 
    Senior
    Work at office
    Shift work

    Arthur J. Gallagher & Co.

    Peoria, IL
    4 days ago
  •  ...Senior Client Service Manager At Gallagher, we're looking for a Senior Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and innovative insurance solutions to our clients. You'll work closely with senior... 
    Senior
    Work at office
    Shift work

    Arthur J. Gallagher & Co.

    Peoria, IL
    4 days ago
  •  ...Description At River City Construction, our Senior Project Managers lead complex...  ...highest standards of quality, safety, and client satisfaction. This position plays a key leadership...  ...project execution, from preconstruction planning to final turnover. Guide teams in managing... 
    Senior
    For subcontractor
    Work at office
    Local area
    Flexible hours

    River City Construction

    East Peoria, IL
    2 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive...  ...management, including planning for retirement, education,...  ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue...  ...experience to promote portfolio growth. The Merrill Advisor... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Peoria, IL
    20 days ago
  • $128.47k - $192.71k

     ...tools, and shop supplies. As the Senior Product Service Engineer (...  ...Developing appropriate procedures and plans to ensure product quality and...  ...or business guidance to clients, both internal and external;...  .... We provide professional growth opportunities, including leadership... 
    Senior
    Full time
    Part time
    Relocation package
    Flexible hours

    Caterpillar Inc.

    Peoria, IL
    1 day ago
  •  ...satisfaction. The ideal candidate will have a passion for working with seniors and must possess an active LPN license in good standing. This...  ..., tuition reimbursement, and opportunities for professional growth through Tutera University. Join us to make a difference in the... 
    Senior

    Timbercreek Rehabilitation and Health Care Center

    Pekin, IL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor II: Client Growth & Planning. Be the first to apply!