Senior Wealth Advisor for High-Net-Worth Clients
Judson Group
Judson Group is seeking a Senior Client Advisor – Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree, CFP® or CFA designation, and over 10 years of experience in wealth management. The ideal candidate thrives in a collaborative culture and has strong leadership skills to mentor junior team members. The firm emphasizes integrity, professionalism, and long-term client relationships. #J-18808-Ljbffr Judson Group
$114.5k - $194.7k
Northern Trust Corp in Chicago is seeking a Portfolio Advisor for Wealth Management with 6 to 8 years of investment experience focused on high net worth clients. The role involves managing investments, developing strategies to meet client objectives, and collaborating...SeniorHigh net worth$102k - $190k
...institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will... ...with teams to provide tailored solutions to high net worth clients and achieving business goals. A competitive...SeniorHigh net worth$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust administration...SeniorHigh net worth$164.6k - $288k
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of investment management experience and a strong ability to forge relationships. The advisor contributes...SeniorHigh net worth- ...and execute a business development strategy to enhance client experiences and manage high-net-worth relationships. This position requires strong... ...Financial Planner with at least 7 years of experience in wealth management. A competitive salary package and various benefits...SeniorHigh net worth
$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...SeniorHigh net worthWork at officeFlexible hours- A financial services institution in Chicago is seeking a PWM Private Wealth Advisor to oversee high net worth client relationships. You will be responsible for building a team of professionals to cater to clients’ needs while offering expert advice in wealth management....SeniorHigh net worthFull time
$125k - $160k
A global asset management firm is seeking a VP, Wealth Advisor in Chicago to serve as the primary contact for Wealth Management clients. The role entails building client relationships, providing investment recommendations, and coordinating Wealth Management services. The...SeniorHigh net worth$78.08k - $117.12k
A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent clients. The role requires building deep connections through tailored financial solutions and compliance with regulations. Candidates should...SeniorHigh net worth$164.6k - $288k
...financial institution in Chicago is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and deliver high-quality fiduciary services. Candidates... ..., particularly with high net worth clients. The role involves providing proactive...SeniorHigh net worth$100k - $300k
RWA Wealth Partners LLC in Chicago is seeking experienced Wealth Advisors to enhance client relationships and provide comprehensive wealth management solutions. The role requires managing high-net-worth client relationships, offering guidance in investment, tax, and estate...SeniorHigh net worth$120k
A leading financial services firm is seeking a Senior Wealth Advisor in Chicago, Illinois, to provide tailored financial and investment services to Ultra High Net Worth clients. Ideal candidates will have 6 to 10 years of experience, strong communication skills, and relevant...SeniorHigh net worth$115k - $180k
RK Partners is looking for a Wealth Advisor in Chicago, Illinois. The role involves building significant client relationships and providing personalized financial advice... ...proven ability to cultivate relationships with high-net-worth individuals. The position offers a...SeniorHigh net worth$74k - $138k
...Hinsdale is seeking an experienced professional for a client relationship management role focused on wealth management. Candidates should have 5-7 years of... ...strong analytical skills, the ability to manage high-net-worth clients, and contribute to business development strategies...SeniorHigh net worth$102k - $190k
...Manager in Chicago to oversee business development strategies and manage high-net-worth client relationships. The ideal candidate will have at least 7 years of experience and a strong understanding of wealth management. Responsibilities include strategic planning, client...SeniorHigh net worth$102k - $190k
...Chicago is seeking a seasoned financial advisor who will manage client relationships and deliver... ...and leveraging extensive knowledge in wealth management. The ideal candidate possesses... ...possesses an MBA and has experience with high-net-worth clients, demonstrating strong...SeniorHigh net worth$110k - $180k
A leading accounting firm is looking for a Tax Senior Manager in Chicago, Illinois. This role involves supervising teams and fostering client relationships while overseeing tax planning for ultra-high net worth individuals. The ideal candidate will have at least 8 years...SeniorHigh net worth$140k - $190k
...advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves... ...compliance and consulting engagements for high net-worth individuals and families.... ...based on qualifications and experience. #J-18808-Ljbffr BDO Capital Advisors, LLCSeniorHigh net worth- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...SeniorHigh net worth
$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor in Chicago to manage investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience and a strong knowledge of portfolio management. A CFA designation is...High net worth- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...SeniorHigh net worth
- ...CPA certification. Responsibilities include managing tax engagements, maintaining industry-specific expertise, and providing proactive client communication. A variety of competitive benefits are offered, ensuring the well-being of associates. #J-18808-Ljbffr Wipfli LLPSeniorHigh net worth
- U.S. Bank is seeking a Wealth Management Advisor in Oak Lawn, IL, to meet affluent clients' financial needs through tailored investment strategies and portfolio... ...financial sales experience, particularly with high-net-worth individuals. The position offers competitive compensation...High net worth
$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net...SeniorHigh net worthFull time$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...SeniorHigh net worth$175k - $200k
...practice. The ideal candidate will have over 10 years of experience serving high-net-worth clients, licensed to practice in Illinois, and possess extensive knowledge in Estate Planning and Wealth Management. This role offers a competitive salary package ranging from $175...SeniorHigh net worthFlexible hours$85k - $100k
A major insurance brokerage in Chicago is seeking an experienced insurance professional to manage and retain high-net-worth client accounts. The ideal candidate will have at least 8 years of experience in Personal Lines Property & Casualty Insurance and a strong understanding...SeniorHigh net worth$66k - $123.1k
Senior Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of... ...: 3 plus years’ personal lines insurance experience with High‑Net‑Worth clientele Property & Casualty (P&C) License Client service...SeniorHigh net worthMinimum wageNight shift$74k - $100k
A financial institution is seeking a Wealth Advisor II in Chicago. This role involves serving as the primary contact for Wealth clients, managing financial relationships, and developing tailored investment strategies. Applicants should have at least five years of experience...Senior$110k - $180k
Tax Senior Manager - Private Client Services page is loaded## Tax Senior Manager - Private Client Serviceslocations: Elgin: Chicagotime type:... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
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