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
$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$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- ...assigned region. The ideal candidate will have significant experience in managing client relationships and advising high-net-worth clients. The position requires a strong knowledge of wealth management and provides opportunities for professional growth through a...SeniorHigh net worth
- ...seeking a Business Development Manager to execute strategies, manage relationships with high-net-worth clients, and drive business growth. This role requires 5-7 years of experience in wealth management and a strong understanding of the financial industry. Ideal candidates...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- ...professional to act as a primary Relationship Manager, overseeing client needs while identifying growth opportunities. The candidate will... ...or Certified Financial Planner certification, and expertise in wealth management. The role includes developing sales strategies,...SeniorHigh net worth
- ...Goldman Sachs is seeking an experienced Private Wealth Advisor to provide comprehensive wealth management plans for ultra high net worth clients. You will build and nurture client relationships, offer tailored advice, and deliver exceptional service while adhering to...SeniorHigh net worth
$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...SeniorHigh net worth$205.7k - $360.1k
CFA Institute in Chicago is seeking a National Portfolio Advisor responsible for providing comprehensive investment solutions to high net worth clients. This role involves managing complex investment portfolios, advising on strategies, and collaborating with internal partners...SeniorHigh net worth- Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This role requires extensive experience handling high net worth (HNW) and ultra-high net worth (UHNW) client portfolios. The successful candidate...SeniorHigh net worth
- Northern Trust is seeking a Senior Relationship / Trust Advisor in Chicago to manage complex wealth management client relationships. In this role, you will ensure client satisfaction... ...-15 years of experience, preferably with high net worth clients, and is skilled in fiduciary...SeniorHigh net worth
- Northern Trust is looking for a Senior Portfolio Advisor II in Chicago, IL. This role manages significant investment accounts for high net worth clients, requiring over 12 years of investment... ...contribute to exceptional service in wealth management. #J-18808-Ljbffr...SeniorHigh net worthFlexible hours
$114.5k - $194.7k
Northern Trust Corp is seeking a Relationship/Trust Advisor in Chicago for managing high net worth client relationships. This role involves providing fiduciary and administrative services while ensuring client satisfaction through effective communication and collaboration...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- ...development and delivering customized financial solutions to clients, enhancing client satisfaction through proactive... .... Requirements include a strong background in wealth management, proven experience with high-net-worth clients, and a minimum of 7 years in a related role...SeniorHigh net worth
- RK Partners is seeking a Wealth Advisor in Chicago, Illinois. This role involves providing personalized, strategic advice to high-net-worth clients and leading a team of advisors. The ideal candidate will have a Bachelor’s degree in Finance or a related field and possess...SeniorHigh net worth
$110k - $215k
...America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...SeniorHigh net worth- Dormont Manufacturing Co is seeking a Private Bank Wealth Advisor IV to manage high-net-worth clients' Wealth Plans in Chicago. This role involves building strong client relationships, providing outstanding service, and developing wealth management strategies. The ideal...SeniorHigh net worthWork at officeRemote workFlexible hours
$110k - $250k
...of experience in Public Accounting and specific expertise in High Net Worth individuals. The role offers a fully remote option, flexible... ...from $110,000 to $250,000 annually. Join us to work with top clients while enjoying a great work/life balance and opportunities for...SeniorHigh net worthRemote jobFlexible hours- JPMorgan Chase & Co. seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. You will serve a range of clients, from beginners to high-net-worth individuals, while maintaining a strong focus on relationship management...High net worth
$265k - $380k
...LLC is seeking an attorney with at least 10 years of experience to join its Private Client practice in Chicago. The ideal candidate must have substantial experience with high net worth individuals, mentoring junior associates, and a strong ability to communicate complex...SeniorHigh net worthPermanent employmentPrivate practice- 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
$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$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to... ...variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth...SeniorHigh net worthFull time- 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
- Selby Jennings is seeking a Client Relationship Manager to act as the primary liaison for ultra-high-net-worth families and institutional investors. This role emphasizes exceptional... ...must possess over 7 years of experience in wealth management, showcasing strong relationship...SeniorHigh net worth
$175k - $200k
...sophisticated practice in Trusts & Estates. Ideal candidates will have over 10 years of experience working with high-net-worth clients, focusing on estate planning and wealth management. The firm provides a supportive work environment and attracts diverse talent. #J-18808-...SeniorHigh net worthPermanent employment- ...a 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 WipfliSeniorHigh net worth
- Bank of Montreal is seeking a wealth advisor in Hinsdale, Illinois, to provide relationship management and advisory services to high-net-worth clients. This role involves developing solutions based on clients' financial planning needs and executing a business development...High net worth
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