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 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$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 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$159.97k - $188.2k
U.S. Bank is seeking a PWM Private Wealth Advisor in Chicago to manage relationships with high net worth clients. This role requires over 10 years of experience in wealth management as well as the ability to lead a collaborative team to meet client needs. The ideal candidate...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$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$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$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$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- LeoForce, a national CPA firm, is seeking a Senior Tax Manager in Chicago, IL. This role offers exceptional work/life balance while allowing you to work with a diverse range of clients, including High Net Worth individuals. The ideal candidate will have a BS/BA in accounting...SeniorHigh net worthRemote job
$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$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$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$102k - $190k
Bank of Montreal is seeking a Relationship Manager in Chicago to serve high-net-worth and ultra-high-net-worth clients. This role focuses on delivering tailored wealth management solutions integrating banking and investment strategies. With a required 7+ years of experience...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
$75k - $85k
Bank of America is seeking a Financial Advisor in Chicago to serve high-net-worth clients by building relationships and assessing financial goals. This role involves recommending investment strategies to help clients achieve their objectives. Successful candidates will...High net worth$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$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$66k - $123.1k
...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture... ...team, you'll successfully support a high-volume book of business to our... ...lines insurance experience with High Net Worth clientele ~ Property & Casualty (P&...SeniorHigh net worthMinimum wageLocal areaFlexible hoursNight shift$66k - $123.1k
...different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private... ...team, you'll successfully support a high-volume book of business to our Private... ...lines insurance experience with High Net Worth clientele ~ Property & Casualty (P&...SeniorHigh net worthMinimum wageLocal areaFlexible hoursNight shift$90k - $110k
...Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas,... ...Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone... ...owned, closely held businesses and high net worth individuals with the solutions they need...SeniorHigh net worthTemporary workLocal area$110k - $250k
...0,000 per year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW) individuals, read on. Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too. Details Fully remote option....SeniorHigh net worthLocal areaRemote workFlexible hours$110k - $180k
...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking... ...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 area$110k - $250k
...work with a complex and diverse variety of clients, or specialized if you prefer! We want... ...Culture Flexible Hours Large net but regional focus = growth opportunity... ...Accounting, 1+ year as a Tax Manager High Net Worth experience CPA Interested in hearing...SeniorHigh net worthLocal areaRemote workFlexible hours$132.1k - $301.6k
...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management,... ...business acumen. As a Senior Manager in Private Tax... ...provide tax advice on High Net Worth Individuals’ personal... ...into a trusted advisor to clients. You will work...SeniorHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours$57.5k - $106.5k
BMO U.S. is seeking a licensed financial advisor in Park Ridge, Illinois. In this role, you will act as the primary contact for clients, uncovering financial needs while providing holistic banking and investment solutions. A major focus will be on client acquisition and...Senior- A leading financial services provider is seeking candidates for their Financial Advisor Development Program. This role involves working with high-net-worth individuals, identifying their financial needs, and delivering comprehensive investment advice. Successful candidates...High net worth
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