Senior Trust Advisor — Wealth & Fiduciary Expert
$98.1k - $210kBank of America Financial Center
A leading financial institution in Chicago is seeking a Trust Administration professional to provide fiduciary support, manage client portfolios, and ensure compliance with legal requirements. The ideal candidate has at least five years of experience in trust administration, strong communication skills, and a proactive approach to business development. This position offers a competitive salary range of $98,100 to $210,000 annually, along with industry-leading benefits and opportunities for professional growth. #J-18808-Ljbffr Bank of America
$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... ...experience in trust administration along with strong fiduciary knowledge and leadership skills. The base...Senior$164.6k - $288k
A leading 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 should have 12-15 years of experience in trust or estate administration...Senior- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services. The ideal candidate will have 12-15 years of experience in trust or estate administration...Senior
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Chicago, Illinois. This role involves providing personalized financial advice and managing client portfolios within a collaborative team environment. Key qualifications include a Bachelor’s degree and...SeniorWork at office
- Agnello & Rogers seeks a Wealth Management Solutions Trust & Estates Officer in Chicago, IL. This role involves overseeing... ...decisions in partnership with clients and advisors. Candidates should have in-depth knowledge of fiduciary products, a minimum of 7 years of relevant...Senior
$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 with...Senior- A Fortune 500 financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client relationships. The role requires deep knowledge of fiduciary standards and the ability to provide proactive advice. Ideal candidates...
- Fifth Third Bank is seeking a Wealth Management Advisor II located in Chicago, Illinois. This role involves serving as a trusted advisor to Private Bank clients while ensuring high standards of service delivery. The ideal candidate will have over 8 years of experience...Senior
- ...work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier... ...will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an...SeniorWork at office
$124k - $335k
...Practice. Industry/Sector: Asset and Wealth Management. Time Type: Full... .... Growing as a strategic advisor, you leverage your influence,... ...level of sophistication. As a Senior Manager you are expected to lead... ...to establish a secure and trusted workplace for all. #J-18808-Ljbffr...SeniorFull time$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...Leading the way as technology-enabled tax advisors Delivering benefits through digitization... ...evaluate these factors to establish a secure and trusted workplace for all. #J-18808-Ljbffr PwCSeniorFull timeH1bLocal area$164.6k - $288k
A leading financial services firm is seeking a Sr. Trust Advisor to manage relationships with ultra-high net worth clients. This role includes overseeing fiduciary services, collaboration with family offices, and ensuring client satisfaction. The ideal candidate has 7-...Work at office$60k - $121.3k
...Senior Compliance Advisor Wealth/Trust Job Locations US-IL-Chicago | US-IN-Indianapolis | US-IN... ...Compliance and Risk team subject matter experts, internal legal counsel and others.... ..., CTFA, or other certificates in Fiduciary Risk and Compliance, Trust...SeniorFull timeWork experience placementWork at office$85k - $240k
The Goldman Sachs Group in Chicago is seeking a Family Office Advisor responsible for guiding ultra-high net worth families in financial planning and wealth management. You will create tailored financial strategies, manage relationships, and collaborate with various professionals...SeniorWork at office$164.6k - $288k
About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized... ...and exceptional service. SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT OH: R151466 The Senior... ...million in MV and delivers high quality fiduciary and administrative services....SeniorWork experience placementFlexible hours$130k - $160k
A leading law firm in Chicago is seeking a Fiduciary Accountant responsible for trust and estate accounting tasks, including tax return preparation and client interaction. This role, which allows hybrid working, requires a bachelor's degree and significant experience....Senior$75.2k - $124.1k
...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...financial institutions are trusted and flourish, and the global... ...The Opportunity FTEAS provides fiduciary/court accounting services for... ...the United States. The Senior plays an integral role in the...SeniorSummer holidayFlexible hours$124k - $335k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth... ...thoughtfully to establish a secure and trusted workplace for all. To view other PwC job opportunities...SeniorFull timeH1b- Adams, Inc. is seeking a Senior Trust Officer in the suburb of Chicago, IL. This role serves as the primary advisor to high-net-worth individuals and families, offering comprehensive wealth planning across investments, trust and estate planning, retirement, tax, insurance...Senior
$164.6k - $288k
About Northern Trust Northern Trust, a Fortune 500 company... ...Title Sr. Trust Advisor, GFO Job Description Summary... ...that require a mix of fiduciary, asset servicing,... ...Seasoned multi-disciplinary expert with extensive... ...organization is encouraged, senior leaders are accessible,...SeniorWork at officeFlexible hours- ...is seeking an experienced professional to oversee the administration and risk management of fiduciary accounts. You will lead a team of Trust Administrators, providing expert fiduciary advice and ensuring compliance with regulatory standards. The ideal candidate has over...Senior
$99.6k - $169.2k
Northern Trust, based in Chicago, is seeking a Portfolio Banker to manage and enhance client relationships in credit and deposit services. The role involves acting as a trusted advisor to clients, developing relationships, and identifying new business opportunities. Ideal...Senior$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$99k - $165k
LPL Financial is seeking a Senior Financial Representative in Oak Brook, Illinois, to join their Wealth Advisors Group. This role focuses on providing investment solutions to a large client base, maintaining exceptional client service, and analyzing client's financial needs...Senior- 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...Senior
$85k - $240k
A leading financial services firm in Chicago is seeking a Private Wealth Advisor to build and manage client relationships. The role requires over 6 years of experience in wealth management and strong client-focused skills. The ideal candidate will demonstrate entrepreneurial...Senior$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...Senior$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...Senior- A prominent wealth management firm seeks a Financial Advisor for its Chicago office. The role focuses on managing client relationships, portfolio management, and assisting a Senior Financial Advisor. Candidates should have 4-10 years of experience in wealth management,...SeniorWork at officeRemote work
$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...Senior
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