Wealth Advisor
NextGenEnergyJobs
NextGenEnergyJobs is seeking a qualified financial planner in Chicago, Illinois, to manage client relationships, provide tailored advice, and oversee investment strategies. The ideal candidate will possess a CFP designation or be working towards it, have at least 5 years of experience in a wealth management context, and a strong understanding of financial markets. This role requires exceptional communication skills and the ability to juggle multiple projects effectively. The company offers an opportunity to work with a top CPA firm while driving business results. #J-18808-Ljbffr
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours$120k
..., United StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy...SuggestedFull time- ...demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Wealth Advisor at Capital Group"As a Private Wealth Advisor, you will work directly with high-net-worth individuals and high-complexity...SuggestedFull timeTemporary workLocal areaFlexible hours
$169.38k - $207.02k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...SuggestedFull timeLocal area$77.9k - $199k
...skills, experience, qualifications and the career level at which the position is filled.We are currently seeking a High Net Worth Wealth Advisor. This group is a business designed for clients with diverse and complex financial priorities; those with a need for robust...Suggested$90k - $120k
Our StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services... ...scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their...Permanent employmentWork at officeLocal areaWork from home3 days per week$85k - $240k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management... ...wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of...$99.6k - $169.2k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...in the office and working from home.As an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting...Full timeH1bWork at officeWork from homeWorldwideFlexible hours$100k
...About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management...Temporary workWork at officeLocal area- ...ECG Resources, Inc. in Chicago seeks a hands-on Senior Wealth Planner to help family members across generations make thoughtful financial decisions and understand their wealth. You will develop and present comprehensive plans, integrating trusts, gifting, estate planning...Work at office
$100k - $125k
...Location Chicago, IL Pay $100K - $125K General Overview We are seeking an experienced Wealth Advisor to manage and grow relationships with high-net-wroth clients. This individual will act as a trusted advisor, developing a comprehensive understanding of each client’s...- ...Current is seeking experienced wealth advisors to bring and grow their book on a highly advisor-centric platform. You can transition your practice with greater economics, autonomy, and access to centralized resources designed for growth. Expected earnings are uncapped...
- ...We are seeking an experienced Wealth Management Advisor to join a growing independent wealth management firm managing approximately $2.5 billion in client assets, based in downtown Chicago. This is a unique opportunity for an advisor who wants to step into meaningful...Work at office
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. As a Wealth Advisor at Aprio, you are...Full timeWork at officeLocal areaRemote workFlexible hours- ...Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...
- ...Northern Trust Corp in Chicago is seeking a Senior Banking Advisor in Wealth Management to build new client relationships, manage complex banking and lending relationships, and advise on Goals Driven Wealth Management. You will structure and negotiate loans, analyze terms...
- ...committed to fostering a respectful workplace where every associate can bring their best authentic self. Role Overview As a Private Wealth Advisor, you will work directly with high‑net‑worth individuals and high‑complexity families to create customized and comprehensive...Local areaFlexible hours
- ...thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences... ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the...Work at officeWork from homeShift workDay shift
- Epsilon is seeking a Paid Search Strategy Manager to develop data-driven marketing strategies for Fortune 500 clients. Key Responsibilities strategic consultation developing customer-led contact strategies across Paid & Owned channels advising on search channel selection...
$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations...Work at office$123.2k - $200k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor Regional Sales Manager within PNC's Wealth Management organization, you will be based within the footprint in PA, IL, GA, OH, MI...Full timeTemporary workPart timeWork experience placementWork at office$102k - $190k
Application Deadline:10/02/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience...Full timeContract workPart timeLocal areaShift work$90k - $120k
...concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment... ...services to affluent clients. Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization...Full timePart timeWork at officeLocal areaShift workDay shift$102k - $190k
Application Deadline:10/02/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates...Full timeContract workPart timeLocal areaShift work- ...Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included... ...person who likes challenges and achieving big goals. As an advisor on the team, you will be instrumental in challenging the status...Full time
$177k - $300k
...grow, and make an impact. Join us! Job Description: Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning,... ...compensation, benefits, and executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist coordinates...Full timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift$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...- TwinThread in Chicago is seeking a Financial Advisor to champion team success and provide personalized investment solutions. The ideal candidate will have at least 2 years of relevant experience and a deep understanding of financial markets. This role emphasizes relationship...
- AFIN Family Wealth Management Inc. seeks a seasoned Senior Financial Advisor to develop and implement customized financial plans for individuals and businesses. You will work with clients to monitor progress and provide ongoing guidance, collaborating with a team of professionals...
- CAPTRUST is seeking a Financial Advisor to build a holistic wealth management practice, delivering comprehensive financial planning, investment management, and risk management to retirement plan participants, individuals, families, and business owners. You will guide clients...Temporary work
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