Senior Wealth Advisor
Citi
Citi is recruiting for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Naperville, IL. The role focuses on deepening client relationships, delivering holistic financial planning, and growing wallet share for affluent and high-net-worth clients. The position requires 5–8 years of experience, FINRA registrations, and mortgage licensing under SAFE Act, with proficiency in MS Office and planning tools. On-site, full-time role with strong compliance expectations. #J-18808-Ljbffr
$78.08k - $117.12k
Citi is hiring a Wealth Relationship Manager in Naperville, Illinois. This senior professional role focuses on building and deepening client relationships in the affluent and High Net Worth segment, providing tailored financial solutions through excellent discovery skills...Senior- Acrisure is seeking a Senior Analyst, FP&A - Specialty to serve as the finance business partner for designated specialty departments, owning budgeting, forecasting, and monthly financial reporting. You will partner with business leaders to deliver actionable insights and...Senior
- White Tiger Connections, a well-established boutique CPA firm in Naperville, IL, seeks a Senior Tax Manager to lead the tax department and take ownership of a $5.5M book of business with a clear path toward principal. The role requires 10+ years in public accounting, CPA...Senior
- Sikich LLC is seeking a Tax Principal in Naperville, IL, to manage client relationships and develop actionable strategies. You must have a BA/BS degree, with a CPA certification strongly preferred, and ten years of relevant experience. The role involves strategic client...SeniorFlexible hours
- A leading accounting firm in Naperville, IL seeks a Principal to enhance client relationships and manage complex financial tasks. The ideal candidate is a licensed CPA with over 10 years of experience, adept at communication and project management. Responsibilities include...SeniorFlexible hours
- A growing mortgage company in the United States is seeking a Seasoned Loan Officer. This full-time, on-site role involves originating loans, providing guidance to clients, and ensuring compliance with regulations. Ideal candidates will have skills in loan origination, customer...SeniorRemote jobFull time
$90k - $135k
...religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring Location: Chicago, IL Position Type: Full time...SeniorFull timeWork experience placementLocal area- A hiring company in Downers Grove, Illinois is seeking a full-time Financial Advisor. This role requires knowledge in comprehensive financial planning and at least 5 years of client-facing experience. The Financial Advisor will manage the financial needs of clients, assist...SeniorFull time
- JMG Financial Group, Ltd. is seeking a Financial Advisor for their Downers Grove, Illinois location. The ideal candidate will have at least 5 years of client-facing experience and a CFP designation. This role involves managing the financial needs of high net worth individuals...Senior
$106.25k - $141.65k
...Wealth Advisor At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation...Contract workTemporary workWork at officeImmediate startFlexible hours- ...Senior Acquisitions Analyst Chicago, Illinois Marquette Management, Inc is seeking a Senior Acquisitions Analyst. This position plays a critical role in supporting Marquette's investment strategy through advanced financial underwriting, valuation, and market analysis...Senior
$90.23k
...organizations leverage technology, digital solutions, and data-driven insights to solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping guide financial decisions that drive growth,...SeniorContract workWork experience placementH1bWork at office$90k - $122k
...Senior Analyst, Financial Planning & Analysis – SpecialtyA global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together,...SeniorWork at officeImmediate startFlexible hours- Endeavor Health in Warrenville, IL is seeking a senior Financial Analyst to provide advanced financial analysis, strategic insights, and decision support for hospital operations. The role emphasizes healthcare finance expertise, budgeting, forecasting, and collaboration...SeniorFull timeMonday to Friday
- ...Wage Range: Min: $74,513, Mid: $97,454, Max: $120,394 A Brief Overview The Senior FP&A Analyst executes interest rate risk, budgeting and forecasting modeling, while supporting management reporting and variance analysis. The role works closely with business line leaders...SeniorWork experience placement
- ...by delivering comprehensive client advisory services, managing planning staff and workflows, and driving strategic growth through wealth management, exit planning, and planning technology integration. We seek a motivated, curious, humble, smart, and hungry-to-learn professional...SeniorWork at officeWork from homeFlexible hours3 days per week
- Ulta Beauty, Inc. is seeking a Senior Financial Analyst to join the Financial Planning and Analysis team in Bolingbrook, IL. The role focuses on forecasting, budgeting, and delivering data-driven insights that support strategic decisions. You will partner with Accounting...Senior
$75k - $93k
...drivers, and variances versus budget and forecast. Identify performance trends and provide actionable insights to controllers and senior leadership. Support quarterly comparative analysis for MD&A and other external reporting requirements. Strategic &...SeniorWork experience placement- ...forecasting, management reporting, variance analysis, or profitability analysis. Prior experience working in a fast-paced environment with senior leadership exposure is a plus. Technical Skills Advanced Excel skills, including financial modeling, large data analysis, pivot...SeniorWork at officeMonday to FridayShift work
- Calamos Investments seeks a Vice President, Investment Consultant to drive retail sales and promote investment products. The VP will develop strategies to grow assets and manage client relationships, ensuring sales targets are met. This role requires a Bachelor's degree...SeniorWork at office
$90k - $177.45k
Electrical Engineer - Mid, Senior & Principal Levels Join to apply for the Electrical Engineer - Mid, Senior & Principal Levels role at Enercon Services, Inc. Become a part of ENERCON as an Electrical Design or Electrical Project Engineer. We are seeking talented Electrical...SeniorFlexible hours$18.34 - $27.51 per hour
...Job Description Job Description Join a Great Place To Work certified company! Consumers Credit Union is recruiting for a Senior Branch Specialist (Personal Banker) at our Carol Stream branch! As a Senior Branch Specialist, you’ll develop relationships with our members...SeniorHourly payTemporary workWork experience placementWork at officeLocal area$81.36k - $122.04k
...discrimination and/or harassment. Position Summary Reporting to the Sr. Director, FP&A, we are seeking a strategic and data-driven Senior Financial Analyst (SG&A) to partner with functional leaders (e.g., IT, HR, Marketing, Fields, Commercial org) to provide insights,...SeniorTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours- ...IAT Insurance Group in Naperville/Rolling Meadows, IL, is seeking a Senior Underwriter for its Management Liability team. This role partners with wholesalers to grow a profitable private, not-for-profit management liability book and will be based in Naperville or Rolling...Senior
- Heartland Bank and Trust Company in Illinois is seeking a Senior FP&A Analyst to lead interest rate risk modeling, budgeting and forecasting, and management reporting. You will collaborate with business line leaders to deliver timely insights, produce monthly income statements...Senior
- ...We have partnered with a multi-billion dollar manufacturing organization in the greater Chicago area seeking a new Senior Accountant Job Responsibilities: Responsible for all aspects of month end close activities and account reconciliations Coordinate compliance with...Senior
- ...RJN Group, a leading engineering and field services firm, seeks a Senior Finance & Accounting Analyst to support company-wide accounting, month-end close, and financial reporting. You will partner with the Director of Finance and CFO, delivering timely insights and driving...Senior
- ...Overview Highly regarded and respected global company based in the Woodridge area is seeking a Senior Accountant due to continued growth. The Senior Accountant will have exposure to month end close process, financial reporting, and special projects. Responsibilities Consolidations...SeniorWork at office
- A leading staffing agency is seeking a Senior Manager, Benefits to lead the design and administration of diverse health and wellness programs. This role focuses on enhancing employee engagement and ensuring compliance with regulations. The ideal candidate will have extensive...Senior
- ...interviews| contextual inquiries| and usability studies with financial advisors| portfolio managers| and operations teams to uncover pain... ...the product suite. Essential Skills: We are looking for a Senior UX Designer to lead the design of complex| data-rich platforms...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
- financial advisor Naperville, IL
- financial associate Naperville, IL
- estate planning consultant Naperville, IL
- financial advisor associate Naperville, IL
- financial planning associate Naperville, IL
- financial planning assistant Naperville, IL
- finance associate Naperville, IL
- financial counselor Naperville, IL
- financial planning administrator Naperville, IL
- financial planner Naperville, IL


