Wealth Advisor
Calculated Hire
Location: Chicago, IL (Onsite | Territory-Based)
ROLE SUMMARY
The Wealth Advisor is a growth-focused role responsible for building a wealth management presence across assigned branches in our client's Chicago market. This position is ideal for an advisor who thrives in greenfield environments and is motivated by developing client relationships and building a book of business from the ground up rather than inheriting an existing portfolio.KEY RESPONSIBILITIES
Serve as the primary relationship manager for wealth clients across assigned branches Embed within branch locations to build strong relationships with branch and commercial banking partners Develop a client pipeline through referrals, branch collaboration, and commercial partnerships Gather and analyze client financial data to understand goals, objectives, and risk tolerance Design and implement appropriate investment and financial planning strategies Deliver annual investment reviews and ongoing portfolio updates to clients Ensure adherence to all regulatory, compliance, and documentation requirementsREQUIRED QUALIFICATIONS
7+ years of experience in wealth management, investment advisory, or financial planning Proven ability to build a book of business without an existing client base Strong relationship-building and client-facing skills Knowledge of investment solutions, asset allocation, and risk management Experience using financial planning softwarePREFERRED QUALIFICATIONS
Experience partnering with commercial banking teams Bachelor’s degree in Business or related field Professional designations such as CFP, CRCP, AWMA, or ChFC preferred Commitment to ongoing professional development (firm-sponsored) #J-18808-Ljbffr Calculated HireVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Chicago, IL vacancy
$65k - $80.2k
...U.S. Bank is seeking a Wealth Management Advisor in Oak Lawn, Illinois. This position involves advising affluent clients on investments, conducting financial assessments, and delivering tailored financial strategies. A Bachelor's degree, three to five years of financial...SuggestedU.S. Bank
Oak Lawn, IL3 days ago- ...professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people...SuggestedFull timeH1bLocal area
KPMG
Chicago, IL4 days ago - ...Your Future Team As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Working collaboratively with an experienced team of advisors and client...SuggestedPermanent employmentWork at officeLocal areaWork from home2 days per week3 days per week
HighTower Advisors
Chicago, IL1 day ago $106.25k - $141.65k
...Position Title: Wealth Advisor Locations: Joliet_IL Time Type: Full time Req ID: JR1041-Joliet_IL At Midland, were proud to be a little different. You can see it in our bright orange signs-but theres more to it than that. With...SuggestedFull timeContract workTemporary workWork at officeImmediate startFlexible hoursMidland States Bank
Bridgeview, IL2 days ago- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their...SuggestedWork at officeLocal areaNight shift
Blue Trust
Chicago, IL4 days ago $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the...Full timePowerToFly
Chicago, IL2 days ago$74k - $138k
...needs and concerns to diagnose and facilitate resolution of client issues. Introduces subject matter experts to the client. Shares wealth solutions expertise and product knowledge across regional team. Develops solutions and makes recommendations based on an understanding...Local areaKoitecc Solutions
Hinsdale, IL1 day ago- ...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...
Goldman Sachs
Chicago, IL19 hours ago $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 responsible...Full timeWork at officeLocal areaRemote workFlexible hoursAprio
Chicago, IL1 day ago- ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based , non ‑ discretionary investment advisory... ...'s disciplined approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing, deepening, and...Work at office
Charles Schwab Careers
Chicago, IL2 days ago $85k - $95k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning‑centric team dedicated to creating personalized wealth advice based on each client’s goals...Local areaFocus Financial Partners Inc.
Chicago, IL2 days ago$99.6k - $169.2k
...Job Overview In the Family Office Solutions team, the Associate Wealth Advisor supports partners in wealth planning for ultra‑high net‑worth individuals and families. The role involves collecting, reviewing, and synthesizing client financial data, creating presentation...Work at officeRemote work001 The Northern Trust Company
Chicago, IL19 hours ago$99.6k - $169.2k
## Associate Wealth AdvisorApplylocations: Chicago, ILtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R157217**About... ...in the office and working from home.**As an Associate Wealth Advisor, Family Office Solutions, you will be responsible for...H1bWork at officeWork from homeWorldwideNorthern Trust
Chicago, IL4 days ago- JPMorgan Chase in Oak Brook, Illinois is seeking a Private Client Advisor to deliver personalized financial planning and advisory services to a range of clients. You will focus on building a book of business and maintaining relationships, emphasizing client needs and integrity...
- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions to clients from various financial backgrounds. Qualified candidates...
$48k - $100k
A leading financial services firm in Oak Brook is seeking a Financial Advisor to deliver comprehensive wealth management solutions. The role focuses on establishing strong client relationships and providing tailored financial planning. The ideal candidate will hold necessary...$47.52k
JPMorgan Chase in Chicago is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. The role requires at least 2 years of financial services experience, with a focus on client acquisition and relationship management...- ...have typically 7+ years of relevant experience, preferably with an MBA or Certified Financial Planner certification, and expertise in wealth management. The role includes developing sales strategies, ensuring timely execution of transactions, and applying risk management...
$74k - $100k
First Financial Bank is seeking a Wealth Advisor in Chicago, Illinois to cultivate client relationships and deliver personalized investment strategies. You will be responsible for client satisfaction, business development, and coordinating portfolio requirements. The ideal...- Rk-Partners in Chicago, Illinois, is seeking a Wealth Management Advisor to join a collaborative team. This role focuses on serving affluent professionals and business owners, offering an entrepreneurial work environment without rigid product pressure. The ideal candidate...
$80k - $95k
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...Work experience placementWork at office- TwinThread is seeking an experienced Financial Advisor in Chicago, IL to provide personalized investment solutions and foster client relationships. Candidates should have at least 2 years of experience and must possess or obtain relevant series licenses. The role offers...
$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...- HighTower Advisors, LLC in Chicago seeks a Wealth Advisor to partner with high-net-worth clients in managing their financial strategies. The role involves leading client relationships, delivering comprehensive financial planning, and ensuring compliance with regulatory...Flexible hours
- ...looking for a client contact to provide holistic banking and investment solutions. This role involves collaborating with financial advisors and building relationships to enhance customer experiences and achieve sales targets. The successful candidate will have at least...
- Wealth Management Advisor (potential partnership) Mission Woods, KS | Hybrid An established and growingwealth management firm is seeking a Wealth Adviso rto join a high-performing, collaborative team focused on serving affluent professionals and business owners. This is...Immediate start
$121.9k - $262.1k
Fifth Third is seeking a Wealth Management Advisor II in Skokie, IL. This role requires the ability to act as a trusted advisor for clients and coordinate with specialists for wealth management solutions. Successful candidates should hold a bachelor’s degree and relevant...- Lakeshore Financial Group is expanding in Chicagoland and seeks motivated individuals for the Financial Advisor position. Candidates will help clients achieve financial goals while building strong relationships and generating leads. The role is commission-based, with both...Work at officeRemote work
- A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing...
- Fairygodboss is seeking a Private Client Advisor to join Chase Wealth Management in Chicago. In this role, you will provide comprehensive financial planning and advice to a diverse range of clients, supporting them from initial savings to significant investments. Your...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
Related searches
- financial associate Chicago, IL
- international financial advisor Chicago, IL
- financial advisor part time Chicago, IL
- financial planner cfp Chicago, IL
- financial consultant Chicago, IL
- senior financial advisor Chicago, IL
- financial planning assistant Chicago, IL
- junior oracle financial functional consultant Chicago, IL
- associate financial representative Chicago, IL
- financial advisor associate Chicago, IL