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 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Chicago, IL vacancy
- ...seeking a Regional Consultant to enhance client engagement within Asset & Wealth Management. You will leverage your sales experience to drive the positioning of investment products to financial advisors across the United States. This commission-based role requires at least...Suggested
$103.7k - $138.2k
...Position Title: Wealth Advisor Locations: Chicago_IL Time Type: Full time Req ID: JR1041-Chicago_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 officeFlexible hoursMidland States Bank
Hines, IL4 days ago- Midland States Bank in Chicago is seeking a Wealth Advisor to provide tailored investment advice to clients while managing and developing relationships. The role requires a Bachelor's degree and preferably a CFP designation, with 5-10 years of experience in financial services...Suggested
$100k - $300k
...application process. FullTime Chicago, IL, US Organization RWA Wealth Partners is a boutique wealth management firm that provides customized... ...Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role,...SuggestedFull timeLocal area$80k - $95k
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 financial...SuggestedWork experience placement$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...$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...$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...- 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...
$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...$57.5k - $106.5k
The Hispanic Alliance for Career Enhancement is seeking a licensed financial professional to manage client relations and drive sales in Park Ridge, Illinois. In this role, you will provide tailored banking and investment solutions while collaborating with community partners...$125k - $160k
A global asset management firm is seeking a VP, Wealth Advisor in Chicago to serve as the primary contact for Wealth Management clients. The role entails building client relationships, providing investment recommendations, and coordinating Wealth Management services. The...$80k - $95k
A leading financial services company is seeking a Wealth Advisor in Chicago, IL. The Wealth Advisor will utilize a robust array of resources to partner with clients, identifying their financial goals and recommending tailored investment strategies. Candidates should possess...- A leading financial institution is looking for a Financial Advisor for its Advisor Development Program in Chicago, IL. This position entails developing relationships with high-net-worth individuals, assessing their financial needs and goals, and providing tailored investment...
- Advisor Talent Solutions is seeking an Associate Advisor for a fast-growing wealth management firm in Oak Brook, Illinois. This role is perfect for early-career advisors looking for robust mentorship and a structured path for professional growth. Responsibilities include...
- 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...
$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...- Wintrust Financial Corporation seeks a Financial Advisor in Chicago to build strong client relationships and provide superior financial guidance in a commission-based role. The ideal candidate will possess a Series 7, 66, or 63 and 65, with a proven track record in financial...
- 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...
- A leading global investment management firm is seeking a Vice President, Private Wealth Advisor in Chicago. In this role, you will leverage your expertise to build client relationships and provide customized wealth management strategies. The ideal candidate will have over...
$102k - $208k
Description Summary: The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships...Work at officeRemote workWork from homeFlexible hours$115k - $180k
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors...Flexible hours- A leading financial institution in Oak Brook is seeking a Financial Advisor to develop a book of business and deliver tailored investment solutions. The ideal candidate will have a minimum of one-year experience in financial services, hold necessary licenses, and demonstrate...Traineeship
$114.5k - $194.7k
CFA Institute is seeking a Portfolio Advisor for Wealth Management in Chicago, IL. The role involves managing investment activities for high net worth clients, developing tailored investment strategies, and analyzing overall portfolio performance. Ideal candidates will...- Koitecc Solutions is seeking an experienced Relationship Manager to provide advisory-based sales in Hinsdale, Illinois. The role involves managing client relationships and developing solutions tailored to their financial planning needs. The ideal candidate will have 5-7...
- A leading financial services institution is seeking a Private Client Advisor in Chicago, Illinois. Responsible for building client relationships and delivering personalized financial planning and investment solutions. The ideal candidate should have a minimum of 2 years...
$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...$47.52k
A leading financial services firm based in Chicago is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. This role requires at least 2 years in a Financial Advisor position and emphasizes relationship management over portfolio...$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 tailored to clients' individual values and goals. Successful candidates will possess an entrepreneurial...$125k - $160k
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of... ..., foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan...Temporary workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
Related searches
- entry level financial advisor Chicago, IL
- jde finance consultant Chicago, IL
- financial advisor Chicago, IL
- financial planner cfp Chicago, IL
- financial planner Chicago, IL
- financial advisor internship Chicago, IL
- senior financial advisor Chicago, IL
- financial planning assistant Chicago, IL
- financial advisor associate Chicago, IL
- associate financial representative Chicago, IL