Strategic Wealth Advisor: Investment & Client Growth
Midland States Bank
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. The position offers benefits including comprehensive healthcare, a 401K plan, and additional compensation opportunities. Join Midland States Bank to contribute to innovative financial solutions. #J-18808-Ljbffr Midland States Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Advisor: Investment & Client Growth in Chicago, IL vacancy
$57.5k - $106.5k
...licensed financial professional to manage client relations and drive sales in Park Ridge,... ..., you will provide tailored banking and investment solutions while collaborating with... ...focus on client acquisition and building strategic relationships, this position requires a...Suggested- ...Springs is seeking a professional to consult on investment and insurance strategies. The ideal candidate will manage client relationships, develop financial plans,... ...and contributes to the company's growth through strategic client engagement. #J-18808-Ljbffr PNC Financial...Suggested
- 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...Suggested
$80k - $95k
A leading financial services firm in Chicago is seeking a Wealth Advisor to partner with clients in achieving financial goals. This role involves developing tailored investment strategies and growing a book of business through client referrals. Candidates need a university...Suggested$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...Suggested- Advisor Talent Solutions is seeking an Associate Advisor for a fast-growing wealth management firm in Oak Brook, Illinois.... ...path for professional growth. Responsibilities... ...senior advisors in client management, preparing... ...culture focused on investment in people and growth...
$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... .... The advisor contributes to business growth and executes tailored investment strategies....$75k
PNC is seeking a Premiere Client Advisor in Niles, IL, focused on investment and insurance strategies. Responsibilities include consulting on financial plans... ...range of benefits, making this an exciting opportunity for career growth and client engagement. #J-18808-Ljbffr PNC- ...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... ...skills. This role involves handling client inquiries, recommending financial products, and...Traineeship
$80k - $95k
...leading financial services company is seeking a Wealth Advisor in Chicago, IL. The Wealth Advisor will... ...robust array of resources to partner with clients, identifying their financial goals and recommending tailored investment strategies. Candidates should possess 3+ years...$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...$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...- 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...
$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... ...relationships, offering guidance in investment, tax, and estate planning, as well as driving...$100k - $300k
...Organization RWA Wealth Partners is a boutique... ...designed to help clients grow and protect... ...teamwork and personal growth, consider joining... ...Wealth Advisors to join our independent... ...offering guidance in investment management, tax planning... ...client referrals, strategic networking, and...Full timeLocal area$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor in Chicago to manage investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience and a strong knowledge of portfolio management. A CFA designation is...- A financial services firm is seeking a Wealth Advisor to establish a wealth management presence... ...Chicago. This role focuses on building client relationships and developing a book of... ...client relationships, developing investment strategies, and ensuring compliance. This...
$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...variety of financial and investment services to an Ultra high Net Worth client base in the United States.... ...clients that will lead to the growth of the asset base. Appropriately...Full time$74k - $138k
...Street Job Family Group: Wealth Sales & Service... ...portfolio of prospect and client relationships and... ...assessment to resolve strategic issues. Builds effective... ...Bridges banking, trust and investment disciplines together... ...and drive business growth. Meets high‑quality service...Part timeLocal area- A leading financial services company is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role involves building relationships and offering personalized investment solutions to a diverse client base. Candidates should possess...
- ...Sachs Group is 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...
- 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...
$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...- TwinThread is hiring a Private Client Advisor in Chicago, IL to lead client financial planning and represent our brand. Candidates will support a broad range of clients, offering tailored investment solutions to meet unique financial goals. The ideal candidate must have...
$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...- Charles Schwab Corporation is seeking a Wealth Advisor to join its Wealth Advisory team in Chicago, Illinois. The role involves providing clients with personalized investment advice while working directly with a diverse array of financial products. Key qualifications include...
$57.5k - $106.5k
...Hispanic Alliance for Career Enhancement is seeking a skilled financial advisor to act as the primary contact for clients in Evergreen Park, Illinois. This role involves providing holistic banking and investment solutions, ensuring compliance with all regulations, and...$102k - $190k
...Street Job Family Group: Wealth Sales & Service... ...portfolio of prospect and client relationships and... ...leads the execution of strategic initiatives to deliver... ...Bridges banking, trust and investment disciplines together... ...capability and drive business growth. Meets high-quality...Contract workLocal areaShift work$70k - $85k
Job Title: Financial Client Service Associate Location: Chicago... ...working closely with financial advisors to ensure smooth and... ..., such as fund transfers and investment purchases, ensuring accuracy... ...k) plan with employer match Growth opportunities for career advancement...Full time$55k - $60k
...for their Worth, IL location. This role involves engaging with clients to understand their financial priorities, providing solutions,... ...0,000, flexible work hours, and opportunities for professional growth through a supportive and inclusive environment. The candidate will...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth Advisor: Investment & Client Growth. 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