Wealth Strategy Advisor for Affluent Clients
$65k - $80.2kU.S. Bank
U.S. Bank is seeking a Wealth Management Advisor to lead investment and financial planning efforts for affluent clients. This role includes meeting clients to evaluate their financial needs and providing tailored financial products and services. The ideal candidate will have three to five years of experience in financial sales, particularly with affluent clients, and hold necessary FINRA licenses. The position offers an attractive annual salary between $65,000 and $80,200, a robust benefits program, including health coverage, a 401(k), and opportunities for career advancement. #J-18808-Ljbffr U.S. Bank
- A financial services institution in Hickory Hills is seeking a Private Wealth Advisor to develop client relationships and provide financial guidance. Ideal candidates should possess a Bachelor's Degree and have at least 3 years of wealth management experience. The role...Suggested
- Fairygodboss is seeking a Private Client Advisor in Oak Lawn, Illinois, to provide comprehensive financial planning and personalized investment solutions. The role involves building client relationships, demonstrating integrity and financial market understanding, and using...Suggested
$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...Suggested$114.7k - $194.9k
...the world’s most sophisticated clients using leading technology and... ...Strategist, Financial Advisor Client Marketing - Asset Management... ...insights/needs into actionable strategies across multi‑channel... ...distribution channels including wealth advisors, RIAs, wire houses,...SuggestedWork at officeRemote workHome office$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...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...
- 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
- 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 responsibilities...
$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...- TwinThread is hiring a Private Client Advisor in Chicago to provide comprehensive financial planning and investment solutions. This role focuses on building client relationships and delivering personalized services based on individual financial needs. Key responsibilities...
- 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...
- Fairygodboss is seeking a Private Client Advisor in Chicago to offer comprehensive financial planning and advice to a diverse range of clients. In this role, you'll leverage your expertise in financial markets and relationship-building to deliver personalized investment...
- Bank of Montreal is seeking a wealth advisor in Hinsdale, Illinois, to provide relationship management... ...advisory services to high-net-worth clients. This role involves developing... ...needs and executing a business development strategy. Candidates should bring 5-7 years of...
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Chicago. This role involves offering comprehensive financial planning to... ...utilizing both investment solutions and relationship management strategies. The ideal candidate will have over 2 years of relevant...
- Mcknights is seeking a Financial Advisor in Chicago to build client relationships and provide investment solutions. The ideal candidate will have at least 2 years in a Financial Advisor role and relevant licenses, including Series 7 and Series 66. This role emphasizes...
- 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... ...relationships, developing investment strategies, and ensuring compliance. This is an onsite...
- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High... ...Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree,...
- A major financial services firm is seeking a Private Client Advisor in Chicago to deliver comprehensive financial planning and advice to clients of varying wealth levels. You will build strong client relationships while fostering a supportive culture of diversity. Successful...
$78.08k - $117.12k
Citi, located in Orland Park, Illinois, is seeking a Wealth Relationship Manager to leverage client relationships and provide tailored financial solutions. This position involves understanding client needs, offering holistic financial planning, and ensuring compliance...- 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
$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...- ...act as a primary Relationship Manager, overseeing client needs while identifying growth opportunities. The... ...Planner certification, and expertise in wealth management. The role includes developing sales strategies, ensuring timely execution of transactions, and applying...
- 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...
- ...financial planner in Chicago, Illinois, to manage client relationships, provide tailored advice, and oversee investment strategies. The ideal candidate will possess a CFP... ...it, have at least 5 years of experience in a wealth management context, and a strong understanding...
- BMO is seeking a Relationship Manager in Chicago to oversee high-net-worth clients in wealth management. This role involves coordinating with teams to provide tailored banking solutions and drives business growth through strategic initiatives. The ideal candidate has extensive...
- TwinThread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs. The ideal...
- JPMorgan Chase & Co. is hiring a Personal Advisor in Chicago to partner with clients in creating tailored financial plans. You will work primarily via video or phone meetings, providing advice and matching clients with investment portfolios managed by J.P. Morgan. Collaboration...
$102k - $190k
...Relationship Manager in Chicago to serve high-net-worth and ultra-high-net-worth clients. This role focuses on delivering tailored wealth management solutions integrating banking and investment strategies. With a required 7+ years of experience, candidates should have a robust...$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...Work at officeFlexible hours$85k - $95k
Focus Financial Partners in Chicago is seeking an Associate Wealth Advisor to join their planning-centric team. This role involves developing personalized wealth advice and maintaining client relationships through active participation in the financial planning process....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategy Advisor for Affluent Clients. Be the first to apply!

