Senior Trust & Wealth Advisor
Northern Trust Corp
Northern Trust Corp is seeking a skilled Relationship/Trust Advisor for its Wealth Management team in Chicago. This role is responsible for managing complex relationships with high net worth clients, ensuring exceptional service delivery, and guiding clients through fiduciary and wealth management complexities. Candidates should possess significant experience in trust administration, with the ability to engage and advise clients on financial products and services. Join us to make a meaningful impact in a collaborative work environment. #J-18808-Ljbffr Northern Trust Corp
$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust administration...Senior$164.6k - $288k
Join 001 The Northern Trust Company as a Senior Relationship/Trust Advisor in Chicago, Illinois. This role focuses on managing high net worth client relationships while delivering exceptional fiduciary and administrative services. Candidates should have 12-15 years of...Senior$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...Senior$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...Senior- Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This role requires extensive experience handling high net worth (HNW) and ultra-high net worth (UHNW) client portfolios. The successful candidate...Senior
- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services. The ideal candidate will have 12-15 years of experience in trust or estate administration...Senior
- A Fortune 500 financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client relationships. The role requires deep knowledge of fiduciary standards and the ability to provide proactive advice. Ideal candidates...
- 001 The Northern Trust Company is seeking a Relationship Advisor in Wealth Management in Chicago. In this role, you'll lead client conversations for high-net-worth individuals, managing complex relationships and collaborating with service teams to offer tailored advisory...
$77k - $202k
...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position...SeniorFull timeH1b$205.7k - $360.1k
CFA Institute in Chicago is seeking a National Portfolio Advisor responsible for providing comprehensive investment solutions to high net worth clients. This role involves managing complex investment portfolios, advising on strategies, and collaborating with internal partners...Senior$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...SeniorFull time- Larson Maddox in Chicago seeks a Senior Trusts & Estates Attorney focused on high net worth estate planning. This role involves advising clients, drafting complex documents, and partnering with a collaborative team. The ideal candidate has significant experience in trusts...Senior
$99k - $165k
LPL Financial LLC seeks a Senior Financial Representative in Oak Brook, Illinois, to provide investment solutions to clients. Your role will involve managing a large book of clients, ensuring compliance, and delivering exceptional service while helping clients with their...Senior- ...Financial Advisor Position At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We... ...position is accountable for building and maintaining wealth management relationships with existing benefit...SeniorLive outWork at officeLocal areaFlexible hours
$115.5k - $150k
Plante-Moran in Chicago seeks a qualified candidate to administer trusts and provide holistic financial planning services. The role involves collaborating with clients and colleagues, overseeing trust activities, and contributing to practice development. A Bachelor's degree...Senior- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree...Senior
$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...Senior$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...Senior$130k - $160k
Katten Muchin Rosenman LLP is seeking a Fiduciary Accountant to manage trust and estate accounting responsibilities in Chicago. The role involves preparing tax returns, conducting research, and client interactions within a hybrid work model. With a salary range of $130,...Senior$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is... ...interpersonal skills, with the ability to build rapport and trust with clients. Job Duties and Responsibilities...SeniorFull timeWork at officeLocal area$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...Senior$105k - $115k
CyberCoders is seeking a skilled Senior Tax Accountant specializing in Estate and Trust services. This role requires at least three years of public accounting experience to manage complex projects and provide mentorship. Candidates should have a BA/BS degree in Accounting...SeniorFlexible hours$100k - $202k
Plante-Moran is seeking a Tax Manager to oversee advanced trust tax operations, ensuring compliance with IRS regulations and managing the PMT tax requirements. The ideal candidate will have a Bachelor's degree in accounting or finance, CPA certification, and 8-10 years...Senior- 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 the...Senior
$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...SeniorWork at officeFlexible hours- ...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...Senior
$85k - $240k
The Goldman Sachs Group is seeking a Private Wealth Advisor in Chicago, IL. The role focuses on building and managing client relationships while delivering comprehensive wealth management advice to ultra high net worth individuals. Candidates should have at least 6 years...Senior- Northern Trust is seeking an experienced Accounting and Data Services Sr Client Consultant in Chicago. You will manage key client relationships and ensure accuracy in reporting and accounting functions. This role requires a Bachelor's degree in Finance or Accounting and...SeniorWork at officeRemote workFlexible hours
- ...client law firm that’s looking to add a Senior Trusts & Estates Attorney to its Chicago office... ...Advise ultra-high-net-worth clients on wealth transfer, tax, charitable, and business... ...family offices, accountants, financial advisors, and outside advisors Assist with international...SeniorWork at office
$175k - $200k
...Chicago is looking for a seasoned legal professional to enhance their Trusts & Estates practice. The ideal candidate will have over 10 years... ..., and possess extensive knowledge in Estate Planning and Wealth Management. This role offers a competitive salary package ranging...SeniorFlexible hours
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