Senior Wealth Advisor - Growth & High-Net-Worth Leadership
$100k - $300kRWA Wealth Partners LLC
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 planning, as well as driving business development efforts. Ideal candidates should have at least ten years of relevant experience, expertise in holistic financial planning, and preferred CFP credentials. A competitive salary from $100,000 to $300,000, along with additional benefits, is offered. #J-18808-Ljbffr RWA Wealth Partners LLC
$122.3k - $231.87k
A tax consulting firm is seeking a Senior Tax Manager in a fully remote role. You will... ..., and planning services primarily for high-net-worth individuals. The position requires a CPA... ...8 years of experience in tax planning, leadership skills, and a strong background in...SeniorHigh net worthRemote work- A professional services firm is seeking a Senior Tax Manager to provide tax compliance and consulting services primarily for high-net-worth individuals. This fully remote position requires 8+ years of experience in tax planning and a CPA certification. Responsibilities...SeniorHigh net worthRemote work
$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 (... ...strong fiduciary knowledge and leadership skills. The base salary ranges from...SeniorHigh net worth- 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... ...collaborative culture and has strong leadership skills to mentor junior team members...SeniorHigh net worth
$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... .... The advisor contributes to business growth and executes tailored investment...SeniorHigh net worth- ...Senior Wealth Advisor SAFE Act Working at Citi is far more than just a job. A career with us... ...and investment services to an Ultra high net worth client base in the United States.... ...and the clients that will lead to the growth of the asset base. Appropriately assess...SeniorHigh net worth
$125k - $150k
...Senior Financial Planner Join Aprio's Wealth Management team, and you will help... ...into an existing advisor relationship. In addition... ...distinct needs of high-net worth and ultra-high-net... ...for your next leadership role, Aprio offers... ...Be part of a high-growth firm that is passionate...SeniorHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours$159.97k - $188.2k
...opportunity for a seasoned Senior Banker to join its... ...responsible for driving revenue growth by actively prospecting... ...developers, investors, high-net-worth individuals and family... ..., derivatives, wealth management, etc. Strong leadership and strategic management...SeniorHigh net worthTemporary workLocal area3 days per week$102k - $190k
...banking relationships with high-net-worth clients and prospects.... ...and execute the growth and retention strategy... ...becoming their trusted advisor. Develops relationship... ...recommendations to senior leaders on strategy and... ...Partners with the leadership team on strategic direction...SeniorHigh net worthContract workPart timeLocal areaShift work$102k - $190k
...Job Family Group: Wealth Sales & Service... ...relationships with high-net-worth clients and... ...and execute the growth and retention strategy... ...becoming their trusted advisor. Develops... ...recommendations to senior leaders on strategy... ...with the leadership team on strategic...SeniorHigh net worthPart timeLocal areaShift work$102k - $190k
...professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7... ...collaborating with teams to provide tailored solutions to high net worth clients and achieving business goals. A competitive salary of...SeniorHigh net worth$250k - $350k
...Corporation in Chicago, IL is seeking a Resident Sales Director to drive growth across various solution lines. The ideal candidate will lead a... .... Applicants should have a minimum of 10 years in Sales Leadership in relevant industries like property and casualty or health....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... ...a salary range of $78,080 - $117,120 along with comprehensive benefits and a path to continuous growth. #J-18808-Ljbffr PowerToFlySeniorHigh net worth$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...SeniorHigh net worth$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...SeniorHigh net worthWork at officeFlexible hours$102k - $190k
...Manager in Chicago to oversee business development strategies and manage high-net-worth client relationships. The ideal candidate will have at least 7 years of experience and a strong understanding of wealth management. Responsibilities include strategic planning, client...SeniorHigh net worth$115k - $180k
RK Partners is looking for a Wealth Advisor in Chicago, Illinois. The role involves building significant client relationships and providing... ..., and a proven ability to cultivate relationships with high-net-worth individuals. The position offers a competitive salary range...SeniorHigh net worth- ...experienced Tax Partner to oversee tax operations and guide high-level client engagements. This role involves providing strategic leadership to enhance firm growth, mentoring tax professionals, and advising ultra-high-net-worth clients. The ideal candidate must have at least 12-...High net worth
$147k - $260k
...Chase seeks a Client Specialist in Chicago to address the wealth needs of High Net Worth and Ultra High Net Worth clients. This role involves... ...management services and generating new business alongside wealth advisors. Candidates need licenses (Series 7, 63, 65), a college...SeniorHigh net worth$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...High net worth- ...financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client... ...extensive experience with ultra-high net worth clients, strong leadership skills, and relevant... ...work culture for career growth. #J-18808-Ljbffr...High net worth
$200k - $250k
...Senior Portfolio Manager – Front Barnett Team... ...primarily in high-quality, marketable... ...balanced between growth and value investments... ...firm serves high-net-worth and ultra-high-net... ...client relationship leadership, and collaboration... ..., and business advisors Support multi-generational...SeniorHigh net worth$95k - $110k
...Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta... ...CPA Firm) Who: A highly skilled tax... ...support continued firm growth and expanded advisory... ...experienced senior-level leadership. Office Environment:... ...business owners and high-net-worth individuals. This is a...SeniorHigh net worthWork at officeImmediate startRemote work- Valid8 Financial, Inc. is seeking a Senior Philanthropy Manager to lead fundraising efforts and manage high-net-worth donors. This strategic position involves cultivating relationships, securing major contributions, and enhancing data-driven fundraising strategies. The...SeniorHigh net worth
$122.3k - $231.87k
...Senior Tax Manager - Chicago, IL (Remote) Who: An experienced... ...professional with 8+ years of high-net-worth individual tax review and... ...planning experience and strong leadership skills. What: Provide tax... ...ongoing professional growth. Mentor and develop staff...SeniorHigh net worthFull timeWork at officeImmediate startRemote work$100k - $300k
...Organization RWA Wealth Partners is a boutique... ...teamwork and personal growth, consider joining us at... ...Wealth Advisors to join our independent... ...Wealth Advisor will manage high-net-worth client relationships,... ...development and team leadership. You'll serve as a...High net worthLocal area$90k - $120k
...Senior Tax Associate Chicago, Illinois, United States Prosperity... ...to dynamic businesses, high net-worth individuals, and family... ...strong work ethic, exceptional leadership qualities and at least three... ...work environment, significant growth opportunities and the...SeniorHigh net worthWork experience placementWork at office3 days per week$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help... ...and maintain the respect of high-net-worth clients. ~ Excellent... ...or searching for your next leadership role, Aprio offers an opportunity... ...leader: Be part of a high-growth firm that is passionate for...High net worthFull timeWork at officeLocal areaRemote workFlexible hours- ...project execution aligns with company standards. Ideal candidates will have six years of experience in corporate interior projects, with a focus on integrity and team leadership. Redmond offers competitive salaries and an industry-leading benefits package. #J-18808-Ljbffr...Senior
$110k - $180k
...EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This... ...compliance functions for ultra-high net worth individuals and their families...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
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