Senior Wealth Strategist: Elite Wealth Planning Leader
Fifth Third Bank
Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients (>$15MM). You will partner with Wealth Management Advisors and the Private Bank to lead discovery, develop integrated wealth plans, and support implementation across tax, estate, investment, and cash flow strategies. Responsibilities include client engagement, modeling, deliverables oversight, and mentoring Wealth Strategy Analysts and Strategists, while driving #J-18808-Ljbffr Fifth Third Bank
$121.9k - $262.1k
Make banking a Fifth Third better. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth... ...retention, and overall client experience through advanced planning expertise. YOUR RESPONSIBILITIES: The responsibilities for...SeniorBank staffShift work- ...Recruiters of Greenwood (GRN) represents a leading private wealth and banking organization in Chicago seeking a Senior Advisor/Director to lead high-net-worth client... ...leveraging centers of influence, and delivering a planning-led client experience across investments, trusts,...Senior
- ...PWM Wealth Strategist At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...members of the relationship team to meet all of client's wealth planning, estate planning and wealth transfer needs. Will serve as a...SuggestedTemporary workWork experience placementLocal area
- ...Description POSITION SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations...SeniorWork at office
$130k - $170k
BBR Partners' Wealth Strategies team serves as a centralized, specialized... ...foundation of tax-aware planning, recognizing that tax... ...Strategies to serve as a wealth strategist with a primary focus on individual... ...client meetings as a senior planning resource External Advisor...SuggestedTemporary workCasual workWork at officeRemote workFlexible hours- BBR Partners seeks a Vice President, Wealth Strategies to act as a wealth strategist with a primary focus on individual income tax planning across client teams. This role is tax‑planning oriented with involvement in insurance, lending, and other wealth management functions...
$63.75k - $127.5k
...contribute to the company's success. As a Wealth strategist within PNC Wealth Management, you will... ...matters of tax, estate and financial planning for clients, with guidance from team members... ...implementation under the guidance of senior team members. Identifies solutions and...Full timeTemporary workPart timeWork experience placement- Us Bank is seeking a PWM Wealth Strategist in Chicago responsible for developing client relationships typically above $10MM net worth. This... ...with Private Wealth Advisors to address all wealth planning needs, including tax and estate planning while leveraging a...
- BMO Financial Group in Chicago seeks a seasoned wealth planning professional to serve HNW/UHNW clients, delivering comprehensive plans across financial, tax, estate and trust matters. You will collaborate with private bankers and advisors, develop complex strategies, and...
$87k - $145k
...Proposition Sales Specialist to lead sales opportunities within Wealth Management. The candidate will manage both existing and new customer... ...base salary of $87,000 to $145,000 plus benefits such as 401(k) plan and annual wellness allowance. #J-18808-Ljbffr LSEG (London...- Northern Trust is seeking a Senior Lead for Digital Client Experience (CX) in Wealth Management to guide the design, execution, and continual improvement of the... ...across all touchpoints. You will work with leaders to embed client-centric principles, drive trust, and...Senior
- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth... ...Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private... ...motivator and who can work closely with market leaders & practice partners without daily contact...Work at office
- ...will lead client meetings, prepare CNA, SAA and VFA analyses, review portfolios, and coordinate with tax, investments, and estate planning teams to implement strategies. Discretionary profit sharing and equity opportunities are available. #J-18808-Ljbffr BrightonjonesSeniorWork at office
- ...& Schoenfeld LLC, a Lincolnshire-based accounting and advisory firm with a Chicago presence, seeks an ambitious Senior Tax Manager focusing on private wealth and high-net-worth clients. You will mentor staff, lead engagements, and deliver proactive client service across...SeniorWork at office
- RK Partners is seeking a Wealth Advisor in Chicago, Illinois. This role involves providing personalized, strategic advice to high-net-worth clients and leading a team of advisors. The ideal candidate will have a Bachelor’s degree in Finance or a related field and possess...Senior
- ...certification, and a commitment to quality. In this role, you will guide tax professionals, manage complex client relationships, and support wealth transfer and planning strategies. A hybrid work model is offered, with a focus on collaboration and innovation. #J-18808-Ljbffr EY
- U.S. Bank seeks a Wealth Management Investment Portfolio Manager to oversee individual and trust assets, aligning with client goals and... ...oversight, relationship expansion, and coordinated financial planning to support clients’ long‑term wealth goals. #J-18808-Ljbffr Us...Senior
$48k - $100k
...in Oak Brook is seeking a Financial Advisor to deliver comprehensive wealth management solutions. The role focuses on establishing strong client relationships and providing tailored financial planning. The ideal candidate will hold necessary FINRA registrations, possess...Senior$75k - $100k
Corient seeks a Wealth Planning professional to join our Chicago team. You will collect and analyze client financial information, prepare... ...develop preliminary recommendations for review with Wealth Strategist. The role requires 3-5 years of wealth management experience...Senior- ...leading financial services firm is seeking a Managing Director of Wealth Transfer Strategy to serve ultra-high-net-worth clients. The... ...Ideal candidates will hold a JD, have over 10 years in estate planning, and possess exceptional communication and analytical skills. #J...Senior
$48k - $100k
...services firm in Chicago is seeking an experienced Financial Advisor to deliver comprehensive wealth management strategies. Responsibilities include client assessments, financial planning, and building relationships. Candidates must possess FINRA Series 7 & 66 registrations,...Senior$90k - $130k
CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist in Chicago, IL, to work with wealth management teams on financial planning solutions. The role involves supporting financial processes, leading plan presentations, and collaborating with advisors. Ideal...SeniorWork at office- Fortitude Financial Partners is seeking a Wealth Advisor to join our Chicago-area wealth management team and support a Senior Wealth Advisor in delivering tailored financial... ...and analysis to develop personalized financial plans and investment portfolios, manage client...Senior
- BCG Attorney Search in Chicago, IL seeks a Senior Tax and Estate Planning Attorney to expand income tax capabilities and collaborate with estate planning... ...The role emphasizes Subchapter C/K/J/S planning, 409A and wealth transfer work, requiring strong drafting, research, and...Senior
- ...Private Client Associate Attorney to join a respected law firm in their Chicago office with a sophisticated private client and wealth planning practice. This opportunity is ideal for an attorney with approximately 3-6 years of experience who enjoys developing long-term...SeniorWork at office
- BMO Financial Group in Chicago is seeking a senior wealth planning advisor to deliver specialized planning for HNW/UHNW clients, partnering with Private Bankers, Investment Counsellors, and Advisors to offer comprehensive wealth guidance. You will develop detailed financial...Senior
- K&B Communications is looking for a Senior Financial Advisor based in Oak Brook, Illinois. In... ..., you will deliver comprehensive financial planning and investment management services to clients, utilizing your extensive wealth management experience and strong understanding...Senior
- ECG Resources, Inc. in Chicago seeks a hands-on Senior Wealth Planner to help family members across generations make thoughtful financial... ...understand their wealth. You will develop and present comprehensive plans, integrating trusts, gifting, estate planning and tax...SeniorWork at office
$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- A law firm in Chicago is seeking an experienced Estate Planning & Wealth Transfer Partner. The ideal candidate will have a significant portable book of business and experience advising high-net worth individuals in complex estate planning and tax matters. This role offers...Flexible hours
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