Private Client Advisor
Citigroup Inc
A leading global financial services firm in Chicago is looking for a Wealth Relationship Manager. This seasoned professional will develop innovative financial solutions for affluent clients, requiring strong analytical skills and excellent communication. Candidates should have 5-8 years of experience and a Bachelor's degree. This full-time role offers competitive compensation, including additional benefits such as medical coverage and 401(k). #J-18808-Ljbffr
$75k - $98k
Vrakas CPAs + Advisors in Chicago is looking for a Client Advisory Services Supervisor to manage client accounting and supervise associates. Candidates should have 3+ years of accounting experience, particularly in public accounting, with strong GAAP knowledge and advanced...Private client- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...Private client
- ...Private Client Advisor II Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...Private clientWork at officeShift workDay shift
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing... ...wealth management and engage with other advisors on client engagement efforts. This role... ...partnership with wealth advisors and private client bankers, you will uncover opportunities...Private client
- ...discretionary allocations, and servicing discussions across a broad client segment of professional buyers. As a subject matter expert in... ....Key Responsibilities and DutiesExpected to drive public and private product conversations and secure placements across a broad...Private clientFull timeWork at office3 days per week
- ...EY invites a Seasonal Tax Manager to join Private Client Services, serving high-net-worth individuals and private companies. You\'ll review complex returns, assist with planning and compliance, and collaborate with a global tax team. This role offers hourly, overtime-...Private clientHourly paySeasonal workRemote work
- ...Seeking a Trusts & Estates Attorney (2–5 years) to join a growing private client practice, working with high-net-worth individuals and families on estate planning, wealth transfer, and tax strategies . What you’ll bring: Experience in estate planning, trust administration...Private clientPrivate practice
$34.65k - $64.58k
...Client Service Representative Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently...Private clientWork from home$66k - $123.1k
...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking...Private clientMinimum wageLocal areaNight shift- ...I’m closely partnered with a nationally recognized law firm seeking a mid-level to senior associate to join its established Private Client practice in Chicago. The firm has 400+ attorneys across several offices nationwide, offering a sophisticated platform with the resources...Private clientPrivate practice
$200k
...Job ID: 83534543632Posted: 2026-07-11Location: Chicago, Illinois, United StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows...Private clientFull timeLocal area- ...Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide... ...and leading-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs Private...Private clientApprenticeship
$110k - $180k
...Work You Will be Responsible For Supervise a team, foster strong client relationships, prospect and contribute to the establishment of... ...clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals. Possess...Private clientLocal area$120k
...26-07-11Location: Chicago, Illinois, United StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes...Private clientFull time$150k - $190k
...professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are... ...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible...Private clientFull timeRemote work- ...is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people... ...and family members, their trusts, investment entities, and private businesses. Business investments would be primarily real estate...Private clientFull timeWork at officeLocal areaImmediate start
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$90k - $110k
...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional...Private clientTemporary workLocal area- ...Bernstein Private Wealth Management is seeking a Vice‑President to lead marketing for our Mid‑West region including... ...focused on U/HNW experiential marketing and private client events. Programming supports wealth advisor goals and regional growth objectives while ensuring...Private clientContract workLocal area
$141k - $190k
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions... ...Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer...Private clientFull timeWork at office$70.4k - $84k
...is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people... ...worth families, closely held businesses, estates, trusts and private foundations Developing strong working relationships with clients...Private clientWork experience placementLocal area$90k - $110k
...the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services...Private clientTemporary workLocal area$126.1k - $253k
...confidence in a world of change, empowering our clients and people to realize their full... ...that’s why there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic... ...to our clients. Our team of first choice advisors is aligned to focus on closely held businesses...Private clientFull timeWork experience placementInternshipPrivate practiceLocal area$117k - $158k
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions... ...Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer...Private clientFull timeTemporary workWork at officeFlexible hours$210k - $270k
...service accounting firm dedicated to serving the complex needs of Private Clients, including ultra‑high‑net‑worth and emerging‑wealth... ...client, community, and business engagements. Serve as a trusted advisor to UHNW clients, providing guidance on complex tax and wealth...Private clientFor contractorsPrivate practiceImmediate start- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The... ...charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to...Private clientWork at office
- ...consulting services to our Pass-Through clients.Job Duties:Performs tax planning, preparation... ...current software toolsActs as a Career Advisor to associates and senior... ...public accounting experience working in the private client area, i.e. working on individual,...Private clientWork at office
$68k - $73k
...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first... ...who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth...Private clientFlexible hours- ...BakerTilly is seeking a Private Equity Business Development Director to accelerate growth across Tax, Assurance, and Consulting practices in the United States. You will drive private-equity client acquisition, develop strategic coverage plans, and lead cross-service opportunities...Private client
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