Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Planner & Trusted Advisor

Associated Banc-Corp

Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals. In this role, you’ll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful impact across the #J-18808-Ljbffr Associated Banc-Corp

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner & Trusted Advisor in Chicago, IL vacancy
  • $150k

    A boutique talent acquisition firm is seeking a Sr. Trust Officer in Chicago, IL, to manage multimillion-dollar trust portfolios and ensure fiduciary compliance. Candidates should have a degree in finance, five years of trust management experience, and strong knowledge... 
    Senior

    Symicor Group

    Chicago, IL
    2 days ago
  •  ...Single Family Office – Senior Wealth Planner | Chicago | Hybrid Join an established $15 billion...  ...families whose planning needs span complex trusts, business entities, investments and...  ..., attorneys, accountants and other advisors • Coordinate tax planning and compliance... 
    Senior
    Full time
    Work at office

    ECG Resources, Inc.

    Chicago, IL
    2 days ago
  • J.P. Morgan Wealth Management is seeking a Certified Financial Planner to join the Planning Center of Excellence as Vice President...  ...Planner. You will partner with advisors and clients to deliver holistic,...  ...covering asset allocation, tax, trusts and estates, education savings,... 
    Senior

    JPMorgan Chase & Co.

    Chicago, IL
    2 days ago
  • $139.37k - $238.92k

     ...hires. Key Accountabilities Partner with wealth advisors and bankers to identify and pursue new...  ...investment management, banking, insurance, and trust services. Serve as a subject matter...  .... CFP® (Certified Financial Planner) or CWS® (Certified Wealth Strategist) designation... 
    Senior

    Associated Banc‑Corp

    Chicago, IL
    2 days ago
  • $70k - $130k

     ...opportunity? Our team continues to grow! The Senior Associate Wealth Strategist position supports a...  ...collaborating directly with Financial Advisors and their clients. What will you do?...  ...planning, business succession planning, trust and charitable planning issues affecting... 
    Senior
    Full time
    Temporary work
    Flexible hours

    RBC

    Chicago, IL
    2 days ago
  • Northern Trust in Chicago seeks a Senior Wealth Advisor to act as a technical expert for high-net-worth clients, partnering with local and national teams to design goals-based wealth plans that integrate investment management, banking, wealth transfer and tax efficiency... 
    Senior
    Local area

    Northern Trust

    Chicago, IL
    4 days ago
  • Northern Trust is seeking a Senior Trust/Fiduciary Advisor in Wealth Management to manage complex HNW and UHNW client relationships, delivering fiduciary and administrative services. You will coordinate with service teams and client advisors to ensure exceptional service... 
    Senior

    Northern Trust

    Chicago, IL
    1 day ago
  •  ...financial planning and insurance \n Review and update several times annually \n \n \n Qualifications \n \n Strong people skills \n The desire to help others \n Create life changing wealth for yourself while helping others accomplish their goals \n \n... 
    Senior

    WestPoint Financial Group

    Chicago, IL
    26 days ago
  • Wintrust Bank’s Wealth Services team is seeking a senior banker with 7+ years of experience developing and strengthening relationships with high-net-worth...  ...with internal partners across investment, trust, and banking lines to serve private clients. Responsibilities... 
    Senior

    Wintrust Financial Corporation

    Chicago, IL
    2 days ago
  • $140k - $170k

     ...generations instead of chasing a book of hundreds? Job Title: Senior Wealth Advisor - Chicago Position Overview Senior Wealth Advisor - Chicago:...  ...Mentor and develop junior advisors and associates Analyze trusts, business agreements and estate planning scenarios Build financial... 
    Senior
    Work at office

    Apploi

    Oak Park, IL
    3 days ago
  • Inspira Education in Chicago is seeking a Senior Academic Advisor to drive revenue growth through inbound sales. You will lead consultative calls...  ...own the relationship from first touch to enrollment, build trust, and refine outreach scripts. Collaborating with marketing,... 
    Senior

    Inspira Education

    Chicago, IL
    2 days ago
  • Wintrust Financial Corporation is seeking a senior Wealth Services banker in Chicago to grow relationships with high-net-worth clients. You...  ...knowledge, and a track record of cross-selling investment, trust, and banking solutions. A college degree is preferred, with MS... 
    Senior

    Wintrust Financial Corporation

    Chicago, IL
    2 days ago
  • $164.6k - $288k

    About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq...  ...and exceptional service. Job Description SENIOR WEALTH ADVISOR, WEALTH MANAGEMENT OH: R161517 The Senior Wealth... 
    Senior
    H1b
    Local area
    Worldwide
    Flexible hours

    Northern Trust

    Chicago, IL
    5 days ago
  •  ...CIBC Wealth Private is seeking a seasoned Wealth Strategist to partner with Relationship Managers and HNW clients, developing comprehensive...  ...plans. You will coordinate with attorneys, CPAs and outside advisors to tailor solutions reflecting client priorities and drive... 
    Senior

    CIBC

    Chicago, IL
    1 day ago
  • MSCI Inc. in Chicago seeks a driven business development professional to grow MSCI Wealth Solutions by engaging RIAs, private banks, and enterprise platforms. You will qualify opportunities, manage a robust pipeline, and collaborate with Marketing, Product, Data, and Sales... 
    Senior

    MSCI

    Chicago, IL
    1 day ago
  • $400k

     ...Senior Wealth Advisor Ultra High Net Worth Overview $100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market Leader, Managing Director, and broader... 
    Senior
    Full time
    Work at office
    Immediate start

    Leah Yosef International

    Chicago, IL
    3 days ago
  •  ...Senior Wealth Advisor / Partner Multiple Markets | Growth Opportunities Available Build Your Practice. Own Your Future. Our client is a well-established, multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors, Advisor Teams... 
    Senior
    Full time
    Flexible hours

    Next Level Recruiting, LLC

    Chicago, IL
    4 days ago
  • $121.9k - $262.1k

     ...a career in banking at Fifth Third Bank. About The Role The Senior Wealth Strategist serves as the primary wealth strategy expert for high...  ...needs. This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop... 
    Senior
    Bank staff
    Shift work

    Fifth Third

    Chicago, IL
    1 day ago
  • Byline Bank, a leading Chicago-area financial institution, seeks a Client Advisor for its Wealth Management division. You will manage high-net-worth client relationships, deliver tailored investment and wealth planning solutions, and collaborate across teams to grow the... 
    Senior

    Byline Bank

    Evanston, IL
    1 day ago
  • SNFout in Chicago seeks a Senior Wealth Advisor to guide multi-generational family decisions in investments, taxes and estate planning within a private family office. The role is a hybrid Chicago position with a client-focused service model across generations. You will... 
    Senior
    Work at office

    SNFout

    Oak Park, IL
    2 days ago
  •  ...of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing...  ...planning technical resource in client or advisor meetings. Participates in client/prospect...  ...and tax planning and/or fiduciary and trust planning and administration. Must... 
    Senior
    Work at office

    Oxford Financial GRP

    Chicago, IL
    8 days ago
  • Focus Financial Partners is seeking a Senior Investment Strategist to partner with advisors, clients, and prospects, delivering confidence, clarity, and insight into Focus’s investment philosophy and market perspectives. You will develop expertise in Focus’s investment... 
    Senior

    Focus Financial Partners

    Chicago, IL
    4 days ago
  • $113k - $225k

    CLA seeks a Senior Wealth Advisor to work in our Oak Brook, IL office, managing a book of client relationships and delivering Total Wealth Advisory anchored in a personal financial plan. The role requires eight+ years in financial services, a bachelor’s degree (Accounting... 
    Senior
    Work at office

    CliftonLarsonAllen Wealth Advisors LLC

    Oak Brook, IL
    2 days ago
  • Lido Advisors, LLC in Chicago, IL seeks a Private Wealth Advisor to serve high- and ultra-high-net-worth families and foundations, building a practice around clients you are passionate about. You will own and grow a book of client relationships, delivering personalized... 
    Senior
    Work at office

    Lido Advisors, LLC

    Chicago, IL
    5 days ago
  • CliftonLarsonAllen Wealth Advisors, LLC (CLA) seeks a Senior Wealth Advisor to join our Oak Brook, IL office. You will manage a book of client relationships, lead client strategy, and deliver a planning‑led, high‑touch experience anchored in comprehensive financial planning... 
    Senior
    Work at office

    CliftonLarsonAllen Wealth Advisors, LLC

    Oak Brook, IL
    2 days ago
  • A leading financial institution in Chicago is seeking an experienced Private Banker to advise clients on wealth management, asset allocation, and investment strategies. The role emphasizes building strong client relationships and achieving business targets. Candidates... 
    Senior

    JPMorgan Chase

    Chicago, IL
    2 days ago
  • $150k

     ...of accounting. Experienced Financial Advisor - Bring and Grow Your Book Location:...  ...Cross Financial is seeking experienced wealth advisors with an established client base...  ...clients’ needs Collaborate with other senior advisors and firm leadership Participate... 
    Senior
    Temporary work
    Local area

    Current

    Chicago, IL
    9 days ago
  • $113k - $225k

    About the role: CLA is looking to hire a Senior Wealth Advisor to work in our Oak Brook, IL office. The SWA serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial plan and spanning a client... 
    Senior
    Shift work

    CliftonLarsonAllen Wealth Advisors, LLC

    Oak Brook, IL
    2 days ago
  • Aon is seeking a Senior Real Assets Consultant to join our Real Assets team in Chicago, advising institutional clients on infrastructure, real estate and natural resources investments. You will coordinate projects, lead investment research, and deliver client reports and... 
    Senior

    Aon

    Chicago, IL
    5 days ago
  • Proxima is seeking a Senior Consultant to lead complex Financial Services workstreams within our Professional Services practice, manage senior stakeholders, and mentor junior consultants. You will join client-facing teams delivering high-impact commercial and supplier... 
    Senior

    Proxima

    Chicago, IL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Planner & Trusted Advisor. Be the first to apply!