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
$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- ...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...SeniorFull timeWork at office
- 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
$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$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...SeniorFull timeTemporary workFlexible hours- 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...SeniorLocal area
- 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
- ...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
- 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
$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...SeniorWork at office- 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
- 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
$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...SeniorH1bLocal areaWorldwideFlexible hours- ...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
- 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
$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...SeniorFull timeWork at officeImmediate start- ...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...SeniorFull timeFlexible hours
$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...SeniorBank staffShift work- 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
- 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...SeniorWork at office
- ...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...SeniorWork at office
- 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
$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...SeniorWork at office- 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...SeniorWork at office
- 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...SeniorWork at office
- 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
$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...SeniorTemporary workLocal area$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...SeniorShift work- 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
- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & Trusted Advisor. Be the first to apply!
- planner 1 Chicago, IL
- well planner Chicago, IL
- party planner Chicago, IL
- capacity planner Chicago, IL
- manufacturing planner Chicago, IL
- corporate meeting planner Chicago, IL
- meeting planner Chicago, IL
- strategic planner Chicago, IL
- materials planning & execution specialist Chicago, IL
- case planner Chicago, IL



