Senior Wealth Advisor: Grow Portfolios & Relationships
$48k - $100kBank of America Financial Center
A leading financial 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, at least 5 years of experience, and a successful track record in portfolio management. Offering a competitive salary ranging from $48,000 to $100,000 annually along with industry-leading benefits. #J-18808-Ljbffr Bank of America
$48k - $100k
A leading financial services firm 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...Senior$169.6k - $254.4k
...InternationalCompany: CitiMid-Corp Relationship Manager, Consumer Products & Retail - Senior Vice PresidentAs a Mid-Corp... ...Commercial Bank, owning and growing a portfolio of mid-corporate clients in the... ...point of contact and trusted advisor across the full suite of Citi'...SeniorFull timeShift work- Truist is seeking a Wealth Advisor to manage a portfolio of High Net Worth business owner clients in the Chicago area. You will deliver personalized financial... ...Wealth Advisors, Commercial RMs and other partners to grow revenue and ensure a premier client experience. You will...Suggested
$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...Senior$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor based in Chicago, IL, to manage investment activities for high net worth clients. The role involves developing tailored investment strategies and working closely with clients and client-facing teams to ensure their objectives...Senior- Goldman Sachs is seeking an experienced Private Wealth Advisor to provide comprehensive wealth management plans for ultra high net worth clients. You will build and nurture client relationships, offer tailored advice, and deliver exceptional service while adhering to the...Senior
- MBC Talent Connections is seeking a Senior Financial Advisor to operate in a remote/hybrid capacity from Chicago, with an established book of business and support platform to grow. You will manage relationships with high-net-worth clients, develop personalized financial...SeniorRemote jobFlexible hours
- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services. The ideal candidate will have 12-15 years of experience in trust or estate administration...Senior
$120k - $225k
...-to-end actuarial ownership and portfolio-level governance for strategic portfolio relationships. North America Programs has been... ...and concisely, and to influence senior management and stakeholders across... ...to progress as employees grow and develop within the role. Some...SeniorLocal areaFlexible hours- Commerce Bank is seeking a Commercial Banking Relationship Manager III / Senior to manage an existing portfolio and solicit new business with assigned customers and targeted prospects. This role focuses on large commercial clients, including companies with annual sales...Senior
- U.S. Bank seeks a Wealth Management Investment Portfolio Manager to oversee individual and trust assets, aligning with client goals... .... You will work with a Trust Officer to grow and retain Wealth Management relationships, using technology to improve efficiency and client...Senior
$98.4k - $199k
...opportunity to join a growing, community and client... ...currently seeking a Senior Portfolio Manager that collaborates... ...disciplines within Wealth Management to develop... ...net worth client relationships through the delivery... ...efforts with Wealth Advisors, Trust Officers and other...SeniorWork experience placementWork at officeLocal area- Huntington Bancshares, Inc. is hiring a Financial Relationship Banker in Chicago, IL. The role focuses on retaining and growing consumer and business customer relationships by identifying goals and needs and recommending deposits, loans and other banking services. You will...
- Associated Bank is seeking a Relationship Banker in Chicago, IL. You’ll deliver outstanding customer service, process transactions, open new... ...customers with the right financial solutions. Learn and grow through the Banker Roadmap program, complete training milestones...
- Huntington is seeking a Financial Relationship Banker in Chicago to grow consumer and business relationships by advising on deposit, loan and banking products. You’ll support customers with service excellence, promote digital banking tools, and work within a collaborative...Work at office
$120k
...Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional... ...the potential impact on the investors' portfolios.Adhere to a specific prospecting code... ...methods of solicitation.Develop relationships and generate ideas with the Bankers and...SeniorFull time- ...leading professional services advisor to middle-market businesses... ...provided with opportunities to grow, both personally and... ...lasting professional and personal relationships with clients regardless of your... ...clients, private equity backed portfolio companies, by implementing...SeniorPermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
$118.86k - $203.76k
...RelationshipsAre you ready to take ownership of a growing portfolio and play a critical role in shaping... ...center transactions? As a Portfolio Relationship Manager, you’ll be at the forefront of... ...for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders...Full timeRemote work- ...AFIN Family Wealth Management Inc. is a premier... ...skilled and experienced Senior Financial Advisor to join our dynamic... ...long-lasting client relationships based on trust and... ...to assess client portfolios and recommend adjustments... ...relationships and grow a client base....SeniorWork at office
$140k - $185k
...opportunities to learn, grow, and make an impact.... ...point of contact/trusted advisor and acquiring,... ...maintaining profitable relationships, collaborating with teammates... ...:Manages an extensive portfolio of complex clients and... ...Foreign Exchange, and Wealth Management and...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursDay shift$110.7k - $218.3k
...Financial Services Senior Consultant - Financial... ...sustain professional relationships • Ability to lead projects... ...Risk: Underwriting and portfolio credit risk across... ...Wholesale, Cards & Payments, Wealth/Investment Mgmt,... ...opportunities and connect and grow through mentorship....SeniorWork at officeVisa sponsorship$88.06k - $150.96k
...thorough background check on all new hires.Join Associated Bank as a Portfolio Manager and play a key role in managing and growing a diverse commercial banking portfolio. You'll partner with Relationship Managers to deliver sound credit solutions, strengthen client...Full time$77.9k - $153k
...We offer a unique opportunity to join a growing, community and client-focused company... ...ResponsibilitiesJob SummaryThe Business Banking Relationship Manager is responsible for generating... ...appropriate loan pricing. Individual portfolio management and client relationship...Work experience placement- First Merchants Bank in Chicago seeks a Relationship Manager III to grow market share, broaden revenue, retain customers, and manage portfolios. The role emphasizes aggressive sales, exceptional service, and disciplined credit management. The ideal candidate has five+ years...Senior
$125k - $182.5k
...opportunities to learn, grow, and make an impact.... ...responsible for working with Portfolio Manager(s) to... .... Establishes working relationships with relevant Risk and... ...Institutions and Global Wealth and Investment Management... ...ability to influence senior leadersExcellent...SeniorFull timeWork at officeFlexible hoursDay shift- Fortitude Financial Partners is seeking a Wealth Advisor to join our Chicago-area wealth management team and support a Senior Wealth Advisor in delivering... ...personalized financial plans and investment portfolios, manage client relationships with exceptional service, and...Senior
- First Merchants Bank is seeking a Relationship Manager III to grow market share, broaden revenue mix, retain customers, and manage portfolios. Responsibilities include implementing sales strategies, identifying prospects, cross-selling, and ensuring reporting tools track...Senior
- ...of Northwest Bank, provides senior credit facilities to private... ...commitments. As we continue to grow, we're seeking an Analyst/Associate... ..., and documentation, plus portfolio management including upsizes,... ...establish effective working relationships among team members and...SeniorWork experience placementWork at office
- Senior Portfolio ManagerGlobal Innovation | JBT MarelLocation: Boxmeer (NL),Aarhus (DK), Helsingborg (SE), Gardabaer (IS), Chicago or Lakeland... ...strong analytical capabilities with the ability to build relationships, influence stakeholders and turn complex data into...SeniorFull timeWorldwide
$106.7k
...REQUISITIONOracle EPM FCC/FP&A Senior... ...Senior Consultant to join our growing Oracle team. What You Can Expect... ...efficiency. You’ll strengthen relationships and deepen your abilities to... ...interest in working with a diverse portfolio of clients across multiple industries...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours
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