Senior Wealth Portfolio Advisor for HNW Clients
$114.5k - $194.7kNorthern Trust Corp
Northern Trust Corp in Chicago is seeking a Portfolio Advisor for Wealth Management with 6 to 8 years of investment experience focused on high net worth clients. The role involves managing investments, developing strategies to meet client objectives, and collaborating with a client service team. Candidates should possess a deep understanding of investment strategies and ideally hold a CFA designation. The position offers a competitive salary range of $114,500 to $194,700 and a comprehensive benefits package. #J-18808-Ljbffr Northern Trust Corp
$164.6k - $288k
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of investment management experience and a strong ability to forge relationships. The advisor contributes...SeniorHigh net worth$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor in Chicago to manage investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience and a strong knowledge of portfolio management. A CFA designation is...High net worth$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust administration...SeniorHigh net worth$78.08k - $117.12k
A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent clients. The role requires building deep connections through tailored financial solutions and compliance with regulations. Candidates should...SeniorHigh net worth$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...SeniorHigh net worth$102k - $190k
A prominent financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7 years of relevant experience, expertise in advisory-based sales, and a deep understanding...SeniorHigh net worth- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree...SeniorHigh net worth
- ...develop and execute a business development strategy to enhance client experiences and manage high-net-worth relationships. This position... ...Financial Planner with at least 7 years of experience in wealth management. A competitive salary package and various benefits are...SeniorHigh net worth
- A financial services institution in Chicago is seeking a PWM Private Wealth Advisor to oversee high net worth client relationships. You will be responsible for building a team of professionals to cater to clients’ needs while offering expert advice in wealth management....SeniorHigh net worthFull time
$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...SeniorHigh net worthWork at officeFlexible hours$125k - $160k
A global asset management firm is seeking a VP, Wealth Advisor in Chicago to serve as the primary contact for Wealth Management clients. The role entails building client relationships, providing investment recommendations, and coordinating Wealth Management services. The...SeniorHigh net worth- A leading financial services provider in Chicago, Illinois, is looking for a Credit Analyst to manage client credit portfolios and enhance risk management strategies. The candidate should have a Bachelor's degree in a relevant field and 5-10 years of experience in credit...Senior
$48k - $100k
...Chicago is seeking an experienced Financial Advisor to deliver comprehensive wealth management strategies. Responsibilities include client assessments, financial planning, and... ...experience, and a successful track record in portfolio management. Offering a competitive salary...Senior$102k - $190k
Koitecc Solutions in Chicago is seeking a seasoned financial advisor who will manage client relationships and deliver exceptional service. This role... ...a team of experts, and leveraging extensive knowledge in wealth management. The ideal candidate possesses an MBA and has experience...SeniorHigh net worth- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...SeniorHigh net worth
$140k - $190k
...leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and... ...salary range of $140,000 to $190,000 based on qualifications and experience. #J-18808-Ljbffr BDO Capital Advisors, LLCSeniorHigh net worth$114.5k - $194.7k
CFA Institute is seeking a Portfolio Advisor for Wealth Management in Chicago, IL. The role involves managing investment activities for high net worth clients, developing tailored investment strategies, and analyzing overall portfolio performance. Ideal candidates will...High net worth- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Chicago, Illinois. This role involves providing personalized financial advice and managing client portfolios within a collaborative team environment. Key qualifications include a Bachelor’s degree and...SeniorWork at office
- A leading financial institution in Chicago is seeking an experienced Senior Portfolio Advisor II who will manage complex investment accounts for high net worth clients. The successful candidate will leverage over 12 years of investment management experience to drive new...SeniorHigh net worth
- U.S. Bank is seeking a Wealth Management Advisor in Oak Lawn, IL, to meet affluent clients' financial needs through tailored investment strategies and portfolio management. This role requires a Bachelor’s degree and financial sales experience, particularly with high-net...High net worth
$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within... ...services to an Ultra high Net Worth client base in the United States. Manage... ...advise the effects on the investors' portfolios Recommend changes to the investors' holdings...SeniorHigh net worthFull time- ...degree, a CPA license, and at least 7 years of U.S. tax compliance experience, including management duties. Responsibilities include client relationship management, tax research, and project oversight. Competitive compensation is offered, along with flexible work...SeniorHigh net worthRemote jobFlexible hours
$78.08k - $117.12k
A leading financial institution is seeking a Wealth Relationship Manager in Chicago, Illinois. The role requires building relationships with affluent clients, understanding their financial needs, and providing comprehensive solutions. Applicants should have a bachelor'...SeniorHigh net worthFull time$98.4k - $199k
Client PM Portfolio Mgr, Sr Job Locations: US-IL-Chicago Overview Old National... ...We are currently seeking a Senior Portfolio Manager that... ...with other disciplines within Wealth Management to develop and retain... ...efforts with Wealth Advisors, Trust Officers and other relationship...SeniorHigh net worthWork experience placementWork at officeLocal area$74k - $100k
A financial institution is seeking a Wealth Advisor II in Chicago. This role involves serving as the primary contact for Wealth clients, managing financial relationships, and developing tailored investment strategies. Applicants should have at least five years of experience...Senior$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$85k - $240k
A leading financial services firm in Chicago is seeking a Private Wealth Advisor to build and manage client relationships. The role requires over 6 years of experience in wealth management and strong client-focused skills. The ideal candidate will demonstrate entrepreneurial...Senior$100k - $300k
RWA Wealth Partners LLC in Chicago is seeking experienced Wealth Advisors to enhance client relationships and provide comprehensive wealth management solutions. The role requires managing high-net-worth client relationships, offering guidance in investment, tax, and estate...SeniorHigh net worth$164.6k - $288k
A leading financial institution in Chicago is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and deliver high-quality fiduciary services. Candidates should have 12-15 years of experience in trust or estate administration...SeniorHigh net worth$120k
A leading financial services firm is seeking a Senior Wealth Advisor in Chicago, Illinois, to provide tailored financial and investment services to Ultra High Net Worth clients. Ideal candidates will have 6 to 10 years of experience, strong communication skills, and relevant...SeniorHigh net worth
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