Elite Wealth Advisor for HNW/UHNW Clients
$102k - $190kBank of Montreal
Bank of Montreal is seeking a Relationship Manager in Chicago to serve high-net-worth and ultra-high-net-worth clients. This role focuses on delivering tailored wealth management solutions integrating banking and investment strategies. With a required 7+ years of experience, candidates should have a robust knowledge of wealth management and strong relationship skills. The position offers a salary range from $102,000 to $190,000 and includes various benefits such as health insurance and retirement plans. #J-18808-Ljbffr Bank of Montreal
$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...High 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$75k - $85k
Bank of America is seeking a Financial Advisor in Chicago to serve high-net-worth clients by building relationships and assessing financial goals. This role involves recommending investment strategies to help clients achieve their objectives. Successful candidates will...High net worth$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...High net worth- ...seeking an experienced Tax Partner to join our Ultra High Net Worth (UHNW) team. This role involves providing comprehensive tax planning,... ..., and consulting services to a diverse array of high-net-worth clients, particularly in real estate. We are looking for candidates with...High net worth
- A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing...
$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...High 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...High net worth$102k - $190k
Bank of Montreal in Chicago seeks a Relationship Manager for high-net-worth clients. The role requires 7+ years of experience in wealth management, focusing on delivering personalized financial advice and banking solutions. You will craft integrated solutions, manage client...High 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...High net worth$105k - $130k
...for high-net-worth individuals and families. Responsibilities include reviewing tax returns, supervising associates, and maintaining client relationships. The ideal candidate will possess a CPA or equivalent certification and have five or more years of relevant...High net worth- A leading accounting firm in Chicago is seeking an experienced Tax Partner to oversee tax operations and guide high-level client engagements. This role involves providing strategic leadership to enhance firm growth, mentoring tax professionals, and advising ultra-high-...High 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$159.97k - $188.2k
U.S. Bank is seeking a PWM Private Wealth Advisor in Chicago to manage relationships with high net worth clients. This role requires over 10 years of experience in wealth management as well as the ability to lead a collaborative team to meet client needs. The ideal candidate...High 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...High net worth
- A Fortune 500 financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client relationships. The role requires deep knowledge of fiduciary standards and the ability to provide proactive advice. Ideal candidates...High net worth
$102k - $190k
BMO U.S. is seeking an experienced Relationship Manager to serve high-net-worth clients, delivering a comprehensive wealth management experience. Responsibilities include driving growth opportunities, managing client relationships, and executing business development strategies...High 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...High net worth$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...High net worthWork at officeFlexible hours$22.5 - $30.29 per hour
Fairygodboss is seeking a Private Client Banker in Chicago, IL, to manage relationships with affluent clients and help them with their banking needs. Responsibilities include client acquisition, maintaining relationships, and ensuring compliance with financial regulations...Hourly pay$200k
...financial services provider is seeking a Private Banker in Chicago, Illinois. The role involves developing client relationships and implementing tailored wealth management strategies. Candidates must have over 15 years of experience in private banking, with strong knowledge...Full time- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...their careers within a sophisticated, client-first advisory platform. The successful... ...preference for those with exposure to HNW/UHNW client service or financial planning. A...High net worth
$102k - $190k
...Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines...High net worthContract workPart timeLocal areaShift work- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...High net worth
$200k - $225k
A prestigious financial advisory firm in Chicago is seeking a Senior Wealth Planner to provide expert financial guidance to ultra-high-net-worth clients. This role involves deep discovery of client financial situations, developing customized wealth plans, and collaborating...High net worthWork at office$60k - $130k
Rockefeller Capital Management is looking for a motivated Client Relationship Manager to work with ultra-high-net-worth clients. This role involves assisting senior advisors and managing complex financial structures. The ideal candidate has strong communication skills,...High net worthWork at office- Connect Search, LLC is looking for a Client Advisory Associate in Chicago, IL to support senior advisors in serving ultra-high-net-worth families. This position involves... ...will have at least 2 years of experience in wealth management, family office, or financial planning...High net worthWork at office
$102k - $190k
Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines...High net worthLocal areaShift work- Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating...High net worth
- ...accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...High net worth
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