Senior Wealth Advisor
ECG Resources, Inc.
ECG Resources, Inc. in Chicago seeks a hands-on Senior Wealth Planner to help family members across generations make thoughtful financial decisions and understand their wealth. You will develop and present comprehensive plans, integrating trusts, gifting, estate planning and tax considerations, partnering with internal tax, legal and investment teams to deliver coordinated guidance. You will also lead improvements to planning tools and education initiatives within a single-family office setting. #J-18808-Ljbffr
$120k
...Illinois, United StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional...SeniorFull time- ...Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...Senior
$102k - $208k
...A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver comprehensive wealth plans. The ideal candidate has over 5 years of experience in wealth management and strong communication...SeniorFull timeFlexible hours$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...SeniorWork at officeFlexible hours$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$48k - $100k
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...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- AFIN Family Wealth Management Inc. seeks a seasoned Senior Financial Advisor to develop and implement customized financial plans for individuals and businesses. You will work with clients to monitor progress and provide ongoing guidance, collaborating with a team of professionals...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- Current is seeking experienced wealth advisors to bring and grow their book on a highly advisor-centric platform. You can transition your... ...equity opportunities. This role emphasizes collaboration with senior leadership while maintaining client ownership and delivering...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
$115k - $180k
RK Partners is looking for a Wealth Advisor in Chicago, Illinois. The role involves building significant client relationships and providing personalized financial advice tailored to clients' individual values and goals. Successful candidates will possess an entrepreneurial...Senior- K&B Communications is looking for a Senior Financial Advisor based in Oak Brook, Illinois. In this role, you will deliver comprehensive financial... ...management services to clients, utilizing your extensive wealth management experience and strong understanding of financial...Senior
$120k - $150k
Virtus Investment Partners, Inc is seeking a Lead Advisor based in Chicago, focusing on developing and managing client relationships for wealth management. This role includes collaborating with a Managing Director and requires 50% travel. The ideal candidate will have a...SeniorRemote job- Fortitude Financial Partners is seeking a Wealth Advisor to join our Chicago-area wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients. You’ll conduct research and analysis to develop personalized...Senior
- Central Business Solutions, Inc in Chicago, IL seeks a Senior Wealth Management Advisor to join our high-net-worth practice. This full-time role offers extraordinary financial potential and requires a strong track record in investment sales and client relationship management...SeniorFull timeLocal areaRelocation package
- Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement. The role is fully‑time, exempt, and requires an in‑office presence. You will lead client meetings, prepare CNA, SAA and VFA analyses...SeniorWork at office
- 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
- RK Partners is seeking a Wealth Advisor in Chicago, Illinois. This role involves providing personalized, strategic advice to high-net-worth clients and leading a team of advisors. The ideal candidate will have a Bachelor’s degree in Finance or a related field and possess...Senior
$85k - $135k
A financial planning firm in Chicago is seeking an experienced financial planner to act as the main point of contact for clients, preparing detailed meeting deliverables and leveraging various resources to achieve client objectives. The ideal candidate will have 4+ years...SeniorFlexible hours$77k - $202k
...operating models, improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-quality client solutions, and support the execution of...SeniorFull timeH1b- Senior Financial PlannerCompany OverviewWe are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exception service. We...Senior
$85k - $115k
...USAContractPermanentIndustryAccountancyAccountancy & FinanceContactEmma ****@*****.*** My client, a Boutique Private Equity firm is looking for a Senior Fund Finance Associate to join their expanding team. Our client works on a hybrid basis in downtown Chicago, offers competitive...Senior- Who We AreFTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that...SeniorFull time
- ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class... ...then consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our Capital Solutions group in our Audit and Assurance...SeniorH1bLocal area
$83.1k - $141.3k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a...SeniorFull timeWork experience placementH1bLocal areaWorldwideFlexible hours- #LI-DNICBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate...SeniorPermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1b- ...Tri-State Wealth Advisors of Prudential Advisors is seeking a seasoned financial professional to deliver personalized investment solutions and cross-check plans for accuracy. The ideal candidate will work with an existing client base to promote strategic financial planning...Senior
$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorship
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