Senior Wealth Advisor & Director
$102k - $190kBMO Financial Corporation
A leading financial institution is seeking an experienced Relationship Manager in Chicago to oversee business development strategies and manage high-net-worth client relationships. The ideal candidate will have at least 7 years of experience and a strong understanding of wealth management. Responsibilities include strategic planning, client relationship management, and collaborating with various internal teams to enhance client experiences. The role includes a compensation range of $102,000 to $190,000 and a variety of benefits such as health insurance and retirement plans. #J-18808-Ljbffr BMO Financial Group
- ...collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution,...SeniorWork at office
- 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
$102k - $190k
...Deadline 05/28/2026 Address 320 S Canal Street Job Family Group Wealth Sales & Service Job Overview Provides advisory‑based sales and... ...clients at‑risk for retention. Makes recommendations to senior leaders on strategy and new initiatives, based on an in‑depth understanding...SuggestedLocal areaShift work$114.5k - $194.7k
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...Senior$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$99k - $165k
LPL Financial is seeking a Senior Financial Representative in Oak Brook, Illinois, to join their Wealth Advisors Group. This role focuses on providing investment solutions to a large client base, maintaining exceptional client service, and analyzing client's financial needs...Senior$99.6k - $169.2k
...Portfolio Banker to manage and enhance client relationships in credit and deposit services. The role involves acting as a trusted advisor to clients, developing relationships, and identifying new business opportunities. Ideal candidates should possess a deep understanding...Senior$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...Senior$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...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...Senior$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...Senior- 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...Senior
- Fifth Third Bank is seeking a Wealth Management Advisor II located in Chicago, Illinois. This role involves serving as a trusted advisor to Private Bank clients while ensuring high standards of service delivery. The ideal candidate will have over 8 years of experience in...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$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...Senior$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- 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...SeniorFull time
$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...Senior- A prominent wealth management firm seeks a Financial Advisor for its Chicago office. The role focuses on managing client relationships, portfolio management, and assisting a Senior Financial Advisor. Candidates should have 4-10 years of experience in wealth management,...SeniorWork at officeRemote work
$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$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...Senior- 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
- ...strong analytical, communication, and collaboration skills. Candidates should possess an MBA or be a Certified Financial Planner with at least 7 years of experience in wealth management. A competitive salary package and various benefits are offered. #J-18808-Ljbffr BMO U.S.Senior
- A major financial service provider is seeking a senior professional to lead business development efforts and manage client relationships. The ideal candidate will demonstrate expertise in wealth management, possessing 7+ years of experience and a post-secondary degree....Senior
$74k - $138k
A leading financial institution in Illinois seeks an experienced relationship manager to provide advisory-based sales and client solutions. You will develop business strategies, manage client relationships, and collaborate with experts to enhance service delivery. Ideal...Senior$74k - $138k
...financial services organization in Hinsdale is seeking an experienced professional for a client relationship management role focused on wealth management. Candidates should have 5-7 years of relevant experience and a post-secondary degree. The ideal candidate will possess...Senior$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...Senior$102k - $190k
Koitecc Solutions in Chicago is seeking a seasoned financial advisor who will manage client relationships and deliver exceptional service... ...with a team of experts, and leveraging extensive knowledge in wealth management. The ideal candidate possesses an MBA and has...Senior$60k - $121.3k
Old National Bank is seeking a Senior Compliance Advisory Services Officer in Chicago, IL, to lead compliance for the Wealth Division. This role involves advising on regulatory matters, ensuring compliance program implementation, and interacting with key stakeholders. Candidates...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
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