Wealth Advisor: Support Senior Planner for HNW Clients
Fortitude Financial Partners
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 financial plans and investment portfolios, manage client relationships with exceptional service, and collaborate with internal teams to ensure seamless execution. #J-18808-Ljbffr Fortitude Financial Partners
$130k - $200k
...Organization Our client is a respected... ...financial planning, wealth preservation, and complex... ..., the firm supports high-net-worth clients... ...Client Tax Manager / Senior Manager to lead tax... ...for high-net-worth (HNW) individuals,... ...Serve as a primary advisor and point of contact...SeniorHigh net worthFull timeLocal area- 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 planning, investment management, and banking solutions in coordination with Wealth Advisors, Commercial RMs and...High net worth
- ...passion for tax work with HNW clientele and are... ...ambitious and curious tax or senior tax manager with... ...and expertise in private wealth and high-net worth group... ...and providing exemplary client service. Tax Managers operate... ...by providing a supportive environment focused on...SeniorHigh net worthWork at officeImmediate start
- Job Summary:Private Client Services at BDO is a boutique... ...planning.A Tax Senior Manager, Private Client... ...toolsActs as a Career Advisor to associates and senior... ...(GoSystems, BNA Tax Planner, GoFileRoom, SurePrep)... ...strong relationships by supporting one another, our...SeniorHigh net worthPrivate practiceWork at office
$110k - $180k
...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking... ...You will have the flexibility to manage your days in support of our commitment to work/life balance You will join...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area$110k - $180k
...industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture... ...Work You Will be Responsible For Supervise a team, foster strong client relationships, prospect and contribute to the establishment of...SeniorHigh net worthLocal area$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...SeniorHigh net worth$66k - $123.1k
...about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National... ...on the Private Client Services team, you’ll successfully support a high-volume book of business to our Private Client clientele...SeniorHigh net worthMinimum wageLocal areaFlexible hoursNight shift$125k - $228k
...for fast-growing industries, Aprio ensures clients are prepared for wherever life or... ...progressive, fast-growing firm looking for a Senior Tax Manager, Private Client Services/HNWI... ...caregivers - Tuition Assistance Program and CPA support program with cash incentive upon...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours- Senior Wealth Planner | Chicago Single-Family Office This is a hands-on financial planning role within a... ...Qualifications and Experience 7+ years of client-facing financial or wealth planning experience Experience working with HNW or UHNW clients Strong proficiency with...SeniorHigh net worthWork at office
- A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver tailored Wealth Plans. Candidates should have over 5 years of experience in wealth management, be adept at relationship building...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
- NextGenEnergyJobs is seeking a qualified financial planner in Chicago, Illinois, to manage client relationships, provide tailored advice, and oversee investment... ...towards it, have at least 5 years of experience in a wealth management context, and a strong understanding of...High net worth
$110k - $250k
...year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW) individuals, read on. Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too. Details Fully remote option. Flexible...SeniorHigh net worthLocal areaRemote workFlexible hours- SUMMARYResponsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports Producer in soliciting new business and identifies account rounding opportunities. Provides mentoring to staff to support...SeniorWork at officeImmediate start
$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- Merit Financial Advisors in Chicago seeks a Service Advisor, a licensed financial professional supporting the advisory team to deliver financial planning and investment advice. You will work with clients to implement strategies, prepare plans, and provide ongoing service...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chicago, Illinois, to offer comprehensive financial planning and investment solutions... ...and families. You will leverage your expertise to support a diverse range of clients and provide a superior investor experience...
$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$128k - $252.5k
...Transactions team helps guide clients through their most critical... ...delivers integrated, end-to-end support and advisory services... ...technology. Deloitte is seeking a Senior Consultant to join Tech Strategy... ...serve as trusted advisors to our clients, working with...SeniorContract workLocal areaVisa sponsorship$77k - $202k
...Workday Adaptive Planning Implementation Consultant, Senior Associate, you will engage with clients to optimize their operational efficiency by implementing... ...software solutions, and provide training and support for seamless integration and utilization of business...SeniorFull timeH1b$110k - $170k
...you are speaking to, and where you will be supported along whichever path you choose to take.... ....alterdomus.com JOB DESCRIPTION:The Client Experience Lead reports into the Head of... ...implementation and ongoing evolution. This senior leadership role requires a product-minded...SeniorLocal areaFlexible hours$120k
...7-11Location: Chicago, 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...SeniorHigh net worthFull time$154k - $219k
...working with extraordinary clients spanning every industry... ...colleagues and trusted advisors. We equip you with... ...invaluable mentorship to support your rise to the top.We... ..., Trusts and Estates.Senior Managers can expect to:... ...about legislative changes, wealth transfer techniques,...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$63k - $95k
...Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization.... ...improve client performance, enhance value, and support revenue growth. As a Senior Strategist I, you...SeniorWork experience placementLocal area$144k - $216k
...focus on high-impact projects, meeting our clients where they are to uncover business needs... ...outcomes.Slalom is actively seeking a Senior Principal Client Partner in Chicago to grow... ...Please note, this recipient is not able to support recruitment inquiries beyond this purpose...SeniorTemporary workLocal area$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...SeniorHigh net worth- PNC Wealth Management is seeking a Wealth Strategist based in Phoenix, AZ. The role develops... ...and financial planning strategies for clients, growing assets under management and expanding... ...client relationships with guidance from senior team members. Successful candidates...
- 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...SeniorHigh net worth
$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...SeniorHigh net worth
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