Senior UHNW Wealth Portfolio Advisor
$114.5k - $194.7kNorthern Trust
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 are met. Ideal candidates will have 6 to 8 years of experience in investment management, a deep understanding of financial principles, and strong decision-making skills. The position offers a competitive salary range of $114,500 - $194,700 along with a comprehensive benefits package including health insurance and retirement benefits. #J-18808-Ljbffr Northern Trust
$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
...services firm in Chicago is seeking an experienced Financial Advisor to deliver comprehensive wealth management strategies. Responsibilities include client... ...years of experience, and a successful track record in portfolio management. Offering a competitive salary ranging from...Senior- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary... ...a strong understanding of fiduciary standards and UHNW client management. Leadership skills and the...Senior
$102k - $190k
...looking for an experienced professional to act as an originator of consumer loans in Chicago, Illinois. The role requires managing a portfolio of high net worth clients, leading deal teams, and ensuring compliance with financial regulations. The ideal candidate will have 7...Senior- A leading global financial services firm is looking for a Senior Wealth Advisor to provide sophisticated financial and investment services to... ...skills. This role involves managing investment portfolios, developing strategies, and maintaining compliance with relevant...Suggested
- ...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...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- Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This role requires... ...high net worth (HNW) and ultra-high net worth (UHNW) client portfolios. The successful candidate will provide exceptional...Senior
- Northern Trust is seeking a Senior Relationship / Trust Advisor in Chicago to manage complex wealth management client relationships. In this role, you will ensure client satisfaction by collaborating with service teams and leveraging Northern Trust resources to deliver...Senior
- ...division of Sequoia Financial Group, seeks a seasoned advisor to service Family Wealth clients. You will align portfolio decisions with client goals, coordinate with... ...and communicate investment strategies clearly to UHNW families. Ideal candidates have 3-5 years in wealth...Work at office
- ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with... ...building a practice upon fee-based, discretionary managed portfolios. Primary Duties: Utilize network to build relationships...SeniorLocal area
$120k
...Primary Location: Chicago Illinois United States The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...trends/activities and advise the effects on the investors' portfolios. Recommend changes to the investors' holdings after...SeniorFull time- JPMorganChase is seeking a Loan Servicing Specialist III to oversee loan portfolios and ensure smooth lending operations. This role involves critical thinking, effective communication with clients, and adherence to loan servicing protocols. The ideal candidate will have...Senior
- Bank of Montreal in Chicago seeks an experienced Wealth Advisor to deliver advisory-based sales and holistic financial planning to a portfolio of clients. You will lead client reviews, craft integrated solutions, and coordinate experts to meet client needs while pursuing...Senior
- Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement... ...client meetings, prepare CNA, SAA and VFA analyses, review portfolios, and coordinate with tax, investments, and estate planning...SeniorWork at office
$77k - $154k
Huntington National Bank is searching for an Associate Director - Corporate, Specialty and Government PM to oversee a portfolio of commercial loans. In this role, you'll ensure underwriting quality and monitor risks while collaborating with internal teams to optimize customer...SeniorFlexible hours$83.1k - $141.3k
Senior Consultant, Financial Control, Hedge Fund Services Job Summary Responsible for end-to-end fund administration and financial control activities supporting monthly NAV close, investor accounting, and financial reporting for a multi‑billion hedge fund client. Supports...SeniorH1bFlexible hours$102k - $190k
BMO U.S. seeks a professional with 7+ years of experience to manage lending proposals and client relationships. The successful candidate will ensure compliance with profitability and risk management standards while identifying cross-selling opportunities in banking and ...Senior$62k - $82k
Invenergy, LLC is seeking a Senior Analyst for Thermal Settlements and Portfolio Analytics in Chicago. This role involves settling energy transactions and enhancing reporting processes for domestic and international projects. The ideal candidate will have a background...Senior- ...actuarial expertise to ensure competitive pricing and work alongside multiple teams, making impactful decisions for the company's portfolio. This role offers a competitive salary and comprehensive benefits in a hybrid working environment. #J-18808-Ljbffr Kalepa Insurance...Senior
$96.5k - $207.5k
Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Chicago. The ideal candidate will manage a complex portfolio of commercial clients, review and recommend credit decisions, and collaborate closely with analysts and relationship managers. This role requires...Senior$96.5k - $207.5k
A financial services provider is seeking a Commercial Senior Portfolio Manager to oversee a complex portfolio of commercial accounts in Chicago. Responsibilities include managing credit decisions, collaborating with analysts, and mentoring junior staff. The ideal candidate...Senior- 247Hire is looking for a skilled Program Manager to provide senior management and IT with integrated insights on project progress and... ...business strategies. You will lead change control boards, manage portfolio finance, and communicate effectively with all stakeholders to...Senior
- UL Standards & Engagement is seeking a Senior Investment & Treasury Analyst to manage the investment portfolio and support treasury operations in Evanston, Illinois. The successful candidate will monitor investments, develop financial models, and assist with tax filings...SeniorFlexible hours
$120k - $156.5k
A leading real estate financing firm is seeking a Senior Portfolio Analyst in Chicago, IL. The role involves maintaining financial performance analyses, preparing projections for real estate, and overseeing underwriting provisions. Candidates must have a Bachelor's degree...Senior- ...assessments of credit quality, risks, and process execution for the Risk Committee and stakeholders. The Senior Director will lead reviewers across commercial portfolios and drive the annual Credit Review plan while partnering with Risk Management. Preferred candidates...Senior
- Core Spaces seeks a seasoned Portfolio Manager for its Closed End Fund Series to lead strategy, oversight, and performance across our fund vehicles. You will shape portfolio construction, capital deployment pacing, and governance, partnering with Acquisitions, Asset Management...Senior
$127.6k - $191.4k
InforCapital, partnership in Chicago is looking for a Project Manager for People Operations Intake & Portfolio. The role involves owning the intake process, managing requests through Jira, and developing an AI agent to streamline workflow. Required qualifications include...SeniorFull timeContract work$95k - $130k
Tidal Financial Group in Oak Brook, IL seeks a skilled AVP of Trading and Portfolio Management to implement and manage various ETF portfolios. Key responsibilities include overseeing daily portfolio functions, providing operational support, and ensuring compliance. Ideal...Senior$95k - $130k
Tidal Financial Group in Oak Brook, IL is looking for an AVP of Trading and Portfolio Management. This role involves managing and implementing ETF portfolios and requires at least 5 years of trading experience, a Bachelor's degree in a relevant field, and strong analytical...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Wealth Portfolio Advisor. Be the first to apply!
- associate financial representative Chicago, IL
- financial planning administrator Chicago, IL
- finance operations associate Chicago, IL
- patient financial counselor Chicago, IL
- financial advisor development program Chicago, IL
- international financial advisor Chicago, IL
- wealth advisor Chicago, IL
- work from home financial advisor Chicago, IL
- financial planner cfp Chicago, IL
- financial advisor part time Chicago, IL

