Wealth Management Advisor
Fortitude Financial Partners
Candidate is required to be present in the Chicago land area. Fortitude is seeking a Wealth Advisor to join our wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients. This is an exciting opportunity to develop your expertise while contributing to the creation of comprehensive wealth plans that align with clients' goals and values. What You’ll Do Support Senior Wealth Advisors in delivering customized wealth management strategies Conduct research and analysis to develop personalized financial plans and investment portfolios Assist in managing client relationships by addressing inquiries and ensuring excellent service Collaborate with internal teams to ensure seamless execution of client requests and updates Help mentor and develop new associates and client service staff What You Bring 5+ years of experience in financial planning, accounting, legal, or a related field One of the following required: CFP®, CPA, CFA, or Series 65 (CFP® strongly preferred) Experience with fee-based wealth management, tax strategy, and financial planning Proven success working with high-net-worth clients Proficiency in financial planning software (eMoney, Holistiplan) Strong interpersonal and communication skills Excellent organizational and time-management skills Note: All candidates must maintain a clean regulatory record (U4) with no disclosures. Why Fortitude Competitive compensation and performance-based rewards Comprehensive benefits package to support your personal and professional well-being A collaborative, team-focused culture that promotes work-life balance and growth About Fortitude Fortitude is a privately held financial services firm providing expertise in tax, estate planning, insurance, investment banking, and more. Our wealth advisors are supported by an experienced team to ensure clients receive holistic, strategic wealth management. About the Team At Fortitude, every wealth advisor is backed by a team of specialists in tax, insurance, estate planning, and more. This collaboration empowers advisors to provide clients with a higher level of service and advice. Apply today to support our wealth management team and help clients achieve their financial goals. #J-18808-Ljbffr
- .... Join us and be the face of a brand that sets the standard for extraordinary service and results..As a Personal Advisor in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on...SuggestedTemporary workWork at officeShift work
$25 - $44 per hour
...notch service aligned with operational excellence goals. The ideal candidate should demonstrate enthusiasm, possess strong client management skills, and be comfortable in a fast-paced environment. The role includes a pay range of $25.00 - $44.00 per hour based on...SuggestedHourly payNational Black MBA Association
Oak Brook, IL5 days ago$250k
...sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and... ...presentationsAnalytical and financial modeling skillsClient management skillsAbility to build relationships and establish...SuggestedFull timePiper Sandler Companies
Chicago, IL2 days ago- ...UBS in Chicago, IL is seeking a Senior Wealth Strategy Associate to support Wealth Management Americas. You will assist financial advisors in client conversations, develop asset allocation strategies, and help grow the business. The role requires 3–5 years in finance client...Suggested
UBS
Chicago, IL5 days ago $85k - $240k
...President for their Private Family Office as a Financial Planning Advisor. The role requires a minimum of 7 years of relevant experience... ...sophisticated financial strategies that ensure long-term wealth preservation and growth. The job offers a competitive salary range...SuggestedWork at officeGoldman Sachs Group, Inc.
Chicago, IL5 days ago- ...Job Description J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest...Local area
JPMorgan Chase & Co.
Chicago, IL3 days ago $70k - $115k
...initiatives are metQUALIFICATIONS REQUIRED:5+ years auto liability property damage claims handling experience3+ years of Supervising/Managing Auto Claims Adjusters Strong technical and administrative background in auto claims handlingAbility to work independently on...Full timeFirst Chicago Insurance Company (FCIC)
Chicago, IL6 days ago- Job Description Job Description Are you unhappy at your present job? Are you going nowhere in your current position? Is it time for a change? Are you an experienced Auto Claims Supervisor looking to join a growing company where you will be rewarded for your hard work...Full timeLocal area
First Chicago Insurance Company (FCIC)
Chicago, IL6 days ago $111.61k - $131.3k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Wealth Management Investment Portfolio Manager manages individual and trust account assets and investment relationships in line with client and...Full timeWork experience placementLocal area- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
Chase
Oak Brook, IL4 days ago $104.6k - $125k
At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Director - TPA Oversight to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team.Make your mark in ClaimsOur...Full timeWork at office$147k - $241.5k
...general liability and pollution related matters.Responsibilities include delivering superior business results through effective team management and the resolution of all claims activities. This position works within broad authority limits on assignments requiring a high...Full timeWork experience placementWork at officeLocal area$97k - $189k
...abilities of all employees are used to their fullest potential. Individual contributor responsible for the direct handling and overall management of the most complex, highest exposure claims in the Mass Tort Claims Unit. This individual contributor is recognized as the most...Full timeWork experience placementWork at officeLocal areaShift work$142.83k - $208.17k
...Liability claims, including auto, premises, and personal liability. This role requires a strategic thinker with a proven ability to manage complex claim investigations and evaluations while ensuring optimal outcomes for our clients.*Please note this role a fully...Full timeWork at officeLocal area$122k - $150k
...responsive, fair and professional service with empathy and efficiency.How you will create an impactAs a Complex Claims Director for Management Liability, you will have the unique opportunity to work with some of the industry's top talent in Financial Lines Claims. You...Full timeWork at office$97k - $189k
...potential. This individual contributor position works closely with senior level leaders and within the broadest authority limits, to manage the most complex, highest exposure Employment Practices Liability, Private and Not-For-Profit D&O including Community Associations....Full timeWork experience placementWork at officeLocal areaShift work$125k - $166k
At AIG, we are reimagining the way we help customers to manage risk. Join us as a Zonal Claims Executive to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team.Make your mark in Claims StewardshipOur...Full timeWork at officeLocal area$105k - $200k
...impact. Join us!Job Description:The Credit Manager II (CMII) is a client-facing role... ...responsible for leading a regional team of Credit Advisors (CA) delivering credit solutions to... ...managing existing credit relationships with wealth clients. The CMII sets the strategy and tactics...Full timeWork at officeFlexible hoursDay shift$102k - $190k
Application Deadline:10/02/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceServes 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...Full timeContract workPart timeLocal areaShift work$102k - $190k
Application Deadline:10/02/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience...Full timeContract workPart timeLocal areaShift work$123.2k - $200k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor Regional Sales Manager within PNC's Wealth Management organization, you will be based within the footprint in PA, IL, GA, OH, MI, AZ, CO,...Full timeTemporary workPart timeWork experience placementWork at office$104.8k - $192.3k
...background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption,... ...our clients' needs. If you aspire to be part of a community of advisors making a significant impact on prominent businesses, this role...Summer holidayWork at officeFlexible hoursEY
Chicago, IL4 days ago$130k - $194k
...belonging, purpose, and a team that welcomes you—because when you feel valued, you’re empowered to do your best work.Job SummaryThe Asset Manager, Fuel Cells and LDES sits within the Energy team and supports the lifecycle management of Equinix’s onsite and co-sited power...Full timeContract workWork at office- ...diversity of ideas, experiences and backgrounds.You are a confident Manager who spots and stays ahead of the SAP platform , industry and... ...with clients or within AccentureBecome a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current...Full timeWork experience placementLive inWork at officeLocal area
- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and development... ...we will improve the way the world works and lives. As a Manager in the Asset Management practice, you will be responsible for:•...Full timeFor contractorsLive inWork at officeLocal area
- Job DescriptionThe Product Management Manager will report to the Director, Product Management. This role is responsible for driving the product vision and delivery of initiatives for our Retirement & Wealth business line with their agile squad focused on the client experience...Temporary workRemote workShift work
- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and... ...the way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting project...Full timeFor contractorsLive inWork at officeLocal area
$200k - $300k
SummaryHarbor’s internal Multi Asset Solutions Team (MAST) provides asset management and advisory services to clients through OCIO, allocation models, multi-manager investing, macro/total return investing, quantitative equity and derivative/structured-outcome based strategies...Full timeWork at office- Asset and Wealth Management Divisional OverviewA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ..., insurance companies, endowments, foundations, financial advisors and individuals.Role Overview:Multi Asset Solutions (MAS) is...
$140k - $160k
...Omissions, Directors & Officers, and Fiduciary. This role will have a high level of interaction with internal customers (senior management, underwriters, and actuaries) as well as external customers (brokers, insureds, and defense counsel). Duties & Responsibilities:Independently...Temporary workFlexible hours
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