National Portfolio Advisor - UHNW Wealth Solutions
$205.7k - $360.1kNorthern Trust Corp
Northern Trust Corp in Chicago is seeking a National Portfolio Advisor responsible for providing comprehensive investment solutions and services to high net worth clients. The ideal candidate will have over 15 years of investment and client relationship experience, as well as an advanced degree (e.g., CFA, CIMA). This role involves managing complex relationships, advising on investment strategies, and collaborating with Wealth Advisory partners. A competitive salary range of $205,700 - $360,100 USD is offered along with a comprehensive benefits package. #J-18808-Ljbffr Northern Trust Corp
$205.7k - $360.1k
...technology and exceptional service. NATIONAL PORTFOLIO ADVISOR OH: R152500 Responsible for providing comprehensive investment solutions and services to individuals, families... ...sophistication and in a manner consistent with Wealth Management's Investment Philosophy....SuggestedWork experience placementFlexible hours$114.5k - $194.7k
CFA Institute is seeking a Portfolio Advisor for Wealth Management in Chicago, IL. The role involves managing investment activities for high net worth clients, developing tailored investment strategies, and analyzing overall portfolio performance. Ideal candidates will...Suggested$114.5k - $194.7k
...exceptional service. PORTFOLIO ADVISOR OH: R152496 1. Manages... ...) ultra-high net worth (UHNW) personal trusts in the Family Office Solutions (FOS) team. 2. Assists... ...and engagement with the National Investment and Goals Driven Wealth Management Practices, their...SuggestedWork experience placementWork at officeLocal areaFlexible hours- ...financial institution in Chicago seeks a Lending Solutions Advisor to drive lending solution adoption in Wealth Management. This role requires 12+ years of experience... ...management or commercial lending and focuses on UHNW clients. The advisor will educate and influence...SuggestedFull timeDay shift
$150k - $175k
...into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth... ...families. The Outsourced Advisory Solutions (OAS) team is responsible for enabling... ...leveraging the CG brand through the wholesaler, national account, and financial intermediary...SuggestedTemporary workWork at officeLocal areaFlexible hours$102k - $190k
...Wealth Management Relationship Manager Serves as... ...ultra-high-net-worth (UHNW) clients, delivering a... ...that integrates banking solutions, investment strategies... ...in the assigned portfolio / jurisdiction. Enhances... ..., religion, color, national origin, sex (including...Contract workPart timeLocal areaShift work$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...$150k - $175k
...families through a network of more than 40 Private Wealth Advisors. About the Role The Outourced Advisory Solutions (OAS) Private Wealth Consultant (PWC) is... ...leveraging the Capital Group brand through wholesaler, national account, and financial intermediary channels to attract...Work at officeLocal areaFlexible hours$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor in Chicago to manage investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience and a strong knowledge of portfolio management. A CFA designation is...$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...$73k
...to contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based in Niles, IL. Job Profile... ...qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity,...Full timeTemporary workPart timeWork experience placementWork at office$175k - $247.5k
...Description The Merrill Lending Solutions Advisor is a client- and advisor-... ...solutions across Merrill Wealth Management. Lending Solutions... ...focus on Ultra High Net Worth (UHNW) clients. They serve as the... ...a credit and derivative portfolio that will generally be greater...Work at officeShift workDay shift$175k - $247.5k
A leading financial institution is seeking a Lending Solutions Advisor in Chicago to enhance lending solution adoption among UHNW clients. Candidates must have over 12 years of relevant experience and strong communication skills to educate and engage financial advisors...$105.6k - $132k
...Digital Solutions Portfolio Manager (Fleet) Posting Start Date: 5/1/26 Job Location (Short): Chicago, Illinois, USA, 6063... ...regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.Remote workWorldwide$126.82k - $149.2k
...all from Day One. Job Description Portfolio and pricing managers at U.S. Bank are focused... ..., develop, and continually optimize solutions that drive adoption, engagement, and... ...without regard to race, religion, color, sex, national origin, age, sexual orientation, gender...Temporary workWork experience placementLocal areaShift work3 days per week$97.74k - $147.65k
We are looking for a Portfolio Solutions Sr. Project Manager to join our team. This will be a hybrid role based in O’Fallon, Chicago, Alpharetta... ...of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation,...Local areaFlexible hours$98.4k - $199k
...regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net... ...activities. You will collaborate within Wealth Management to ensure compliance with... ...benefits including medical insurance and retirement plans. #J-18808-Ljbffr Old National Bank$74k - $100k
...Wealth Advisor We do the right things, right now. We do them in a way... ...Coordinates unique portfolio requirements or client situations... ...Knowledge of investment solutions, risk management, asset allocation... ...age, race, color, religion, national origin, sex, marital status,...InternshipLocal area$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a... ...and manage a holistic wealth management practice. You... ...investment management solutions, and risk management... ...update financial plans and portfolios. Educate... ...race), religion, color, national origin, ancestry, physical...Temporary workLocal areaFlexible hours$100k - $300k
...Organization RWA Wealth Partners is a boutique... ...that provides customized solutions designed to help... ...six offices across the nation, serving over 6,000 clients... ...Wealth Advisors to join our independent... ...prospective client's investment portfolios and financial planning...Local area$88.8k - $165.6k
...Commercial Sales & Service This role supports our National Industries Team (NIT) within the Commercial Bank. NIT provides... ...new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in...Contract workPart timeWork experience placementWork at officeLocal area$98.4k - $199k
Senior PM Portfolio Manager Job Locations US-IL-Chicago... .../Function Trust/Wealth Management... ...Overview Old National Bank has been serving... ...Management's investment solutions to achieve client's investment... ...development efforts with Wealth Advisors, Trust Officers and...Full timeWork experience placementWork at officeLocal area$102k - $190k
...Street Job Family Group: Wealth Sales & Service Provides... ...to attract, retain and grow a portfolio of prospect and client... ...delivery of holistic advice and solutions designed to meet the client's... ...regard to race, religion, color, national origin, sex (including...Contract workPart timeLocal areaShift work$102k - $190k
...Street Job Family Group: Wealth Sales & Service Provides... ...client/relationship management solution. Identifies and makes... ...the relationship manager on portfolio management issues. Evaluates... ...regard to race, religion, color, national origin, sex (including pregnancy...Contract workPart timeLocal area$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...- Overview Merrill Wealth Management, part of Bank of... ...America, seeks a Financial Advisor to serve high‑net‑... .... Communicate solutions that meet client needs... ...development Pipeline management Portfolio management Prospecting... ...color, religion, sex, national origin, age,...Shift workDay shift
$74k - $100k
Role Overview The Wealth Advisor will serve as the primary point of contact... ...accounts. Coordinate unique portfolio requirements or client... ...clients. Knowledge of investment solutions, risk management, asset... ...age, race, color, religion, national origin, sex, marital status,...$200k - $250k
...Sr. Solutions Advisor This position will be hybrid and can be hired in Iowa, Minnesota or... ...sales opportunities across Optiv's entire portfolio. Clearly articulate how the... ...marital status, genetic information, national origin, status as an individual with a...Work experience placementLocal areaRemote workWork from home$73k
## Financial Solutions Advisor - PNC Wealth ManagementApplylocations: IL - Nilestime type: Full timeposted on: Posted Yesterdayjob requisition id: R224566# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets...Full timeTemporary workPart timeWork experience placementWork at office$102k - $190k
...Canal Street Job Family Group Wealth Sales & Service Job Overview... ...attract, retain and grow a portfolio of prospect and client relationships... ...of holistic advice and solutions designed to meet the client’s... ...to race, religion, color, national origin, sex (including pregnancy...Local areaShift work
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