Senior Wealth Planning Advisor
$85k - $135kBrighton Jones LLC
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 in financial planning and possess relevant certifications like CFP or CPA. This position offers a competitive salary range of $85,000 - $135,000, along with comprehensive benefits including fully paid medical coverage and flexible vacation policies. #J-18808-Ljbffr Brighton Jones LLC
- Bank of Montreal Wealth Management seeks an experienced advisor to provide specialized planning for high net worth clients in Chicago. You will collaborate with Private Bankers, Investment Counsellors, and other professionals to design comprehensive wealth planning solutions...Senior
- BMO Financial Group in Chicago offers specialized wealth planning for High Net Worth clients, partnering with Private Bankers and Investment Counsellors to deliver comprehensive solutions across financial, tax, estate and trust planning. This role focuses on growth, client...Suggested
$71.25k - $105k
JPMorgan Chase is seeking a Personal Advisor in Chicago to create custom financial plans for clients through video and phone meetings. Your role will focus on building personalized financial strategies and managing relationships to fulfill clients' financial goals. The...Suggested- Bank of America seeks a wealth planning professional to support Merrill advisors in addressing client objectives for planning, philanthropy, and wealth transfer/tax minimization. You will analyze estate and financial information, build relationships with advisors and internal...Suggested
$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
...financial services firm in Oak Brook is seeking a Financial Advisor to deliver comprehensive wealth management solutions. The role focuses on establishing... ...client relationships and providing tailored financial planning. The ideal candidate will hold necessary FINRA...Senior$48k - $100k
...financial services firm in Chicago is seeking an experienced Financial Advisor to deliver comprehensive wealth management strategies. Responsibilities include client assessments, financial planning, and building relationships. Candidates must possess FINRA Series 7 & 6...Senior$99k - $165k
LPL Financial LLC seeks a Senior Financial Representative in Oak Brook, Illinois, to provide investment solutions to clients. Your role will involve managing a large book of clients, ensuring compliance, and delivering exceptional service while helping clients with their...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 in Northbrook, Illinois seeks a Wealth Management Advisor II to lead advisory services and coordinate a specialist team delivering wealth planning, investments, and trust offerings. You will drive client opportunities, manage a private bank team, and ensure...SeniorBank staff
- Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This role requires extensive experience handling high net worth (HNW) and ultra-high net worth (UHNW) client portfolios. The successful candidate...Senior
- Hightower Advisors in the Chicago area seeks a Wealth Advisor to manage high-net-worth client relationships and deliver comprehensive planning solutions. You will lead client meetings, craft tailored wealth strategies, and coordinate with a team of professionals to implement...SeniorWork at officeRemote work
$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$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- 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 the...Senior
$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- ...have typically 7+ years of relevant experience, preferably with an MBA or Certified Financial Planner certification, and expertise in wealth management. The role includes developing sales strategies, ensuring timely execution of transactions, and applying risk management...Senior
$120k - $150k
...Investment Partners, Inc is seeking a Lead Advisor based in Chicago, focusing on developing and managing client relationships for wealth management. This role includes... ...communication skills, and proficiency in financial planning tools are essential. This position offers...SeniorRemote job$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...Family Group Private Client Coverage Job Family Financial Planning Services Primary Location Chicago Illinois United States...SeniorFull time- 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
$114.5k - $194.7k
Northern Trust Corp is seeking a Relationship/Trust Advisor in Chicago for managing high net worth client relationships. This role involves providing fiduciary and administrative services while ensuring client satisfaction through effective communication and collaboration...Senior- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary... ...comprehensive benefits package includes retirement plans and a discretionary bonus program. Join a...Senior
- ...solutions to clients, enhancing client satisfaction through proactive relationship management. Requirements include a strong background in wealth management, proven experience with high-net-worth clients, and a minimum of 7 years in a related role. Applicants with an MBA or...Senior
- 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...Senior
- ...-net-worth clients. The position requires a strong knowledge of wealth management and provides opportunities for professional growth through... ...environment. Competitive benefits including health insurance and retirement plans are offered. #J-18808-Ljbffr Koitecc SolutionsSenior
$115k - $145k
Huron Consulting Group is seeking a Senior Associate for their Workday Adaptive Planning practice. This role involves advising clients on financial planning best practices and managing project lifecycles from design to testing. Ideal candidates will have 3-5 years of experience...Senior$57.5k - $106.5k
BMO U.S. is seeking a licensed financial advisor in Park Ridge, Illinois. In this role, you will act as the primary contact for clients,... ...salary range of $57,500.00 - $106,500.00 with additional benefits including health insurance and retirement plans. #J-18808-Ljbffr BMO U.S.Senior- Corebridge Financial, Inc. is looking for a Retirement Plan Consultant III in Chicago, IL. This role focuses on providing objective guidance to plan sponsors and eligible employees, ensuring they are aware of plan benefits and features. You'll conduct presentations and...SeniorRemote job
- ...business growth. This role requires 5-7 years of experience in wealth management and a strong understanding of the financial industry.... ...salary and benefits including health insurance, retirement savings plans, and tuition reimbursement. #J-18808-Ljbffr Hispanic Alliance...Senior
- State Farm is seeking a licensed Investment Planning professional to assist clients in building long-term financial plans. Your role includes conducting client meetings, preparing investment recommendations, and ensuring compliance with regulations. You will work in a...Remote job
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