Senior Wealth Portfolio Advisor II
Dormont Manufacturing Co
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago, IL. This role manages significant investment accounts for high net worth clients, requiring over 12 years of investment management experience and strong sales skills. The successful candidate will generate new business, lead complex trust relationships, and collaborate closely with a broader client service team to achieve investment goals. Comprehensive benefits and a flexible work culture are offered. Join us and contribute to exceptional service in wealth management. #J-18808-Ljbffr Dormont Manufacturing Co
$205.7k - $360.1k
CFA Institute in Chicago is seeking a National Portfolio Advisor responsible for providing comprehensive investment solutions to high net worth clients. This role involves managing complex investment portfolios, advising on strategies, and collaborating with internal partners...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$164.6k - $288k
SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R152404 Position manages a set of fee‑producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical...SeniorH1bLocal area$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- Bank of Montreal is seeking a Commercial Financial Analyst in Chicago, Illinois to manage a commercial client portfolio within the Dealership Finance - Auto Industry segment. The ideal candidate will conduct financial analyses and collaborate with teams to support credit...Senior
$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...trends/activities and advise the effects on the investors' portfolios Recommend changes to the investors' holdings after...SeniorFull time- ...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
$74k - $100k
...Role Overview The Wealth Advisor will serve as the primary point of contact with Wealth clients, maintaining existing relationships and... ...incremental assets within client accounts. Coordinate unique portfolio requirements or client situations with the FFB Investment Committee...$82.1k - $172.5k
...General Function The Portfolio Manager II is responsible for managing a portfolio of commercial loans and underwriting transactions. This position... ...portfolio performance reports and presentations for senior management, offering strategic insights and high‑level recommendations...$82.1k - $172.5k
...General Function The Portfolio Manager II is responsible for managing a portfolio of commercial loans and underwriting transactions. The role... ...comprehensive portfolio performance reports and presentations for senior management, offering strategic insights and high‑level...$74k - $100k
...and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client... ...assets within client accounts Coordinates unique portfolio requirements or client situations with FFB Investment Committee...InternshipLocal area- ...what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing... ...recommendations that align portfolios to client objectives, risk profile... ...: Demonstrates a senior learning mindset by seeking input...SeniorWork at office
- ...Senior Wealth Advisor Safe Act Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated... ...trends/activities and advise the effects on the investors' portfolios Recommend changes to the investors' holdings after...Senior
$54.4k - $111.5k
...take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing analytical activities...Work at officeLocal area$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...$96.5k - $207.5k
Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager in Chicago, Illinois to oversee transactions and portfolio management. This role requires maintaining accountability for risk while ensuring a positive customer experience. The ideal candidate will...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$53.4k - $109.5k
A leading financial institution is seeking a Credit Analyst II in Chicago, Illinois. This role involves supporting Portfolio Managers, performing risk and financial analysis, and ensuring accurate documentation for various credit assessments. The ideal candidate will possess...- BMO is seeking a Portfolio Manager in Chicago to manage commercial real estate loans and work collaboratively with Relationship Managers. This role requires analyzing credit proposals, preparing lending documents, and monitoring a portfolio of customers. The ideal candidate...Senior
$53.4k - $109.5k
Credit Analyst II - Financial Institutions Total Base Pay Range 53,400.00 - 109,500.00 USD Annual GENERAL FUNCTION The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while...Work at officeLocal area$105k - $130k
Solar Landscape, LLC is seeking an Engineering Portfolio Manager in Chicago. This position oversees solar energy project execution from development through construction. The role demands a Bachelor’s degree in Engineering and 3+ years of relevant experience, with a strong...SeniorRemote jobFlexible hours- Morningstar Credit Ratings, LLC is seeking a Portfolio Manager & Senior Quantitative Researcher in Chicago. This professional will contribute to developing systematic equity strategies, managing portfolios, and conducting quantitative research. A hybrid work model allows...SeniorFlexible hours
$96.5k - $207.5k
Fifth Third Bank is seeking a Commercial Senior Portfolio Manager to manage transactions and business portfolios in Chicago. This role requires at least 8 years of experience in renewable energy finance and involves critical responsibilities like analyzing credit structures...SeniorFull time$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$122.4k - $228k
...effectively, ensuring alignment with both client requirements and bank policies. This role involves extensive client interaction, portfolio performance analysis, and the development of strategic financial solutions. The ideal candidate should possess a Bachelor's degree...Senior$114k - $149k
...us to make a real difference, every day. Location Evanston, IL - On-site 4 days per week (Mon to Thurs) Job Overview The Portfolio Strategy Senior Analyst will support both Kardigan’s portfolio strategy and business development activities, contributing to the...Senior$80.5k - $169.1k
...Third Bank. GENERAL FUNCTION: Provides credit risk management for portfolio credits having a moderate to complex degree of difficulty. Daily... ...screen. Travel may be required. Commercial Portfolio Manager II - Financial Institutions Total Base Pay Range 80,500.00 - 169,10...Full timeWork at office$54.4k - $111.5k
...Fifth Third Bank, N.A. is looking for a Credit Analyst II in Chicago, IL. This role focuses on credit analysis, underwriting responsibilities... ..., and effective risk management while collaborating with Portfolio Managers. The ideal candidate has a Bachelor's degree in...- Associated Trust Company, NA in Chicago is looking for a candidate to manage and grow a portfolio of complex private banking and commercial relationships. The position demands strong financial analysis and risk management skills to ensure credit quality and client satisfaction...Senior2 days per week3 days per week
$54.4k - $111.5k
Fifth Third Bank seeks a Credit Analyst II responsible for underwriting and credit analysis in Chicago, Illinois. The position requires... ...strong analytical skills. Key duties include collaborating with Portfolio Managers, monitoring financial covenants, and preparing credit...
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