Senior Wealth Advisor for High-Net-Worth Clients
$78.08k - $117.12kCiti
Citi, located in Orland Park, Illinois, is seeking a Wealth Relationship Manager to leverage client relationships and provide tailored financial solutions. This position involves understanding client needs, offering holistic financial planning, and ensuring compliance with regulatory standards. The ideal candidate should have 5-8 years of experience, excellent analytical and communication skills, and a Bachelor's degree. Competitive salary ranging from $78,080 to $117,120, coupled with excellent benefits including medical, dental, and vision coverage. #J-18808-Ljbffr Citi
$78.08k - $117.12k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager in Orland Park, Illinois. The role involves building relationships with high net worth and affluent clients by anticipating their complex financial needs and providing tailored banking, credit, and investment...High net worth- A major financial services provider is seeking a Financial Advisor in Orland Park, Illinois. The ideal candidate will develop relationships with high-net-worth individuals, assess client needs, and provide tailored investment recommendations. Candidates must have at least...High net worthFull time
$80k - $90k
A leading financial services firm is seeking a Financial Advisor in Orland Park, IL. The role involves assisting high-net worth clients with their financial strategies, developing strong client relationships, and collaborating with experienced advisory teams. Candidates...High net worth$78.08k - $117.12k
Citigroup Inc. is seeking a Wealth Relationship Manager in Orland Park, Illinois. The role involves building relationships with affluent clients, understanding their financial needs, and providing comprehensive financial solutions. Ideal candidates will have 5-8 years...SeniorFull time- ...Fairygodboss is seeking a Private Client Advisor in Oak Lawn, Illinois, to provide comprehensive financial planning and personalized investment solutions. The role involves building client relationships, demonstrating integrity and financial market understanding, and...Suggested
- A leading financial services firm in Lockport, Illinois is looking for a Private Client Advisor to deliver comprehensive financial planning and advice. This role emphasizes building strong client relationships, educating clients about investment solutions, and leveraging...
$41.2k - $76.8k
Senior Client Service Representative Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the...SeniorMinimum wageLocal area$41.2k - $76.8k
...Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver...SeniorMinimum wageContract workWork at officeLocal areaNight shift$62k - $72k
...Senior Processor (Processor Level III) We're building a relationship... ...to doing what's right for our clients. At CIBC, we embrace your... ...to minimize errors and ensure high standards are maintained. The... ...in working with high-net-worth clients as well as third-party...SeniorHigh net worthRemote workShift work2 days per week3 days per week- Fairygodboss is hiring a Financial Advisor in New Lenox, Illinois. The role emphasizes building strong client relationships while offering innovative investment solutions tailored to meet their financial needs. Successful candidates will have at least 2 years of experience...
$80k - $90k
...Job Description Merrill Wealth Management is a leading provider of comprehensive... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...be responsible for working with high‑net worth individuals identifying needs, developing...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift- Merrill Wealth Management is a leading provider of comprehensive... ...investment advice and guidance. The Advisor Development Program As an... ...responsible for working with high‑net‑worth individuals identifying needs... ...existing and prospective clients. Additionally, you’ll have the...High net worthInterim roleImmediate startShift workDay shift
$41.2k - $76.8k
Marsh McLennan Agency is seeking a Senior Client Service Representative in Orland Park, Illinois. This role includes supporting Account Managers, executing service strategies, and building strong client relationships through various communication channels. The ideal candidate...Senior- ...Park, IL. This role requires meeting middle-income clients' needs by educating them about financial security and wealth creation through ethical sales practices. The... ...strategies, and build relationships with clients. A High School Diploma is required, and a Bachelor's...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Orland Park, IL. You will be the main point of contact for affluent clients, managing their banking relationship and utilizing a proactive approach to achieve growth. The ideal candidate has a strong commitment...
- A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions to clients. The role requires at least 2 years of experience in financial advising and emphasizes building strong client relationships. Candidates should possess...
- ...Banker in Orland Park, Illinois. You will represent our brand with hospitality and engage in building meaningful relationships with clients. This role involves clients’ financial needs addressing using our banking solutions. Ideal candidates have sales experience in...Flexible hours
- ...Relationship Banker in Orland Park, Illinois. In this role, you will represent the brand by providing exceptional service and managing client relationships. Ideal candidates have over a year of sales experience in Retail Banking and possess excellent communication skills....
$18 - $20.19 per hour
...seeking a Consumer Banker to manage relationships with existing clients and prospect for new ones in Orland Park, Illinois. You'll open... ...banking, strong product knowledge, and will act as a trusted advisor. This role offers a pay range of $18.00 - $20.19 per hour. #J-...Hourly pay- ...Orland Park, Illinois, is seeking a Relationship Banker to cultivate client relationships and offer personalized financial solutions. The... ...least one year of relationship-based consultation experience, a high school diploma, and be eligible for NMLS registration. Old...
- 711 MS Smith Barney, LLC in Homewood, Illinois is looking for a Senior Registered Client Service Associate to provide exceptional service to clients while supporting Financial Advisors. This role involves cultivating new client relationships, executing transactions, and...Senior
- ...J.P. Morgan Chase is hiring a Private Client Advisor in Matteson, IL. In this role, you will offer comprehensive financial planning and investment solutions to diverse clients. Ideal candidates have at least 2 years in a Financial Advisor position and possess necessary...
- A logistics company in La Grange, IL is seeking a Client Services Representative. This role involves responding to client inquiries, resolving... ...complaints, and managing order issues. Applicants should have a High School Diploma or GED and 2-4 years of client service experience...SeniorWorldwide
$78.08k - $117.12k
The Wealth Relationship Manager SAFE Act is a seasoned professional... ...share of the affluent and High Net Worth segment with financial planning... ...financial needs of the client and offer solutions through a... ...Lending Consultants and Financial Advisor, Small Business Partners, Relationship...High net worthFull timeWork at office- ...Orland Park, Illinois. The ideal candidate will handle renewals, lead sales efforts, and cultivate strong relationships with high-net-worth clients. With over 5 years of experience in this field, candidates should have a proven track record in sales and service. The...High net worthFlexible hours
- ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...with Dodd Frank/Truth in Lending Act* ~ High school degree, GED, or foreign equivalent...Immediate startAfternoon shift
- A leading insurance company in Harvey is seeking a Financial Representative. In this full-time role, you will engage with clients to understand their financial needs and recommend suitable products. Ideal candidates will have strong interpersonal skills and a customer-focused...Full time
- A financial services firm is seeking a Financial Advisor in Frankfort, Illinois. In this role, you'll build client relationships and create personalized financial strategies in an engaging environment. Paid training and strong support are offered to help you develop your...
- A leading logistics company in the US is hiring a Sr. Client Service Specialist for the third shift. The role involves responding to customer... ...throughout client interactions. Ideal candidates will have a high school diploma and 2-4 years of client service experience....SeniorWorldwideShift workNight shift
- ...Manager About Us Southpoint is an established insurance agency in the Chicagoland market with a national reach. We focus on high-net-worth personal clients. At Southpoint Insurance, we believe our employees are our greatest asset. We foster a work environment where...High net worthFlexible hours
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