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
- AFIN Family Wealth Management Inc. is seeking aSenior Financial Advisor to lead the development and execution of tailored financial plans for high-net-worth and key business clients. You will deliver investment guidance, retirement and tax planning, and sophisticated estate...SeniorHigh net worth
- ...Bank in Orland Park, IL is seeking an experienced Senior Financial Advisor to inherit an established client book and drive growth through strategic financial... ...manage revenue-generating relationships with high-net-worth clients, focusing on retirement, estate, and tax...SeniorHigh net worth
- ...AFIN Family Wealth Management Inc. is a premier firm specializing... ...the unique needs of each client. We are currently seeking a highly skilled and experienced Senior Financial Advisor to join our dynamic team.... ...mitigation solutions for high-net-worth clients. Turnkey Life...SeniorHigh net worthWork at office
$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- USI Insurance Services in Illinois seeks a seasoned Premier client manager for Tiers 2 and 3 (HNW & Affluent). You will renew, market, and review client programs, answer questions from clients and carriers, and provide strategic coverage recommendations while maintaining...SeniorHigh net worth
$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- ...Job Description Job Description Senior Tax Associate Tinley Park, IL | Hybrid... ...sacrificing your personal life? Our client is a highly respected boutique CPA firm serving privately... ...projects for business owners and high-net-worth individuals. Research tax issues and...SeniorHigh net worthWork at officeRemote work3 days per week
$16 per hour
...process. SR Financial Advisor (Inherited Book of... ...established portfolio of client relationships and an... ...an experienced, high-performing Senior Financial Advisor to... ...active book of high net worth clients. This role is... ...and multi-generational wealth transfer. Organic Growth...SeniorHigh net worthFull timeTemporary workWork at officeLocal areaImmediate start$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- A financial services institution in Hickory Hills is seeking a Private Wealth Advisor to develop client relationships and provide financial guidance. Ideal candidates should possess a Bachelor's Degree and have at least 3 years of wealth management experience. The role...
- 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...
- 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 using...
$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 wageLocal areaNight shift- 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- ...advisory firm serving privately held businesses and high net worth individuals throughout the Chicagoland area. Our focus... ...real relationships, so our people become trusted advisors rather than just preparers. Clients come to us for audit, tax, accounting, advisory and...SeniorHigh net worthWork at officeLocal area
$55k - $65k
...Senior Account ManagerThe Bulow Group is reimagining business insurance... ...- while being that strategic advisor to cover their blind spots.... ...that believes exceptional client service starts with valuing... ...services to our personal lines and high net worth clients. The Account...SeniorHigh net worthTemporary workWork at officeLocal areaFlexible hours3 days per week- ...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...
- 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...
$85k - $100k
...for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not... ...Prepare proposals and summaries of insurance, as needed. Maintain a high degree of accuracy in agency management and document management...SeniorHigh net worthTemporary workLocal areaFlexible hours- ...financial institution is seeking a Relationship Banker for its Orland Park Harlem Branch in Orland Park, IL. This role involves managing client relationships, offering banking solutions, and ensuring exceptional service. Candidates should have at least 1 year of sales...
$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- Marquette Bank is looking for a Sr. Financial Advisor to provide clients with expert advice on financial matters. You will conduct thorough reviews of clients' financial situations and develop tailored financial strategies. A college degree and at least 5 years of experience...Senior
$90k - $135k
..., disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring... ...BRG has experienced professionals who understand the challenges clients face making it well-equipped to help solve clients issues....SeniorFull timeWork experience placementLocal area- Jobot is seeking a Tax Senior for our Mokena, IL office (serving the Orland Park area) offering a hybrid work arrangement. You will prepare... ...types and mentor junior staff. We value proactive tax planning, client relationship building, and staying current with tax law changes....SeniorWork at officeLocal area
$35.6k - $66.2k
...Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight.... ...procedures system for tracking. Project manage the EHB team at a high-level to ensure renewal, compliance, and client deadlines are...Minimum wageWork at officeLocal areaNight shift$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$75k - $85k
...with 2-5 years of public accounting experience who enjoys building client relationships just as much as preparing tax returns. This is a highly visible role where you'll work directly with high-net-worth individuals and business owners from the beginning, partnering...High net worthWork at officeRemote work$35.6k - $66.2k
...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...Minimum wageLocal areaNight shift- Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program, a pathway to becoming a Financial Advisor. You’ll build a client base, leverage referrals, and deliver investment guidance while coordinating with internal specialists...
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