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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor for High-Net-Worth Clients in Orland Park, IL vacancy
$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$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 shiftMercer France
Orland Park, IL2 days ago- 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...
- 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 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 shiftMarsh LLC
Orland Park, IL3 days ago- 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...
- ...Merrill Advisor Development Program - Financial Advisor: Chicago... ...Job Description: Merrill Wealth Management is a leading provider... ...Advisors and Wealth Management Client Associates help clients... ...responsible for working with high-net worth individuals identifying needs...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Orland Park, IL4 days ago - 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...
$70k - $80k
...to doing what’s right for our clients. At CIBC, we embrace your strengths... ...visit CIBC.com ( As a Senior Loan Closer in the Consumer... ...experience for our customers. High-Quality Decision-Making:... ...expertise in working with high-net-worth clients as well as closing agents...SeniorHigh net worthRemote workShift work2 days per week3 days per weekCIBC
Worth, IL1 day ago- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning...
Chase
Orland Park, IL1 day ago - ...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....
- ...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...
$28.85 - $33.65 per hour
...Growth and delivering for our clients, teammates, communities, and... ...us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...business owners and higher net worth clients alike. You’ll be able... ...Minimum Education Requirement High School Diploma / GED / Secondary...High net worthHourly payWork at officeImmediate startMonday to FridayShift workDay shift$57.5k - $106.5k
The Hispanic Alliance for Career Enhancement is seeking a Financial Advisor in Frankfort, Illinois. In this role, you will act as the primary client contact, uncovering financial needs and delivering holistic banking and investment solutions while ensuring regulatory compliance...Senior$103.7k - $138.2k
...Position Title: Wealth Advisor Locations: Joliet_IL Time Type: Full time... ...recommendations and advice to perspective and current clients. Helps clients identify their distinct... ...Actively calls on high value prospects and clients of the Bank...Full timeContract workTemporary workWork at officeFlexible hoursMidland States Bank
Homer Glen, IL3 days ago$78.08k - $117.12k
...before referring interested clients to Citibank for their mortgage... ...View Citi’s and the poster.*The Wealth Relationship Manager SAFE Act... ...share of the affluent and High Net Worth segment with financial planning... ...Consultants and Financial Advisor, Small Business Partners, Relationship...High net worthFull timeWork at office- 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
- Bank of America is seeking a client-focused individual in Orland Park, Illinois, to engage clients in lobby banking, offering assistance with transactions through various self-service resources. Ideal candidates must be bilingual in Hindi and possess strong relationship...
- 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...
- 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 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
- BMO is seeking a financial advisor to act as the primary client contact, focusing on uncovering financial needs and providing holistic banking solutions. This role includes developing client relationships, achieving sales targets, and utilizing digital platforms. Qualified...
- ...leading financial services firm in Matteson is seeking a Private Client Advisor to provide comprehensive financial planning and advice to... ...fostering strong relationships and supporting clients from various wealth backgrounds. The ideal candidate has at least 2 years of...
- A leading financial services firm located in Oak Lawn, Illinois is seeking a Private Client Advisor. In this role, you will provide tailored investment solutions and financial planning to individuals and families. Required qualifications include at least 2 years of experience...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor for High-Net-Worth Clients. Be the first to apply!
Related searches
- finance associate Orland Park, IL
- financial advisor Orland Park, IL
- estate planning consultant Orland Park, IL
- financial planning assistant Orland Park, IL
- associate corporate finance Orland Park, IL
- financial planning administrator Orland Park, IL
- financial planning associate Orland Park, IL
- jde finance consultant Orland Park, IL
- financial planner Orland Park, IL
- financial counselor Orland Park, IL