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
$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
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- Bank of Montreal in Frankfort, Illinois, is seeking a financial service consultant to act as the primary client contact. This role involves uncovering financial needs and providing holistic banking solutions while working closely with partners and the community. Ideal...Senior
- 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
$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...
- 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...
- 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...
- ...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 office3 days per week
- ...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
$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- ...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
- DeanHouston in Orland Park, Illinois, is seeking a Senior Account Manager to lead integrated marketing strategies addressing client business goals. Responsibilities include engaging clients, managing multi-channel marketing campaigns, and ensuring client satisfaction....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...
- 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...
- ...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....
- ...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...
$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...SeniorMinimum wageLocal areaNight shift$28.85 - $33.65 per hour
...Position Overview As a Financial Solutions Advisor Stage I (FSA I), you will begin your... ...foundational skills needed to serve clients—building and managing relationships, understanding... ...customers, small business owners, and high‑net‑worth clients. Provide end‑to‑end...High net worthHourly payMonday to FridayShift workDay shift$106.25k - $141.65k
...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 officeImmediate startFlexible hours$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- 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
- Fhassoc is seeking an experienced Tax Senior/Supervisor to prepare and review tax returns for individuals, entities, trust, estate, and... ...firm, focusing on tax compliance and consulting with clients. Join our dynamic team that values camaraderie and an excellent...SeniorRemote jobFlexible hours
$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- LINDENGROUP Architects, P.C. is seeking a Senior Architect in Orland Park, Illinois to oversee a variety of projects including commercial and residential designs. The ideal candidate will lead from concept through construction, managing schedules and budgets, ensuring...Senior
- 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 financial services firm is seeking a Private Client Advisor in New Lenox, Illinois. The role involves providing comprehensive financial planning and advice tailored to client needs, with a strong emphasis on relationship management. The ideal candidate has a...
$100.06k - $162.1k
...Accounting and Advisory services to our clients for over 70 years. We are seeking a Tax... ...Build and serve our partnerships and high net-worth individuals with estate, gift and trust... ...communication abilities Lead tax staff and seniors in a fast-paced, dynamic environment...High net worthWork experience placementLocal area- JPMorganChase is looking for a Private Client Advisor in Oak Lawn, Illinois. In this role, you will build relationships with clients, offering tailored investment solutions and comprehensive financial planning. The position requires at least 2 years of relevant experience...
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