Wealth Advisor
Mariner
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs Effectively work with your team and available resources in support of our clients, executing client requests and updating information Active participant in obtaining new clients in partnership with strategic relationships and community networks Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications Bachelor’s degree required 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Demonstrated talent development experience, training new staff, mentoring interns, etc. Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures.
EOE M/F/D/V
#J-18808-Ljbffr Mariner$74k - $138k
...Application Deadline:07/30/2026Address:114 W First StreetJob Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience...SuggestedContract workPart timeLocal areaBank of Montreal
Hinsdale, IL1 day ago$100k - $130k
Hybrid, Construction Estimator role with Employer Assisted Benefits, 401k, Quarterly Bonuses, Vacation / Sick Time, etc. This Jobot Job is hosted by: Jennifer Sabo Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $...SuggestedPermanent employmentFull timeFor subcontractorLocal areaJobot
Oakbrook Terrace, IL4 days ago$74k - $138k
...needs and concerns to diagnose and facilitate resolution of client issues. Introduces subject matter experts to the client. Shares wealth solutions expertise and product knowledge across regional team. Develops solutions and makes recommendations based on an understanding...SuggestedLocal areaKoitecc Solutions
Hinsdale, IL4 days ago- TwinThread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs. The ideal...Suggested
- A leading financial institution in Oak Brook is seeking a Financial Advisor to develop a book of business and deliver tailored investment solutions. The ideal candidate will have a minimum of one-year experience in financial services, hold necessary licenses, and demonstrate...SuggestedTraineeship
$90k - $120k
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services... ...scale empower its vibrant community of independent‑minded wealth advisors to grow their businesses and help their clients achieve their...Permanent employmentWork at officeLocal areaWork from home2 days per week3 days per week- ...recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. We do not accept resume submissions from...Full time
Creative Planning
Oak Brook, IL2 days ago $36k
...more than your next job? Join Northwestern Mutual as a Financial Advisor and build a long-term career helping individuals, families, and... ...Provide guidance on insurance, investments, retirement, and wealth planning Grow and manage your own client practice What We Provide...Work at officeLocal areaBBG Ventures
Downers Grove, IL4 days ago- ...Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must...Work at officeLocal area
Western & Southern Life
Oak Brook, IL21 hours ago $90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Temporary workLocal areaFlexible hoursCAPTRUST
Chicago, IL5 days ago$45.5k - $60k
...stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility,...Full timeWork experience placementLocal areaAmeriprise Financial
Downers Grove, IL2 days ago- ...requirements Compensation that is 100% benefitable, regardless of the product or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a...
Tri-State Wealth Advisors of Prudential Advisors
Oak Brook, IL4 days ago $36k - $75k
...Financial Representative. An education‑based Accelerator Program designed to successfully transition you to an independent Financial Advisor within 24 months or less. 401(k) plan with a 2% company contribution and 6% company match. Work‑life balance with vacation,...TraineeshipHome officeMutual of Omaha
Villa Park, IL4 days ago- ...Financial Advisor - Illinois JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced...Full timeTemporary workWork at office
A Hiring Company
Downers Grove, IL21 hours ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Oak Brook, IL4 days ago$74.25k - $123.75k
...Job Overview Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients’ immediate and long‑term investment needs, help design solutions...Work experience placementWork at officeImmediate startWork from homeLPL Financial
Oak Brook, IL3 days ago- ...Lakeshore Financial Group, our financial professionals and financial advisors are here to serve as your source of support. Our team is... ...retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands‑on...For contractorsWork at officeRemote work
Lakeshore Financial Group
Oak Brook, IL21 hours ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Downers Grove, IL21 hours ago$1,000 per week
...Terrace, IL . Pharmaceutical Sales Representative (Specialty GI) - Joliet, IL Chicago, IL $300,000.00-$325,000.00 2 weeks ago Asset & Wealth Management, Private Wealth Management, Financial Analyst - Chicago Remote Accountant – Budget & Financial Analyst Financial...Full timeRemote workThe Western and Southern Life Insurance Company
Oakbrook Terrace, IL2 days ago$60k - $80k
Job Description Job Description Modern Woodmen has an excellent opportunity for a Financial Representative in the Chicagoland area. Our Financial Representatives help their clients (Modern Woodmen members) plan for their financial security through life insurance, ...Flexible hoursCatalyst Career Group
Oak Brook, IL6 days ago$48k - $100k
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...Work at officeShift workDay shift- ...Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Our Vision is to be THE Trusted Advisor for our clients....Full timeWork at office
Regal Securities
Glenview, IL21 hours ago $120k - $185k
...professionalism, ethics, quality, and integrity Open and ready to expand your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering,...Full timeWork experience placementLocal areaBerkeley Research Group
Berkeley, IL3 days ago$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hoursUnavailable
Downers Grove, IL1 day ago- ...demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Wealth Advisor at Capital Group" As a Private Wealth Advisor, you will work directly with high-net-worth individuals and high-complexity...Temporary workLocal areaFlexible hours
Capital Group
Berwyn, IL10 days ago $60k
...community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing...Base plus commissionOld National Bank
Hickory Hills, IL2 days ago$300k
...Job Summary As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships...Full timeWork at officeLocal areaK & B Communications
Oak Brook, IL2 days ago$75k - $90k
...Job Description: Financial Services Associate Our client is a rapidly growing boutique Wealth Management and Fidelity Registered Investment Advisory firm located in Oakbrook Terrace, IL. The firm provides comprehensive financial planning and wealth management...Summer workWork at officeFinancial Planner Recruiting, LLC
Oak Brook, IL6 hours ago$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...National Black MBA Association
Orland Park, IL1 day ago$85.5k - $139.35k
Finance Analyst Chamberlain Group (CG) is a global leader in intelligent access and Blackstone portfolio company. Powered by our myQ technology, we make access simple and secure for millions of homeowners, businesses, and communities worldwide. Our flagship brands, ...Temporary workWork at officeWorldwide3 days per weekChamberlain Group
Oak Brook, IL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
