Senior Wealth Portfolio Advisor for UHNW Clients
$164.6k - $288kNorthern Trust Company
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of investment management experience and a strong ability to forge relationships. The advisor contributes to business growth and executes tailored investment strategies. A comprehensive benefits package and a lucrative salary range of $164,600 to $288,000 are included. Preferred qualifications include an MBA or similar certification. #J-18808-Ljbffr Northern Trust
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Portfolio Advisor for UHNW Clients in Chicago, IL vacancy
$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...Senior$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust administration...Senior$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor in Chicago to manage investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience and a strong knowledge of portfolio management. A CFA designation is...Suggested$205.7k - $360.1k
CFA Institute in Chicago is seeking a National Portfolio Advisor responsible for providing comprehensive investment solutions to high net worth clients. This role involves managing complex investment portfolios, advising on strategies, and collaborating with internal partners...Senior$48k - $100k
...Chicago is seeking an experienced Financial Advisor to deliver comprehensive wealth management strategies. Responsibilities include client assessments, financial planning, and... ...experience, and a successful track record in portfolio management. Offering a competitive salary...Senior- Northern Trust is looking for a Senior Portfolio Advisor II in Chicago, IL. This role manages significant... ...accounts for high net worth clients, requiring over 12 years of investment... ...contribute to exceptional service in wealth management. #J-18808-Ljbffr Dormont Manufacturing...SeniorFlexible hours
- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services... ...understanding of fiduciary standards and UHNW client management. Leadership skills and the...Senior
$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...Senior- ...Goldman Sachs is seeking an experienced Private Wealth Advisor to provide comprehensive wealth management plans for ultra high net worth clients. You will build and nurture client relationships, offer tailored advice, and deliver exceptional service while adhering to...Senior
Goldman Sachs
Chicago, IL1 day ago - CFA Institute is seeking a Portfolio Advisor in Chicago, IL, responsible for managing investment activities for high net worth clients. The ideal candidate will have a minimum of 6 to 8 years of experience in wealth management and hold a CFA designation. This role involves...Senior
$48k - $100k
A leading financial services firm in Oak Brook is seeking a Financial Advisor to deliver comprehensive wealth management solutions. The role focuses on establishing strong client relationships and providing tailored financial planning. The ideal candidate will hold necessary...Senior- 001 The Northern Trust Company seeks a Relationship/Trust Advisor in Chicago, IL. This role involves managing complex wealth relationships and providing fiduciary services to high net worth clients. You'll mentor team members and represent the company in professional organizations...Senior
- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree...Senior
$78.08k - $117.12k
A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent clients. The role requires building deep connections through tailored financial solutions and compliance with regulations. Candidates should...Senior$120k
A leading financial services firm is seeking a Senior Wealth Advisor in Chicago, Illinois, to provide tailored financial and investment services to Ultra High Net Worth clients. Ideal candidates will have 6 to 10 years of experience, strong communication skills, and relevant...Senior$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...SeniorWork at officeFlexible hours- ...professional to act as a primary Relationship Manager, overseeing client needs while identifying growth opportunities. The candidate will... ...or Certified Financial Planner certification, and expertise in wealth management. The role includes developing sales strategies,...Senior
- Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This role requires extensive... ...net worth (HNW) and ultra-high net worth (UHNW) client portfolios. The successful candidate will provide exceptional...Senior
- ...assigned region. The ideal candidate will have significant experience in managing client relationships and advising high-net-worth clients. The position requires a strong knowledge of wealth management and provides opportunities for professional growth through a...Senior
- BMO is seeking a Relationship Manager in Chicago to oversee high-net-worth clients in wealth management. This role involves coordinating with teams to provide tailored banking solutions and drives business growth through strategic initiatives. The ideal candidate has extensive...
- A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing...
$57.5k - $106.5k
BMO U.S. is seeking a licensed financial advisor in Park Ridge, Illinois. In this role, you will act as the primary contact for clients, uncovering financial needs while providing holistic banking and investment solutions. A major focus will be on client acquisition and...Senior- ...Business Development Manager to execute strategies, manage relationships with high-net-worth clients, and drive business growth. This role requires 5-7 years of experience in wealth management and a strong understanding of the financial industry. Ideal candidates will...Senior
$96.5k - $207.5k
Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager in Chicago, Illinois to oversee transactions and portfolio management. This role requires maintaining accountability for risk while ensuring a positive customer experience. The ideal candidate will...Senior- Bank of Montreal is seeking a Commercial Financial Analyst in Chicago, Illinois to manage a commercial client portfolio within the Dealership Finance - Auto Industry segment. The ideal candidate will conduct financial analyses and collaborate with teams to support credit...Senior
$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...advise the effects on the investors' portfolios Recommend changes to the investors'...SeniorFull timeCitigroup Inc
Chicago, IL3 days ago- ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm founded... ...offices across the country, Mesirow serves clients through capabilities spanning Private... ...upon fee-based, discretionary managed portfolios. Primary Duties: Utilize...SeniorLocal area
Mesirow Financial
Chicago, IL19 hours ago - JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...Senior
- ...the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based,... ...a Sr. Manager, Wealth Advisor , you’ll manage ongoing... ...recommendations that align portfolios to client objectives,... ...Coachability: Demonstrates a senior learning mindset by...SeniorWork at office
Charles Schwab
Chicago, IL5 days ago - Plante Moran is seeking an accounting professional in Chicago, IL to provide impactful accounting services to clients. Responsibilities include recording financial transactions, managing accounts receivable and payable, and compiling financial reports. The ideal candidate...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Portfolio Advisor for UHNW Clients. Be the first to apply!
Related searches
- senior financial advisor Chicago, IL
- project finance associate Chicago, IL
- international financial advisor Chicago, IL
- financial advisor part time Chicago, IL
- financial planner Chicago, IL
- senior wealth advisor Chicago, IL
- financial planning associate Chicago, IL
- oracle financial functional consultant Chicago, IL
- financial advisor associate Chicago, IL
- associate financial representative Chicago, IL