Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Strategist for High-Net-Worth Clients

associatedbank

Associated Bank seeks a Senior Wealth Planner to work with high-net-worth individuals, business owners, and executives to craft sophisticated planning strategies and deepen client relationships. You will partner with wealth advisors and cross-bank professionals to drive new business growth and serve as a trusted subject matter expert. The role emphasizes advanced planning concepts, estate and wealth transfer planning, and tax considerations, with opportunities to present solutions and educate #J-18808-Ljbffr associatedbank

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist for High-Net-Worth Clients in Chicago, IL vacancy
  • 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
    High net worth

    JPMorganChase

    Chicago, IL
    1 day ago
  • U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with medium to large high-net-worth clients. You will assemble a team of Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert guidance... 
    Senior
    High net worth

    U.S. Bank

    Chicago, IL
    3 days ago
  • Cypress HCM in Chicago, IL seeks an experienced Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering goals-based investment and financial planning strategies. You will act as trusted advisor, assess client circumstances, coordinate with... 
    Senior
    High net worth

    Cypress HCM

    Chicago, IL
    3 days ago
  • Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational families...  ..., trust education, wealth planning, and risk management, with an emphasis on client experience and relationship growth... 
    Senior
    High net worth

    Bank of America

    Chicago, IL
    3 days ago
  • $102k - $208k

    A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver comprehensive wealth plans. The ideal candidate has over 5 years of experience in wealth management and strong communication... 
    Senior
    High net worth
    Full time
    Flexible hours

    Huntington National Bank

    Chicago, IL
    4 days ago
  • $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
    High net worth

    Old National Bank

    Chicago, IL
    4 days ago
  • BDO USA, LLP is seeking a Tax Experienced Senior for Private Client Services (PCS). The role focuses on tax compliance and consulting for high net-worth clients, including individuals, estates, trusts, and family offices. The candidate will participate in engagements,... 
    Senior
    High net worth

    BDO USA, LLP

    Chicago, IL
    4 days ago
  • $110k - $215k

     ...America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience... 
    Senior
    High net worth

    Bank of America

    Chicago, IL
    2 days ago
  •  ...attorney with 9+ years of estate planning experience to join the Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth individuals, families, family offices, and closely held businesses on... 
    Senior
    High net worth
    Private practice

    Thompson Coburn LLP

    Chicago, IL
    1 day ago
  • RBC is seeking a Senior Associate Wealth Strategist to advance wealth transfer planning within the client experience for HNW and UHNW clients in the United States. You will work with external Wealth Strategists and Financial Advisors to ensure a coordinated, compliant,... 
    Senior
    High net worth

    RBC

    Chicago, IL
    1 day ago
  • $300k - $400k

     ...estate planning experience to join its Private Client practice. The ideal candidate will handle sophisticated wealth transfer planning, trust and estate...  ...administration, and fiduciary income tax matters for high- and ultra-high-net-worth individuals and families. Candidates must... 
    Senior
    High net worth
    Private practice

    Thompson Coburn LLP

    Chicago, IL
    3 days ago
  •  ...Office Services Team, the Senior Wealth Strategist is responsible for producing...  ...Managing Directors and the client team to prepare for and attend...  ..., writes, and publishes high-quality articles on complex...  ...strategic wealth planning for high-net-worth individuals and multi-... 
    Senior
    High net worth
    Work at office

    Oxford Financial GRP

    Chicago, IL
    2 days ago
  •  ...Principal to strategically grow and manage relationships with ultra-high net worth clients. You will oversee investment solutions, advise on markets, and collaborate with internal partners to deliver bespoke wealth management services. The role requires extensive experience,... 
    High net worth

    Citi

    Chicago, IL
    4 days ago
  • A prestigious national wealth management firm in Chicago is seeking a high-caliber Wealth Advisor to serve high-net-worth clients. This role offers an exceptional opportunity for an advisor focused on business development. Candidates should have 5-10 years of relevant... 
    High net worth

    Talent Focus Executive Search and Consulting

    Chicago, IL
    4 days ago
  • A leading financial services firm is seeking a Managing Director of Wealth Transfer Strategy to serve ultra-high-net-worth clients. The successful candidate will provide advanced estate, wealth transfer, and business succession strategies, ensuring alignment with client... 
    Senior
    High net worth

    Moneta

    Chicago, IL
    4 days ago
  • RK Partners seeks a Senior Wealth Manager to build relationships, close new business, and operate with independence and flexibility for high-net-worth clients. You will drive growth, deliver white-glove service, and act as a trusted advisor with a collaborative team supporting... 
    Senior
    High net worth

    RK Partners

    Chicago, IL
    4 days ago
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. We support Relationship Managers in day-to-day client needs, onboarding, and portfolio activities, coordinating with governance... 
    High net worth

    Wintrust Financial Corporation

    Chicago, IL
    2 days ago
  • Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial...  ...develop sophisticated planning strategies that deepen client relationships and drive new business growth. This is an... 
    Senior
    High net worth

    Associated Bank

    Chicago, IL
    2 days ago
  • J.P. Morgan Wealth Management in Chicago seeks a Private Client Advisor to serve high-net-worth clients across our 79th and Cicero and South Archer branches. You will provide holistic financial planning and investment advice, leveraging our product and digital platform... 
    High net worth

    ENGINEERINGUK

    Chicago, IL
    1 day ago
  • The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces... 
    High net worth

    JPMorgan Chase & Co.

    Chicago, IL
    1 day ago
  • $159.97k - $188.2k

     ...PWM Wealth Strategist At U.S. Bank, we're on a journey to do our best. Helping...  ...Advisor to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management....  ...wealth planning experience with high/ultra-high net worth clients... 
    High net worth
    Temporary work
    Work experience placement
    Local area

    U.S. Bancorp

    Chicago, IL
    3 days ago
  • $130k - $200k

    Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago, IL Key Responsibilities: Tax Engagement Management Lead and manage tax engagements for high-net-worth individuals and private wealth clients. Review and oversee preparation of: Individual... 
    Senior
    High net worth
    Full time
    Local area

    Central Business Solutions, Inc

    Chicago, IL
    3 days ago
  • $175k - $200k

     ...practice. The ideal candidate will have over 10 years of experience serving high-net-worth clients, licensed to practice in Illinois, and possess extensive knowledge in Estate Planning and Wealth Management. This role offers a competitive salary package ranging from $175... 
    Senior
    High net worth
    Flexible hours

    Jobot

    Chicago, IL
    20 hours ago
  • $120k

     ...StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional...  ...financial and investment services to an Ultra high Net Worth client base in the United States.Manage... 
    Senior
    High net worth
    Full time

    Citigroup

    Chicago, IL
    1 day ago
  •  ...seasoned Private Banker to cultivate and manage relationships with high-net-worth clients in the Chicago area. You will drive lending and deposit solutions while collaborating with CIBC Private Wealth Management and other partners to grow strategic client relationships... 
    Senior
    High net worth

    CIBC US

    Chicago, IL
    4 days ago
  •  ...Description Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 20...  ...$250,000 – $400,000+ A highly respected national law firm...  ...interested in advising high-net-worth individuals, families,...  ...sophisticated estate planning, wealth transfer, tax, and trust administration... 
    Senior
    High net worth
    Work at office

    Aligned Talent Acquisition

    Chicago, IL
    2 days ago
  • The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces... 
    High net worth

    JP Morgan Chase

    Chicago, IL
    3 days ago
  • $130k - $190k

    Private Client Tax Manager / Senior Manager Location: Chicago, IL / Lincolnshire...  ...,520 Payment Terms: Net 27 Days Replacement...  ...portfolio of clients, including high-net-worth individuals, families,...  ...private clients and complex wealth-related tax matters. Position... 
    Senior
    High net worth
    Local area

    VSV WINS INC

    Chicago, IL
    2 days ago
  • Corient in Chicago is seeking a Senior Wealth Analyst to collect and analyze client financial data, prepare plans, and support the Wealth Planning Team....  ...collaborate to develop comprehensive financial plans for high-net-worth clients. The role requires 3-5 years in wealth... 
    Senior
    High net worth

    Corient

    Chicago, IL
    2 days ago
  • Central Business Solutions, Inc in Chicago, IL seeks a Senior Wealth Management Advisor to join our high-net-worth practice. This full-time role offers extraordinary...  ...a strong track record in investment sales and client relationship management. Candidates should have 10... 
    Senior
    High net worth
    Full time
    Local area
    Relocation package

    Central Business Solutions, Inc

    Chicago, IL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Strategist for High-Net-Worth Clients. Be the first to apply!