Senior Wealth Advisor & Director
$102k - $190kBMO Financial Corporation
A leading financial institution is seeking an experienced Relationship Manager in Chicago to oversee business development strategies and manage high-net-worth client relationships. The ideal candidate will have at least 7 years of experience and a strong understanding of wealth management. Responsibilities include strategic planning, client relationship management, and collaborating with various internal teams to enhance client experiences. The role includes a compensation range of $102,000 to $190,000 and a variety of benefits such as health insurance and retirement plans. #J-18808-Ljbffr
$102k - $190k
...ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment... ...of transactions and requests. Makes recommendations to senior leaders on strategy and new initiatives, based on an in‑depth understanding...SuggestedLocal areaShift work$102k - $190k
...Deadline: 05/08/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship... ...clients at-risk for retention. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding...SuggestedPart timeLocal areaShift work$102k - $190k
...Application Deadline:07/30/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager for... ...execution of transactions and requests.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth...SuggestedContract workPart timeLocal areaShift work$102k - $190k
...0/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship... ...clients at-risk for retention. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding...SuggestedContract workPart timeLocal areaShift work$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$99.6k - $169.2k
...Portfolio Banker to manage and enhance client relationships in credit and deposit services. The role involves acting as a trusted advisor to clients, developing relationships, and identifying new business opportunities. Ideal candidates should possess a deep understanding...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
$164.6k - $288k
...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...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$159.97k - $188.2k
...U.S. Bank is seeking a PWM Private Wealth Advisor in Chicago to manage relationships with high net worth clients. This role requires over 10 years of experience in wealth management as well as the ability to lead a collaborative team to meet client needs. The ideal candidate...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$85k - $240k
...The Goldman Sachs Group is seeking a Private Wealth Advisor in Chicago, IL. The role focuses on building and managing client relationships while delivering comprehensive wealth management advice to ultra high net worth individuals. Candidates should have at least 6 years...Senior$100k - $300k
...RWA Wealth Partners in Chicago is seeking a Wealth Advisor to manage high-net-worth client relationships and provide comprehensive financial planning solutions. This role requires a commitment to delivering exceptional client experiences while driving business growth....Senior$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- ...Northern Trust Corp is seeking a skilled Relationship/Trust Advisor for its Wealth Management team in Chicago. This role is responsible for managing complex relationships with high net worth clients, ensuring exceptional service delivery, and guiding clients through fiduciary...Senior
$99k - $165k
...LPL Financial LLC seeks a Senior Financial Representative in Oak Brook, Illinois, to provide investment solutions to clients. Your role will involve managing a large book of clients, ensuring compliance, and delivering exceptional service while helping clients with their...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$102k - $190k
...A prominent financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7 years of relevant experience, expertise in advisory-based sales, and a deep understanding...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...Senior$115k - $180k
...RK Partners is looking for a Wealth Advisor in Chicago, Illinois. The role involves building significant client relationships and providing personalized financial advice tailored to clients' individual values and goals. Successful candidates will possess an entrepreneurial...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
- ...have typically 7+ years of relevant experience, preferably with an MBA or Certified Financial Planner certification, and expertise in wealth management. The role includes developing sales strategies, ensuring timely execution of transactions, and applying risk management...Senior
- ...Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This role requires extensive experience handling high net worth (HNW) and ultra-high net worth (UHNW) client portfolios. The successful candidate...Senior
$85k - $135k
A financial planning firm in Chicago is seeking an experienced financial planner to act as the main point of contact for clients, preparing detailed meeting deliverables and leveraging various resources to achieve client objectives. The ideal candidate will have 4+ years...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. The ideal candidate will have 12-15 years of experience in trust or estate administration...Senior
- ...solutions to clients, enhancing client satisfaction through proactive relationship management. Requirements include a strong background in wealth management, proven experience with high-net-worth clients, and a minimum of 7 years in a related role. Applicants with an MBA or...Senior
- ...Northern Trust is seeking a Relationship/Trust Advisor in Chicago to manage wealth management relationships for high net worth clients. The role involves providing advice on fiduciary and financial solutions, ensuring exceptional client service, and collaborating with...Senior
- ...J.P. Morgan Chase is seeking a Market Director of Wealth in Chicago, Illinois. This role involves creating a culture of excellence and managing Advisor recruitment and development while ensuring exceptional customer service. Candidates should possess at least 5 years of...
$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the...SeniorFull time$102k - $190k
BMO U.S. is seeking a seasoned professional in wealth management who will proactively identify growth opportunities within existing client relationships and lead business development initiatives. The ideal candidate will manage high-net-worth clients, provide personalized...Senior
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