Wealth Advisor
Mariner Finance
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
$74k - $138k
...Application Deadline: 07/30/2026 Address: 114 W First Street Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an...SuggestedContract workPart timeLocal areaBank of Montreal
Hinsdale, IL5 days ago$106.25k - $141.65k
...Position Title: Wealth Advisor Locations: Joliet_IL Time Type: Full time Req ID: JR1041-Joliet_IL At Midland, were proud to be a little different. You can see it in our bright orange signs-but theres more to it than that. With...SuggestedFull timeContract workTemporary workWork at officeImmediate startFlexible hoursMidland States Bank
Western Springs, 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$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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Oak Brook, IL3 days ago$61k - $119k
...Build a Business. Create Your Future. Financial Advisor | Northwestern Mutual Are you looking for more than a job? At Northwestern Mutual, we’re seeking ambitious, entrepreneurial professionals who want to build a long-term career helping individuals and families achieve...SuggestedNight shiftBBG Ventures
Lombard, IL4 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 shiftBank of America
Oak Brook, IL4 days ago- ...Financial to shape your success while helping clients pursue their financial goals. The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over...Work experience placementWork at officeWork from home
- ...ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors...Work experience placementWork at officeImmediate startWork from home
$45k - $75k
Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting...Full time- ...Job Summary The Wealth Advisor will serve as the primary point of contact with the Wealth client. The role involves maintaining existing wealth relationships and developing new client relationships. The advisor is responsible for developing a deep knowledge of each client...InternshipLocal area
First Financial Bancorp
Downers Grove, IL5 days 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
Westmont, IL3 days ago$60k
...Private Wealth Advisor Job Locations US-IL-Hickory Hills Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2025-18646 Overview Old National Bank has been serving clients and...Base plus commissionFull timeOld National Bank
Hickory Hills, IL7 days ago$80 - $110 per hour
...Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth...For contractorsRemote workMicro1
Hinsdale, IL21 days ago- Northwestern Mutual is offering a college internship as a Financial Representative in Oak Brook, Illinois. The program provides students the opportunity to build a financial planning practice while receiving guidance from industry experts. Students will learn skills in...InternshipFlexible hours
Northwestern Mutual
Oak Brook, IL1 day ago $90k - $135k
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran...Full timeWork experience placementLocal areaBerkeley Research Group
Villa Park, 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 hoursNorthwestern Mutual
Oak Brook, IL1 day ago$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands‑on service. We educate our...Full timeWork at officeLocal areaAFIN Family Wealth Management
Oak Brook, IL4 days ago$100k - $120k
Senior FP&A Analyst $100,000 – $120,000 + Bonus Our client, a growing manufacturing organization, is seeking a Senior FP&A Analyst to join their corporate finance team. Why You’ll Love This Senior FP&A Analyst Opportunity Direct exposure to executive leadership and cross...Creative Financial Staffing
Oak Brook, IL5 days ago- ...Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook, Illinois;Merrillville, Indiana; Hinsdale,... ...any new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Oak Brook, IL5 days ago $75k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Western Springs, IL. Financial Advisors are based within a bank branch...Full timeTemporary workPart timeWork experience placementWork at officePNC
Western Springs, IL3 days ago$85.5k - $139.35k
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, LiftMaster® and Chamberlain...Temporary workWork at officeWorldwide3 days per weekChamberlain Group
Oak Brook, IL3 days ago- Athletico Physical Therapy is looking for a Financial Analyst in Oak Brook, Illinois. The role focuses on providing analytics, insights, and support for strategic plans while handling budgeting, forecasting, and financial reporting. The ideal candidate will have a bachelor...
Athletico Physical Therapy
Oak Brook, IL1 day ago $110k - $190k
...potential candidate (“Private Banker” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Responsibilities...Work at officeMorgan Stanley
Oak Brook, IL5 days ago$24 - $29 per hour
...financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank. TECHNICAL SKILLS Ability to use computer for data entry, word processing,...Hourly payFull timeBank staffWork at officeMonday to FridayFlexible hoursNight shiftTrust Bank
Westchester, IL5 days ago- Quality Talent Group is hiring bankers to join their Consumer, Small, and Business Banking division in Clarendon Hills, Illinois. This role offers comprehensive benefits including health coverage, 401(k) plans, and tuition reimbursement. Ideal candidates will have over...
Quality Talent Group
Clarendon Hills, IL1 day ago $75k - $125k
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at office- At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As...Immediate startAfternoon shift
Koitecc Solutions
Oak Brook, IL5 days ago - Republic Bank of Chicago is looking for a Commercial Credit Analyst to assess commercial loan requests, focusing on commercial real estate and industrial loans. The candidate will prepare detailed financial analyses, collaborate with lenders, and ensure adherence to banking...
Republic Bank of Chicago
Oak Brook, IL15 hours 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 timePart timeWork experience placementLocal areaAmeriprise Financial
Downers Grove, IL2 days ago$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Aurora, IL5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
