Senior UHNW Wealth Portfolio Advisor
Northern Trust
Northern Trust Corp. is seeking a Senior Portfolio Advisor II to manage complex financial accounts for high net worth clients. The role involves driving new business growth while collaborating with a client service team. Ideal candidates will bring over 12 years of investment management experience and demonstrate strong decision-making and negotiating skills. Preferred qualifications include an MBA or related certifications. A flexible and inclusive workplace awaits you. #J-18808-Ljbffr Northern Trust
$164.6k - $288k
A leading financial institution in Lake Forest, IL is seeking a Senior Portfolio Advisor to manage complex investment portfolios for high net worth clients. The role involves generating new business and developing tailored investment strategies while leveraging over 12...Senior$74k - $138k
...involves managing high-net-worth clients and delivering comprehensive wealth management solutions. Key responsibilities include business... ...should have 5-7 years of experience, preferably with HNW and UHNW clients, and relevant degrees. Competitive salary ranging from $...Suggested$145k
...A boutique talent acquisition firm is seeking a VP Commercial Portfolio Manager in the Glenview, IL area. The role focuses on commercial loan origination, managing client relationships, and requires a strong background in banking and business development. Candidates should...Senior$74k - $138k
...for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions... ...referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace...SuggestedLocal area- Northern Trust is hiring a Personal/Universal Banker in Winnetka, Illinois. In this role, you will deliver exceptional client service, manage various banking products and services, and cross-sell based on client needs. Successful candidates will have experience in customer...Senior
$90k
A boutique talent acquisition firm is seeking a Commercial Portfolio Manager in Rockport, TX. The role involves underwriting commercial loan transactions, preparing reports, and managing credit risk. Ideal candidates have a bachelor’s degree in business and experience in...Senior$134.1k - $223.5k
...companies are privileged enough to enjoy. We are looking for Sr. Portfolio Managers to help guide and chart a course for Grainger's... ..., andinitiatingcorrective action. ~ Work with global, senior level leaders to help translate business strategies into technical...SeniorFull timeLocal areaRemote workWorldwide$164.6k - $288k
Senior Portfolio Advisor page is loaded## Senior Portfolio Advisorlocations: Lake Forest, ILtime type... ...Description**SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT**OH: R151095Position... ...Advisor in Wealth Management for HNW and UHNW clients.* Technical expertise with a broad...SeniorWork experience placementLocal areaFlexible hours- Addison Group is looking for a Senior Accountant to join their team in Niles, Illinois. This full-time position involves supporting day... ...and month-end activities for a diversified real estate portfolio. The ideal candidate will have a Bachelor’s degree in Accounting...SeniorFull time
- Focus Financial Partners is looking for a motivated Wealth Advisor in Lake Forest, Illinois. The role involves driving new business growth while supporting client servicing. Candidates should have a Bachelor’s Degree and 5+ years of experience in wealth management, with...SeniorFull time
- ...and referrals. The ideal candidate must possess a valid FINRA Series 7 license and demonstrate a passion for client engagement and wealth management. You'll join a nurturing culture offering diverse career opportunities in a dynamic financial environment. #J-18808-Ljbffr...Senior
- Fairygodboss in Evanston, IL is seeking a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan process. This role emphasizes mentoring the branch team and creating excellent customer experiences in the home lending space. The ideal...Senior
$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- ...Description Job Description GENERAL JOB DESCRIPTION The Senior Wealth Advisor serves as the primary advisor and relationship manager for... ...objectives and MAI’s investment philosophy. Oversee portfolio construction, rebalancing, and risk management in...Senior
- ...As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of...SeniorTemporary workWork experience placementLocal area
$300k
...Job Description Job Description Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for... ...Abilities: Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite....SeniorFull timeWork at officeLocal area$102k - $190k
...sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the... ...for retention. Makes recommendations to senior leaders on strategy and new initiatives,... ...subject matter experts to the client. Shares wealth solutions expertise and product knowledge...Part timeLocal areaShift work- ULSE Inc. is seeking a Senior Investment & Treasury Analyst based in Evanston, Illinois. This role involves coordinating investment portfolio meetings, supporting performance monitoring processes, and contributing to treasury operations. The ideal candidate will possess...SeniorFlexible hours
$80k - $110k
Manpower Group (USA) is seeking a Senior Investment & Treasury Analyst to join their Finance Department in Evanston, IL. The role involves monitoring investment portfolio performance, building financial models, and supporting treasury operations. The ideal candidate will...Senior- A growing real estate investment firm is looking for an accountant in Evanston, Illinois, to support the Property Accounting team. The role involves overseeing financial statements, reviewing balances, and reconciling various accounts. Candidates must hold a Bachelor's ...Senior
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...SeniorHourly payContract workFor contractorsWork experience placementRemote work$90k
...position, The Symicor Group stands ready to deliver premium results for you. The Position Our client is seeking to fill a Commercial Portfolio Manager role in the greater San Antonio, TX market. This selected candidate will be responsible for the underwriting of complex...- ...years of experience, among other factors.**Investment Analyst Senior****Position Highlights:*** Position: Investment Analyst Senior*... ...of investment managers, which includes investment performance, portfolio holdings, investment terms and written assessments. Support portfolio...SeniorHourly payFull timePart timeWork at officeMonday to Friday
$81.46k - $112k
...Institutes and UL Standards & Engagement. We have an exciting opportunity for a Senior Investment & Treasury Analyst based in Evanston, Illinois. Responsibilities Coordinate outsourced investment portfolio meetings and prepare related reporting materials. Support performance...SeniorWork experience placementLocal areaFlexible hours- Northern Trust Corp is looking for a Sr Teller in Winnetka, IL. This office-based position entails processing client transactions, assisting other tellers, and approving various banking activities. The ideal candidate will have 2-3 years of teller experience and necessary...SeniorWork at office
$90k - $135k
...religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring Location: Chicago, IL Position Type: Full time...SeniorFull timeWork experience placementLocal area- Geneva Search Partners, LLC is searching for a highly motivated Senior Accountant for a global manufacturing organization in Buffalo Grove, Illinois. The role involves managing month-end and year-end closes, preparing financial statements per U.S. GAAP, and enhancing internal...Senior
- Bank of America in Mount Prospect, Illinois is seeking a dedicated client relationship manager to uncover personal banking needs and provide tailored solutions. The role emphasizes effective communication and rigorous follow-up, ensuring clients receive exceptional service...Senior
- ...ensuring brand alignment and audience engagement. The ideal candidate should have extensive experience in creative management, a strong portfolio, and proficiency in Adobe Creative Suite. Visual Comfort offers competitive compensation and health benefits, emphasizing a...Senior
- ...Description This full-time Associate Financial Advisor role is a in office position based in... ..., education, risk management, and wealth accumulation. Daily responsibilities include... ...risk, diversification, and long-term portfolio strategies. Experience or strong interest...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Wealth Portfolio Advisor. Be the first to apply!
- financial associate Winnetka, IL
- financial consultant Winnetka, IL
- financial planning assistant Winnetka, IL
- financial advisor associate Winnetka, IL
- estate planning consultant Winnetka, IL
- jde finance consultant Winnetka, IL
- financial planning associate Winnetka, IL
- financial planner Winnetka, IL
- financial counselor Winnetka, IL
- finance associate Winnetka, IL


