Senior Wealth & Fiduciary Advisor (UHNW)
Northern Trust
Northern Trust is seeking a Senior Trust/Fiduciary Advisor in Wealth Management to manage complex HNW and UHNW client relationships, delivering fiduciary and administrative services. You will coordinate with service teams and client advisors to ensure exceptional service and timely solutions. The ideal candidate has 12–15 years in related fields, with strong fiduciary knowledge and relevant JD/CFP/CPWA designations. Travel for key client meetings may be required as part of growth strategy. #J-18808-Ljbffr
Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth & Fiduciary Advisor (UHNW) in Chicago, IL vacancy
- ...Northern Trust Corp. is seeking a Senior Wealth Advisor in Wealth Management to lead complex, multi-disciplinary wealth plans for high-net-worth clients. You will partner with local and national teams to design goals-based strategies across investments, banking, wealth...SeniorLocal area
Northern Trust
Chicago, IL2 days ago - ...Description Who we are \n PrairieView Wealth & Tax Advisors is a registered investment advisor... ...opportunity \n We are hiring one Senior Wealth Advisor for our Chicago office.... ...yourself, and present it. \n Strong fiduciary judgment, clear communication, and...SeniorFull timeWork at office
PrairieView Wealth & Tax Advisors
Chicago, IL14 days ago $164.6k - $288k
...TrustAs a global leader in innovative wealth management, asset servicing, asset... .... Job DescriptionSENIOR WEALTH ADVISOR, WEALTH MANAGEMENTOH: R161517The Senior Wealth Advisor acts as a technical... ...transfer, tax, philanthropy, fiduciary practice, asset location and preservation...SeniorFull timeH1bLocal areaWorldwideFlexible hoursNorthern Trust
Chicago, IL4 days ago- ...A Fortune 500 financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client relationships. The role requires deep knowledge of fiduciary standards and the ability to provide proactive advice. Ideal candidates...Suggested
Northern Trust
Chicago, IL22 hours ago $164.6k - $288k
...TrustAs a global leader in innovative wealth management, asset servicing, asset... ...technology and exceptional service. SENIOR TRUST/FIDUCIARY ADVISOR, WEALTH MANAGEMENTOH: R153403The Senior... ...worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high...SeniorFull timeWork experience placementH1bWorldwideFlexible hoursNorthern Trust
Chicago, IL4 days ago$120k
...Illinois, United StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional...SeniorFull timeCitigroup
Chicago, IL8 days ago- ...achieve what matters most. Schwab Wealth Advisory is a fee-based, non-... ..., personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships... .... Coachability: Demonstrates a senior learning mindset by seeking...SeniorFull timeWork at office
The Charles Schwab Corporation
Chicago, IL4 days ago $113k - $225k
...our communities through industry-focused wealth advisory, digital, audit, tax, consulting... ...platform built for durable, organic growth.Our advisors average $250M in AUM across ~120... ...with life goals.We’re selectively adding senior wealth advisors in key markets and offer...SeniorFull timeShift workCliftonLarsonAllen
Chicago, IL6 days ago- ...achieve what matters most. Schwab Wealth Advisory is a fee-based, non-... ..., personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships... .... Coachability: Demonstrates a senior learning mindset by seeking...SeniorWork at office
Forge Global
Chicago, IL6 days ago $164.6k - $288k
**SENIOR TRUST/FIDUCIARY ADVISOR, WEALTH MANAGEMENT** OH: R157020The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high-quality fiduciary and administrative services...SeniorWork experience placementH1bNorthern Trust
Chicago, IL4 days ago- ...soliciting principal gift prospects across the Midwest, including Illinois, Indiana, Wisconsin, Ohio and Michigan. The role emphasizes UHNW donor engagement and collaborative program leadership. This hybrid position reports to the Chicago Field Office and requires...Work at office
USA The Nature Conservancy
Chicago, IL2 days ago - ...Ultra High Net Worth (UHNW) Fund Executives practice... ...As a trusted strategic advisor, the Tax Partner will... ...investment, and personal wealth structures. This role... ...Responsibilities: Serve as a senior tax client service... ...principalsExperience with fiduciary, gift and estate...Full timeWork at officeLocal area
RSM International
Chicago, IL8 days ago $200k
...utilize that knowledge to develop tailored wealth management strategies. Private Bankers... ...Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on... ...in Private Banking having covered the UHNW market / Extensive experience in working...Full timeCitigroup Inc.
Chicago, IL2 days ago- ...gift portfolio across the Midwest (IL, IN, WI, OH, MI) and Chicago wealth markets, collaborating with global teams. The position... ...work, donor articulation of assets, and strategic engagement with UHNW donors, foundations, and institutions, with #J-18808-Ljbffr...
The Nature Conservancy
Chicago, IL3 days ago $90k - $120k
...truly valued for who they are and what they contribute.To learn more about CIBC, please visit CIBC.comWhat You’ll Be DoingAs a Senior Fiduciary Tax Specialist, you’ll play a key role in supporting the Tax Director and team with daily tax reporting and operational...SeniorFull timeRemote workRelocationCIBC Bank
Chicago, IL7 days ago- ...Citi Private Bank | UHNW Private Banker Private Bankers at Citi develop and deepen... ...utilize that knowledge to develop tailored wealth management strategies. Private Bankers are... ...as the client's advocate and trusted advisor (primary contact) for strategic advice on...
- Senior Financial PlannerCompany OverviewWe are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exception service. We...Senior
CyberCoders
Oak Brook, IL8 days ago $110k - $130k
...Structured Finance Senior Associate Salary: $110,000 - $130,000 Location: Hybrid (Chicago, IL - 3 Days Per Week) Industry: Structured Finance | Private Credit | Consumer Lending The Company A high-growth financial services organization is seeking a Structured...Senior3 days per weekHarnham
Chicago, IL3 days ago- ...relationships, with equity opportunities and a strong benefits package. In-office four days a week in Chicago, the position emphasizes leadership in complex planning (IDGTs, BDITs, SLATs) and mentoring junior advisors. A JD is required; an LLM is a plus. #J-18808-Ljbffr...SeniorWork at office
SNFout
Evanston, IL4 days ago - LE001 Berkeley Research Group, LLC in Chicago is looking for a seasoned professional to join its Turnaround & Restructuring practice. This role focuses on providing strategic, operational, and financial advice to various stakeholders. The ideal candidate will have over...Senior
LE001 Berkeley Research Group, LLC
Chicago, IL3 days ago $105.4k - $207.8k
Position Summary FASB/GASB Senior Consultant Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such...SeniorWork at officeDeloitte
Chicago, IL6 days ago- Northern Trust is seeking a Control Consultant in Chicago, IL, to deliver expert, cross-functional consulting and leadership across business units. The role requires deep industry knowledge, strong communication, and the ability to work independently on complex initiatives...Senior
Northern Trust
Chicago, IL23 hours ago - ...PwC in Chicago seeks a Finance Function Strategy Consulting Senior Associate to shape finance operating models and organizational design that align with business goals. You will analyze challenges, mentor juniors, and translate findings into clear recommendations for...Senior
PwC
Chicago, IL3 days ago - ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class... ...then consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our Capital Solutions group in our Audit and Assurance...SeniorH1bLocal area
KPMG
Chicago, IL8 days ago $77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1bPwC
Chicago, IL7 days ago- #LI-DNICBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate...SeniorPermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
CBIZ
Chicago, IL8 days ago $77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1bPwC
Chicago, IL4 days ago$83.1k - $141.3k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a...SeniorFull timeWork experience placementH1bLocal areaWorldwideFlexible hoursNorthern Trust
Chicago, IL4 days ago- ...Consumer Finance Associate (Senior Level)Direct Counsel is representing a leading AmLaw 100 firm seeking a Senior Associate with 7+ years of financial services regulatory and compliance experience to join its nationally recognized Financial Regulatory & Compliance Practice...Senior
Direct Counsel
Chicago, IL3 days ago - ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class... ...then consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities :...SeniorH1bLocal area
KPMG
Chicago, IL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Fiduciary Advisor (UHNW). Be the first to apply!
Related searches
- associate corporate finance Chicago, IL
- senior financial advisor Chicago, IL
- financial advisor no experience Chicago, IL
- oracle financial functional consultant Chicago, IL
- estate planning consultant Chicago, IL
- work from home financial advisor Chicago, IL
- entry level financial advisor Chicago, IL
- project finance associate Chicago, IL
- financial counselor Chicago, IL
- financial advisor associate Chicago, IL