Senior Wealth Strategy Advisor — HNW/UHNW Planning
RBC
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, and proactive advisory process. The role emphasizes education, collaboration, and client-focused planning across tax, estate, and charitable initiatives, with opportunities to contribute to training and content creation for a #J-18808-Ljbffr RBC
- BMO Financial Group in Chicago is seeking a senior wealth planning advisor to deliver specialized planning for HNW/UHNW clients, partnering with Private Bankers, Investment Counsellors, and Advisors to offer comprehensive wealth guidance. You will develop detailed financial...SeniorHigh net worth
$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...SeniorHigh net worth- ...Financial Partners is seeking a Wealth Advisor to join our Chicago-area... ...management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients. You... ...develop personalized financial plans and investment portfolios, manage...SeniorHigh net worth
- Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-... ...The role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on client experience...SeniorHigh net worth
- Crowe is seeking a Senior Tax Manager for the IronSpire... ...families, guiding complex tax planning, compliance, and wealth transfer strategies. You will lead... ...offices, attorneys, and advisors to protect and grow client... ...developments affecting UHNW clients, leverage technology...SeniorHigh net worth
$70k - $130k
...continues to grow! The Senior Associate Wealth Strategist position supports... ...making wealth transfer planning a primary component of... ...its high net worth ("HNW") and ultra-high net worth ("UHNW") clients. The position... ...with Financial Advisors and their clients. What...SeniorHigh net worthFull timeTemporary workFlexible hours$120k
...Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who... ...field and contributes to directional strategy by considering their application in own... ...-----------------Job Family:Financial Planning Services------------------------------...SeniorHigh net worthFull time- 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...SeniorHigh net worth
$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor based in Chicago, IL, to manage investment activities for high net worth clients. The role involves developing tailored investment strategies and working closely with clients and client-facing teams to ensure their objectives...SeniorHigh net worth- 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 the...SeniorHigh net worth
- ...firm is seeking a Managing Director of Wealth Transfer Strategy to serve ultra-high-net-worth clients... ...with clients, collaborating with advisors, and mentoring a team of specialists.... ...hold a JD, have over 10 years in estate planning, and possess exceptional...SeniorHigh net worth
- ...Senior Wealth Planner | Chicago Single-Family Office This is a hands-on financial planning role within a prominent Chicago single-family office... ...considerations into planning strategies. Serve as a trusted point... ...Experience working with HNW or UHNW clients Strong proficiency...SeniorHigh net worthWork at office
- ...Description Job Description Senior Wealth Manager Presented by... ...‑only Registered Investment Advisor (RIA) with more than four decades... ..., holistic financial planning and investment advisory services... ...and achieve them through strategies aligned with their values....SeniorHigh net worthRemote work
$180k - $254.8k
...responsible for supporting Merrill advisors who are interested in addressing... ...their clients’ objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key... ...information, and developing planning strategies. Job expectations include building...High net worthWork experience placementWork at officeWork from homeShift workDay shift- BMO Financial Group in Chicago offers specialized wealth planning for High Net Worth clients, partnering with Private Bankers and Investment... ..., and regulatory compliance within a collaborative client strategy team. The position requires 5-7 years of experience, a related...High net worth
- Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations... ..., delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment...High net worthWork at office
- 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... ...possess in-depth knowledge of financial planning principles and strategies, along with a strong commitment to...SeniorHigh net worth
- 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,...SeniorHigh net worth
$102k - $190k
...StreetJob Family Group:Wealth Sales & ServiceServes... ...manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a... ...solutions, investment strategies, and holistic financial planning. This role combines... ...recommendations to senior leaders on strategy and...High net worthFull timeContract workPart timeLocal areaShift work- Osaic is seeking a Senior Financial Planning Strategist to join the High Net Worth Planning Services team. This role focuses on estate, business... ...and the ability to present complex solutions to financial advisors. You'll mentor colleagues, deliver presentations, and stay...SeniorHigh net worthRemote jobFull time
$164.6k - $288k
...technology and exceptional service.SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENTOH: R153403The... ...wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and... ...including trust and tax law, estate planning techniques, financial planning...SeniorHigh net worthFull timeWork experience placementH1bFlexible hours- 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...SeniorHigh net worth
- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients... ...partner with Wealth Management Advisors and the Private Bank to lead... ...discovery, develop integrated wealth plans, and support implementation...SeniorHigh net worth
$121.9k - $262.1k
...Third Bank. About The Role The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra... ...closely with Wealth Management Advisors (WMAs) and the broader Private... ...experience through advanced planning expertise. Please see below for...SeniorHigh net worthBank staffShift work- ...financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships... ...understanding of fiduciary standards and UHNW client management. Leadership... ...package includes retirement plans and a discretionary bonus program...Senior
- A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver tailored Wealth Plans. Candidates should have over 5 years of experience in wealth management, be adept at relationship building...SeniorHigh net worth
$110k - $130k
...CIBC.comWhat you'll be doing As a Financial Planning Strategist, you will be responsible for supporting... ...communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide client support to the Wealth Strategies team.At CIBC we enable the work...High net worthFull timeRemote work$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients modernize... ...technology solutions, including enterprise resource planning, enterprise performance management, cloud platforms, and artificial...SeniorLocal area- ...AFIN Family Wealth Management Inc. is a premier firm specializing... ...in holistic financial planning for individuals and businesses... ...skilled and experienced Senior Financial Advisor to join our dynamic team. The... ...comprehensive financial strategies that help our clients achieve...SeniorHigh net worthWork at office
- ...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, advanced qualifications, and a strong track record in building trust with...High net worth
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