Senior Private Wealth Advisor | High-Net-Worth Clients | Hybrid
$102k - $208kHuntington Bancshares, Inc.
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 90 days. This role offers a competitive salary of $102,000 - $208,000 annually with additional benefits in a flexible office environment. #J-18808-Ljbffr
$90k - $110k
...Tax Senior Associate At EisnerAmper, we look for individuals... ...Senior Associate to join the Private Client Services (PCS) team. We are... ...closely held businesses and high net worth individuals with the solutions... ...by law. #LI-TW1 #LI-Hybrid Preferred Location: Chicago...SeniorPrivateHigh net worthTemporary workLocal area$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...SeniorPrivateHigh net worth$110k - $180k
.... EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin,... ...location, as EisnerAmper follows a hybrid working model and has offices available... ...compliance functions for ultra-high net worth individuals and their families,...SeniorPrivateHigh net worthTemporary workPrivate practiceWork at officeLocal area$76k - $125.3k
...wide range of clients and colleagues.... ...and advising of high net worth individuals and... ...into a trusted advisor role to client.... ...hedge fund and Private equity K-1s Researching... ...of estate and wealth planning... ...confidence to challenge senior colleagues and... ...leader‑enabled hybrid model. Our...SeniorPrivateHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$102k - $190k
...institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will... ...with teams to provide tailored solutions to high net worth clients and achieving business goals. A competitive...SeniorHigh net worth$132.1k - $301.6k
...with a range of clients from our most... ...Capital Markets, Wealth and Asset... ...FSO team! Private Tax is a growing... ...acumen. As a Senior Manager in Private... ...tax advice on High Net Worth Individuals’ personal... ...into a trusted advisor to clients. You... ...leader-enabled hybrid model. Our...SeniorPrivateHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours$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...SeniorHigh net worth- 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...SeniorHigh net worth
$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...SeniorHigh net worth$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...and investment services to an Ultra high Net Worth client base in the United States. Manage... ...develop financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivateHigh net worthFull time$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 should...SeniorHigh net worth- ...Partner to oversee tax operations and guide high-level client engagements. This role involves... ...professionals, and advising ultra-high-net-worth clients. The ideal candidate must have... ...experience and a CPA. Competitive salary and hybrid work available. #J-18808-Ljbffr JazzHRHigh net worth
- ...We are seeking a Senior Fund Accountant to join... ...the largest real estate private equity fund administrator... ...and providing clients with exceptional services... ...companies, as well as high net worth individuals, family offices... ...#LI-KW1 #LI-Hybrid Preferred Location...SeniorPrivateHigh net worthLocal area
- ...Imperial Bank of Commerce is seeking a Client Service Advisor in Chicago, IL. This role focuses on... ...strong client relationships, supporting private banking needs, and ensuring an... ...’s degree. The position also offers a hybrid work arrangement and a competitive salary...Private
- ...LeoForce is seeking a Private Client Senior Tax Associate in Chicago, IL. This role focuses on providing tax services to private clients, specializing... ...planning and investing. The firm offers flexibility with a hybrid work model, but in-office presence is preferred. Join a...SeniorWork at office
- ...specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners,... ...a motivated and experienced Senior Tax Associate to join our growing... ...and unlimited PTO. Hybrid/Remote work available....SeniorPrivateHigh net worthWork at officeImmediate startRemote work
$102k - $190k
...profitable banking relationships with high-net-worth clients and prospects. Assists in the design,... ...an objective of becoming their trusted advisor. Develops relationship with client’... ...banking needs. Makes recommendations to senior leaders on strategy and new...SeniorPrivateHigh net worthContract workPart timeLocal areaShift work- ...Attorney for its Chicago office. The ideal candidate will counsel high-net-worth clients on estate and probate matters, drafting essential documents,... ...law. The position offers a comprehensive benefits package and hybrid work flexibility. #J-18808-Ljbffr BCG Attorney SearchSeniorHigh net worthWork at office
$102k - $190k
...Canal Street Job Family Group: Wealth Sales & Service Develops,... ...banking relationships with high-net-worth clients and prospects. Assists in... ...objective of becoming their trusted advisor. Develops relationships... .... Makes recommendations to senior leaders on strategy and new...SeniorPrivateHigh net worthPart timeLocal areaShift work$66k - $123.1k
...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...'ll successfully support a high-volume book of business to... ...insurance experience with high net worth clientele Property &... ...development opportunities Hybrid and flexible work...SeniorHigh net worthMinimum wageLocal areaFlexible hoursNight shift$66k - $123.1k
...and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency... ...'ll successfully support a high-volume book of business to... ...insurance experience with High Net Worth clientele ~ Property &... ...development opportunities Hybrid and flexible work Charitable...SeniorHigh net worthMinimum wageLocal areaFlexible hoursNight shift$106.5k - $195.1k
...Angeles Manager - Private Tax (Financial... ...owners of private wealth. You’ll advise on... ...management—including high‑net‑worth individuals, succession... .... Support clients in wealth transfer... ...confidence to challenge senior colleagues.... ...additional leaves. Hybrid work model: 60% in...PrivateHigh net worthRemote workFlexible hours$120k - $180k
...A leading consulting firm in Chicago is seeking a Private Wealth Services Tax Manager to oversee tax planning and compliance for high net worth clients. This role involves conducting reviews of complex tax returns, managing client service teams, and providing innovative...SeniorPrivateHigh net worth$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... ...proven ability to cultivate relationships with high-net-worth individuals. The position offers a...SeniorHigh net worth$103.1k - $188.9k
...with a range of clients from our most... ...Capital Markets, Wealth and Asset... ...EY's FSO EDGE Private practice provides... ...unique needs of the high-net worth tax industry.... ...you a trusted advisor and role model... ...relationship matters to senior management and... ...leader-enabled hybrid model. Our...PrivateHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours$110k - $150k
...compliance and advisory work for clients Review Federal, Multi-... ...with asset manager clients (private equity, hedge funds, fund to... ...careers in a fulfilling way. A hybrid between a general tax... ...market companies, as well as high net worth individuals, family offices,...PrivateHigh net worthWork at officeLocal area$100k - $300k
RWA Wealth Partners LLC in Chicago is seeking experienced Wealth Advisors to enhance client relationships and provide comprehensive wealth management solutions. The role requires managing high-net-worth client relationships, offering guidance in investment, tax, and estate...SeniorHigh net worth$140k - $190k
BDO is seeking a Tax Senior Manager for its Private Client Services in Chicago, IL. This role involves managing tax compliance and consulting for high net-worth individuals, providing executive presence in client interactions, and supervising associates. The ideal candidate...SeniorHigh net worth$110k - $170k
...top 30 asset managers in the private markets, and more than 6,000 professionals... ....com JOB DESCRIPTION: The Client Experience Lead reports into... ...and ongoing evolution. This senior leadership role requires a... ...notice can be reviewed via Alter Domus webpage: #LI-HYBRID #LI-DH1...SeniorPrivateLocal areaFlexible hours- LeoForce, a national CPA firm, is seeking a Senior Tax Manager in Chicago, IL. This role offers exceptional work/life balance while allowing you to work with a diverse range of clients, including High Net Worth individuals. The ideal candidate will have a BS/BA in accounting...SeniorHigh net worthRemote job
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