Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Advisor - Flexible, High-Impact Planning

Capital Group

Capital Group is seeking a Private Wealth Advisor who will work with high-net-worth individuals and complex families to create customized wealth management plans and coordinate a team of experts to implement them. You will build a book of business by developing a regional strategy, nurturing referral sources, and delivering holistic guidance across tax, estate and investment planning while upholding Capital Group's client-service standards. #J-18808-Ljbffr Capital Group

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor - Flexible, High-Impact Planning in Chicago, IL vacancy
  • $150k - $250k

    Aprio in Chicago seeks a Wealth Advisor to join their Wealth Management team. The role involves...  ...and managing wealth, focusing on tax planning, investment management, and financial strategy...  ...with comprehensive benefits and a flexible working environment. #J-18808-Ljbffr... 
    Flexible hours
    Remote job

    Aprio

    Chicago, IL
    2 days ago
  •  ...one, with the opportunity for flexible work options Receive 2-for-1...  ...ones "I can succeed as a Private Wealth Advisor at Capital Group"As a Private...  ...you will work directly with high-net-worth individuals and high...  ...wealth management plans for protecting and growing their... 
    Flexible hours
    Private
    Full time
    Temporary work
    Local area

    Capital Group

    Chicago, IL
    1 day ago
  •  ...authentic self. Role Overview As a Private Wealth Advisor, you will work directly with high‑net‑worth individuals and high‑...  ...comprehensive wealth management plans for protecting and growing their...  ...paid time off starting day one, flexible work options, 2‑for‑1 matching gifts... 
    Flexible hours
    Private
    Local area

    353 CGPCS CG Private Client Svc

    Chicago, IL
    3 days ago
  • $78.5k - $163k

     ..., law firms, banks and private equity firms on their most...  ...issues to deliver impact that makes a difference...  ...projection and business plan reviews, crisis credit...  ...create work product that is flexible, understandable and...  ...Grow**Direct access with high visibility to... 
    Flexible hours
    Private
    Full time
    Work at office
    Visa sponsorship
    Work visa

    Andersch Ag

    Chicago, IL
    2 days ago
  • $120k

     ...$120,000.00Category: Private Client Coverage, Professional...  ...: CitiThe Senior Wealth Advisor SAFE Act is a...  ...customers. Significant impact on the area through complex...  ...services to an Ultra high Net Worth client base...  ...-Job Family:Financial Planning Services--------------... 
    Private
    Full time

    Citigroup

    Chicago, IL
    14 hours ago
  •  ...Our client is a leading private wealth and banking organization...  ...commitment to community impact. The Opportunity Our client...  ...seeking a Private Wealth Advisor / Director to serve high-net-worth and ultra-high-...  ...influence, and delivering a planning-led client experience.... 
    Private
    Local area
    Relocation package

    GRN Shoreline

    Chicago, IL
    5 days ago
  • $77.9k - $199k

     .... We continually seek highly motivated and talented...  ...also offers a variety of Impact Network Groups led by...  ...a High Net Worth Wealth Advisor. This group is a business...  ...with a need for robust planning, asset management,...  ...or trust services, and private banking who are focused... 
    Private

    Old National Bank

    Chicago, IL
    2 days ago
  • $102k - $190k

     ...Canal StreetJob Family Group:Wealth Sales & ServiceProvides advisory...  ...client’s specific financial planning needs. Coordinates and integrated...  ...drive business growth.Meets high-quality service standards to maximize...  ...more ways to grow and make an impact. We strive to help you make an... 
    Private
    Full time
    Contract work
    Part time
    Local area
    Shift work

    BMO Bank

    Chicago, IL
    4 days ago
  • $145k - $300k

     ...to join our team.Impact You’ll MakeWe are...  ...provision engagements for private equity and...  ...serve as a trusted advisor, leveraging deep technical...  ...provision, planning, technical research...  ...skills.High proficiency in Excel...  ...imposed deadlines with flexibility and adaptability.Use... 
    Flexible hours
    Private
    Full time
    Local area

    Stout Risius Ross

    Chicago, IL
    3 days ago
  •  ...positive and tangible impact around the world.We're...  ...join our Environmental Planning and Permitting (EPP)...  ...This hybrid role offers flexibility and can be based in...  ...team serves numerous private industry and public utility...  ...related to high-profile infrastructure... 
    Flexible hours
    Private
    Work at office
    Local area
    Worldwide

    AECOM

    Chicago, IL
    14 hours ago
  •  ...are driven to build high‑performing teams...  ...delivering proactive, high-impact tax solutions and...  ...firm as a trusted advisor Drive a culture...  ...through strategic planning, client retention,...  ...Office Suite ~ Flexibility to travel for...  ...public and private REITs, funds of funds... 
    Flexible hours
    Private
    Hourly pay
    Work at office
    Night shift

    Forvis-Mazars

    Chicago, IL
    1 day ago
  • $102k - $190k

     ...marketplace. Works in a deal team environment using planning-based approach to develop and execute the...  ...service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client’s... 
    Private
    Part time
    Local area
    Shift work

    BMO U.S.

    Chicago, IL
    4 days ago
  • $200k - $275k

     ...ready to make an impact?Our Mergers & Acquisitions...  ...corporate and private equity clients...  ...serve as trusted advisors to executive stakeholders...  ..., and separation planning.Our M&A team...  ...leaders, fostering a high-performance and...  ...receive unlimited flexible time off and ten paid... 
    Flexible hours
    Private
    Local area
    Immediate start

    West Monroe Partners

    Chicago, IL
    1 day ago
  • $229.8k - $270.3k

    Are you ready to make an impact?Think you’re up to the...  ...both corporate and private equity clients, which includes...  ...due diligence phase, planning as part of the carve-...  ...mitigate bias, and ensure high-quality outputs....  ...also receive unlimited flexible time off and ten paid holidays... 
    Flexible hours
    Private
    Local area
    Immediate start

    West Monroe Partners

    Chicago, IL
    1 day ago
  • $120k - $215k

     ...opportunity to join our team.Impact You'll MakeExecute and...  ...serving as a trusted advisor to private equity sponsors and...  ...Diligence, TSA Planning & Structuring, Day 1 Readiness...  ...while maintaining high-quality deliverables and...  ...goals.Stout provides flexible work schedules and a... 
    Flexible hours
    Private
    Interim role
    Work at office
    Local area

    Stout Risius Ross

    Chicago, IL
    4 days ago
  • $76k - $174k

     ...Description:Tax Senior - Private Client...  ...have a say, make an impact, and bevalued, Mazars...  ...sophisticated tax planning, consulting and compliance...  ...exclusively to high-net-worth...  ...preserving their wealth and to meet their...  ...location. We also offer flexible work hours and locations... 
    Flexible hours
    Private
    Full time
    Summer work
    H1b
    Work at office
    Local area

    Forvis Mazars

    Chicago, IL
    4 days ago
  • $200k - $275k

     ...you ready to make an impact?Our Mergers & Acquisitions...  ...serve as a trusted advisor to private equity investors, corporate...  ...-outs, integration planning, and post-close value...  ...while ensuring high-quality client outcomes...  ...also receive unlimited flexible time off and ten paid... 
    Flexible hours
    Private
    Local area
    Immediate start

    West Monroe Partners

    Chicago, IL
    14 hours ago
  • $90k - $130k

    Description Alvarez & Marsal Private Equity Performance Improvement...  ...companies have credible plans and the ability to execute and...  ...minimize risks and negative impacts Develop straightforward actionable...  ...benefits: healthcare plans, flexible spending and savings accounts... 
    Flexible hours
    Private
    Part time

    Alvarez & Marsal

    Chicago, IL
    5 hours ago
  • $229.8k - $270.3k

     ...Are you ready to make an impact?West Monroe is seeking...  ...for the Software & High-Tech industry to join our...  ...Software & High-Tech, Private Equity, and Corporate Strategic...  ...and clientsCreate work plans, pricing estimates, and...  ...also receive unlimited flexible time off and ten paid... 
    Flexible hours
    Private
    Work experience placement
    Local area
    Immediate start

    West Monroe Partners

    Chicago, IL
    14 hours ago
  • $229.8k - $270.3k

     ...Are you ready to make an impact?Our Mergers and...  ...servicing both corporate and private equity clients investing...  ..., and value creation & planning projectsAssess...  ...mitigate bias, and ensure high-quality outputs.​Interest...  ...also receive unlimited flexible time off and ten paid holidays... 
    Flexible hours
    Private
    Temporary work
    Local area
    Immediate start

    West Monroe Partners

    Chicago, IL
    14 hours ago
  • Capital Group is seeking a Private Wealth Advisor to work with high‑net‑worth individuals and complex families, devising comprehensive wealth plans and investment strategies that protect and grow wealth across generations. You will collaborate with specialists in trust... 
    Private

    353 CGPCS CG Private Client Svc

    Chicago, IL
    4 days ago
  • $115k - $180k

    Wealth Advisor Our client is widely recognized for its distinctive...  ...to the firm’s vast planning and investing...  ...Intellectual Curiosity High Emotional Quotient ("EQ...  ...its holistic approach, flexible process, innovative research...  ...to make a positive impact for our clients,... 
    Flexible hours

    RK Partners

    Chicago, IL
    3 days ago
  • $225k - $298.3k

     ...competitive and flexible benefits. We...  ...and positively impact the communities...  ...our Executive Wealth Services team....  ...full array of Private Bank and Bank of...  ...their trusted advisor providing integrated...  ...Bank platform High touch, client-...  ...Management Wealth Planning Active... 
    Flexible hours
    Private
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    4 days ago
  • $197.3k

     ...are driven to build high-performing teams...  ...delivering proactive, high-impact tax solutions and...  ...firm as a trusted advisor. Drive a culture...  ...through strategic planning, client retention,...  ...Office Suite. Flexibility to travel for...  ...supporting public and private REITs, funds of... 
    Flexible hours
    Private
    Work at office
    Night shift

    Forvis Mazars US

    Chicago, IL
    3 days ago
  • $121k - $162k

     ...opportunity for flexible work...  ...onesRole summary:The Private Client Relationship...  ...management of the advisor’s practice to...  ...service plan is established...  ...market with Private Wealth Advisor (PWA);...  ...and downstream impact.Demonstrates initiative...  ...matters of high complexity.... 
    Flexible hours
    Private
    Temporary work
    Local area

    Capital-Group-1

    Chicago, IL
    5 days ago
  • $100k - $120k

     ...a team of thoughtful, high-performing individuals...  ...committed to making a tangible impact. If you're looking for...  ...us. What You’ll Do Own Planning, Forecasting &...  ...Savings Accounts (HSA) and Flexible Spending Accounts (FSAs...  ...parental and medical leave Private medical insurance for... 
    Flexible hours
    Private
    Seasonal work
    Immediate start

    Apptegy

    Chicago, IL
    4 days ago
  • $85k - $240k

    Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes...  ...creating comprehensive wealth management plans for ultra high net worth individuals and families,...  ...and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled... 
    Private

    Goldman Sachs

    Chicago, IL
    1 day ago
  •  ...accounting firms and public/private industries. Our professionals are trusted advisors who work...  ...entire project work plan for engagement(s)Manages...  ...preferred (CFA, CIRA, CPA)High energy style, flexible and adaptive, with...  ...insights into possible impacts and solutionsExpert written... 
    Flexible hours
    Private
    Full time
    Weekend work

    Ankura Consulting Group

    Chicago, IL
    14 hours ago
  • $120 - $150 per hour

     ...clean, efficient, and flexible last-mile transit services...  ...transit agencies, and private companies to bridge the...  ...that make a real impact. Overview Circuit is seeking...  ...client level, navigate planning and buying processes, and...  ...long-term accounts Highly self-motivated and comfortable... 
    Flexible hours
    Private
    Full time
    Local area
    Immediate start
    Remote work

    GrabJobs

    Chicago, IL
    2 days ago
  •  ...to join our expanding Ultra High Net Worth (UHNW) team. This role...  ...federal and state tax planning, consulting, structuring, and...  ...trusts, investment entities, and private businesses. Business investments...  ...for all our people. We offer flexibility in your schedule, empowering... 
    Private
    Full time
    Work at office
    Local area
    Immediate start

    RSM International

    Chicago, IL
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Advisor - Flexible, High-Impact Planning. Be the first to apply!