Senior Wealth Portfolio Advisor - HNW/UHNW
$114.5k - $194.7kNorthern Trust Corp
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 and a CFA designation are preferred. The position offers a competitive salary range of $114,500 - $194,700 and includes a comprehensive benefits package. #J-18808-Ljbffr Northern Trust Corp
$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$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$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor in Chicago to manage investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience and a strong knowledge of portfolio management. A CFA designation is...High net worth$114.5k - $194.7k
CFA Institute is seeking a Portfolio Advisor for Wealth Management in Chicago, IL. The role involves managing investment activities for high net worth clients, developing tailored investment strategies, and analyzing overall portfolio performance. Ideal candidates will...High net worth- A leading financial institution in Chicago is seeking an experienced Senior Portfolio Advisor II who will manage complex investment accounts for high net worth clients. The successful candidate will leverage over 12 years of investment management experience to drive new...SeniorHigh net worth
$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...SeniorHigh net worth$99.6k - $169.2k
Northern Trust, based in Chicago, is seeking a Portfolio Banker to manage and enhance client relationships in credit and deposit services. The role involves acting as a trusted advisor to clients, developing relationships, and identifying new business opportunities. Ideal...Senior$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- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary... ...a strong understanding of fiduciary standards and UHNW client management. Leadership skills and the...Senior
$164.6k - $288k
...clients using leading technology and exceptional service. SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R152404 Position manages a set of... ...as a Senior Portfolio Advisor in Wealth Management for UHNW clients. ~ Technical expertise with a broad range of...SeniorHigh net worthWork experience placementH1bLocal areaFlexible hours$164.6k - $288k
SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R152404 Position manages a set of fee‑producing investment accounts, generally for large and sensitive... ...as a Senior Portfolio Advisor in Wealth Management for UHNW clients. Technical expertise with a broad range of...SeniorHigh net worthH1bLocal area$200k - $250k
...billion in discretionary client assets. Portfolios are invested primarily in high-quality,... ...selection are determined collaboratively by senior members of the investment team, guided... ...with client tax, estate, and business advisors Support multi-generational client relationships...SeniorHigh net worth$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...SeniorHigh net worth$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...trends/activities and advise the effects on the investors' portfolios Recommend changes to the investors' holdings after...SeniorHigh net worthFull time- Senior Estate Planning - UHNW Families - Senior Associate / Partner level candidates This firm is seeking... ...to design and deliver advanced wealth transfer, estate, and business succession... ...nationwide. In this senior role, this senior advisor will serve as a subject matter expert...SeniorHigh net worthRelocation package
$205.7k - $360.1k
Northern Trust Corp in Chicago is seeking a National Portfolio Advisor responsible for providing comprehensive investment solutions and services... ..., advising on investment strategies, and collaborating with Wealth Advisory partners. A competitive salary range of $205,700 - $...High net worth$102k - $190k
...Wealth Management Relationship Manager Serves as the primary... ...for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive... ...business in the assigned portfolio / jurisdiction.... ...Makes recommendations to senior leaders on strategy and new...High net worthContract workPart timeLocal areaShift work$102k - $190k
A prominent financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7 years of relevant experience, expertise in advisory-based sales, and a deep understanding...SeniorHigh net worth$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- 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
$159.97k - $188.2k
U.S. Bank is seeking a PWM Private Wealth Advisor in Chicago to manage relationships with high net worth clients. This role requires over 10 years of experience in wealth management as well as the ability to lead a collaborative team to meet client needs. The ideal candidate...SeniorHigh net worth$102k - $208k
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...SeniorHigh net worthWork at officeFlexible hours$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 tailored to clients' individual values and goals. Successful candidates will possess an entrepreneurial...SeniorHigh net worth$102k - $190k
...manage high-net-worth client relationships. The ideal candidate will have at least 7 years of experience and a strong understanding of wealth management. Responsibilities include strategic planning, client relationship management, and collaborating with various internal...SeniorHigh net worth$98.4k - $199k
Senior PM Portfolio Manager Job Locations US-IL-Chicago Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19463... ...business development efforts with Wealth Advisors, Trust Officers and other relationship...SeniorHigh net worthFull timeWork experience placementWork at officeLocal area$164.6k - $288k
...technology and exceptional service. SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT OH: R153403... ...management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and... ...Due to the complexity of this portfolio, experience in working with high...SeniorHigh net worthWork experience placementH1bFlexible hours$147k - $260k
JPMorgan Chase seeks a Client Specialist in Chicago to address the wealth needs of High Net Worth and Ultra High Net Worth clients. This... ...services and generating new business alongside wealth advisors. Candidates need licenses (Series 7, 63, 65), a college degree,...SeniorHigh net worth$105k - $145k
...candidate will work as part of a team underwriting investment opportunities for various Monroe Capital funds as well as managing existing portfolio investments. Key Responsibilities Analyze potential investment opportunities via review of offering materials,...SeniorHigh net worthFull timeWork at office$125k - $135k
...plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors. The Public Securities Group... ...with institutional and wealth clients to develop tailored portfolio solutions that align with specific objectives such as income generation...SeniorHigh net worthTemporary workLocal areaFlexible hours- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...SeniorHigh net worth
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