Senior Wealth Planning Advisor
$85k - $135kBrighton Jones
A financial planning firm in Chicago is seeking an experienced financial planner to act as the main point of contact for clients, preparing detailed meeting deliverables and leveraging various resources to achieve client objectives. The ideal candidate will have 4+ years in financial planning and possess relevant certifications like CFP or CPA. This position offers a competitive salary range of $85,000 - $135,000, along with comprehensive benefits including fully paid medical coverage and flexible vacation policies. #J-18808-Ljbffr Brighton Jones
- Bank of Montreal Wealth Management seeks an experienced advisor to provide specialized planning for high net worth clients in Chicago. You will collaborate with Private Bankers, Investment Counsellors, and other professionals to design comprehensive wealth planning solutions...Senior
- OneDigital is seeking a Retirement Plan Sales and Business Development professional to design, implement, and maintain qualified retirement plans for clients. You will own a book of business, analyze plan structures, and communicate OneDigital’s value to prospective clients...Senior
$71.25k - $105k
JPMorgan Chase is seeking a Personal Advisor in Chicago to create custom financial plans for clients through video and phone meetings. Your role will focus on building personalized financial strategies and managing relationships to fulfill clients' financial goals. The...Suggested- BMO Financial Group in Chicago offers specialized wealth planning for High Net Worth clients, partnering with Private Bankers and Investment Counsellors to deliver comprehensive solutions across financial, tax, estate and trust planning. This role focuses on growth, client...Suggested
- Bank of America seeks a wealth planning professional to support Merrill advisors in addressing client objectives for planning, philanthropy, and wealth transfer/tax minimization. You will analyze estate and financial information, build relationships with advisors and internal...Suggested
- ...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...Senior
- ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with... ...recommendations appropriate for clients. Implement financial planning recommendations with client portfolios. Monitor...SeniorLocal area
$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...Family Group Private Client Coverage Job Family Financial Planning Services Primary Location Chicago Illinois United States...SeniorFull time$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...Senior$48k - $100k
...financial services firm in Chicago is seeking an experienced Financial Advisor to deliver comprehensive wealth management strategies. Responsibilities include client assessments, financial planning, and building relationships. Candidates must possess FINRA Series 7 & 6...Senior- Fifth Third Bank in Oak Brook, Illinois is seeking a Wealth Management Advisor II to serve as a trusted advisor and team coordinator, delivering wealth planning, investments, private banking, and trust services across client relationships. You will lead client reviews,...Senior
$48k - $100k
...financial services firm in Oak Brook is seeking a Financial Advisor to deliver comprehensive wealth management solutions. The role focuses on establishing... ...client relationships and providing tailored financial planning. The ideal candidate will hold necessary FINRA...Senior$99k - $165k
LPL Financial LLC seeks a Senior Financial Representative in Oak Brook, Illinois, to provide investment solutions to clients. Your role will involve managing a large book of clients, ensuring compliance, and delivering exceptional service while helping clients with their...Senior- Fifth Third Bank in Northbrook, Illinois seeks a Wealth Management Advisor II to lead advisory services and coordinate a specialist team delivering wealth planning, investments, and trust offerings. You will drive client opportunities, manage a private bank team, and ensure...SeniorBank staff
$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...Senior$78.08k - $117.12k
A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent... ...Bachelor's degree, along with 5-8 years of experience in financial planning. The position offers a salary range of $78,080 - $117,120 along...Senior- Hightower Advisors in the Chicago area seeks a Wealth Advisor to manage high-net-worth client relationships and deliver comprehensive planning solutions. You will lead client meetings, craft tailored wealth strategies, and coordinate with a team of professionals to implement...SeniorWork at officeRemote work
- Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This role requires extensive experience handling high net worth (HNW) and ultra-high net worth (UHNW) client portfolios. The successful candidate...Senior
$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...Senior- K&B Communications is looking for a Senior Financial Advisor based in Oak Brook, Illinois. In this role... ...you will deliver comprehensive financial planning and investment management services to clients, utilizing your extensive wealth management experience and strong...Senior
$120k - $150k
...Investment Partners, Inc is seeking a Lead Advisor based in Chicago, focusing on developing and managing client relationships for wealth management. This role includes... ...communication skills, and proficiency in financial planning tools are essential. This position offers...SeniorRemote job- Northern Trust is seeking an experienced Account Manager/Associate Relationship Advisor for an onsite role in Chicago. You will lead as the primary Associate Relationship Advisor for a limited number of accounts, delivering fiduciary service, resolving issues, and communicating...Senior
- ...have typically 7+ years of relevant experience, preferably with an MBA or Certified Financial Planner certification, and expertise in wealth management. The role includes developing sales strategies, ensuring timely execution of transactions, and applying risk management...Senior
- Bank of Montreal in Chicago seeks an experienced Wealth Advisor to deliver advisory-based sales and holistic financial planning to a portfolio of clients. You will lead client reviews, craft integrated solutions, and coordinate experts to meet client needs while pursuing...Senior
- Northern Trust is seeking a Senior Relationship / Trust Advisor in Chicago to manage complex wealth management client relationships. In this role, you will ensure client satisfaction by collaborating with service teams and leveraging Northern Trust resources to deliver...Senior
- Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement... ...portfolios, and coordinate with tax, investments, and estate planning teams to implement strategies. Discretionary profit sharing and...SeniorWork at office
- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary... ...comprehensive benefits package includes retirement plans and a discretionary bonus program. Join a...Senior
$114.5k - $194.7k
Northern Trust Corp is seeking a Relationship/Trust Advisor in Chicago for managing high net worth client relationships. This role involves providing fiduciary and administrative services while ensuring client satisfaction through effective communication and collaboration...Senior- RK Partners is seeking a Wealth Advisor in Chicago, Illinois. This role involves providing personalized, strategic advice to high-net-worth clients and leading a team of advisors. The ideal candidate will have a Bachelor’s degree in Finance or a related field and possess...Senior
- ...solutions to clients, enhancing client satisfaction through proactive relationship management. Requirements include a strong background in wealth management, proven experience with high-net-worth clients, and a minimum of 7 years in a related role. Applicants with an MBA or...Senior
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