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
- Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners... .... In this role, you’ll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships...Senior
- ...A leading financial institution in Chicago is seeking an experienced Private Banker to advise clients on wealth management, asset allocation, and investment strategies. The role emphasizes building strong client relationships and achieving business targets. Candidates...Senior
$150k
...profession. Experienced Financial Advisor - Bring and Grow Your Book... ...is seeking experienced wealth advisors with an established client... ...Collaborate with other senior advisors and firm leadership... ...Classic Safe Harbor 401(k) Plan with employer contributions...SeniorTemporary work- The Mather Group, LLC is seeking a Senior Financial Planning Associate in Chicago to support Wealth Advisors in developing and executing comprehensive financial plans. This role trains across systems and processes, with progression toward a Wealth Advisor role, while upholding...Senior
- LPL Financial is seeking a Senior Financial Representative for the Wealth Advisors Group in Oak Brook, IL. You will support a book of 120,000 clients, design... ...investment solutions, and drive holistic financial planning over the phone and virtually. The role emphasizes client...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- Northern Trust in Chicago seeks a Senior Wealth Advisor to act as a technical expert for high-net-worth clients, partnering with local and national teams to design goals-based wealth plans that integrate investment management, banking, wealth transfer and tax efficiency...SeniorLocal area
- 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...Senior
- ...a leading Chicago-area financial institution, seeks a Client Advisor for its Wealth Management division. You will manage high-net-worth client relationships, deliver tailored investment and wealth planning solutions, and collaborate across teams to grow the advisory book...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- 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
- Gallagher Benefit Services, a unit of Gallagher, seeks a Senior Financial Advisor, Wealth Management to build and deepen client wealth relationships and provide advisory services across retirement and investment needs. You will prospect for new opportunities, coordinate...SeniorRemote job
- Central Business Solutions, Inc in Chicago, IL seeks a Senior Wealth Management Advisor to join our high-net-worth practice. This full-time role offers extraordinary financial potential and requires a strong track record in investment sales and client relationship management...SeniorFull timeLocal areaRelocation package
- ...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
- ...Senior Wealth Advisor SAFE Act - Chicago Area Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your...Senior
- USI Insurance Services in Oak Brook, IL, is seeking an experienced Insurance Account Manager to independently manage Premier clients in Tiers 2 and 3, focusing on renewal marketing, client questions, and annual risk assessments. You will maintain high retention, provide...Senior
$113k - $225k
...Senior Wealth Advisor CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our... ...relationship manager providing Total Wealth Advisorya comprehensive, planning?led experience anchored in a personal financial plan and...SeniorShift work$164.6k - $288k
...Senior Wealth Advisor, Wealth Management The Senior Wealth Advisor acts as a technical expert in complex relationships for high-net-worth... ...clients who desire a sophisticated, multi-disciplinary wealth plan. This role will partner with relationship teams locally and...SeniorH1bLocal areaFlexible hours$300k
...Job Summary As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships...SeniorFull timeWork at officeLocal area$90k - $135k
...insights and recommendations. Excellent written and oral communication skills, with demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders. Strong problem‑solving and project‑management skills. CFA, CPA (or...SeniorWork experience placementLocal area- Morgan, Lewis & Bockius LLP seeks midlevel or senior associates with 3+ years of law firm experience to join its structured transactions practice group. Applicants should have corporate or finance transactions background; familiarity with structured finance and securitization...Senior
- LE001 Berkeley Research Group, LLC in Chicago is looking for a seasoned professional to join its Turnaround & Restructuring practice. This role focuses on providing strategic, operational, and financial advice to various stakeholders. The ideal candidate will have over ...Senior
$90k - $135k
...origin, disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring... ...areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter...SeniorFull timeWork experience placementLocal area- BRG's Transaction Advisory practice in Chicago seeks seasoned professionals to join a team delivering buy- and sell-side diligence for diverse clients. The role emphasizes financial modeling, earnings quality, and working capital analysis, with opportunities to lead client...Senior
- Hilco Global seeks a Diligence Analyst/Associate for its Specialty Finance team in Chicago. The role targets candidates with 4-5 years in audit, assurance, or diligence, focusing on collateral testing, portfolio analysis and report writing. The position involves leading...Senior
- BCG Attorney Search in Chicago seeks a Senior Associate with 5-7 years of leveraged finance experience to join its Finance & Financial Services practice. The role involves managing sponsor-backed acquisitions, cross-border and multi-currency deals, and complex intercreditor...Senior
- Alvarez & Marsal is seeking a Senior Associate, Digital Finance to lead digital finance transformation initiatives within PE portfolio companies. You will implement advanced analytics, RPA, and NLG to improve transparency, efficiency, and financial outcomes. You will gather...Senior
- Winston Taylor is seeking an associate in Chicago with a minimum of four years of substantive finance experience. The ideal candidate should have worked with various financial institutions and has strong deal experience, especially in cash flow lending. Experience in private...Senior
$250k - $375k
Portage Point Partners is seeking an XFn Senior Associate in New York City. This role involves collaborating with clients and senior leaders to solve complex financial and operational challenges while building advanced financial models. The ideal candidate has a Bachelor...Senior- We are pleased to support a Management Company investing in mainly liquid funds in the search for a Senior Financial Reporting Associate. Our client invests in mainly liquid funds (UCITS), plus a few semi-liquid strategies and AIFs. They are looking for a proactive team...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planning Advisor. Be the first to apply!
- junior oracle financial functional consultant Chicago, IL
- finance operations associate Chicago, IL
- associate financial representative Chicago, IL
- oracle cloud financials consultant Chicago, IL
- senior wealth advisor Chicago, IL
- associate corporate finance Chicago, IL
- financial advisor development program Chicago, IL
- associate leveraged finance Chicago, IL
- patient financial counselor Chicago, IL
- financial planning assistant Chicago, IL

