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
$61k - $119k
Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Chicago, Illinois. This unique opportunity lets you start a business assisting clients with financial planning, offering significant training and support. The ideal candidate will possess a Bachelor...Suggested$85k - $150k
Stenger Family Office in Chicago is seeking a Financial Advisor Associate to assist in providing financial guidance focused on planning and investment strategies. This full-time on-site role includes conducting financial analysis, creating customized plans, and supporting...SuggestedFull timeWork at office$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$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...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$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...Senior$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...SeniorWork at officeFlexible hours$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$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...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$99.6k - $169.2k
...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 candidates should possess a deep understanding...Senior- 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...Senior
$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...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- 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
$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...Senior$102k - $190k
...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 teams to enhance client...Senior$60k - $121.3k
Old National Bank is seeking a Senior Compliance Advisory Services Officer in Chicago, IL, to lead compliance for the Wealth Division. This role involves advising on regulatory matters, ensuring compliance program implementation, and interacting with key stakeholders. Candidates...Senior$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- ...A leading supply chain solutions provider in Chicago seeks a Senior Consultant to manage the full delivery lifecycle for strategic client projects. The role involves working closely with operational and executive levels to translate complex supply chain challenges into...Senior
- ...Digital Insurance LLC in Chicago is seeking a qualified consultant to design and implement retirement plans for clients, primarily focusing on business development and client relationship management. A successful candidate will have a strong background in sales, understanding...SeniorFull time
$57.5k - $106.5k
BMO U.S. is seeking a licensed financial advisor in Park Ridge, Illinois. In this role, you will act as the primary contact for clients,... ...salary range of $57,500.00 - $106,500.00 with additional benefits including health insurance and retirement plans. #J-18808-Ljbffr BMO U.S.Senior$5,000 per month
...applies to candidates who apply from March 25 to April 30. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's... ...experience servicing needs related to client onboarding, financial planning, and investor education * Comprehensive relationship...SeniorRemote job16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaRelocation packageFlexible hours- Northern Trust Corp is seeking a Sr Consultant for Financial Reporting in Chicago, IL. This hybrid role emphasizes managing key client relationships and the accounting/reporting component. The ideal candidate will have a Bachelor’s degree in Finance or Accounting and strong...Senior
$390k
The Finance group in the Chicago office is looking for a mid-level associate (Class of 2020-2018), with general finance experience, including drafting and negotiating commitment papers, security agreements, credit agreements and other loan documents, UCC experience as ...SeniorWork at office$90k - $130k
...MACIAS, GINI & O'CONNELL, LLP. is looking for a Senior Consultant in Chicago or San Diego (Hybrid). The role focuses primarily on financial accounting and financial reporting, supporting various engagements including due diligence and forensic work. Qualifications include...Senior$110k - $140k
Alvarez & Marsal is seeking a Manager for Retirement Plans & Benefits in Chicago. The role involves providing consulting expertise on plan design, merger activity, and compliance, as well as conducting nondiscrimination testing for retirement plans. Candidates should have...Senior- ...Ernst & Young Advisory Services Sdn Bhd is seeking a Senior Technology Analyst for their Oracle Services Practice in Chicago. This role involves engaging with clients to ensure project delivery, translating business requirements, and collaborating on system architecture...SeniorFlexible hours
- ...Introduction We are seeking an experienced Senior Managing Consultant to join our Finance Transformation practice. The ideal candidate... ...(R2R), Procure to Pay (P2P), Order to Cash (O2C), Financial Planning & Analysis (FP&A), Tax, and Treasury — and have a point of view...Senior
- ...Evolution Risk Partners, LLC (the “Company” or “ERP”) is seeking a Senior Associate of Accounting and Finance to assist in executing its... ...actionable decision making and support strategic and financial planning activities Requirements and Qualifications: This is an...Senior
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