Senior Advisor Concierge for Wealth Management
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Chicago is seeking an Advisor Concierge for the JPMorgan Advisors division to deliver white-glove service to financial advisors and act as the single point of contact across JPMA products and services. You will collaborate with Investments, Banking, Lending and Wealth Planning specialists, troubleshoot issues, and partner with local branch leadership to enhance the advisor experience and drive practical solutions. #J-18808-Ljbffr JPMorgan Chase & Co.
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ..., and learning how to manage and inspire others. Navigating... ...way as technology-enabled tax advisors who provide benefits through... ...increased efficiencies. As a Senior Associate you analyze complex...SeniorFull timeH1b$100k
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice... .... Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will...SeniorFull timeContract work- ...Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...Senior
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...& SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorFull timeH1b$48k - $100k
A leading financial services firm in Oak Brook is seeking a Financial Advisor to deliver comprehensive wealth management solutions. The role focuses on establishing strong client relationships and providing tailored financial planning. The ideal candidate will hold necessary...Senior- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services. The ideal candidate will have 12-15 years of experience in trust or estate administration...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
- U.S. Bank seeks a Wealth Management Investment Portfolio Manager to oversee individual and trust assets, aligning with client goals and firm guidelines. You will work with a Trust Officer to grow and retain Wealth Management relationships, using technology to improve efficiency...Senior
$120k - $150k
Virtus Investment Partners, Inc is seeking a Lead Advisor based in Chicago, focusing on developing and managing client relationships for wealth management. This role includes collaborating with a Managing Director and requires 50% travel. The ideal candidate will have a...SeniorRemote job- Hines Private Wealth Solutions is seeking an ambitious professional to help strategically build the Hines Private Wealth platform across RIA and RIA aggregator channels in the Central Region (Midwest). The successful candidate will partner with private wealth and institutional...Senior
- 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
- CIBC US is seeking a seasoned Private Banker to cultivate and manage relationships with high-net-worth clients in the Chicago area. You... ...lending and deposit solutions while collaborating with CIBC Private Wealth Management and other partners to grow strategic client...Senior
- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
$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...Senior- Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement. The role is fully‑time, exempt, and requires an in‑office presence. You will lead client meetings, prepare CNA, SAA and VFA analyses...SeniorWork at office
- A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver tailored Wealth Plans. Candidates should have over 5 years of experience in wealth management, be adept at relationship building...Senior
- Senior Financial PlannerCompany OverviewWe are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exception service. We...Senior
$200k - $250k
Job DescriptionThe Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares’ Wealth Distribution team, responsible for driving strategic growth... ...alternative investment fundsDirectly manage major markets within their region with...SeniorFull timeTemporary work$99k - $176k
Job DescriptionWhat is the opportunity?RBC US Wealth Managing is building out our credit, lending and cash management products and capabilities. As a Risk Advice Senior Manager, Business Risk Oversight, you will provide risk advice and guidance to product managers and...SeniorFull timeFlexible hours$120k
...Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of... ...to an Ultra high Net Worth client base in the United States.Manage accounts of high net worth investors and jointly develop financial...SeniorFull time- ...Current is seeking experienced wealth advisors to bring and grow their book on a highly advisor-centric platform. You can transition your... ...equity opportunities. This role emphasizes collaboration with senior leadership while maintaining client ownership and delivering...Senior
- ...ECG Resources, Inc. in Chicago seeks a hands-on Senior Wealth Planner to help family members across generations make thoughtful financial decisions and understand their wealth. You will develop and present comprehensive plans, integrating trusts, gifting, estate planning...SeniorWork at office
$180k - $250k
...nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime... ...consistent growth.Our Chicago office is hiring for an experienced Senior Vice President, Market Risk Analytics Manager FICCS to join...SeniorFull timeWork at officeLocal areaImmediate startNight shift- ...Job Description J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...to clients’ specific needs. As an Advisor Concierge with J.P. Morgan Advisors, you will serve as...Local area
$150k - $250k
...seeking an experienced investment product management professional to support the development,... ..., and enhancement of institutional and wealth management investment solutions across... ...Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-...SeniorTemporary workLocal areaFlexible hours$225k - $270k
.... Responsibilities Hines Private Wealth Solutions is searching for an ambitious... ...service. This individual will report to senior leadership and help strategically build... ...Team, broader PWS sales group and senior management to drive sales and AUM growth across direct...SeniorWork at officeLocal area$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
A leading 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...Senior- ...AFIN Family Wealth Management Inc. is a premier firm specializing in holistic financial planning for individuals and businesses.... ...are currently seeking a highly skilled and experienced Senior Financial Advisor to join our dynamic team. The successful candidate will...SeniorWork at office
$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
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