Wealth Advisor

4 weeks ago

Chicago, United States First Community Trust, N.A. Full time

FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals.


Founded over 23 years ago to serve the needs of credit unions and their members, FCT manages individual and institutional clients and boasts incredible credit union partnerships in central and eastern Iowa. Today, the firm proudly manages over $1.3 billion in assets. FCT's success is rooted in a commitment to service and long-term relationships with our team, clients, and partners. 


Looking ahead, FCT is actively pursuing growth opportunities in Iowa and the Midwest. It's projected that trillions of assets and wealth will transfer between generations in the coming years.  


We are seeking a talented Wealth Advisor who is looking to contribute to a growing investment management and trust company. This individual will be responsible for creating and growing long-term, trusted relationships with prospects, clients and credit union partners in and/or near Chicago, Illinois. Additionally, this individual will proactively develop new opportunities while managing the day-to-day administration of agencies, IRAs, trusts and estates. Our ideal candidate will have a growth mindset and passion for service and helping people define and attain their financial goals.


What You’ll Be Doing

  • Develop and maintain referral networks within assigned credit unions and in the community to build and grow relationships and new business opportunities.
  • Actively call on potential clients to identify needs, make proposals for new business and secure new relationships.
  • Develop long-term, trusted relationships with clients and deliver customer service that exceeds expectations.
  • Manage client relationships by deeply understanding their needs, generate innovative solutions and strategies, and promptly respond to and resolve client needs.
  • Stay informed of new developments and offer new solutions to enhance services.
  • Utilize financial planning to add value for clients, retain relationships and identify additional opportunities. 
  • Provide account administration and maintenance which includes setting up new accounts, managing special distributions, assessing tax liabilities and planning and approving expenditures.
  • Ensure accurate administration of accounts to ensure accounts meet all compliance standards.
  • Develop relationships and coordinate with members of the FCT team possessing subject matter expertise (i.e. investments, trusts, estates, financial planning, etc.) that can, from time to time, benefit clients. 


Who You Are

  • Bachelor's degree required or prior experience in related field.
  • 5+ years' experience within financial services or trust environment preferred.
  • Ability to develop, create and grow new and existing relationships.
  • Experience achieving reasonable annual new assets and performance goals.
  • Active in community and business organizations.
  • Strong interpersonal skills: The ability to influence, motivate and proactively build relationships.
  • Ability to help others resolve problems and make recommendations.
  • Strong collaboration and leadership skills.
  • Maintain a high level of confidentiality at all times.
  • Excellent verbal and written communication skills.
  • Ability to read, understand and interpret various legal documents.
  • High level of problem solving and organizational skills.


*Credit and criminal history verification will be required of all applicants.


FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

  • Regional Wealth Advisor

    3 weeks ago

    Chicago, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Wealth Advisor

    4 weeks ago

    Chicago, United States Private Vista LLC Full time

    Wealth Advisor - You Love to Make Clients Raving FansPrivate VistaCulture driven by our 30 fundamental valuesSteady growth and continuous profitabilityStable client base for over 25 yearsFlexibility on work schedule, office location, and ability to work from homeWe're seeking a wealth advisor to provide additional resources to our expanding client base.Do...

  • Wealth Advisor

    4 weeks ago

    Chicago, United States Private Vista LLC Full time

    Wealth Advisor - You Love to Make Clients Raving FansPrivate VistaCulture driven by our 30 fundamental valuesSteady growth and continuous profitabilityStable client base for over 25 yearsFlexibility on work schedule, office location, and ability to work from homeWe're seeking a wealth advisor to provide additional resources to our expanding client base.Do...

  • Wealth Advisor

    4 days ago

    Chicago, United States Private Vista LLC Full time

    Our StoryPrivate Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients. Your Future Team...

  • Wealth Advisor

    3 days ago

    Chicago, United States Private Vista LLC Full time

    Our StoryPrivate Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients. Your Future Team...

  • Wealth Advisor

    14 hours ago

    Chicago, United States Private Vista LLC Full time

    Our StoryPrivate Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients. Your Future Team...

  • Wealth Advisor

    4 days ago

    Chicago, IL, United States Private Vista LLC Full time

    Our Story Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients. Your Future...

  • Wealth Planner

    4 weeks ago

    Chicago, United States Corient Private Wealth LLC Full time

    Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

  • Wealth Advisor

    1 week ago

    Chicago, United States Corient Full time

    Join a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

  • Wealth Management Advisor II

    4 days ago

    Chicago, Illinois, United States Bank of America Full time

    **Responsibilities:**Leads the Client Process Management Process within the client team to identify new business development opportunities.Sources new clients in alignment with the bank's established risk appetite.Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business...

  • Aaron Wealth Advisors | Client Development Manager

    4 weeks ago

    chicago, United States Aaron Wealth Advisors Full time

    Client Development Manager We are seeking an experienced and driven Client Development Manager to join our Chicago-based team at Aaron Wealth Advisors (AWA). This individual plays a critical role within AWA and is responsible for developing new relationships with individuals, families, businesses, and nonprofits by building awareness of the firm’s...

  • Wealth Advisor

    3 weeks ago

    Chicago, United States First Community Trust Full time

    FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals.Founded over 23 years ago to serve the needs of credit unions and their members, FCT manages...

  • Wealth Advisor Regional Executive

    4 weeks ago

    Chicago, United States Old National Bank Full time

    Wealth Advisor Regional ExecutiveJob Locations US-IL-ChicagoCategory/Function Trust/Wealth ManagementPosition Type Regular Full-TimeRequisition ID 2024-14838Workplace Type On SiteSalary Min USD $127,900.00/Yr.Salary Max USD $258,600.00/Yr.OverviewOld National Bank has been serving clients and communities since 1834. With $50 billion in total assets,...

  • Private Wealth Advisor Support Specialist

    3 days ago

    Chicago, Illinois, United States Bank of America Full time

    Are you looking for a challenging and rewarding career opportunity in finance?As a Registered Private Wealth Management Associate at Bank of America, you will play a critical role in delivering exceptional client service, supporting financial advisors, and maintaining relationships with clients.Key responsibilities include:Providing exceptional client...

  • Wealth Advisor Regional Executive

    2 weeks ago

    Chicago, United States Old National Bank Full time

    Wealth Advisor Regional ExecutiveJob Locations US-IL-ChicagoCategory/Function Trust/Wealth ManagementPosition Type Regular Full-TimeRequisition ID 2024-14838Workplace Type On SiteSalary Min USD $127,900.00/Yr.Salary Max USD $258,600.00/Yr.OverviewOld National Bank has been serving clients and communities since 1834. With $50 billion in total assets,...

  • VP Sr. Wealth Advisor

    3 weeks ago

    Chicago, IL, United States Calamos Investments Full time

    Summary: The VP, Senior Wealth Advisor is the primary contact for Calamos Wealth Management clients and liaison to the Portfolio Management team. This role coordinates all Wealth Management services, focusing on building long-term, trusting relationships with clients and their advisors, while also seeking new client opportunities. Primary...

  • Senior Relationship/Trust Advisor, Wealth Management

    4 weeks ago

    Chicago, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Wealth Management Advisor

    30 minutes ago

    Chicago, Illinois, United States Associated Banc-Corp Full time

    We're looking for a talented Senior Wealth Planner to join our team at Associated Bank. In this role, you'll play a crucial part in developing and executing strategies that drive growth and success in our Wealth Planning Business Development Team.About the PositionYou'll have the opportunity to work closely with high-net-worth individuals, applying complex...

  • Wealth Management Professional

    24 hours ago

    Chicago, Illinois, United States TERRANA GROUP LLC Full time

    Our Mission">At TERRANA GROUP LLC, we strive to provide exceptional recruitment services to Financial Advisors, utilizing our expertise in the financial services space to connect talented professionals with top wealth management firms. As a Senior Talent Acquisition Specialist, you will play a critical role in achieving our mission by sourcing and screening...

  • Senior Relationship/Trust Advisor II, Wealth Management

    2 weeks ago

    Chicago, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...