Wealth Advisor
4 weeks ago
Established Single-Family Office seeks a Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.
- The firm is looking to hire a wealth planning professional to train in all facets of wealth management
- Work closely with senior advisors to provide wealth management advice including tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters
- Ability to learn UHNW wealth planning strategies for multi-billion dollar family members, in addition to working in a multi-generational environment with exposure to all levels of clients
- Focus is on providing excellent client service; No new business requirements
- Position offers excellent work/life balance, and a strong career track within the firm
- Requires 2+ years', financial planning and/or High-Net-Worth tax experience; CFP or pursuing, a plus
~Hybrid Work Opportunity~
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Wealth Advisor
4 weeks ago
Chicago, United States ECG Resources, Inc. Full timeEstablished Single-Family Office seeks a Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisors to provide wealth management advice including tax, estate planning, trust...
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Wealth Advisor
4 weeks ago
Chicago, United States ECG Resources, Inc. Full timeEstablished Single-Family Office seeks a Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisors to provide wealth management advice including tax, estate planning, trust...
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Senior Wealth Advisor
1 day ago
Chicago, United States Mesirow Financial Full timeDescription The Opportunity: In support of a growing client base, our Mesirow Wealth Management is seeking Senior Wealth Advisors to lead professional wealth management teams. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $10B in assets under management, we have earned...
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Private Wealth Advisor
3 weeks ago
Chicago, United States ECG Resources, Inc. Full timeEstablished Single-Family Office seeks a Private Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisors to provide wealth management advice including tax, estate planning, trust...
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Private Wealth Advisor
3 weeks ago
Chicago, United States ECG Resources, Inc. Full timeEstablished Single-Family Office seeks a Private Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisors to provide wealth management advice including tax, estate planning, trust...
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Wealth Advisor II
2 weeks ago
Chicago, Illinois, United States Old National Bank Full timeJob Title: Wealth Advisor IIOld National Bank is seeking a Wealth Advisor II to join our team. As a Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth clients, providing financial planning and investment guidance, and identifying opportunities to grow our wealth business.Key Responsibilities:Manage a...
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Wealth Advisor Regional Executive
1 month ago
Chicago, Illinois, United States Old National Bank Full timeJob Title: Wealth Advisor Regional ExecutiveOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to join our team. As a key member of our wealth management team, you will be responsible for leading a team of wealth advisors in providing financial and investment guidance and expertise to high net worth clients.Key...
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Single Family Office Wealth Advisor
2 weeks ago
chicago, United States ECG Resources, Inc. Full timeEstablished Single-Family Office seeks a Private Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisors to provide wealth management advice including tax, estate planning, trust...
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Senior Wealth Management Advisor
2 weeks ago
Chicago, Illinois, United States Mowery & Schoenfeld Full timeSenior Wealth Management Advisor OpportunityMowery & Schoenfeld is seeking a highly skilled Senior Wealth Management Advisor to join our rapidly growing wealth management practice. As a key member of our team, you will have the opportunity to make a significant impact and contribute to the department's continued success.Key Responsibilities:Attend meetings...
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Portfolio Advisor
2 weeks ago
Chicago, Illinois, United States Wellington Insurance Group Full timeAbout UsWellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experts provides tailored investment strategies that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.About the...
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Wealth Advisor
1 month ago
Chicago, United States First Community Trust, N.A. Full timeFCT 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...
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Wealth Advisor
2 weeks ago
Chicago, United States First Community Trust, N.A. Full timeFCT 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...
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Wealth Advisor
1 month ago
Chicago, United States First Community Trust, N.A. Full timeFCT 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...
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Wealth Advisor
2 weeks ago
chicago, United States First Community Trust, N.A. Full timeFCT 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...
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Private Wealth Manager
3 weeks ago
Chicago, Illinois, United States ECG Resources, Inc. Full timePrivate Wealth Advisor OpportunityECG Resources, Inc. is seeking a skilled Private Wealth Advisor to join their team and provide exceptional wealth management services to their high-net-worth clients.Key Responsibilities:Collaborate with senior advisors to deliver comprehensive wealth management advice, including tax planning, estate planning, trust...
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Principal | Wealth Advisor
18 hours ago
Chicago, United States Cerity Partners Full timeJob DetailsLevel Experienced Job Location Chicago Office - Chicago, IL Position Type Full Time Education Level 4-year degree or above Job Category Finance Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a...
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Wealth Management Professional
1 week ago
Chicago, Illinois, United States ECG Resources, Inc. Full timeECG Resources, Inc. is seeking a highly skilled Wealth Management Professional to join their team and provide exceptional service to their UHNW clients.The ideal candidate will have a strong background in financial planning and/or high-net-worth tax experience, with a focus on providing excellent client service and working closely with senior advisors to...
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Wealth Management Analyst
2 weeks ago
Chicago, United States Calculated Hire Full timeWealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...
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Wealth Management Analyst
5 days ago
chicago, United States Calculated Hire Full timeWealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...
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Wealth Management Analyst
6 days ago
chicago, United States Calculated Hire Full timeWealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...