Senior Wealth Director

2 weeks ago


Chicago IL, United States Mercer Advisors Full time

A leading financial advisory firm in Chicago is seeking a Sr. Wealth Advisor, Director to function as the primary trusted advisor for high net worth clients. The ideal candidate will have over 15 years of experience, a Bachelors degree, and certifications such as CFP. This role includes managing client communications while ensuring adherence to company standards and providing subject matter expertise to the team. Competitive salary and flexible working arrangements offered. #J-18808-Ljbffr


  • Strategic M&A Analyst

    2 weeks ago


    Chicago, IL, United States VestGen Wealth Partners Full time

    A leading wealth management firm in Chicago seeks a Mergers & Acquisitions Analyst to support senior professionals in analyzing and executing strategic transactions. The role involves financial analysis, market research, and client interactions to enhance overall deal execution. Candidates should have strong analytical skills, detailed-oriented approach, and...


  • Chicago, Illinois, United States Rothschild Wealth Partners Full time $60,000 - $80,000 per year

    About RothschildEstablished in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $8 billion in assets under advisement. Across our 110+ year history, our core mission has remained the same: to empower individuals to make sense of their money, guide them to grow their...


  • Chicago, IL, United States Aaron Wealth Advisors Full time

    Family Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...

  • Strategic M&A Analyst

    2 weeks ago


    Chicago, United States VestGen Wealth Partners Full time

    A leading wealth management firm in Chicago seeks a Mergers & Acquisitions Analyst to support senior professionals in analyzing and executing strategic transactions. The role involves financial analysis, market research, and client interactions to enhance overall deal execution. Candidates should have strong analytical skills, detailed-oriented approach, and...

  • Senior Wealth Advisor

    3 weeks ago


    Chicago, United States Northern Trust Full time

    Senior Wealth AdvisorThe 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 nationally to ensure the development of goals-based wealth plans to high-income/net worth individuals and families,...

  • Senior Wealth Advisor

    2 weeks ago


    Chicago, United States Northern Trust Corp 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...

  • Senior 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...


  • Chicago, United States Mercer Advisors Full time

    A leading financial advisory firm in Chicago is seeking a Sr. Wealth Advisor, Director to function as the primary trusted advisor for high net worth clients. The ideal candidate will have over 15 years of experience, a Bachelor’s degree, and certifications such as CFP. This role includes managing client communications while ensuring adherence to company...


  • Chicago, United States Hightower Advisors, LLC Full time

    A wealth management firm in Chicago seeks a Director of Operations to lead new account onboarding and integration efforts. This role requires over 10 years of operational experience, preferably within wealth management, and involves managing complex integrations and cross-functional initiatives. The ideal candidate will possess strong analytical skills and...


  • Chicago, United States Chicago Staffing Full time

    Corporate Audit Services Senior Audit Manager Wealth, Commercial, Capital MarketsAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each...