Senior Private Wealth Advisor for High-Net-Worth Clients

As a Wealth Advisor at {EMPLOYER-DESC}, you will work closely with high-net-worth clients to develop customized financial strategies that meet their unique financial needs and goals. This role involves thorough financial planning, investment management, and ongoing advisory services to help clients accumulate, preserve, and transfer wealth effectively. Our...

Cypress HCM in Chicago, IL seeks an experienced Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering goals-based investment and financial planning strategies.You will act as trusted advisor, assess client circumstances, coordinate with investment professionals, provide ongoing portfolio guidance, and develop new business...

Lenox Advisors in Chicago is seeking experienced Financial Advisors to assist clients in navigating their financial futures. The role emphasizes relationship-building, networking, and client-first solutions. Advisors will have opportunities for ongoing professional development and collaboration with peers, fostering a culture of innovation and...

Truist seeks a Wealth Advisor Associate to support two or more Wealth Advisors in delivering advice and solutions to high net worth clients. You will help identify new prospects, develop pitch books, and deepen client relationships with a full suite of Truist Wealth products.You will work with Advisor teammates to coordinate integrated wealth management...

BMO Wealth Planner role in Chicago provides advanced financial planning guidance to HNW and UHNW clients, partnering with Wealth Advisors and Senior Strategists to deliver a documented strategy aimed at asset growth and client engagement. The Senior Wealth Planner collaborates with internal stakeholders to expand service offerings, coaches advisors, and...

Harris Associates L.P. in Chicago seeks a Senior Client Service Associate for Private Wealth Management. The role supports the Portfolio Management team to deepen client relationships and deliver expert service to high-net-worth clients. You will attend client meetings, prepare meeting materials, and coordinate onboarding while collaborating with internal...

RubinBrown LLP is seeking a Private Client Services Tax Manager in Chicago to lead high net worth client engagements and mentor junior staff. Provide sophisticated tax planning and compliance services, manage engagements, and maintain client relationships in a fast-paced environment.The role requires CPA, a Bachelor's in Accounting, and 5+ years of...

$100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market Leader, Managing Director, and broader firm leadership if desired. Immediate equity opportunity.HighlightsAdvise ultra-high net worth families, foundations, and endowments across...

Citi is seeking a Senior Wealth Advisor to serve Ultra High Net Worth clients in the United States from Chicago. You will collaborate with Private Bankers to develop tailored financial strategies, conduct sophisticated market analyses, and adjust portfolios in response to changing economic conditions.The role requires a strong financial background, FINRA...