Wealth Advisor
3 weeks ago
This opportunity is for a Wealth Advisor/Portfolio Manager in Chicago to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients. DUTIES & RESPONSIBILITIES Deliver outstanding client service with high integrity and ethical standards. Build and maintain strong relationships with new and existing clients, including preparing clients for advisor transitions. Engage and educate next-generation beneficiaries on family wealth stewardship. Monitor portfolios to ensure client strategies remain relevant and effective. Collaborate with the financial planning team to provide comprehensive solutions. Proactively communicate with clients to build a strong, professional rapport to understand and anticipate their needs, goals, and financial objectives. Develop relationships with the client's other professional advisors (i.e. accountants, lawyers, etc.) Implement and manage investment strategies that align with clients’ objectives. Participate in the firm’s investment strategy process. Expand referral networks by leveraging local centers of influence, collaborating with colleagues, and establishing a professional presence as the face of the firm. QUALIFICATIONS Bachelor’s degree in Finance or related field. CFA strongly preferred; CFP, advanced industry-related degree, or equivalent experience considered. Minimum of 8-10+ years of client-facing experience, preferably within an RIA/wealth management firm and with high-net-worth clients. Broad-based knowledge of wealth management and investment strategy, with strong investment knowledge and experience with individual securities and funds. Efficient work ethic, commitment to growth, and ability to thrive in an entrepreneurial environment. Excellent oral and written communication and presentation skills. Strategic thinker, creative problem solver, and competent decision-maker with strong attention to detail. Incredible interpersonal skills for listening, gathering information, and negotiating.
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Junior Wealth Advisor
3 weeks ago
Chicago, United States Paradigm Wealth Management LLC Full timeCompany: Paradigm Wealth ManagementAbout Us: Paradigm Wealth Management is a leading firm dedicated to providing bespoke financial solutions and wealth management services to our diverse clientele. With a commitment to excellence and a client-centric approach, we empower individuals and businesses to achieve their financial goals through personalized...
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Junior Wealth Advisor
3 weeks ago
Chicago, United States Paradigm Wealth Management LLC Full timeCompany: Paradigm Wealth ManagementAbout Us: Paradigm Wealth Management is a leading firm dedicated to providing bespoke financial solutions and wealth management services to our diverse clientele. With a commitment to excellence and a client-centric approach, we empower individuals and businesses to achieve their financial goals through personalized...
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Wealth Advisor
4 weeks ago
Chicago, United States Northern Trust Full timeAbout 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...
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Wealth Strategist
13 hours ago
Chicago, Illinois, United States Corient Private Wealth LLC Full timeJob SummaryCorient Private Wealth LLC is seeking a highly skilled and experienced Wealth Strategist to join our team. As a key member of our wealth planning service, you will work closely with high-net-worth individuals, families, and high achievers to develop and implement customized financial plans that meet their unique needs and goals.Key...
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Wealth Advisor
2 months ago
Chicago, United States Northern Trust Full timeAbout 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...
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Associate Wealth Advisor
1 month ago
Chicago, United States Northern Trust Full timeAs an Associate Wealth Advisor, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family relationships.Working with the Regional Wealth Advisor, you will be responsible for collecting, reviewing and synthesizing personal and wealth profile data and modeling strategies and...
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Associate Wealth Advisor
1 month ago
Chicago, Illinois, United States Northern Trust Full timeAs an Associate Wealth Advisor, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family relationships.Working with the Regional Wealth Advisor, you will be responsible for collecting, reviewing and synthesizing personal and wealth profile data and modeling strategies and...
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Associate Wealth Advisor
6 days ago
Chicago, United States Calamos Asset Management Full timeIllinois - Chicago 215 N Peoria St Chicago, IL 60607, USA The Calamos Wealth Management (CWM) Associate Wealth Advisor is responsible for providing front-line service to high-net-worth clients, providing front and back-office support to the Senior Wealth Advisor, and generally acting as liaison to the Wealth Management Wealth Advisor team. The Associate...
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Associate Wealth Advisor
2 weeks ago
Chicago, United States Calamos Asset Management Full timeSummary: The Calamos Wealth Management (CWM) Associate Wealth Advisor is responsible for providing front-line service to high-net-worth clients, providing front and back-office support to the Senior Wealth Advisor, and generally acting as liaison to the Wealth Management Wealth Advisor team.The Associate Wealth Advisor assists with account administration and...
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Wealth Strategist
3 months ago
Chicago, United States Corient Private Wealth LLC Full timeJoin a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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,...
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Wealth Management Consultant
2 weeks ago
Chicago, Illinois, United States Corient Private Wealth LLC Full timeBecome a key player in a dynamic team that champions your professional journey At Corient Private Wealth LLC, we specialize in assisting high-net-worth individuals, families, and accomplished professionals in leading fulfilling lives while safeguarding their wealth for future generations. Our mission is to surpass expectations, simplify complexities, and...
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Managing Advisor | Wealth Management
6 days ago
Chicago, United States Forvis Mazars, LLP Full timeGeneral information Name: Consulting - Wealth Management - Managing Advisor Posting Title: Managing Advisor | Wealth Management Ref #: 2232446 Date Published: Thursday, May 2, 2024 City: Oakbrook Terrace State: Illinois Country: United States Job Category: Wealth Advisory Office: Wealth Advisory (Forvis) Advertised Location: US-IL-Chicago Working time: Full...
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Wealth Advisor
4 weeks ago
Chicago, United States Windward Recruiting Full timeThis opportunity is for a Wealth Advisor/Portfolio Manager in Chicago to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients. DUTIES & RESPONSIBILITIESDeliver outstanding client service with high integrity and ethical standards.Build and maintain strong relationships with new and existing...
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Wealth Advisor
4 weeks ago
Chicago, United States Windward Recruiting Full timeThis opportunity is for a Wealth Advisor/Portfolio Manager in Chicago to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients. DUTIES & RESPONSIBILITIESDeliver outstanding client service with high integrity and ethical standards.Build and maintain strong relationships with new and existing...
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Wealth Management Professional
3 days ago
Chicago, Illinois, United States Ritholtz Wealth Management Full timeAbout Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with clients and employees across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...
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Senior Wealth Advisor
3 days ago
Chicago, United States The Judson Group Full timeJudson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor . The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward. This is a phenomenal opportunity for...
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Senior Wealth Management Advisor
6 days ago
Chicago, Illinois, United States Charles Schwab Full timePosition Type: RegularYour OpportunityInvestor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a distinguished, fee-based, and non-discretionary investment advisory service that fosters personal relationships, specialized assistance, and continuous guidance...
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Wealth Advisor, Portfolio Manager
3 weeks ago
Chicago, United States Windward Recruiting Full timeWe are searching for a Wealth Advisor/Portfolio Manager in Chicago to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients. DUTIES & RESPONSIBILITIES Deliver outstanding client service with high integrity and ethical standards. Build and maintain strong relationships with new and existing...
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Senior Wealth Management Advisor
2 weeks ago
Chicago, Illinois, United States Charles Schwab Full timePosition Type: RegularYour OpportunityInvestor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a distinguished, fee-based, and non-discretionary investment advisory service that fosters a personal connection, specialized assistance, and continuous...
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Senior Wealth Management Advisor
2 weeks ago
Chicago, Illinois, United States Charles Schwab Full timePosition Type: RegularYour OpportunityInvestor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a premier, fee-based, and non-discretionary investment advisory service that fosters a personal relationship, specialized service, and continuous guidance...