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Wealth Management Partner
3 weeks ago
We are conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office. The ideal candidate will have strong technical skills in complex estate planning and estate and trust administration. Portable business reflecting work with a transferable client base in the amount of approximately $750,000 is preferred. The successful candidate will be collaborative, with strong, proven business development skills and an interest in taking a leadership role in expanding the footprint of the firm’s current Wealth Management practice into the Chicago market. This position provides an ideal opportunity to capitalize on a strong existing platform for an international firm while building the practice in the Chicago market. Location: Chicago Employment Type: Law Firm Experience: Senior Attorney Apply Now Name * Email * Phone * Attach Resume (Optional) - Accepted file types: pdf, doc, docx, rtf, Max. file size: 10 MB. Please help us prevent spam by checking the box above. We submit confidential inquiries to our hiring contacts which preserves the confidentiality of the attorney candidate. #J-18808-Ljbffr
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Wealth Management Professional
12 hours 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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Wealth Management Partner
3 months ago
Chicago, United States Atticus Recruiting Inc Full timeWe are conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office. The ideal candidate will have strong technical skills in complex estate planning and estate and trust administration. Portable business reflecting work with a transferable client base in the amount of approximately...
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Junior Wealth Advisor
2 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
2 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 Management Consultant
1 week 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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Chicago, Illinois, United States Gould & Ratner LLP Full timeBecome a Key Player in Wealth Management & Estate Strategy at Gould & Ratner LLPGould & Ratner LLP is seeking a seasoned Wealth Management & Estate Strategy Partner to join our Tax and Wealth Transfer Practice Group. In this role, you will deliver expert guidance to closely held enterprises, affluent individuals, and families on complex estate planning,...
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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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Tax and Wealth Transfer Partner
11 hours ago
Chicago, Illinois, United States Gould & Ratner LLP Full timeJob OpportunityGould & Ratner LLP is seeking a highly experienced professional to join its Tax and Wealth Transfer Practice Group as a Tax and Wealth Transfer Partner. This individual will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer,...
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Associate Wealth Advisor
4 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
1 week 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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Estate Planning
3 weeks ago
Chicago, United States Gould & Ratner LLP Full timeJob DescriptionJob DescriptionGould & Ratner LLP is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth...
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Estate Planning
3 months ago
Chicago, United States Gould & Ratner LLP Full timeJob DescriptionJob DescriptionGould & Ratner LLP is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth...
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Wealth Management Consultant
12 hours ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to high-net-worth individuals, families, and institutions.We take pride in our commitment to service, expertise, and...
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Estate Planning
1 week ago
Chicago, United States De Novo Review Inc Full timeA Law Firm with an extensive experience stablished in Chicaho, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate...
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Estate Planning
5 months ago
Chicago, United States Denovo Review Full timeJob DescriptionJob DescriptionA Law Firm with an extensive experience stablished in Chicaho, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and...
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Chicago, United States Charles Schwab Full timePosition Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
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Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
3 months ago
CHICAGO, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
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Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
3 months ago
Chicago, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
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Wealth Management Advisor II
1 week ago
Chicago, Illinois, United States Old National Bank Full timeJob Locations: US-IL-ChicagoCategory/Function: Trust/Wealth ManagementPosition Type: Regular Full-TimeWorkplace Type: On SiteOverviewOld National Bank has been a cornerstone in the financial sector since 1834, managing assets totaling $48 billion. We pride ourselves on our deep connections within the communities we serve. As a reliable partner, we are...
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Senior Wealth Management Advisor
3 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...