Wealth Transfer Strategist

6 days ago Be among the first 25 applicantsGresham Partners, LLC provided pay range This range is provided by Gresham Partners, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range $250,000.00/yr - $400,000.00/yrFounded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based...

Founded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country as a multi-family office. The firm is known for its independent thinking, investment approach, and performance results. We are seeking an experienced trusts and estates...

At Northern Trust, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.Job DescriptionThe Senior Wealth Advisor for the Ultra High Net Worth team acts as a technical expert in complex individual and family...

About the Position:We are seeking a highly skilled trusts and estates attorney to join our team at Winston & Strawn's Chicago office. As a mid-level associate, you will have the opportunity to work with high-net-worth individuals and families, providing expert advice on estate planning and wealth transfer.Your key responsibilities will include developing and...

Client-Centric Approach\We believe that every client has a unique story and set of objectives. At Corient Private Wealth LLC, we take the time to understand our clients' goals, risk tolerance, and values.\We develop tailored strategies to help our clients achieve their desired outcomes, whether it's preserving wealth, growing assets, or transferring...

We're seeking a highly motivated Private Wealth Management Strategist to join our team at William Blair. As a key member of our Private Wealth Management team, you'll be responsible for leading and managing employees who perform middle office operations in billing, client reporting, merchant banking, and alternative investments.The successful candidate will...

Our MissionAt Corient, we help high-net-worth individuals and families to 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, simplifying lives, and establishing legacies that last for generations. We are looking for...

Job Description Job Description A 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...

A 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...

A 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...

Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience to prospects and clients with a general focus...

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...

About the Role:We are seeking an experienced professional to lead our direct indexing and model portfolios strategy. As a key member of our commercial team, you will drive growth across various financial services channels with a focus on wealth management. Your expertise in index-based investing, personalized indexing, and model portfolio management will be...

What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they...

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...

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...

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...

About Northern Trust:Northern Trust is a Fortune 500 company and a globally recognized, award-winning financial institution.We have been in continuous operation since 1889, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our mission is to deliver exceptional financial services to our...

Job DescriptionWe are seeking a highly skilled Senior Private Credit Strategist to join our CIO team at Mercer. This role will be based in the US, with opportunities to work from various locations including NYC, Boston, Chicago, Minneapolis, and St. Louis.Role OverviewThis is a hybrid role that requires working at least three days a week in the office. As a...

Our MissionAt Wintrust Wealth Management, we hold ourselves to the highest standards of service and integrity in the industry.We offer advisors the best of both worlds - technology, products, benefits, and business development opportunities of a large corporation as well as a supportive culture, reputation for personal service, and lasting client...