Wealth Management Professional

2 days ago


Chicago, Illinois, United States Corient Private Wealth LLC Full time
Unlock Your Potential as a Wealth Planner

At Corient Private Wealth LLC, we're committed to empowering talented individuals to excel in their careers. As a Wealth Planner, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.

Key Responsibilities:
  • Develop and implement comprehensive financial plans, leveraging your expertise in investment knowledge and financial planning principles.
  • Collaborate with clients to understand their unique needs and objectives, providing tailored solutions to meet their goals.
  • Stay up-to-date with industry trends and best practices, applying your knowledge to drive exceptional client outcomes.
  • Work closely with cross-functional teams to ensure seamless execution of client plans and projects.
Requirements:
  • Bachelor's degree in a relevant field, such as finance, economics, or business.
  • CFP certification or equivalent experience.
  • Minimum 2-3 years of experience in financial planning or a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
What We Offer:
  • A dynamic and supportive work environment that fosters growth and development.
  • A competitive salary and benefits package, including a 401(k) plan with employer matching.
  • Opportunities for professional development and continuing education.
  • A collaborative and inclusive team culture that values diversity and inclusion.

At Corient Private Wealth LLC, we're dedicated to making a positive impact in the lives of our clients and our employees. If you're passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



  • Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals.Key ResponsibilitiesDevelop and execute business...


  • Chicago, Illinois, United States Calamos Asset Management Full time

    Job Title: Associate Wealth AdvisorAt Calamos Asset Management, we are seeking a highly motivated and experienced Associate Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and building long-term relationships with our affluent clients.Key Responsibilities:Client...


  • Chicago, Illinois, United States U.S. Bank Full time

    Job Title: Wealth Management BankerAt U.S. Bank, we're committed to helping our customers and communities thrive. As a Wealth Management Banker, you'll play a critical role in delivering exceptional client experiences and driving business growth.About the RoleThis position is responsible for developing and managing relationships with affluent clients,...


  • Chicago, Illinois, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We believe in delivering a strong overall client experience, and our...


  • Chicago, Illinois, United States First Recruiting, LLC Full time

    Job SummaryWe are seeking a highly skilled Private Wealth Management Specialist to join our team at First Recruiting, LLC.The ideal candidate will have 4+ years of experience in the financial industry and a proven track record of providing high-quality, high-touch service to Private Wealth clients.Key ResponsibilitiesManage new account onboarding, including...


  • Chicago Heights, Illinois, United States International Staff Consulting Full time

    Senior Wealth Advisor/Manager OpportunityWe are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm.Key Responsibilities:Provide comprehensive wealth management services to high net worth individuals and families, including investment management,...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern TrustNorthern 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 partner for individuals, families, and institutions seeking innovative financial solutions.Our CultureWe pride ourselves on our commitment to service, expertise, and...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern TrustNorthern 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 partner for individuals, families, and institutions seeking innovative financial solutions.Our commitment to service, expertise, and integrity has enabled us to build a...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About the RoleBMO Financial Group is seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and...


  • Chicago, Illinois, United States First Recruiting, LLC Full time

    Job SummaryThis role is responsible for building and maintaining strong relationships with high net worth clients. The ideal candidate will work collaboratively with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.Key Responsibilities:Provide high-quality,...


  • Chicago, Illinois, United States ECG Resources, Inc. Full time

    Private Wealth Advisor OpportunityECG Resources, Inc. is seeking a skilled Private Wealth Advisor to join their team and provide exceptional wealth management services to their high-net-worth clients.Key Responsibilities:Collaborate with senior advisors to deliver comprehensive wealth management advice, including tax planning, estate planning, trust...


  • Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City, with a presence across the country. We're a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and...


  • Chicago, Illinois, United States BMO US Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at BMO US. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and execute business...


  • Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence 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 environment...


  • Chicago, Illinois, United States William Blair Full time

    Unlock Your Financial PotentialAt William Blair, we're committed to delivering exceptional wealth management services to our clients. As a Wealth Advisor, you'll play a critical role in helping high net worth individuals achieve their financial goals.Key Responsibilities:Establish and maintain relationships with high net worth investor prospectsDevelop a...


  • Chicago, Illinois, United States Atticus Recruiting Inc Full time

    Confidential Wealth Management Partner OpportunityWe 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 possess strong technical skills in complex estate planning and estate and trust administration. A portable business with a transferable client...


  • Chicago, Illinois, United States Associated Banc-Corp Full time

    Unlock Your Potential as a Senior Wealth PlannerAt Associated Banc-Corp, we're committed to fostering a culture of inclusivity and growth. If you thrive in an environment where your skills and expertise are valued and nurtured, we invite you to explore this exciting opportunity.Key Responsibilities:Collaborate with the Wealth Planning Business Development...


  • Chicago, Illinois, United States The Charles Schwab Corporation Full time

    About the RoleAs a Wealth Advisor at Schwab, you'll have the opportunity to make a meaningful impact on your career and the lives of our clients. Our team is dedicated to delivering exceptional service and innovative solutions that help our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored...