Current jobs related to Wealth Management Advisor - Chicago, Illinois - CIBC

  • Wealth Management Advisor

    1 month ago

    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...

  • Wealth Management Associate

    2 weeks ago

    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...

  • Senior Wealth Management Advisor

    2 weeks ago

    Chicago, Illinois, United States Mowery & Schoenfeld Full time

    Senior Wealth Management Advisor OpportunityMowery & Schoenfeld is seeking a highly skilled Senior Wealth Management Advisor to join our rapidly growing wealth management practice. As a key member of our team, you will have the opportunity to make a significant impact and contribute to the department's continued success.Key Responsibilities:Attend meetings...

  • Wealth Advisor Regional Executive

    1 month ago

    Chicago, Illinois, United States Old National Bank Full time

    Job Title: Wealth Advisor Regional ExecutiveOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to join our team. As a key member of our wealth management team, you will be responsible for leading a team of wealth advisors in providing financial and investment guidance and expertise to high net worth clients.Key...

  • Wealth Advisor II

    2 weeks ago

    Chicago, Illinois, United States Old National Bank Full time

    Job Title: Wealth Advisor IIOld National Bank is seeking a Wealth Advisor II to join our team. As a Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth clients, providing financial planning and investment guidance, and identifying opportunities to grow our wealth business.Key Responsibilities:Manage a...

  • Private Wealth Manager

    3 weeks ago

    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...

  • Portfolio Advisor

    2 weeks ago

    Chicago, Illinois, United States Wellington Insurance Group Full time

    About UsWellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experts provides tailored investment strategies that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.About the...

  • Wealth Management Professional

    6 days ago

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

    ECG Resources, Inc. is seeking a highly skilled Wealth Management Professional to join their team and provide exceptional service to their UHNW clients.The ideal candidate will have a strong background in financial planning and/or high-net-worth tax experience, with a focus on providing excellent client service and working closely with senior advisors to...

  • Wealth Management Professional

    1 month ago

    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...

  • Wealth Management Market Executive

    2 weeks ago

    Chicago, Illinois, United States Old National Bank Full time

    Wealth Advisor Regional ExecutiveOld National Bank is seeking a seasoned professional to lead our Wealth Management team as a Wealth Advisor Regional Executive. This role requires a proven leader with a strong track record of success in wealth management, client relationship building, and team development.Key Responsibilities:Lead a team of Wealth Advisors...

  • Wealth Management Associate

    6 days ago

    Chicago, Illinois, United States First Recruiting LLC Full time

    At First Recruiting LLC, we are seeking a highly skilled Wealth Management Associate to join our Wealth Management Team. This critical role acts as a liaison between our clients, Advisors, custodians, and Operations Team, providing a broad range of technical and client management support.Key responsibilities include:Providing a variety of functioning...

  • Client Service Associate

    2 weeks ago

    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...

  • Wealth Strategist

    2 weeks ago

    Chicago, Illinois, United States Corient Private Wealth LLC Full time

    Unlock Your PotentialAt Corient Private Wealth LLC, we're on a mission to empower high- and ultra-high-net-worth individuals and families to achieve their financial goals. As a Wealth Strategist, you'll play a vital role in helping our clients navigate the complexities of wealth management and make informed decisions about their financial futures.Key...

  • Wealth Management Professional

    2 weeks ago

    Chicago, Illinois, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth PlannerAt 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,...

  • Wealth Management Expert

    2 weeks ago

    Chicago, Illinois, United States William Blair Full time

    Wealth Advisor RoleAs a Wealth Advisor at William Blair, you will play a critical role in identifying and establishing relationships with high net worth investor prospects. You will build an understanding of their short- and long-term financial goals and convert prospects to clients with assets under supervision.Key Responsibilities:Identify and establish...

  • Wealth Management Market Executive

    6 days ago

    Chicago, Illinois, United States Old National Bank Full time

    Job SummaryOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to lead our team of Wealth Advisors in providing exceptional financial and investment guidance to our High Net Worth clients. The successful candidate will have a proven track record of leadership, executive presence, and communication skills, with a...

  • Wealth Management Associate

    2 weeks ago

    Chicago, Illinois, United States Bank of America Full time

    Job Title: Registered Wealth Management Client AssociateJob Summary: We are seeking a highly motivated and detail-oriented Registered Wealth Management Client Associate to join our team at Bank of America. As a key member of our Merrill Wealth Management team, you will provide exceptional client service and support to our Financial Advisors, helping them to...

  • Wealth Management Specialist

    1 month ago

    Chicago, Illinois, United States First Community Trust, N.A. Full time

    Job Title: Wealth AdvisorFCT, a nationally chartered trust company, is seeking a talented Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for creating and growing long-term, trusted relationships with prospects, clients, and credit union partners in and/or near Chicago, Illinois.Key Responsibilities:Develop and maintain referral...

  • Wealth Management Specialist

    2 weeks ago

    Chicago, Illinois, United States First Community Trust, N.A. Full time

    Job Title: Wealth AdvisorFCT, a nationally chartered trust company, is seeking a talented Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for creating and growing long-term, trusted relationships with prospects, clients, and credit union partners in and/or near Chicago, Illinois.Key Responsibilities:Develop and maintain referral...

  • Wealth Management Market Executive

    2 weeks ago

    Chicago, Illinois, United States Old National Bank Full time

    Job OverviewOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to lead a team of Wealth Advisors in providing financial and investment guidance to High Net Worth clients. The successful candidate will have a proven track record of leadership, executive presence, and communication skills, with a strong ability to...

Wealth Management Advisor

2 months ago

Chicago, Illinois, United States CIBC Full time

At CIBC, we are dedicated to fostering a client-centric banking experience tailored for today's sophisticated clientele. We seek passionate professionals who prioritize integrity and excellence in client service.


Role Overview: The Private Banker plays a pivotal role in our organization, responsible for:

  • Establishing and nurturing new private banking lending and deposit relationships.
  • Addressing all banking and customized lending requirements identified within CIBC Private Wealth Management, striving to become a trusted advisor through consistent client engagement and relationship development.
  • Managing both new and existing client relationships while identifying opportunities for additional credit and non-credit services, acting as the primary resource for clients' lending and deposit needs.
  • Collaborating with CIBC Private Wealth Management Relationship Managers and team members to secure approvals for new business and modifications to existing arrangements, actively participating in pre-screen and relationship strategy meetings.
  • Identifying product and service opportunities across business units, contributing to the development of innovative solutions for client needs, coordinating presentations, and engaging partners as necessary.
  • Ensuring consistent deal structuring that aligns client needs with appropriate risk mitigation through thorough analysis and credit underwriting, while interfacing with the Underwriting team and Credit Risk Management.
  • Mentoring junior team members and collaborating with peers to deliver exceptional client service.
  • Completing banking portfolio responsibilities, including portfolio reviews, renewals, and collection of essential financial information.
  • Maintaining accurate risk ratings and identifying risks within the assigned portfolio, staying informed about policy changes that may affect portfolio management.
  • Acting as an ambassador for CIBC Private Wealth Management by engaging in local market and industry events to enhance market knowledge and develop new client relationships.
  • Promoting a diverse and inclusive environment that reflects the CIBC brand.

Qualifications:

  • Over 10 years of experience in developing and managing lending and deposit relationships with high net worth and ultra-high net worth clients.
  • A Bachelor's Degree in Business, Finance, Accounting, Real Estate, or Economics is preferred.
  • Proven experience in applying in-depth credit expertise and understanding investment portfolios and trust solutions.
  • Ability to cultivate and sustain private banking relationships with a high level of proficiency.
  • Experience working collaboratively in a team environment, introducing suitable partners and a range of investment, trust, and banking solutions to high net worth individuals, families, and institutions.
  • Strong analytical skills to assess credit risk within specific banking sectors.
  • Capability to conduct necessary analyses and documentation to facilitate credit actions related to the Private Banker's portfolio.
  • Formal credit training is advantageous.
  • Proficiency in Microsoft Office, particularly in financial analysis and modeling.

What CIBC Offers:

  • A commitment to recognizing your contributions through competitive compensation, incentive pay, comprehensive benefits, and well-being support.
  • A collaborative environment equipped with advanced technology to foster innovative solutions that benefit our clients.
  • A culture that encourages personal growth through initiatives like Purpose Day, a dedicated day off for professional development.

Inclusivity Commitment: CIBC is dedicated to creating an inclusive workplace where all team members and clients feel valued. We welcome applicants from diverse backgrounds and provide an accessible candidate experience.