Jobs for wealth associate at Chicago

Position OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive,...

About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service,...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Wealth Advisor  Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable  Full benefits package included  Job Summary: Our client is looking for a, self-driven person who likes challenges and achieving big goals. As an advisor on the team, you will be instrumental in challenging the status quo and leading the charge in financial strategy...

Citigroup Inc. in Chicago, IL is seeking a Licensed Client Service Associate to support wealth management clients under Banker supervision.This role blends analytical thinking with financial product knowledge, ensuring service quality and timely delivery while upholding Citi standards. The position requires 2–5 years of relevant experience, a Bachelor's...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Associate Advisor Schedule: Monday–Friday, 7:00 AM–4:00 PM (In-Office) About the Opportunity We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client experience. This individual will serve as a trusted point of contact for clients, helping answer questions, coordinate service...

About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service,...

Aaron Wealth Advisors is seeking a Client Service Associate to join our Chicago office and act as a trusted liaison for high-net-worth clients. The role focuses on delivering white-glove service, coordinating complex account actions, and supporting the Advisors, Investment Team, and Director of Client Service on operational projects.With 2+ years in client...

Lenox Advisors, a wealth management and insurance services firm, seeks a Client Services Associate to support the Relationship Manager by coordinating activities for new policy and service processes. This is a full-time role based in Chicago with the employee working four days onsite and one day from home.Responsibilities include assembling meeting prep...

Private Wealth Associate  Boston, MA  We are seeking an experienced Private Wealth Associate and CFP® professional to join a growing private wealth management team in Boston. This role combines comprehensive financial planning and case design with direct client relationship responsibilities. You will partner closely with a Private Wealth Advisor to...

Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with...

Summary/Team Overview  This position is responsible for supporting the Head of Strategic Partnerships and the SVP of Strategic Partnerships in managing and growing the firm’s private wealth distribution relationships. The Strategic Partnerships Group (SPG) is part of LaSalle’s Private Wealth Group (PWG), which raises capital across wirehouses, regional...

Job Description Summary: Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with...

Adams Street Partners (“Adams Street”) is a global private markets investment manager that has nearly $76 billion* in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the eighth year in a row, Adams...

Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Application Deadline:09/21/2026Address:320 S Canal StreetJob Family Group:Strategy & ChangeSupports the management & execution of the assigned business/group program or project, including providing input to design, development & execution. Supports the execution of program components working with internal & external stakeholders to ensure effective &...

Northern Trust in the United States is seeking a client servicing professional to manage daily client relationships, account openings, and trade execution. You will support Financial Advisors in aligning investment objectives with client risk tolerance and market conditions, delivering proactive service to partners and clients.The role emphasizes...

Mesirow is an independent, employee‑owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and...