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US Browse · Chicago · Wealth Manager

Wealth Manager in Chicago

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Market Leader, Hybrid Wholesaler - Chicago Or Miami
Northern Trust
Chicago, Illinois, US
Full time
Base: $99,600 - $169,200 usd; bonus/equity: discre...
Hybrid
+5y experience
5+ years investment sales experience
Finra 7 and 63 licenses required
Knowledge of alternatives and direct indexing
This role involves partnering with the Wealth Client Group to drive distribution of Northern Trust Asset Management solutions through a dynamic product-focused strategy
New arrival·1 day ago
Private Client Manager- Investments
Bank of America
Chicago, IL, US
Full time
Base: $110,000.00 - $215,000.00 annualized; bonus:...
+7y experience
Series 7, 63, and 65 licenses
7+ years managing high-net-worth clients
Investment product expertise
The role focuses on expanding client relationships by identifying opportunities to deepen existing connections with high-net-worth individuals
New arrival·2 days ago
Private Wealth Investment Management Specialist
Bank of America
Chicago, IL, US
Full time
Base: $60,000.00 - $96,000.00 annualized; bonus/eq...
Onsite
Series 7 & 66 license required
Safe act registration mandatory
Client portfolio monitoring and alignment
The Investment Management Specialist defines the overall investment management philosophy and ensures client portfolios align with goals and risk tolerance
New arrival·2 days ago
Senior Investment Manager
Bank of America
Chicago, IL, United States
Full time
Base: $52,000.00 - $96,000.00 annualized; bonus: f...
Onsite
Senior
Series 7, 63/65 or 66 license
Safe act registration
Cfp or cpwa designation
The Senior Investment Manager defines the overall investment management philosophy and leads the investment committee for large advisor teams
New arrival·2 days ago
Private Client Manager- Investments
Bank of America
Chicago, IL, US
Full time
Base: $110,000.00 - $215,000.00 annualized; bonus/...
+7y experience
Series 7, 63, and 65 licenses
7+ years managing high-net-worth clients
Investment product expertise
The role focuses on expanding client relationships by identifying opportunities to deepen existing connections and advising on the full array of Private Bank capabilities
New arrival·2 days ago
Wealth Advisor - Polish & Slavic Federal Credit Union
Polish & Slavic Federal Credit Union
Chicago, IL, US
Full time
Base: $58,500 - $70,000; bonus/equity: eligible fo...
Onsite
+2y experience
Active series 7 registration required
Active life insurance license required
Minimum two years investment sales experience
This role serves as a dedicated representative delivering non-deposit investment products and services to branch customers in Chicago, IL
4 days ago
Senior Private Banker, Ultra High Net Worth
Bank of Montreal
Chicago, IL, United States
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: com...
Senior
7+ years relevant experience
In-depth personal and commercial credit knowledge
Expert relationship management skills
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
5 days ago
Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services
Bank of Montreal
Chicago, Illinois, United States
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: may...
Senior
7+ years relevant banking experience
Expert knowledge of personal and commercial credit
In-depth risk management concepts expertise
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service group
5 days ago
Wealth Management Solutions - Trust Officer Vp - Trust & Estates
JPMorgan Chase
Chicago, IL, United States
On-site
In-depth knowledge of fiduciary products
Minimum 7 years trust business experience
Comprehensive knowledge of trust law
The role involves overseeing the administration of trusts and analyzing documents for legal, tax, and investment issues
5 days ago
Institutional Investment Consulting Senior Associate
Mercer
Chicago, IL, US
Full time
Base: $88,000 to $176,000; bonus/equity: performan...
Hybrid
Senior
Bachelor's degree in business or investment
5-10 years of relevant investment experience
Proficiency in microsoft excel, word, powerpoint
This role supports a diverse range of institutional clients by building portfolios, evaluating asset managers, and analyzing performance
10 days ago
Institutional Investment Consulting Senior Associate
Mercer
Chicago, IL, US
Full time
Base: $88,000 to $176,000; bonus/equity: performan...
Hybrid
Senior
Bachelor's degree in business or investment
5-10 years of relevant investment experience
Proficiency in microsoft excel, word, powerpoint
This role supports a diverse range of institutional clients by building portfolios, evaluating asset managers, and analyzing performance
10 days ago
Institutional Investment Consulting Senior Associate
Marsh McLennan
Chicago, IL, US
Full time
Base: $88,000 to $176,000; bonus: performance-base...
Hybrid
Senior
5-10 years investment experience
Bachelor's degree in business or finance
Performance calculations and risk metrics knowledge
This role supports a diverse range of institutional clients by building portfolios, evaluating asset managers, and analyzing performance
10 days ago
Senior Private Banker, Ultra High Net Worth
BMO Financial Group
Chicago, Illinois, United States
Full time
Base: $102,000 - $190,000; bonus/equity: commissio...
Senior
7+ years relevant experience
In-depth personal and commercial credit knowledge
Expert relationship management skills
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
11 days ago
Financial Solutions Advisor - Pnc Wealth Management
PNC Financial Services Group
Niles, United States
On-site
Relationship management skills
Regulatory compliance expertise
Investment and insurance strategies
Help clients achieve their financial goals through expert investment and insurance strategies
12 days ago
Financial Advisor
Wintrust Wealth Management
Chicago, Illinois, United States
Full time
Commission-based; earnings tied to individual prod...
Build rapport with clients and prospects
Gather assets for brokerage accounts
Develop relevant solid financial plans
Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions
14 days ago
Private Wealth Advisor - Director
BMO
Chicago, IL, US
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: com...
7+ years relevant experience
Hnw client relationship management
Holistic financial planning delivery
The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships
15 days ago
Ultra High Net Worth - Lead Relationship Manager
BMO
Chicago, IL, US
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: may...
+7y experience
7+ years of relevant experience
Hnw client relationship management
Holistic financial planning expertise
The role provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships
16 days ago
Senior Trust Administrator
BMO
Chicago, IL, US
Full time
Base: $74,000.00 - $138,000.00; bonus/equity: may ...
Senior
In-depth knowledge of trust tax regulations
Expertise in fiduciary laws and estate planning
Experience with trust accounting processes
The role provides high-quality sales and service to Trust & Estate clients while ensuring strict compliance with fiduciary laws
16 days ago
Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services
BMO Financial Group
Chicago, IL, US
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: may...
Senior
7+ years relevant banking experience
Expert knowledge of personal and commercial credit
In-depth risk management concepts expertise
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service domain
17 days ago
Private Client Advisor Ii
Bank of America Merrill Lynch
Chicago, IL, United States
Full time
Base: $100,000.00 - $275,000.00 annualized; bonus/...
+12y experience
12+ years private banking experience
Drive new business development
Series 7, 63 and 65 licenses required
This role is responsible for acquiring new clients, deepening relationships, and building a network to achieve business development goals
18 days ago
Wealth Management Client Associate
Bank of America (GHR)
Oak Brook, IL, United States
Full time
Base: $25.00 - $44.00 hourly; bonus: discretionary...
Onsite
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division
18 days ago
Registered Wealth Management Client Associate- Chicago Market
Bank of America (GHR)
Chicago, IL, US
Full time
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Finra series 7 and series 66 licenses
Strong client relationship management skills
Knowledge of investment products and banking offerings
The role provides comprehensive client service support to Financial Advisors within the Merrill Wealth Management division
18 days ago
Senior Private Banker, Ultra High Net Worth
BMO
Chicago, IL, US
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: may...
Senior
7+ years relevant experience
In-depth personal and commercial credit knowledge
Expert relationship management skills
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
18 days ago
Senior Private Banker, Ultra High Net Worth
BMO Global Asset Management
Chicago, IL, US
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: com...
Senior
7+ years relevant experience
In-depth personal and commercial credit knowledge
Expert relationship management skills
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
18 days ago
Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services
BMO Global Asset Management
Chicago, IL, US
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: may...
Senior
7+ years relevant banking experience
Expert knowledge of credit analysis and structuring
In-depth risk management concepts expertise
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service group
18 days ago

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Wealth Manager in Chicago

Market Leader, Hybrid Wholesaler - Chicago Or Miami

Private Client Manager- Investments

Private Wealth Investment Management Specialist

Senior Investment Manager

Private Client Manager- Investments

Wealth Advisor - Polish & Slavic Federal Credit Union

Senior Private Banker, Ultra High Net Worth

Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services

Wealth Management Solutions - Trust Officer Vp - Trust & Estates

Institutional Investment Consulting Senior Associate

Institutional Investment Consulting Senior Associate

Institutional Investment Consulting Senior Associate

Senior Private Banker, Ultra High Net Worth

Financial Solutions Advisor - Pnc Wealth Management

Financial Advisor

Private Wealth Advisor - Director

Ultra High Net Worth - Lead Relationship Manager

Senior Trust Administrator

Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services

Private Client Advisor Ii

Wealth Management Client Associate

Registered Wealth Management Client Associate- Chicago Market

Senior Private Banker, Ultra High Net Worth

Senior Private Banker, Ultra High Net Worth

Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services