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Wealth Management Advisor Ii
4 days ago
Fifth Third Bank Chicago, United StatesMake banking a Fifth Third better · We 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: · Serves as the trusted advisor and team coordinator to simplify complexity for Private B ...
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Pwm Private Wealth Advisor
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U.S. Bank National Association Chicago, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Legal Wealth Advisor Iii
1 day ago
Truist Bank Chicago, United StatesNeed Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · A Legal Wealth Advisor 3 is responsible for origination and on-going management ...
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Wealth Advisor
2 weeks ago
Transcend Practice Management Chicago, United StatesWealth Service Advisor · Location: Downtown Chicago (in office) · Hours: Mon-Fri 8am-5pm · Compensation: $100,000 - $120,000, based on experience · The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future ...
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BlueHorizon Solutions North Chicago, United StatesOPUS ONE Recruitment is an established and dynamic company based in the heart of Munich. We offer attractive positions for applicants and also recruit qualified personnel for companies. With our specialized industry knowledge, we have access to various opportunities for collabora ...
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Wealth Advisor
5 days ago
Transcend Practice Management Chicago, United States· Wealth Service Advisor · Location: Downtown Chicago (in office) · Hours: Mon-Fri 8am-5pm · Compensation: $100,000 – $120,000, based on experience · The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your fut ...
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Wealth Advisor
3 weeks ago
Transcend Practice Management Chicago, United StatesJob Description · Job Description · Wealth Service Advisor · Location: Downtown Chicago (in office) · Hours: Mon-Fri 8am-5pm · Compensation: $100,000 – $120,000, based on experience · The best and brightest always have choices in the wealth management arena. Working with our f ...
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Wealth Advisor
6 days ago
Transcend Practice Management Chicago, United StatesJob Description · Job Description · Wealth Service Advisor · Location: Downtown Chicago (in office) · Hours: Mon-Fri 8am-5pm · Compensation: $100,000 – $120,000, based on experience · The best and brightest always have choices in the wealth management arena. Working with our firm ...
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Wealth Advisor
2 weeks ago
Fifth Third Bank, N.A. Chicago, United StatesMake banking a Fifth Third better · We 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: · Serves as the trusted advisor and team coordinator to simplify complexity for Private ...
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Wealth Advisor
1 week ago
Fifth Third Chicago, United StatesMake banking a Fifth Third better · We 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: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
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Wealth Advisor
2 weeks ago
Fifth Third Chicago, United StatesMake banking a Fifth Third better · We 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: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
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Wealth Advisor
5 days ago
Transcend Practice Management Chicago, United StatesJob Description · Job Description · Wealth Service Advisor · Location: Downtown Chicago (in office) · Hours: Mon-Fri 8am-5pm · Compensation: $100,000 – $120,000, based on experience · The best and brightest always have choices in the wealth management arena. Working with our firm ...
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Senior Wealth Advisor
1 week ago
Larson Maddox Chicago, United StatesAn award-winning boutique RIA is seeking seasoned Wealth Advisors to help expand their presence strategically from both a leadership and an advisor standpoint. This person will be working to build a book of business consisting of UHNW and HNW private clients through business deve ...
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Wealth Management Advisor
6 days ago
pontemla Park Ridge, United States**Job description** · **Job description** · Our client, a wealth management firm in Paramus is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having ac ...
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Senior Wealth Advisor
2 weeks ago
The Judson Group Chicago, United StatesJudson Group has been retained by a fee-only RIA with a path to partnership in the search for a · Senior · Wealth Advisor – CFP . This individual will be taking over existing client relationships and will be responsible for formulating and implementing complex financial plannin ...
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Private Wealth Advisor
2 weeks ago
First Principles Group Chicago, United StatesJob Description · We are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net ...
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Senior Wealth Advisor
1 week ago
Larson Maddox Chicago, United StatesAn award-winning boutique RIA is seeking seasoned Wealth Advisors to help expand their presence strategically from both a leadership and an advisor standpoint. This person will be working to build a book of business consisting of UHNW and HNW private clients through business deve ...
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Senior Wealth Advisor
1 day ago
Mesirow Financial Holdings, Inc. Chicago, United StatesThe Opportunity: · In support of a growing client base, our Mesirow Wealth Management is seeking Senior Wealth Advisors to lead professional wealth management teams. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit org ...
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Private Wealth Advisor
2 weeks ago
First Principles Group Chicago, United StatesJob Description · We are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net- ...
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Lead Wealth Advisor
2 weeks ago
SkyWater Search Partners Chicago, United StatesChoose a job you love, and you will never have to work a day in your life. — Confucius · We are partnered with a long-standing wealth management team looking to build a legacy plan as leaders plan to retire from the business. This is an opportunity for an experienced Wealth Advis ...
Wealth Advisor - Chicago, United States - Windward Recruiting
Description
TheWealth Advisor
role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning.
Wealth Advisor
role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client relationships.
Our style fosters honest, down-to-earth, long-term relationships that incite open dialogue and deliver innovative ideas and services to our clients.
DUTIES &
RESPONSIBILITIES:
Prepare client financial plans and present them to client families, team members, and partners
Lead client complex client relationships including regular client contact and communications with external client partners
Manage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identification
Prepare and present financial scenarios
Initiate and proactively drive the financial planning process
Prepare and navigate financial planning software before and during client meetings
QUALIFICATIONS:
Required:
Bachelor's Degree in Finance, Financial Planning, Accounting, or related degree
6+ years of related experience
CFP Certification
Familiarity with financial planning software
Sound understanding of capital markets, mutual funds, and financial planning
Strong interpersonal skills, a team-based attitude, and a desire to collaborate
Preferred:
FINRA Series 65
CFA or CPA Certifications
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