Jobs
>
Chicago

    Senior Wealth Advisor - Chicago, United States - Larson Maddox

    Larson Maddox
    Larson Maddox Chicago, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    An 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 development and personal networks.

    This person will play a pivotal role in not only building, but also solidifying client relationships with the goal of developing first call status for all financial planning needs. Due to the role this individual will be playing in the organization, it is highly preferred that this person comes with prior experience exceeding client expectations by providing strategic investment advice for clients as well as recommending value-added products and services.

    A broad and deep understanding of investment management, wealth management, and family office services is highly desirable for this role.

    Some additional responsibilities for this position include (but are not limited to):

    • Managing and working closely with existing UHNW and HNW Private Clients
    • Performing business development to lead in the growth of a book of business
    • Experience with investments and working at a family office or wealth management firm/RIA
    • Working closely with internal team members ensure consistency in offering to prospects and existing client base

    This person must have:

    • 6+ years' experience in Wealth Management
    • Experience in Relationship Management/Business Development with Private Clients
    • Demonstrable track record working and managing US UHNW private clients with at least $3m of investable assets
    • Entrepreneurial mindset
    • CFP designation
    • MBA or CFA
  • Fifth Third

    Wealth Advisor

    3 weeks ago

    Fifth Third Chicago, United States

    Make 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 ...

  • Fifth Third

    Wealth Advisor

    2 weeks ago

    Fifth Third Chicago, United States

    Make 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 ...

  • U.S. Bank National Association

    Pwm Private Wealth Advisor

    2 weeks ago

    U.S. Bank National Association Chicago, United States

    At 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 ...

  • Fifth Third Bank

    Wealth Management Advisor Ii

    2 weeks ago

    Fifth Third Bank Chicago, United States

    Make 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 ...

  • Truist Bank

    Legal Wealth Advisor Iii

    1 week ago

    Truist Bank Chicago, United States

    Need 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 ...

  • Northern Trust

    Associate Wealth Advisor

    2 weeks ago

    Northern Trust Chicago, United States

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families ...

  • SkyWater Search Partners

    Lead Wealth Advisor

    2 weeks ago

    SkyWater Search Partners Chicago, United States

    Choose a job you love, and you will never have to work a day in your life. — ConfuciusWe 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 Advisor ...

  • Transcend Practice Management

    Wealth Advisor

    3 weeks 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 future ...

  • Transcend Practice Management

    Wealth Advisor

    2 weeks 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 ...

  • Transcend Practice Management

    Wealth Advisor

    1 week ago

    Transcend Practice Management Chicago, United States

    Job 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 ...

  • Fifth Third Bank, N.A.

    Wealth Advisor

    3 weeks ago

    Fifth Third Bank, N.A. Chicago, United States

    Make 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 ...

  • Windward Recruiting

    Wealth Advisor

    3 weeks ago

    Windward Recruiting Chicago, United States

    The · Wealth Advisor · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The · Wealth Advisor · role has responsibility for managing existing client relatio ...

  • First Principles Group

    Private Wealth Advisor

    3 weeks ago

    First Principles Group Chicago, United States

    Job 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 ...

  • BlueHorizon Solutions

    Bank clerk as customer advisor/wealth management advisor

    1 week ago

    BlueHorizon Solutions North Chicago, United States

    OPUS 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 ...

  • Transcend Practice Management

    Wealth Advisor

    2 weeks ago

    Transcend Practice Management Chicago, United States

    Job 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 ...

  • Northern Trust

    Associate Wealth Advisor

    3 weeks ago

    Northern Trust Chicago, United States

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, famil ...

  • Transcend Practice Management

    Wealth Advisor

    2 weeks ago

    Transcend Practice Management Chicago, United States

    Job 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 ...

  • G-PAC

    Senior Wealth Advisor

    19 hours ago

    G-PAC Chicago, United States

    gpac, a 30+ year recruitment company, is thrilled to partner with a well-established company in the exciting world of Financial Services. We are seeking a talented and experienced Sr. Wealth Advisor to join our client's tight-knit team. If you're ready to take your financial care ...

  • Fidelity TalentSource LLC

    VP, Wealth Management Advisor

    3 weeks ago

    Fidelity TalentSource LLC Chicago, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • Fidelity TalentSource LLC

    VP, Wealth Management Advisor

    1 week ago

    Fidelity TalentSource LLC Chicago, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...