-
Wealth Strategist
3 weeks ago
Northern Trust Chicago, United StatesNorthern 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 ...
-
Wealth Strategist
1 week ago
Northern Trust Chicago, United StatesNorthern 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 ...
-
Wealth Strategist
3 days ago
Corient Private Wealth LLC Chicago, United StatesJoin a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the p ...
-
Wealth Strategist
1 week ago
Corient Private Wealth LLC. Chicago, United StatesJoin a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the pe ...
-
Wealth Strategist
1 week ago
Bank of America Chicago, United StatesJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Wealth Strategist
3 weeks ago
Bank of America Chicago, United StatesWealth Strategist · Boston, Massachusetts;Miami, Florida; Chicago, Illinois; Los Angeles, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is ...
-
Investment Specialist
2 weeks ago
Envestnet | Yodlee Chicago, United StatesThe Investment Specialist is responsible for working alongside a territory based Senior Investment Specialist and will be engaging RIA and BD advisors as an investment expert across multiple PMC investment product types and proprietary investment processes that are integrated int ...
-
Tax Director
2 weeks ago
FORVIS Chicago, United StatesRequisition Number2229970 Description & Requirements · FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partneri ...
-
Director of Client Development
2 days ago
Northern Trust Corporation Chicago, United States Full timeDescription · : Lead market development officer (sales representative) for Northern Trust's Global Family Office business focused on U.S. based family office, business owner and private investment office client community. Primarily responsible for sourcing and closing new busine ...
-
Global Chief Investment Strategist
1 week ago
Northern Trust Chicago, United StatesAbout Northern Trust: · 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 suc ...
-
Global Chief Investment Strategist
1 hour ago
Northern Trust Chicago, United StatesGlobal Chief Investment Strategist page is loaded · Global Chief Investment Strategist · Apply · locations · Chicago, IL · time type · Full time · posted on · Posted Yesterday · job requisition id · R122572 · About Northern Trust: · Northern Trust, a Fortune 500 compan ...
-
Content Strategist
1 week ago
Northern Trust Chicago, United StatesContent Strategist - Marketing, Wealth Management page is loaded · Content Strategist - Marketing, Wealth Management · Apply · locations · Chicago, IL · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · R121902 · About Northern Trust: · Nor ...
-
VP, Investment Consultant
3 weeks ago
Calamos Asset Management Chicago, United StatesJob Category · : · Sales · Requisition Number · : · INVES001402 · Apply now · Posted : March 25, 2024 · Full-Time · Locations · Showing 1 location · Description · Summary: · The Investment Consultant – Sustainable Strategies is responsible for operating within the Calamos ...
-
Financial Planner
1 week ago
CIBC Chicago, United StatesWere building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what t ...
-
Financial Planner
2 weeks ago
CIBC Chicago, United StatesWe're building a · relationship-oriented · bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have ...
-
Investment Specialist
5 days ago
Envestnet Chicago, United StatesDescription · Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office. · Envestnet is transforming the way financial advice and wellness are deliver ...
-
Marketing Account Manager
1 week ago
Wintrust Financial Chicago, United StatesMarketing Account Manager page is loaded · Marketing Account Manager · Apply · locations · Rosemont, IL · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · 24450 · Wintrust is a financial holding company with approximately $50 billion assets ...
-
Manager, Research Design
2 weeks ago
IFF Chicago, United StatesJob Description · Job DescriptionDescription:Title: Manager, Research Design & Practice · Employee Status: Full Time-Exempt · Salary: Grade 4. · Starts at 70,600 | Chicago · Reports to: Vice President, Organizational Learning · Department: Social Impact Accelerator-Organizati ...
-
QA Engineer
2 weeks ago
Goldman Sachs Chicago, United StatesMORE ABOUT THIS JOB: · ENGINEERING · What We DoAt Goldman Sachs, our Engineers dont just make things we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our eng ...
-
Financial Planner
3 weeks ago
Canadian Imperial Bank of Commerce Chicago, United StatesWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
Wealth Strategist - Chicago, United States - Corient Private Wealth LLC.
Description
Join a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Summary:
Join a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Summary:
Trust, Estate, and Financial Planning Professional to work with sophisticated clients and their allied professionals on solutions for complex planning issues and opportunities, including trust, estate, tax, retirement, investment and charitable strategies.
Individual will actively partner with internal colleagues, including Wealth Advisors and Business Development professionals, to integrate meaningful planning solutions for existing and prospective clients.
Responsibilities:
Own and drive the wealth planning process, which includes designing, analyzing, and presenting customized plans tailored to each client's unique circumstances.
Identify issues and value-added planning opportunities for review and discussion with clients and clients' advisors.Areas of emphasis include:
Financial Independence and Cash Flow analysisEstate and Wealth Transfer PlanningTax planningInsurance sufficiency and needs assessmentExecutive compensation planning
Deliver plans to clients in a clear and understandable manner.
Responsibilities will include meeting preparation, financial plan construction, presentation of the plan to the client, meeting follow-up and ongoing client service.
Become a subject matter expert, staying current on planning issues, communicating updates to our team, and contributing content to the Firm's website (blog) and social media channels.
New Business - Participate in development of new clients through individual and group efforts.Seeks opportunities to grow existing client relationships through increased wallet share.
Engages with clients to create referral opportunities from existing clients.
Coach and counsel advisors on financial planning strategiesLead, mentor, and coach less experienced wealth planners.
Contribute to the Firm's strategic direction of its wealth planning service offering.
Education, Skills, and Experience Requirements:
Possess 7+ years of legal, tax, or wealth management industry experienceBachelors Degree & Certified Financial Planner (CFP), CPA, or JD designation required.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint).Proficiency with financial planning, estate summary, and tax projection software; MoneyGuidePro, eMoney and Holistiplan Tax Software expertise is a plus.
Advanced knowledge of personal tax issues and estate planning.Professional, personable, tactful, efficient, and self-motivated.
Strong interpersonal skills and sense of teamwork valued.
Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.
Strong organizational skills, multitasking, accuracy, service-mindedness, and meticulous adherence to details required.
Entrepreneurial-minded
approach to businessStrong written and verbal communications skills.
We are an equal opportunity employer.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience.
#J-18808-Ljbffr