Relationship Manager-Wealth Management Officer MidAmerica National BankRelationship Manager-Wealth Management OfficerCanton, ILFull timePrincipal Duties and Responsibilities:Serving as the primary relationship manager and account administrator for personal trusts, estates, guardianships, and agency accounts, including complex and high-value client relationshipsAdministering accounts in accordance with trust documents, state statutes, regulatory requirements, and client objectives, including asset valuation, investment objectives, liquidity needs, and fee and income accuracyWith the support of the Investment Team, directing investment activity for assigned trust and wealth management accounts, including the purchase and sale of investment securitiesGrowing the portfolio of clients and assets under management through intentional prospecting effortsOverseeing bill payments, income distributions, and discretionary distribution requests in an accurate and timely mannerCommunicating proactively with clients and collaborating with internal and external professionals to address complex or sensitive account mattersIdentifying opportunities to expand client relationships through referrals and cross-selling of additional bank products and servicesQualifications and Requirements:Bachelor's degree in Business, Finance, or a related field, or equivalent work experience, preferredMinimum of five years of progressively responsible experience in trust administration, wealth management, or a related financial services roleStrong knowledge of fiduciary principles, investments, and trust accountingExcellent written and verbal communication skills with a strong customer service orientationAbility to exercise sound judgment, maintain confidentiality, and manage sensitive client situations with professionalismCTFA, AAMS®, and/or CFP® designation preferred or willingness to obtainProficiency with Windows-based and financial software applicationsMidAmerica National Bank offers a competitive compensation and benefits package, along with the opportunity to grow your career within a stable, relationship-focused community banking environment. JOIN A GROWING MIDAMERICA NATIONAL BANK!MidAmerica National Bank, a locally owned community bank serving central Illinois since 1933, is seeking a qualified professional to join our Trust & Wealth Management Department as a Relationship Manager – Wealth Management Officer.
Fiduciary Advisor - Chicago Metro Trajan Wealth LLCFiduciary Advisor - Chicago MetroChicago, IL$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert class attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).IL Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Senior Financial Advisor AFIN Family Wealth Management Inc.Senior Financial AdvisorOak Brook, ILEstablished Portable Book of Business: Must possess an active, portable book of business generating a minimum of $50 Million in AUM and/or $500,000 in gross annual revenue (GDC or advisory fees). As a Senior Financial Advisor at AFIN Family Wealth Management, you will work closely with clients to develop and implement customized financial plans, monitor their progress, and provide ongoing advice and support.
Divisional Sales Manager, Intermediary Northern TrustDivisional Sales Manager, IntermediaryChicago, ILAs the Divisional Sales Manager (Intermediary) - Wealth Client Group (WCG), you will you will lead all aspects of the Senior Market Leaders (SMLs) within your division of the Intermediary sales effort including, but not limited to: supervision, recruitment, and training in an effort to drive net organic revenue growth in the Intermediary channel. As 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.
Director, Advisory Leadership Team Focus Partners WealthDirector, Advisory Leadership TeamChicago, IllinoisBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences.
Paraplanner Career CrunchParaplannerBuffalo Grove, IllinoisThis individual will need to have prior experience in financial planning, and will be detail-oriented, maintains accuracy, and has a strong passion for the finance and retirement planning sector. Help input data into our tax planning software to assess client tax situations and tax strategies.
Client Portfolio Manager III Wintrust Financial Corp.Client Portfolio Manager IIIChicago, IL$117,000–$158,000 / yearPosition Overview: The Client Portfolio Manager will work closely with internal partners such as private bankers, financial advisors and trust administrators to provide high quality solutions to clients and to construct, manage, monitor and maintain client portfolios. Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services.
Regional Director, Midwest Territory Beacon Pointe Advisors LLCRegional Director, Midwest TerritoryChicago, ILThe Regional Director will also be responsible for coordinating and leading members of their assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches. We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director based in Chicago, IL responsible for coordinating sales efforts across our network of referral channels.
SVP Wealth Management QCR HoldingsSVP Wealth ManagementMoline, ILESSENTIAL FUNCTIONS: Drive and evolve the strategic direction of the wealth management team, taking into consideration such factors as industry trends, regulatory environments, client feedback, revenue opportunity and competitive analysis. In select markets, the Director will also be responsible for the efficient delivery of operational wealth management services to affiliate and outsourced banks.
NewEsquire Executive Chef 58EOS LLCEsquire Executive ChefChicago, IL$129,000–$175,000 / yearPart timeEsquire is a 265-seat luxury steakhouse in Chicago’s Gold Coast where Japanese precision meets French technique — anchored by an elite Wagyu and seafood program, a four-level Wine Tower, the OakSh omakase counter, and the invitation-only 58 Club. Across a 265-seat dining room, a four-level ~5,000-bottle Wine Tower, the Trophy Room, the invitation-only 58 Club, and the OakSh omakase counter, it delivers omotenashi-inspired hospitality and culinary theater in a vintage-Hollywood setting.
NewClient Portfolio Manager AdvyzonClient Portfolio ManagerLisle, ILThis person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP.
Portfolio Manager III Bank of AmericaPortfolio Manager IIIChicago, IllinoisKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100).
Regional Director - Wealth Management VOYA Financial Inc.Regional Director - Wealth ManagementChicago, IL$112,000–$140,000 / yearThis position combines business consulting, sales, practice development, and authentic partnership to ensure advisors feel supported, empowered, and connected to the firm's Broker-Dealer and will be accountable for delivering measurable impact on advisor growth and satisfaction. Profile Summary: The Regional Director serves as a leader within the firm's national sales organization, acting as a business partner responsible for deepening advisor relationships, ensuring practice success, and aligning advisor outcomes with the firm's strategic objectives.
Director, Wealth Busey BankDirector, WealthGlenview, Illinois$155,000–$215,000 / yearAbility to: • Plan and implement client recognition and prospecting events at the team level• Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand• Comply with, and stay informed of, all Bank and Wealth Management policies and procedures as well as applicable state and federal regulations• Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion• Make strategic and independent decisions for the benefit of the team• Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations• Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required• Education and Training: Bachelor’s degree required. Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prospective clients through a robust growth program; ensuring client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships.
NewPortfolio Manager - Private Asset Management TIAAPortfolio Manager - Private Asset ManagementChicago, IllinoisIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
Noviam Investment Analyst nov testNoviam Investment AnalystChicago, IllinoisAs a Noviam Investment Analyst, you’ll work hand in hand with a Lead Advisor, support and service an existing book of client relationships, and gradually take on more responsibility, including leading client reviews, participating in growth initiatives, and developing into a full Investment Advisor Representative. Noviam manages your development end to end, from recruitment through to a fully licensed, client-ready advisor: Recruit: We source driven people through university partnerships, career events, and targeted outreach.
Data Transformation Manager Strongpoint PartnersData Transformation ManagerChicago, Illinois$100,000–$120,000 / yearWith a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.
J.P. Morgan Wealth Management - Private Client Advisor - McHenry and Wauconda, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - McHenry and Wauconda, ILMchenry, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Oak Brook, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Oak Brook, ILOak Brook, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lake Zurich, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lake Zurich, ILLake Zurich, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.