220 Results for

Wealth Manager Jobs in Bensenville, IL

Jobs

New!

Oakbrook Terrace, IL4 days ago

$150,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

New!

Prairie View, IL4 days ago

$125,000–$160,000 Per Year

Recognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine. The firm's services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory - each designed to meet clients' current needs and help achieve financial success in the future.

New!

Joliet, IL1 day ago

$65,000–$95,000

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Manage the sales performance of the banking center staff by conducting coaching sessions, overseeing staff development, and addressing employee performance issues as needed.

Oakbrook Terrace, IL14 days ago

Remote

$80,000–$110,000 Per Year

Account Manager position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

Willowbrook, IL22 days ago

$117,000–$190,000

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services.

Des Plaines, IL14 days ago

Remote

$80,000–$110,000 Per Year

New!

Chicago, IL5 days ago

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.

Glen Ellyn, IL30+ days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Schiller Park, IL30+ days ago

Remote

$90,000–$115,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.

Oakbrook Terrace, IL30+ days ago

Full-time

Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. Under general supervision (but works independently most of the time), the Account Manager will be responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.

Chicago, IL30+ days ago

$104,500–$165,000 Per Year

Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.

Chicago, IL30+ days ago

$104,500–$165,000 Per Year

Chicago, IL30+ days ago

$104,500–$165,000 Per Year

Asset Management provides comprehensive strategies across asset classes, while Wealth Management helps clients intentionally manage their wealth to achieve their goals. 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.

Chicago, IL30+ days ago

$120,000–$180,000 Per Year

In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. + Managing multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget .

New!

Chicago, IL1 day ago

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.

Chicago, IL30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Chicago, IL30+ days ago

$115,000–$180,000 Per Year

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

Chicago, IL30+ days ago

A Service Advisor is responsible for delivering regularly scheduled reviews, setting follow up meetings and routinely answering questions regarding complex financial planning and wealth strategies to clients and ensuring client satisfaction and retention. Serves as the Service Manager on a subset of clients to facilitate and accelerate the Transfer of Trust (handoff) process between Private Wealth Advisors and Producing Partners.

Chicago, IL30+ days ago

Full-time

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. The Research Associate is responsible for supporting work related to investment analytics, asset allocation, portfolio construction, manager selection and monitoring, and best practices in portfolio management.

Chicago, Illinois30+ days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

Chicago, IL30+ days ago

Full-time

As a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing clients/prospects through the sales cycle, resulting in closed alternatives business.

Chicago, IL30+ days ago

$142,500–$240,000 Per Year

Lombard, IL30+ days ago

This role is ideal for an experienced financial planning professional who enjoys working closely with clients, collaborating with a team, and delivering high-touch service across investments and risk management. You'll play a key role in supporting comprehensive financial plans--roughly 80% investment-focused and 20% risk management--while gaining exposure to advanced planning strategies and long-term career growth.

Chicago, IL30+ days ago

At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: + Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.

Chicago, IL30+ days ago

At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.

Chicago, IL8 days ago

$50,000–$100,000 Per Year

Join one of the Midwest’s most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. You’ll receive extensive training, advanced resources, and a collaborative team environment designed to help you succeed.

Deerfield, IL30+ days ago

We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. SKILLS & EXPERIENCE WE’RE LOOKING FORBachelor’s degree in accounting required; advanced degree, CPA or EA designation preferred.

Chicago, IL30+ days ago

Full-time

The role entails creation of subject matter decks and meeting materials, some light research, creation of detailed balance sheets and estate flow charts, reviewing and synthesizing of estate planning documents, along with collaboration with the broader wealth management teams. As an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family relationships served by the Family Office Solutions team.

Chicago, IL30+ days ago

Operational Leverage That Accelerates Growth: Once you earn the client’s “yes,” our established operations team steps in immediately—handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business. An established and growing wealth management firm is seeking a Wealth Advisor to join a high-performing, collaborative team focused on serving affluent professionals and business owners.

Chicago, IL30+ days ago

Full-time

Reporting to the Head of Client Marketing, this role will act as a player/coach within the team and as an active business partner to this channel leaders as they proactively lead the development, direction and execution of the campaigns and tactics within the overall marketing and communications strategy for the channel as they position and promote our asset management capabilities. Superior promotional and technical writing skills, with the proven ability to write thought provoking headlines and compelling promotional copy that drives engagement, which can be applied flexibly to promotional asset, collateral development or advertising headline copy writing as needed.

Chicago, IL30+ days ago

Full-time

The Executive Assistant for Wealth Management's Global Sales organization provides essential administrative support to the Head of Global Sales and sales leadership team and contribu tes to the growth of the business. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

Libertyville, IL30+ days ago

Using 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.

Batavia, IL30+ days ago

Norridge, IL30+ days ago

Naperville, IL30+ days ago

Bloomingdale, IL30+ days ago

Plainfield, IL30+ days ago

$47,520–$47,540 Per Year

Chicago, IL30+ days ago

Wilmette, IL30+ days ago

Wheaton, IL30+ days ago

Full-time

Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. 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.

Naperville, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Norridge, IL30+ days ago

Full-time

Winnetka, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Skokie, IL30+ days ago

Full-time

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Wealth Manager Jobs in Bensenville, IL

Jobs

Senior Wealth AdvisorJobot

HNW Tax Manager (Hybrid)Jobot

Branch Manager - (Austin)Wintrust Financial

Account Manager - SalesChicago Division - USHA

Senior Commercial Real Estate Banker - VP/SVPWintrust Financial

Account Manager - SalesChicago Division- USHA

Senior Manager, Wealth AdvisorCharles Schwab

Financial Advisor/Wealth ManagerProfessions Inc

Transitions Manager - (travel / remote) - wealth managementJobot

Sr. Account Manager, Wealth Management AdvisoryNorthern Trust

J.P. Morgan Wealth Management - Vice President Supervisory Manager - Chicago, IL, Tempe, AZ and/or Plano, TXJPMorgan Chase

J.P. Morgan Wealth Management - Vice President Supervisory Team Manager - Chicago, IL and/or Plano, TXJPMorgan Chase

J.P. Morgan Wealth Management - Vice President - Supervisory Manager - Chicago, IL; Wilmington, DE; Columbus, OH; Plano, TXJPMorgan Chase

Private Wealth Services Tax ManagerGrant Thornton

Wealth Advisor, Wealth AdvisoryCharles Schwab

J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerJPMorgan Chase Bank, N.A.

Wealth Advisor-New YorkRK Partners

Service Advisor-Wealth Management-Kansas CityRK Partners

Research Associate - Wealth Management Portfolio ResearchNorthern Trust

Senior Wealth PlannerRockefeller Capital Management

Asset Management - Private Wealth Alternatives Internal Client Advisor - AssociateJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Executive Director Supervisory Director - Chicago, IL and/or Irvine, CAJPMorgan Chase

Wealth Management AdvisorMJT & Associates

Private Bank Wealth Advisor IIIHuntington National Bank

Private Bank Wealth Advisor IIIHuntington

Wealth Management AdvisorWestPoint Financial Group

Tax Senior Associate - Wealth ManagementRegal Executive Search

Associate Wealth AdvisorNorthern Trust

Wealth Management Advisor-Kansas CityRK Partners

Strategist, Wealth and Intermediary Client MarketingNorthern Trust

Executive Assistant - Wealth Management Global SalesNorthern Trust

J.P. Morgan Wealth Management - Private Client Advisor - Libertyville, Roscoe, and Wauconda, ILJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Elgin / Kane County IllinoisJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Norridge, ILJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Naperville / Aurora, IL (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - O'Hare / Cook County, ILJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Will County / Central IllinoisJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Chicago, ILJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Chicago North SuburbsJPMorgan Chase

J.P. Morgan Wealth Management - Select Growth Advisor - Wheaton, ILJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Naperville / Aurora, IL (area)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL (Portage Park)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Chicago Loop, ILJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, Chicago, ILJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lincoln Park, Chicago, ILJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Norridge, ILJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Winnetka, ILJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, ILJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - North Wells, Chicago, ILJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Skokie, ILJPMorgan Chase Bank, N.A.

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