248 Results for

Wealth Manager Jobs in Illinois

Jobs

New!

Oakbrook Terrace, ILToday

$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!

Chicago, IL1 day ago

$102,000–$190,000 Per Year

Application Deadline: 07/16/2026Address: 320 S Canal StreetJob Family Group: Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

New!

Prairie View, ILToday

$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!

Hinsdale, IL1 day ago

$102,000–$190,000 Per Year

Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Oakbrook Terrace, IL10 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.

Des Plaines, IL10 days ago

Remote

$80,000–$110,000 Per Year

Willowbrook, IL18 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.

East Saint Louis, IL14 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Chicago, IL1 day ago

$102,000–$190,000 Per Year

Application Deadline: 06/25/2026Address: 320 S Canal StreetJob Family Group: Wealth Sales & ServiceDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.

New!

Chicago, IL1 day 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.

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.

Canton, IL10 days ago

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. Serving as the primary relationship manager and account administrator for personal trusts, estates, guardianships, and agency accounts, including complex and high-value client relationships.

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.

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 .

Peru, IL11 days ago

$106,250–$141,650 Per Year

6-8 years previous experience in investment management and/or financial advisory services with a demonstrated ability to develop, manage and maintain client relationships. Acts as financial expert to our clients and employees staying abreast of industry and regulatory updates, the economy and financial markets.

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.

Macomb, IL27 days ago

MidAmerica National Bank, a locally owned financial institution in central Illinois, has an excellent opportunity for an experienced professional to join our Wealth Management Group as a full-time Administrative Assistant in Macomb, IL. Up to one year of increasingly responsible clerical experience preferred, to provide clerical support functions, assistance with delegated administrative duties, and the background to exercise independent judgment.

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, 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.

Tennessee, TN30+ days ago

The Relationship Manager / Wealth Strategist is an experienced planning professional who works collaboratively with a team of client service professionals to deliver comprehensive financial planning, wealth management, investment advisory, and trust services to clients. • Apply advanced knowledge of fiduciary responsibilities and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management, and prudent investment principles.

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.

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, 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

$142,500–$240,000 Per Year

Rockford, IL30+ days ago

$63,830–$136,580 Per Year

Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client’s objectives. _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._.

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.

Lisle, 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.

Frankfort, IL30+ days ago

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

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Wealth Manager Jobs in Illinois

Jobs

Senior Wealth AdvisorJobot

Private Wealth Advisor - DirectorBMO Financial

HNW Tax Manager (Hybrid)Jobot

Senior Portfolio ManagerBMO Financial

Account Manager - SalesChicago Division - USHA

Account Manager - SalesChicago Division- USHA

Senior Commercial Real Estate Banker - VP/SVPWintrust Financial

Financial Consultant - St. Louis, MOFidelity Investments

Senior Private Banker, Ultra High Net WorthBMO Financial

Senior Manager, Wealth AdvisorCharles Schwab

Financial Advisor/Wealth ManagerProfessions Inc

Sr. Account Manager, Wealth Management AdvisoryNorthern Trust

Relationship Manager-Wealth Management OfficerMidAmerica National Bank

Transitions Manager - (travel / remote) - wealth managementJobot

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 AdvisorMidland States Bank

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

Administrative Assistant Wealth Management GroupMidAmerica National Bank

Research Associate - Wealth Management Portfolio ResearchNorthern Trust

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

Multi Family Office - RM / Wealth StrategistECG Resources

Private Bank Wealth Advisor IIIHuntington National Bank

Wealth Management AdvisorMJT & Associates

Senior Wealth PlannerRockefeller Capital Management

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

Wealth AdvisorUMB 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 - Greater Illinois / Chicago Far SouthJPMorgan 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.

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