Top 328 Financial consultant Jobs in Chicago, Il

PWM Wealth Strategist
U.S. Bank National Association —Chicago, IL
- $159,970 - $188,200 a year
- Full-time
- CPA
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Financial Advisor - Chicago Metropolitan Area
Thrivent —Chicago, IL
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- Health savings account
Quick Apply
UIT & Structured Products Trader
Financial Sector —Wheaton, IL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Financial Advisor/Wealth Manager - Chicago
Tristate Financial Advisors —Chicago, IL
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Director of Insurance
Lead Advisor, LLC —Skokie, IL
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- SQL
- Life insurance
Quick Apply
10d
Financial Advisor - AI Trainer
DataAnnotation —Chicago, IL
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Financial Advisor
Northwestern Mutual Chicagoland —Downers Grove, IL
- $75,000 - $100,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor
Taos Global Group Inc —Chicago, IL
- $20,000 - $60,000 a year
- Communication skills
- Entry level
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Chicago, IL
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - (Career Changers Encouraged)
Northwestern Mutual Lombard —Lombard, IL
- $81,257.22 - $159,000.00 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Trust Administrator Assistant
RAY GRAHAM ASSOCIATION FOR PEOPLE WITH DISABILITIES —Lisle, IL
- $17.50 an hour
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Experience working with individuals with disabilities
Quick Apply
Financial Advisor
Edward Jones —River Forest, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
12d
Wealth Management Advisor
Equitable Adivsors —Oak Brook, IL
- $31,500 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Trainee (IL)
Bankers Life —Schaumburg, IL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (IL)
Bankers Life —Lisle, IL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Edward Jones —Glen Ellyn, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Associate Relationship Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Financial Advisor
Northern Trust Corp. —Chicago, IL
- $95,600 - $162,400 a year
- Full-time
- 5 years
- Travel
- Senior level
- Health insurance
- Dental insurance
Associate Wealth Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
- Health insurance
- Dental insurance
Fiduciary Advisor - Chicago Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Chicago, IL
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
9d

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PWM Wealth Strategist

U.S. Bank National Association -
Chicago, IL

Apply Now

Job Details

Full-time
$159,970 - $188,200 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Financial planning
Wealth management

Full Job Description

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 person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. Helps with client discovery and work with wealth management specialists to deepen and broadens relationships with existing clients. The Wealth Strategist will work closely with other members of the relationship team to meet all of client’s wealth planning, estate planning and wealth transfer needs. Will serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. Leverages thorough knowledge of all Wealth products offered by U.S. Bank, including fiduciary products, to identify and implement strategies working with client's external and internal advisors. Focuses to grow the PWM business within assigned Market by utilizing established professional network in the local and/or regional market.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Typically at least 10 years of wealth planning experience with high/ultra-high net worth clients

Preferred Skills/Experience

Broad knowledge of fiduciary, tax or estate planning products, services, and strategies
Experience drafting or reviewing estate or business documents
Possess strong sales and business development acumen
Considerable tact, diplomacy and people skills
JD, CPA, CTFA, CFP and/or advanced degree
Effective verbal and written communication skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $159,970.00 - $188,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

financial consultant jobs in chicago, il

PWM Wealth Strategist

Financial Advisor - Chicago Metropolitan Area

UIT & Structured Products Trader

Financial Advisor/Wealth Manager - Chicago

Director of Insurance

Financial Advisor - AI Trainer

Financial Advisor

Financial Advisor

Lenox Advisors - Financial Advisor

Financial Advisor - (Career Changers Encouraged)

Trust Administrator Assistant

Financial Advisor

Wealth Management Advisor

Wealth Management Trainee (IL)

Wealth Management Trainee (IL)

Financial Advisor

Associate Relationship Advisor

Financial Advisor

Associate Wealth Advisor

Fiduciary Advisor - Chicago Metro - 100K Base + Uncapped Performance-Based Upside

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