Top 38 Wealth management associate Jobs in Chicago Il

Trust Associate I
Wintrust Financial Corporation —Chicago, IL
- $20.19 - $26.44 an hour
- Full-time
- Basic math
- Research
- Office
- AD&D insurance
- Employee stock purchase plan
1d
J.P. Morgan Wealth Management - Private Client Investment Associate - Oak Brook, IL
JPMorganChase —Oak Brook, IL
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
6h
Registered Private Wealth Client Associate
Bank of America —Chicago, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Client Associate
Bank of America —Chicago, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Planning Associate - Chicago, IL
The Mather Group —Chicago, IL
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid parental leave
Wealth Strategist Sales Associate
Northern Trust Corp. —Chicago, IL
- $52,800 - $79,200 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Asset & Wealth Management, Institutional Marketing, Associate - Chicago
Goldman Sachs —Chicago, IL
- $80,000 - $125,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Disability insurance
- Health insurance
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
Associate Wealth Advisor
Focus Partners Wealth —Chicago, IL
- $75,000 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Wealth Management Associate
Equitable Advisors —Oak Brook, IL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability 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
Private Wealth Associate
AllianceBernstein —Chicago, IL
- $68,000 - $73,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL
JPMorganChase —Glenview, IL
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
21h
Wealth Management Sales Enablement Associate
Wintrust Financial Corporation —Chicago, IL
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Windows
- AD&D insurance
- Employee stock purchase plan
Registered Wealth Management Client Associate
Bank of America —Northbrook, IL
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Morgan Stanley —Chicago, IL
- $68,000 - $120,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Research
- Health savings account
- Paid holidays
10d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Oak Brook, IL
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Compliance, Private Wealth Management (PWM) Compliance, Associate, Chicago
Goldman Sachs —Chicago, IL
- $65,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Deerfield, IL
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate (Service) Advisor-Kansas City
RK Partners —Chicago, IL
- $60,500 - $65,000 a year
- Monday to Friday
- Office
- 1 year
- Communication skills
Quick Apply

I want to receive the latest job alert for wealth management associate in chicago il

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management associate jobs near chicago il

Trust Associate I

Wintrust Financial Corporation -
Chicago, IL

Apply Now

Job Details

Full-time
$20.19 - $26.44 an hour
1 day ago

Benefits

AD&D insurance
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance
Pet insurance

Qualifications

Client services

Full Job Description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.

Why join us?

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Promote from within culture

Why join this firm?

We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
We hold ourselves to the highest standard of service and integrity in the industry
We have a strong reputation for quality service and impeccable ethics.

What you will do

Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures and has the ability to maintain confidentiality.
Works with the Trust Officer to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow, work with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including opening and sorting incoming mail, process outgoing mail, and phone coverage.
Assists Trust Officer in responding to routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, provides follow up, as necessary, in a timely manner.
Creates and maintains proper account electronic documentation and ensures account paper files are in good order and account coding is accurate and maintained.
Accurately executes instructions from Trust Officers including cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts on the system, maintains account information, closes accounts/trade orders in a timely manner.
Performs standard account monitoring and notifies the Trust Officer when overdrafts or large balances are discovered.
Creates and organizes PowerPoint slide presentations and Excel spreadsheets, when necessary.
Performs special projects, as assigned, by the Trust Officer.
Acts as back-up for another TA, if necessary, on intermittent basis.
The responsibilities above are not exhaustive. There may be other responsibilities that will be required from time to time. Those expectations will be clearly defined at the time the request is made.

Knowledge and Skills

Bachelor’s degree preferred
1 to 3 years in a supporting role
Excellent Microsoft Office suite skills
Basic skills in applied mathematical formulas
Skill in word processing and spreadsheets
Ability to clearly articulate issues, problems, solutions, concerns, and other information in verbal and written communications
Attention to detail and accuracy
Ability to multitask, follow instructions, and have a keen attention to detail
Basic knowledge of accounting principles
Basic knowledge of Trust terms and functions
Knowledge of basic banking functions
Excellent teamwork skills
Adheres to the highest ethical standards
Exceptional client service skills
Protects confidentiality

Benefits

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

Compensation

The estimated hourly rate for this role is $20.19 -$26.44, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.

#LI-ONSITE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Apply Now

Refine Your Search

wealth management associate jobs in chicago il

Trust Associate I

J.P. Morgan Wealth Management - Private Client Investment Associate - Oak Brook, IL

Registered Private Wealth Client Associate

Wealth Management Client Associate

Financial Planning Associate - Chicago, IL

Wealth Strategist Sales Associate

Asset & Wealth Management, Institutional Marketing, Associate - Chicago

Associate Relationship Advisor

Associate Wealth Advisor

Wealth Management Associate

Associate Wealth Advisor

Private Wealth Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL

Wealth Management Sales Enablement Associate

Registered Wealth Management Client Associate

Wealth Management Associate

Wealth Management Associate - Retirement Benefits Group

Compliance, Private Wealth Management (PWM) Compliance, Associate, Chicago

Retirement Planning Associate - Retirement Benefits Group

Associate (Service) Advisor-Kansas City

I want to receive the latest job alert for wealth management associate in chicago il

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected