Wealth Manager jobs in Chicago, IL
Z Group Financial —Oakbrook Terrace, IL
Serve as the main point of contact for clients, providing exceptional customer service and addressing their inquiries and concerns.
Estimated: $45,000 - $55,000 a year
Wintrust Financial —Chicago, IL
Go on calls with clients and potential clients. Assess client's overall financial picture, truly understand their needs and then develop a relevant, solid…
Estimated: $75.9K - $96.1K a year
Equitable Advisors —Oak Brook, IL
We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
Estimated: $24,000 - $140,000 a year
Old Second National Bank —Oakbrook Terrace, IL
Provides support to the Trust Administrative Team including fielding client calls and bringing resolution immediately where possible, paying Trust bills,…
Estimated: $55.7K - $70.5K a year
Lenox Advisors —Chicago, IL
For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in…
Estimated: Up to $75,000 a year
Lakeshore Financial Group —Roselle, IL
This opportunity requires an investment in time and money to obtain a health and life insurance license, we do invest in future wealth management licenses for…
Estimated: $40,000 - $60,000 a year
BankFinancial —Downers Grove, IL
Certified Trust and Fiduciary Advisor certification (CTFA) and/or Certified Financial Planner certification (CFP) preferred. Bachelor’s Degree in Business.
Estimated: $69.2K - $87.7K a year
Citi —Chicago, IL
FINRA license: Group 1 Insurance, SIE, Series 6, 63+65, Life and Health licenses required - with 120 days to obtain Life & Health – Candidates with 7&66 are…
$65,130 - $117,120 a year
Northern Trust Corp. —Chicago, IL
Manage activities for fee revenue producing accounts, representing oversight on large and sensitive high net worth individuals and families.
Estimated: $76.1K - $96.3K a year
Northwestern Mutual - Greater Chicago —Chicago, IL
Opportunity to develop new clients for your own segmented practice. Develop, recommend, and direct execution of investment strategies for clients.
Estimated: $99.7K - $126K a year
Morgan Stanley —Chicago, IL
Actively engages in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $68.3K - $86.5K a year
ITASCA BANK & TRUST Company —Itasca, IL
BS degree in Finance or related field. Assess clients’ overall financial picture, understand their needs and develop a solid financial plan.
Estimated: $62.3K - $78.9K a year
Byline Bank. —Evanston, IL
This role will suit someone who is looking to develop their career within the Finance industry and is working towards, or willing to undertake, relevant…
Estimated: $58,900 - $70,000 a year
YCHARTS INC —Chicago, IL
Identify, create, and respond to qualified B2B sales opportunities for our investment analytics and client communication platform through phone calls and emails…
Estimated: $73.6K - $93.2K a year
Northwestern Mutual - Greater Chicago —Skokie, IL
Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Here, hard work pays off.
Estimated: $85.5K - $108K a year
Royal Bank of Canada —Chicago, IL
Consulting services which could range from conference calls or personal meetings with Financial Advisors, individual clients and their families, and the clients…
Estimated: $154K - $195K a year
Mariner Wealth Advisors —Oakbrook Terrace, IL
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.
Estimated: $70,200 - $125,000 a year
Fifth Third Bank —Chicago, IL
Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines. CFP, CFA, or CPWA industry certification is preferred…
Estimated: $136K - $172K a year
Bartlett Wealth Management —Chicago, IL
Bachelor’s Degree in Finance or related field. Leverage local centers of influence to develop and expand referral networks. Provide top quality client service.
Estimated: $140,000 - $160,000 a year
Equitable Advisors —Deerfield, IL
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state…
Estimated: $77.2K - $97.8K a year