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Wealth Manager in Chicago
Northern Trust
Market Leader, Hybrid Wholesaler - Chicago Or Miami
5+ years investment sales experienceFinra 7 and 63 licenses requiredKnowledge of alternatives and direct indexing$99,600 - $169,200 usd py
This role involves partnering with the Wealth Client Group to drive distribution of Northern Trust Asset Management solutions through a dynamic product-focused strategy
Chicago, Illinois, USHybridFull time+5y experienceJob Match ScoreCreate Profile
15 days agoBank of America
Private Client Manager- Investments
Series 7, 63, and 65 licenses7+ years managing high-net-worth clientsInvestment product expertise$110,000.00 - $215,000.00 annualized py
The role focuses on expanding client relationships by identifying opportunities to deepen existing connections with high-net-worth individuals
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile16 days agoBank of America
Private Wealth Investment Management Specialist
Series 7 & 66 license requiredSafe act registration mandatoryClient portfolio monitoring and alignment$60,000.00 - $96,000.00 annualized py
The Investment Management Specialist defines the overall investment management philosophy and ensures client portfolios align with goals and risk tolerance
Chicago, IL, USOnsiteFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Senior Investment Manager
Series 7, 63/65 or 66 licenseSafe act registrationCfp or cpwa designation$52,000.00 - $96,000.00 annualized py
The Senior Investment Manager defines the overall investment management philosophy and leads the investment committee for large advisor teams
Chicago, IL, USOnsiteFull time+10y experienceJob Match ScoreCreate Profile16 days agoBank of America
Private Client Manager- Investments
Series 7, 63, and 65 licenses7+ years managing high-net-worth clientsInvestment product expertise$110,000.00 - $215,000.00 annualized py
The role focuses on expanding client relationships by identifying opportunities to deepen existing connections and advising on the full array of Private Bank capabilities
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile16 days agoPolish & Slavic Federal Credit Union
Wealth Advisor - Polish & Slavic Federal Credit Union
Active series 7 registration requiredActive life insurance license requiredMinimum two years investment sales experience$58,500 - $70,000 py
This role serves as a dedicated representative delivering non-deposit investment products and services to branch customers in Chicago, IL
Chicago, IL, USOnsiteFull time+2y experienceJob Match ScoreCreate Profile18 days agoBank of Montreal
Senior Private Banker, Ultra High Net Worth
7+ years relevant experienceIn-depth personal and commercial credit knowledgeExpert relationship management skills$102,000.00 - $190,000.00 py
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile19 days agoBank of Montreal
Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services
7+ years relevant banking experienceExpert knowledge of personal and commercial creditIn-depth risk management concepts expertise$102,000.00 - $190,000.00 py
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service group
Chicago, Illinois, USFull time+7y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase
Wealth Management Solutions - Trust Officer Vp - Trust & Estates
In-depth knowledge of fiduciary productsMinimum 7 years trust business experienceComprehensive knowledge of trust law~$102,000 – $500,000 py
WORKOPIA ESTIMATEThe role involves overseeing the administration of trusts and analyzing documents for legal, tax, and investment issues
Chicago, IL, USOn-site+7y experienceJob Match ScoreCreate Profile19 days agoMercer
Institutional Investment Consulting Senior Associate
Bachelor's degree in business or investment5-10 years of relevant investment experienceProficiency in microsoft excel, word, powerpoint$88,000 to $176,000 py
This role supports a diverse range of institutional clients by building portfolios, evaluating asset managers, and analyzing performance
Chicago, IL, USHybridFull time+10y experienceJob Match ScoreCreate Profile24 days agoMercer
Institutional Investment Consulting Senior Associate
Bachelor's degree in business or investment5-10 years of relevant investment experienceProficiency in microsoft excel, word, powerpoint$88,000 to $176,000 py
This role supports a diverse range of institutional clients by building portfolios, evaluating asset managers, and analyzing performance
Chicago, IL, USHybridFull time+10y experienceJob Match ScoreCreate Profile24 days agoMarsh McLennan
Institutional Investment Consulting Senior Associate
5-10 years investment experienceBachelor's degree in business or financePerformance calculations and risk metrics knowledge$88,000 to $176,000 py
This role supports a diverse range of institutional clients by building portfolios, evaluating asset managers, and analyzing performance
Chicago, IL, USHybridFull time+10y experienceJob Match ScoreCreate Profile24 days agoBMO Financial Group
Senior Private Banker, Ultra High Net Worth
7+ years relevant experienceIn-depth personal and commercial credit knowledgeExpert relationship management skills$102,000 - $190,000 py
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
Chicago, Illinois, USFull time+7y experienceJob Match ScoreCreate Profile25 days agoPNC Financial Services Group
Financial Solutions Advisor - Pnc Wealth Management
Relationship management skillsRegulatory compliance expertiseInvestment and insurance strategies~$74,000 – $190,000 py
WORKOPIA ESTIMATEHelp clients achieve their financial goals through expert investment and insurance strategies
Niles, USOn-siteJob Match ScoreCreate Profile26 days agoWintrust Wealth Management
Financial Advisor
Build rapport with clients and prospectsGather assets for brokerage accountsDevelop relevant solid financial plansCommission-based
Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions
Chicago, Illinois, USFull timeJob Match ScoreCreate Profile28 days agoBMO
Private Wealth Advisor - Director
7+ years relevant experienceHnw client relationship managementHolistic financial planning delivery$102,000.00 - $190,000.00 py
The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile29 days agoBMO
Ultra High Net Worth - Lead Relationship Manager
7+ years of relevant experienceHnw client relationship managementHolistic financial planning expertise$102,000.00 - $190,000.00 py
The role provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile31 days agoBMO
Senior Trust Administrator
In-depth knowledge of trust tax regulationsExpertise in fiduciary laws and estate planningExperience with trust accounting processes$74,000.00 - $138,000.00 py
The role provides high-quality sales and service to Trust & Estate clients while ensuring strict compliance with fiduciary laws
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile31 days agoBMO Financial Group
Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services
7+ years relevant banking experienceExpert knowledge of personal and commercial creditIn-depth risk management concepts expertise$102,000.00 - $190,000.00 py
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service domain
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile31 days agoBank of America Merrill Lynch
Private Client Advisor Ii
12+ years private banking experienceDrive new business developmentSeries 7, 63 and 65 licenses required$100,000.00 - $275,000.00 annualized py
This role is responsible for acquiring new clients, deepening relationships, and building a network to achieve business development goals
Chicago, IL, USFull time+12y experienceJob Match ScoreCreate Profile32 days agoBank of America (GHR)
Wealth Management Client Associate
Strong client-centric mindsetExcellent verbal and written communication skillsProficiency with microsoft office applications$25.00 - $44.00 hourly ph
This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division
Oak Brook, IL, USOnsiteFull timeExperience requiredJob Match ScoreCreate Profile32 days agoBank of America (GHR)
Registered Wealth Management Client Associate- Chicago Market
Finra series 7 and series 66 licensesStrong client relationship management skillsKnowledge of investment products and banking offerings$25.00 - $44.00 hourly ph
The role provides comprehensive client service support to Financial Advisors within the Merrill Wealth Management division
Chicago, IL, USOnsiteFull timeExperience requiredJob Match ScoreCreate Profile32 days agoBMO
Senior Private Banker, Ultra High Net Worth
7+ years relevant experienceIn-depth personal and commercial credit knowledgeExpert relationship management skills$102,000.00 - $190,000.00 py
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile32 days agoBMO Global Asset Management
Senior Private Banker, Ultra High Net Worth
7+ years relevant experienceIn-depth personal and commercial credit knowledgeExpert relationship management skills$102,000.00 - $190,000.00 py
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile32 days agoBMO Global Asset Management
Senior Portfolio Banker / Bmo Family Office – Capital Advisory Services
7+ years relevant banking experienceExpert knowledge of credit analysis and structuringIn-depth risk management concepts expertise$102,000.00 - $190,000.00 py
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service group
Chicago, IL, USFull time+7y experienceJob Match ScoreCreate Profile32 days ago
WORKOPIA ESTIMATE is shown when an employer doesn't disclose pay. It's the typical range (25th–75th percentile) of disclosed salaries for the same role in the same city, adjusted for seniority and refreshed daily — an estimate, not the employer's figure.
