23 Wealth Management jobs in Chicago.

Hiring now: Insurance Agent @ Horace Man, Hybrid Market Leadersales @ Blackrock, Vp Underwriter @ Resilience, Financial Advisor @ Ameriprise, Investment Management Ass @ Bartlett W, Compliance Consultant @ Iqeq, Private Wealth Associate @ Bernstein , Fund Accountant Absolute @ Gcm Grosve, Experienced Options Profe @ Foris Capi, Tax Spec Iii @ Busey.Explore more at jobswithgpt.com.

🔥 Skills

financial planning (8) sales (6) client service (5) portfolio management (5) training (4) insurance (3) networking (3) financial advisors (3) business development (3) Wealth Management (3)

đź“Ť Locations

Chicago (11) Glenview (3) Joliet (2) Schaumburg (2) Merrillville (2) Arlington Heights (1) Downers Grove (1) Libertyville (1)
🔍 Go to full job search

Horace Mann

Insurance Agent Arlington Heights
Skills & Focus: insurance, financial services, educators, incentives, client service, niche market, training, networking, community events, sales
About the Company: Horace Mann Educators Corporation - Founded by Educators for Educators. We're the country's most comprehensive multiline insurance and financial services compa…
Experience: 2-5 years of experience in the insurance and financial services industry preferred
Salary: Industry competitive performance-based compensation
Type: Full-time
Benefits: 48-month incentive package, earning incentives based upon activity in the initial 48 months, quarterly production incen…

Blackrock

Hybrid Market Leader/Sales Specialist Chicago
Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…

Resilience

VP Underwriter Chicago
Skills & Focus: Cybersecurity, Cyber insurance, Cyber risk management, Underwriting, Risk assessment, Security team, Collaboration, Brokers, Clients, Fintech startup
About the Company: Resilience is a cybersecurity company that integrates cybersecurity, cyber insurance, and cyber risk management, founded by experts from military and intellige…
Experience: Experience in underwriting, cybersecurity, and risk management.
Type: Full-time

Ameriprise Financial

Financial Advisor Chicago
Skills & Focus: financial planning, client prospects, marketing plan, relationships, entrepreneurial, coaching, sales, training, networking, insurance
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience with a proven track record of success.
Salary: Competitive base salary plus uncapped monthly bonus opportunities
Type: Full-time
Benefits: Full employee benefits package to support your wellbeing.

Bartlett Wealth Management

Investment Management Associate Chicago
Skills & Focus: investment management, wealth planning, client relationships, high-net-worth clients, financial planning, portfolio management, business development, CFA, financial objectives, ethical standards
About the Company: Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.
Experience: 10+ years of relevant, client-facing experience
Type: Hybrid
Benefits: Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible sp…

Blackrock

Vice President, BlackRock Portfolio Design Specialist Chicago
Skills & Focus: investment management, relationship building, portfolio construction, financial advisors, portfolio customization, risk analytics, model portfolios, data-driven, client experience, sales growth
About the Company: BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services…
Experience: 3+ years investment or asset management experience.
Salary: USD$100,000.00 - USD$110,000.00
Benefits: Comprehensive healthcare, support for working parents, strong retirement plan, tuition reimbursement, and Flexible Time…

Iqeq

Compliance Consultant Chicago
Skills & Focus: compliance, Securities Act, Advisers Act, regulatory, marketing, training, monitoring, reviews, policies, mentoring

Bernstein Private Wealth Management

Private Wealth Associate Chicago
Skills & Focus: client service, high-net-worth clients, portfolio analysis, wealth planning, customer service, analytical skills, communication skills, team players, multi-tasking, financial management
About the Company: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Experience: 1-2 years client service experience, financial services industry experience a plus
Type: Full-time

Blackrock

Internal Wholesaler - Market Sales Partner Chicago
Skills & Focus: Internal Wholesaler, Market Sales Partner, sales, financial advisors, investment products, client management, business plan, lead identification, team collaboration, market knowledge
About the Company: BlackRock is the world's largest asset manager, dedicated to helping more people experience financial well-being through innovative investment solutions.
Experience: 2+ years in mutual fund or brokerage industry
Salary: USD$80,000.00 - USD$90,000.00
Type: Full-time
Benefits: Flexible Time Off, healthcare, leave benefits, retirement benefits

Gcm Grosvenor

Fund Accountant, Absolute Return Strategies Chicago
Skills & Focus: fund accounting, financial reporting, performance analysis, investment partnerships, hedge funds, private equity, analytical review, audit support, regulatory compliance, collaborative team player
About the Company: GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $80 billion in assets under management across priva…
Experience: 2–5 years of experience in financial services, asset management, or public accounting
Salary: $85,000 - $110,000
Type: Onsite/Hybrid
Benefits: comprehensive benefits package focused on health and wellness, retirement planning, and diversity and inclusion

Blackrock

VP/Director, Retirement Insurance Relationship Manager Chicago
Skills & Focus: relationship management, business development, insurance, financial institutions, asset management, risk management, client experience, account planning, strategic direction, negotiation skills
About the Company: BlackRock is a leading global investment manager and fiduciary to clients, dedicated to helping more people experience financial well-being.
Experience: Minimum of 5 years in relationship management & business development
Salary: USD$194,000.00 - USD$270,000.00 (NY), USD$184,000.00 - USD$250,000.00 (Chicago)
Type: Full-time
Benefits: Comprehensive healthcare, retirement benefits, Flexible Time Off, tuition reimbursement

Foris Capital Us Llc

Experienced Options Professional Chicago
Skills & Focus: options, options trading, settlement, clearing, trading platform, self-service retail, registered representatives, managing exercises, Apex Clearing, FINRA licenses
About the Company: Member of FINRA, focused on regulated securities business for Crypto.com.
Experience: Extensive options experience; knowledge related to options trading, settlement & clearing; management of exercises, assignments, and expiration.

Ameriprise Financial

Financial Advisor Downers Grove
Skills & Focus: financial planning, client prospects, relationship building, networking, entrepreneurial, training, marketing plan, coaching, licenses, goal-oriented
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022.
Experience: 3+ years of work experience
Salary: $45,000 - $60,000 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental, and life…

Busey

Tax Specialist III Glenview
Skills & Focus: tax reporting, tax preparation, fiduciary accounts, Wealth Advisors, e-filing, tax training, charitable tax returns, numerical data analysis, tax compliance, software systems
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Experience: 3-5 years' experience in prior tax preparation or accounting required.
Tax Specialist III Glenview
Skills & Focus: tax reporting, tax returns, wealth advisors, fiduciary accounts, mentoring, e-filing, federal and state laws, software systems, complex tax issues, communication
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Experience: 3-5 years' exp. in prior tax preparation or accounting required.

Busey Wealth Management

Wealth Advisor Glenview
Skills & Focus: relationship manager, Wealth Management, financial planning, client service, investments, sales, fiduciary, operations compliance, account reviews, strategic thinking
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, work…
Wealth Advisor Joliet
Skills & Focus: wealth management, client relationship, financial planning, investment strategy, high-net-worth, sales opportunities, client service, portfolio management, operational compliance, fiduciary
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Experience: Experience with high-net-worth clients is preferred.
Wealth Advisor Joliet
Skills & Focus: Wealth Management, Client Relationships, Investment Strategy, Financial Planning, Sales, Client Service, Fiduciary, High-net-worth, Portfolio Management, Estate Planning
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.

Ameriprise Financial

Financial Advisor Libertyville
Skills & Focus: financial planning, asset management, investment strategies, retirement planning, insurance products, wealth transfer, taxation, portfolio management, risk management, financial advising
About the Company: Ameriprise Financial provides personalized financial advice to help clients reach their financial goals.

Busey Wealth Management

Wealth Advisor Schaumburg
Skills & Focus: Wealth Management, Client Relationships, Financial Strategies, High-Net-Worth, Investment Management, Client Service, Sales Opportunities, Financial Planning, Estate Planning, Portfolio Management
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, work…
Experience: Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients.

Aprio

Senior Tax Associate Schaumburg
Skills & Focus: Senior Tax Associate, CPA, advisory, maximize opportunities, tax team, progressive, fast-growing firm, clients, dynamic team, strategic foresight
About the Company: Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more tha…
Type: Full-time

Ameriprise Financial

Financial Advisor Merrillville
Skills & Focus: financial planning, client communication, investment strategies, risk tolerance, client meetings, market research, compliance, portfolio management, client service, sales
About the Company: At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their tru…
Salary: $90,000 to $125,000
Type: Full-time
Benefits: Generous vacation and PTO days, 401k with 4% match after 6 months, 50% of health insurance paid for individual coverage…

Midcoast Wealth Advisors

Associate Financial Advisor Merrillville
Skills & Focus: financial advisor, client communication, financial planning, investment strategies, market analysis, portfolio management, Salesforce CRM, Naviplan, team collaboration, process improvement
About the Company: We believe people deserve great financial advice without the fear of being sold to. We advise our clients with their long-term best interests in mind.
Salary: $55,000 - $75,000
Type: Full-time
Benefits: Team incentive plan based on profitability, 2 weeks' vacation including PTO, 401k with 4% match after 6 months, 50% of …