31 Wealth Management jobs in Chicago.

Chicago

• Skills: investment management, wealth planning, client relationships, high-net-worth clients, financial planning, portfolio management, business development, CFA, financial objectives, ethical standards
• Experience: 10+ years of relevant, client-facing experience
• Type: Hybrid

Chicago

• Skills: Model Portfolios, Sales, Client Relationships, Portfolio Construction, Investment Insights, Financial Advisors, ETFs, Mutual Funds, Asset Management, Client Ownership
• Experience: Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler.
• Type: Full-time
• Salary: $100,000.00 - $110,000.00

Chicago

• Skills: financial planning, client prospects, marketing plan, relationships, entrepreneurial, coaching, sales, training, networking, insurance
• Experience: 3+ years of work experience with a proven track record of success.
• Type: Full-time
• Salary: Competitive base salary plus uncapped monthly bonus opportunities

Chicago

• Skills: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
• Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
• Type: Hybrid
• Salary: USD$100,000.00 - USD$110,000.00

Libertyville

• Skills: financial planning, asset management, investment strategies, retirement planning, insurance products, wealth transfer, taxation, portfolio management, risk management, financial advising

Chicago

• Skills: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
• Experience: Entry-level
• Type: Full-time
• Salary: $80,000.00 - $90,000.00

Chicago

• Skills: fund accounting, financial reporting, performance analysis, investment partnerships, hedge funds, private equity, analytical review, audit support, regulatory compliance, collaborative team player
• Experience: 2–5 years of experience in financial services, asset management, or public accounting
• Type: Onsite/Hybrid
• Salary: $85,000 - $110,000

Arlington Heights

• Skills: insurance, financial services, educators, incentives, client service, niche market, training, networking, community events, sales
• Experience: 2-5 years of experience in the insurance and financial services industry preferred
• Type: Full-time
• Salary: Industry competitive performance-based compensation

Chicago

• Skills: Structured Notes, financial services, business plan, client relationships, leads, customized solutions, sales, market solutions, private equity, hedge funds
• Experience: 5+ years of experience in the financial services industry
• Type: Full-time
• Salary: $150,000 - $200,000

Chicago

• Skills: insurance placements, risk assessment, negotiation, market expertise, Management Liability, Cyber E&O, Professional Liability, General Liability, client management, strategic recommendations
• Experience: 3+ years of property & casualty insurance experience
• Type: Full-time
• Salary: $70,000-$75,000

Chicago

• Skills: coaching, financial professionals, hedge fund, personal development, executive coaching, goal setting, action planning, accountability, communication skills, cultural sensitivity
• Experience: Minimum 5+ Years of Coaching in financial industry
• Type: Part-time
• Salary: $100 - $500 an hour

Chicago

• Skills: 401(k), plan administration, compliance testing, client communication, retirement plans, IRS forms, trust accounting, data management, Plan design changes, detail-oriented
• Experience: 3+ years of experience in 401(k) plan administration
• Type: Full-time
• Salary: $75K - $80K

Chicago

• Skills: advising customers, cannabis products, customer service, product knowledge, state compliance, regulations, customer lifecycle, consultative approach, inventory management, customer experience

Chicago

• Skills: trust, estates, estate planning, trust administration, high-net-worth, wealth management, financial advisors, trust strategies, estate documents, non-legal guidance
• Experience: At least 8+ years in estate planning as an attorney
• Type: Full-time
• Salary: $175,000-$225,000 per year

Hanover Park

• Skills: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
• Type: Full-time

Schaumburg

• Skills: relationship manager, wealth management, financial strategies, client relationships, investment strategy, financial planning, asset allocation, trust and estate procedures, fiduciary approach, client service

Chicago

• Skills: Personal Training, fitness, client, programming, education, business, financial planning, client base, fitness assessments, virtual
• Salary: $100K+

Chicago

• Skills: Credit Management, Wealth Management, Loan Structuring, Financial Analysis, Client Relationships, Risk Management, Commercial Lending, Portfolio Management, Negotiation, Policy Expertise
• Type: full_time
• Salary: {'min': 106500.0, 'max': 155000.0, 'period': 'annual', 'currency': 'USD'}

Glenview

• Skills: wealth management, financial planning, investments, client relationships, sales skills, trust accounting, fiduciary, portfolio management, asset allocation, high net worth clients
• Type: full_time
• Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Chicago

• Skills: Portfolio Management, Investment Strategy, Client Relations, Financial Analysis, Wealth Management, Asset Allocation, Regulatory Compliance, Investment Policy, Technical Expertise, Performance Metrics
• Type: full_time
• Salary: {'min': 96700.0, 'max': 162200.0, 'period': 'annual', 'currency': 'USD'}