Last updated: 2025-07-24
22 Wealth Management jobs in Chicago.
Ameriprise Financial
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…
Chicago
- Skills: financial planning, client prospects, marketing plan, relationships, entrepreneurial, coaching, sales, training, networking, insurance
- Level: mid
- Type: full_time
Bernstein Private Wealth Management
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…
Chicago
- Skills: private wealth management, client service, financial analysis, wealth planning, portfolio analytics, trusts and estates, investment management, communication skills, leadership, customer service
- Level: entry
- Type: full_time
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…
Chicago
- Skills: Client Engagement, Retirement Plan Services, Financial Services, Relationship Management, Sales, Insurance, Training, Mentorship, Education, Customer Experience
- Level: entry
- Type: full_time
Virtus
Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals. We are a dynamic, fast-growing organization with the reso…
Chicago
- Skills: investment oversight, product positioning, financial services, analytical capabilities, database technologies, Morningstar Direct, Y-Charts, eVestment, CFA, CAIA
- Level: mid
- Type: full_time
BlackRock
BlackRock is a global investment manager and fiduciary to our clients, dedicated to helping individuals experience financial well-being. Since 1999, we've been…
Chicago
- Skills: client engagement, relationship building, retirement financial advisors, data-driven sales, investment trends, financial services, asset management, sales goals, BlackRock selling system, virtual client engagements
- Level: mid
- Type: full_time
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. W…
Chicago
- Skills: client service, financial services, brokerage, trading, customer inquiries, analytical tools, margin calculations, performance-based bonus, 401k, financial instruments
- Level: mid
- Type: full_time
Busey Wealth Management
Schaumburg
- Skills: wealth management, financial planning, client relationship management, high-net-worth, investment strategy, sales training, portfolio management, trust accounting, asset allocation, client service
- Level: mid
- Type: full_time
Plante Moran
At Plante Moran, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms focusing on diversity, equity, and inclusion.
Chicago
- Skills: Portfolio Administration, Client Services Administration, Financial Planning, Wealth Management, Tax Consulting, Audit, Process Documentation, Client Communication, Asset Transfer, Regulatory Compliance
- Level: mid
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Orland Park
- Skills: financial planning, client engagement, investment strategies, relationship building, customer experience, comprehensive investment solutions, retirement plans, coaching, interpersonal skills, tuition reimbursement
- Level: mid
- Type: full_time
Plante Moran
Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms.
Chicago
- Skills: client service, account transfers, investment industry, banking, communication, problem-solving, policies and procedures, money movement, system integration, high stress tolerance
- Level: mid
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Schaumburg
- Skills: financial planning, customer service, investment strategies, client relations, FINRA licensing, coaching, collaboration, retirement planning, tuition reimbursement, comprehensive benefits
- Level: mid
- Type: full_time
Zurich Insurance Company Ltd.
Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial …
Chicago
- Skills: Financial Planning, Market Execution, Insurance Financial Statements, Project Management, Financial Analysis, Crop Insurance, Insurance Industry, Risk Management, Leadership, Communication Skills
- Level: senior
- Type: full_time
BlackRock
BlackRock is a global investment management corporation dedicated to helping people achieve financial well-being. They manage investment strategies and provide…
Chicago
- Skills: client relationship, investment insights, portfolio construction, sales experience, financial advisors, collaboration, fiduciary, asset management, wealth management, multi-tasking
- Level: mid
- Type: full_time
Citi
Citi Private Bank provides personalized wealth management solutions, focusing on ultra-high net worth clients.
Chicago
- Skills: investment counseling, ultra-high net worth, relationship management, financial analysis, investment solutions, risk assessment, wealth planning, cross-marketing, compliance, client acquisition
- Level: senior
- Type: full_time
Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern…
Chicago
- Skills: banking products, asset servicing, fiduciary, investment administration, client account administration, compliance, treasury management, client onboarding, service efficiencies, wealth management
- Level: mid
- Type: full_time
Citi
Citi is a global bank that provides various financial services and products to customers worldwide.
Highland Park
- Skills: financial planning, relationship management, high net worth, investment needs, regulatory compliance, NaviPlan, risk assessment, client engagement, training new recruits, team leadership
- Level: mid
- Type: full_time
Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern…
Chicago
- Skills: investment, administrative, portfolio management, client service, risk management, financial services, analytical, communication, organizational, compliance
- Level: mid
- Type: full_time
Citi
At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Chicago
- Skills: Wealth Management, Financial Planning, Client Relationships, Compliance, KYC, AML, Private Client Coverage, Investment Strategies, NaviPlan, High Net Worth
- Level: mid
- Type: full_time
Busey Wealth Management
Busey Wealth Management provides comprehensive financial strategies and solutions aimed at helping clients achieve their goals.
Glenview
- Skills: Private Wealth Advisor, financial planning, high-net-worth clients, investment strategy, client relationship management, fiduciary, sales training, financial services, trust accounting, portfolio management
- Level: mid
- Type: full_time
Busey
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being…
Glenview
- Skills: Relationship Banker, customer service, financial transactions, cross-selling, account maintenance, loan processing, cash handling, risk management, compliance, sales referrals
- Level: mid
- Type: full_time