About this opportunity
HYBRID opportunity in Chicago market (open to relocation in surrounding markets)- Join a growing Wealth Management team as the primary relationship lead for high-net-worth clients.
Client Advisor / Wealth Management Advisor opportunity in Chicago with a top, award-winning bank rapidly growing its Wealth Management team.
HYBRID schedule, the flexibility to report to any of its offices, and an existing book of HNW clients. Please reach out ASAP, as we’re expediting the process!
Role Highlights:
- Lead advisor to individuals and families
- 10+ years of wealth management in a fiduciary environment
- 5+ years of HNW client retention, relationship management, and organic growth
- Bachelor’s degree required
- CFP or CFA, preferred- experience is priority over certifications
- Advise on investments, tax, estate, and retirement planning
- Track record of business development through referrals, centers of influence, and client expansion.
- Growth role with strong compensation and an existing book of business.
- Opportunity for advancement and continued education support.
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