100
wealth manager jobs in Chicago, IL
AMG NATIONAL TRUST —Chicago, IL
Prepare federal and state estimated income tax vouchers. Send follow up letters to clients and respond to client calls, when appropriate.
$70,000 - $100,000 a year
Quick Apply
TPM Placement —Chicago, IL
Participate in planning meetings and assist in developing planning strategies. Correspond with clients, their family members, and strategic alliances.
$100,000 - $120,000 a year
Quick Apply
11h
Franklin Templeton Investments —Illinois
Using discretion, judgment, and the highest level of ethical standards, the Regional Director will be responsible for driving sales of Franklin Templeton…
$125,000 - $140,000 a year
Karstens Wealth —Oak Brook, IL
Conduct thorough financial analysis, including investment portfolio reviews, cash flow analysis, and retirement planning.
$83,000 - $150,000 a year
Quick Apply
Kingsview Partners Wealth Management —United States
This full-time salary position is condensed into traveling and then remote work. As a member of our integrations team, you travel onsite every time the firm…
$40,000 - $90,000 a year
Quick Apply
The Chicago Community Trust —Chicago, IL
The job entails internal and external partnerships, thought leadership, innovation, field building, community knowledge, convening, policy change when…
$112,000 a year
Quick Apply
23h
Charles Schwab —Chicago, IL
Active and valid FINRA Series 7 license required (may consider a 90-day COE). 66 license required (may be obtained with a 120-day COE).
$145,000 - $190,000 a year
JPMorgan Chase & Co —Chicago, IL
Active and valid FINRA Series 7 and one or more of the following licenses are required to be considered for the role: FINRA Series 66 (63,65), 9/10 (4,24,53),…
5d
Charles Schwab —Chicago, IL
Active and valid FINRA Series 7 license required. Active and valid FINRA 66 license required (may consider a 120-day COE). Health, dental, and vision insurance.
$185,000 - $240,000 a year
Wedbush Securities —Chicago, IL
Knowledge and experience with margin tools and ability to produce and analyze the margin requirements for various exchange margin platforms such as CME, ICE,…
$90,000 - $100,000 a year
1d
Equitable Advisors —Oak Brook, IL
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state…
$24,000 - $140,000 a year
Quick Apply
Moneta —Chicago, IL
Bachelor's degree in Finance or a related field. Verifying client account cash balances, generating and reviewing monthly available cash report.
Estimated: $61.4K - $77.7K a year
Quick Apply
9d
Bank of America —Chicago, IL
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. 1st shift (United States of America).
Estimated: $121K - $153K a year
HighTower Advisors —Chicago, IL
Bachelor's degree in Business Administration, Operations Management, or a related field. Proficiency in utilizing operational software, tools, and systems.
Estimated: $106K - $135K a year
Quick Apply
Westwood Management Corp —Oak Brook, IL
Perform back-testing, regression analysis, and scenario analysis of investment strategies to assess their historical risk and return characteristics and…
Estimated: $73.4K - $92.9K a year
Quick Apply
JPMorgan Chase & Co —Chicago, IL
Strong written and verbal communications skills, including an ability to gather evidence through the use of telephone and in-person interviews.
Northern Trust Corp. —Chicago, IL
Demonstrate excellent communication skills through coordination and execution across initiatives potentially impacting all facets of the business (i.e., front…
Estimated: $95.8K - $121K a year
Lenox Advisors —Chicago, IL
Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and…
$75,000 - $100,000 a year
Quick Apply
8h
JPMorgan Chase & Co —Chicago, IL
Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan…
5d
Citi —Chicago, IL
HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop…
$200,000 - $300,000 a year
2d
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