Talent.com
Senior Wealth Director - Financial Planning & Advisory
Senior Wealth Director - Financial Planning & AdvisoryMercer Advisors • Chicago, Illinois, United States
No longer accepting applications
Senior Wealth Director - Financial Planning & Advisory

Senior Wealth Director - Financial Planning & Advisory

Mercer Advisors • Chicago, Illinois, United States
9 days ago
Job type
  • Full-time
Job description

A leading financial advisory firm in Chicago is seeking a Sr. Wealth Advisor, Director to function as the primary trusted advisor for high net worth clients. The ideal candidate will have over 15 years of experience, a Bachelor’s degree, and certifications such as CFP. This role includes managing client communications while ensuring adherence to company standards and providing subject matter expertise to the team. Competitive salary and flexible working arrangements offered.

#J-18808-Ljbffr

Create a job alert for this search

Director Financial Planning • Chicago, Illinois, United States

Related jobs
Wealth Management Associate

Wealth Management Associate

Morgan Stanley • Glenview, Illinois, USA
Full-time
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. As senior members of the ser...Show more
Last updated: 26 days ago • Promoted
Wealth Advisor

Wealth Advisor

Curi RMB Capital • Chicago, IL, United States
Full-time
Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.Milwaukee / Lake Forest / Jackson Hole. Strong preference of working 3 days in the office.Salary + Target Bonus - $115,00...Show more
Last updated: 23 days ago • Promoted
Senior Director - Private Wealth Solutions

Senior Director - Private Wealth Solutions

Hines • Chicago, IL, United States
Full-time
Senior Director - Private Wealth Solutions.Senior Director - Private Wealth Solutions.Senior Director - Private Wealth Solutions. Be among the first 25 applicants.Senior Director - Private Wealth So...Show more
Last updated: 17 days ago • Promoted
Wealth Advisor

Wealth Advisor

ECG Resources, Inc. • Chicago, IL, United States
Full-time
A long-established, private family office in downtown Chicago is seeking an experienced Wealth Advisor to join its collaborative and professional team. The firm provides comprehensive wealth managem...Show more
Last updated: 3 days ago • Promoted
Senior Development Director — Heart Walk Sponsorship

Senior Development Director — Heart Walk Sponsorship

American Heart Association • Chicago, IL, United States
Full-time
A leading health organization in Chicago seeks a Senior Development Director to manage fundraising efforts, including corporate sponsorships and the Heart Walk event. The ideal candidate has at leas...Show more
Last updated: 5 days ago • Promoted
Senior Advisor

Senior Advisor

ECG Resources • Chicago, Illinois, USA
Full-time
Senior Wealth Advisor Chicago (Hybrid).The Senior Wealth Advisor at this multi-generational private family office plays a key role in guiding sophisticated clients through complex financial invest...Show more
Last updated: 20 days ago • Promoted
Senior Wealth Advisor

Senior Wealth Advisor

HUB International • Chicago, IL, United States
Full-time
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products...Show more
Last updated: 30+ days ago • Promoted
Wealth Management

Wealth Management

Northwestern Mutual • Skokie, IL, United States
Full-time
Financial Advisor - Northwestern Mutual.In the Financial Representative role with Northwestern Mutual- you will work to deliver financial security to clients through a comprehensive planning proces...Show more
Last updated: 23 days ago • Promoted
Family Wealth Senior Fiduciary Advisor

Family Wealth Senior Fiduciary Advisor

Key Bank • Chicago, IL, United States
Full-time
Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth gre...Show more
Last updated: 3 days ago • Promoted
Lead, Wealth Management Business Strategy

Lead, Wealth Management Business Strategy

Northern Trust • Chicago, IL, United States
Full-time
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative f...Show more
Last updated: 23 days ago • Promoted
Senior Wealth Portfolio Manager - Strategic Investments

Senior Wealth Portfolio Manager - Strategic Investments

Midland States Bank • Chicago, IL, United States
Full-time
A financial institution in Chicago is seeking a Senior Portfolio Manager to manage complex investment accounts for high-net-worth clients. The ideal candidate will have a Bachelor's degree in busine...Show more
Last updated: 1 day ago • Promoted
Wealth Advisor Partner

Wealth Advisor Partner

Wisepath Group • Chicago, IL, US
Permanent
Quick Apply
Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...Show more
Last updated: 30+ days ago
Senior Director of Donor Engagement and Operations

Senior Director of Donor Engagement and Operations

GREATER CHICAGO FOOD DEPOSITORY in • Chicago, IL, United States
Full-time
Senior Director of Donor Engagement and Operations (Finance).Joining the Food Depository at a time of exponential development growth plans, this is a key role that will provide oversight of the fol...Show more
Last updated: 13 days ago • Promoted
Sr. U.S. Wealth Finance Reporting Manager

Sr. U.S. Wealth Finance Reporting Manager

Bank of Montreal • Chicago, Illinois, USA
Full-time +1
Supports the management of the business / group providing advice and service on financial management activities in alignment with Group / enterprise goals and governance standards.Acts as a financial c...Show more
Last updated: 19 days ago • Promoted
Wealth Advisor

Wealth Advisor

CIBC • Chicago, IL, United States
Full-time
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strength...Show more
Last updated: 23 days ago • Promoted
Family Wealth Senior Fiduciary Advisor

Family Wealth Senior Fiduciary Advisor

KeyBank • Chicago, IL, United States
Full-time
Public Square, Cleveland Ohio .Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHN...Show more
Last updated: 10 days ago • Promoted
Wealth Market Director : Lead Advisors & Growth

Wealth Market Director : Lead Advisors & Growth

JPMorgan Chase • Chicago, IL, United States
Full-time
A leading financial services firm is seeking a Market Director of Wealth to enhance customer experience and build a culture of excellence. You will lead a team of Financial Advisors, ensuring a comm...Show more
Last updated: 10 days ago • Promoted
Senior Wealth Advisor

Senior Wealth Advisor

Northern Trust Corp • Chicago, IL, United States
Full-time
About 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 Trust is proud ...Show more
Last updated: 5 days ago • Promoted