120
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
3d
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
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
2d
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
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
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
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
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3d
Wintrust Financial —Chicago, IL
Monitor assigned portfolio for early warning signs of financial weakness or other risks and work with borrowers to develop and execute an appropriate plan to…
Estimated: $104K - $132K a year
1d
Kingsview Partners Wealth Management —United States
You will have the opportunity to develop skills that allow you to succeed at future opportunities within the firm. This is a traveling administrative job.
$40,000 - $90,000 a year
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The Pontem Group —Chicago, IL
Savings, debt reduction and cash flow planning. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses…
$82,414 a year
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1h
Wintrust Financial —Chicago, IL
Review credit approval presentations of the Portfolio Managers and Credit Analysts, focusing on the accuracy of the data and analysis, ensuring all risks are…
Estimated: $126K - $159K a year
1d
Wintrust Financial —Chicago, IL
Obtains appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments in…
Estimated: $93.9K - $119K a year
13d
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),…
8d
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
4d
Bank of America —Chicago, IL
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. 1st shift (United States of America).
Estimated: $63.4K - $80.3K a year
11d
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: $63.5K - $80.3K a year
Quick Apply
12d
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
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
Equitable Advisors —Oak Brook, IL
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$24,000 - $140,000 a year
Quick Apply
1d
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