234 wealth management jobs at 68 companies in Chicago, IL
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
3mo
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Wealth Management Specialist - Business Manager
Northbrook or Chicago
$29-$45/hr HybridFull Time
Experience in wealth management; licenses (Series 7 and 66 or 63/65); strong leadership, risk management, and client service skills.
Salesforce, Wealth Management Workstation, Microsoft Excel
1mo
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Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)
Charlotte or Miami or Atlanta or San Francisco or Washington or Los Angeles or Dallas or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth management banking or equivalent experience; SAFE/NMLS registration required; experience advising HNW clients and complex credit structuring; FINRA Series 7 and 66 preferred.
Nationwide Mortgage Licensing System (NMLS)
5d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
2d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
1mo
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Wealth Management Associate
Chicago, Illinois, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience, SIE and Series 7 and 66 (or 63/65), four-year degree preferred, strong communication, compliance knowledge, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Wealth Management Associate
Chicago, Illinois, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience; SIE and Series 7/66 (or 63/65) licenses preferred; four-year degree preferred; strong communication, compliance knowledge, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Director- RIA, FA & Wealth Management Channel
Chicago or New York City
$178k-$261k/yr HybridFull Time
14+ YOE14+ years financial services sales with established RIA/FA/wealth relationships, expert knowledge of listed options and futures, proven top-producing track record, senior client-facing experience, willingness to travel across the U.S.
1w
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Private Wealth Management Internship - Summer 2027
Chicago, Illinois, United States
$23/hr OnsiteInternship
Current bachelor's degree candidate graduating December 2027 to June 2029 with a minimum 3.5 GPA, analytical and communication skills, Microsoft Office proficiency, and interest in wealth management and financial markets.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
2mo
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Wealth Banker - PNC Wealth Management
Niles, Illinois, United States
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelor's degree required, 3+ years relevant experience, FINRA Series 7 and 66 (or 63 & 65) and life & health insurance required; strong sales, relationship management, and risk-management skills.
5d
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Wealth Management Client Associate
Chicago, Illinois, United States
$25-$44/hr OnsiteFull Time
High school diploma or GED required. Client service experience preferred. Requires strong communication, organization, judgment, adaptability, computer skills, and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Director, Wealth
Glenview, Illinois, United States
$155k-$215k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years wealth management/financial advisory experience, proven sales and client service skills, team leadership experience preferred, familiarity with investments and comprehensive financial planning; professional designations preferred.
1mo
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Wealth Analyst
Chicago, Illinois, United States
$75k-$100k/yr HybridFull Time
3+ YOE3+ years wealth management experience, bachelor’s in finance/financial planning/accounting/business, CFP preferred, strong tax/investment/estate knowledge, eMoney and CRM experience, strong communication and analytical skills.
eMoney, CRM
1mo
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Senior Wealth Strategist
Indianapolis or Columbus or Chicago or Louisville
$122k-$262k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years in financial/estate/wealth planning, advanced wealth strategy expertise, strong advisory and analytical skills, client relationship and leadership experience.
3d
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Wealth Advisor - Director
Hinsdale, Illinois, United States
$102k-$190k/yr OnsiteFull Time
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent. HNW client experience and wealth management expertise required; MBA and CFP preferred.
Risk Management Framework
2mo
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Senior Wealth Specialist
Charlotte or Chicago
$160k-$200k/yr HybridFull Time
5+ YOE5+ years in wealth management or business development, FINRA Series 7 and 63 required, strong investment and tax-aware strategy knowledge, persuasive communicator, able to travel extensively.
1mo
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Private Wealth Advisor
Chicago, Illinois, United States
OnsiteFull Time
5+ YOEUndergraduate degree, 5+ years wealth management or related experience, proven business development and referral network, CFP/CFA/MBA preferred, strong communication and client relationship skills.
2d
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Private Wealth Advisor
Chicago, Illinois, United States
$200k-$225k/yr OnsiteFull Time
5+ YOEBachelor’s degree in finance, business, or related field; 5–7+ years in wealth management or entrepreneurial growth; HNW client success; Series 65; Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
3w
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Wealth Risk Officer
St Louis Park or Saint Paul or Minneapolis or Evansville or Chicago
$60k-$121k/yr OnsiteFull Time
3+ YOEEnsure compliance with regulations and policies, coordinate audits/exams, support wealth advisors, prepare governance documents; requires 3+ years in investment management/finance, Series 7/65 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Director, Portfolio & Wealth Advisory
Chicago, Illinois, United States
$180k-$220k/yr HybridFull Time
15+ YOE15+ years working with ultra/high-net-worth clients in investment and wealth management; strong business development, portfolio management, client relationship and advisory collaboration skills.
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