Last updated 2026-08-02

197 Wealth Management Jobs in Chicago, IL, United States

Page 1

Arthur J. Gallagher and Co.

Jul 31
Senior Client Services Manager
Rolling Meadows, IL, United States senior Full Time
  • Overview Manages a portfolio of clients across multiple industries, serving as the primary point of contact while proactively identifying c…
  • With some assistance can implement and oversee client specific initiatives, i.e. closure projects, cost reduction projects, performance gua…

Gallagher

Jul 31
Senior Client Services Manager
Rolling Meadows, IL, United States senior Full Time
  • Overview Manages a portfolio of clients across multiple industries, serving as the primary point of contact while proactively identifying c…
  • With some assistance can implement and oversee client specific initiatives, i.e. closure projects, cost reduction projects, performance gua…

AFIN Family Wealth Management Inc.

Jul 31
Senior Financial Advisor
Munster, IN, United States senior Full Time
  • As a Senior Financial Advisor at AFIN Family Wealth Management, you will work closely with clients to develop and implement…
  • Provide expert advice on investments, retirement planning, tax strategies, estate planning, and risk management.

Hines

Jul 31
Senior Director – RIA Distribution
Chicago, IL, United States senior $225k-270k/yr
  • This individual will report to senior leadership and help strategically build the Hines Private Wealth platform across RIA and RIA…
  • Experience from an alternative asset manager or third-party placement firm is a plus Demonstrated track record of consistently meeting and/…

The Northern Trust Company

Jul 31
Associate Specialist, Client Service Solutions (CSS) Integrated...
Chicago, IL, United States entry Full Time $95.6k-162.4k/yr
  • Key Responsibilities: Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advoc…
  • Project and Workflow Management: Manage key client projects and contribute to the continuous improvement of internal processes.

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Northern Trust Investments Inc

Jul 31
Associate Client Investment Officer, GFO OCIO
Chicago, IL, United States entry Full Time $80.8k-133.4k/yr
  • The position is geared toward early career investment professionals with interest in acquiring the knowledge and skills to develop into…
  • Role Summary As a member of the Outsourced Chief Investment Officer(“OCIO”) team, the Associate Client Investment Officer is responsible fo…

PricewaterhouseCoopers Advisory Services LLC

Jul 31
Finance Solutions - Treasury and Working Capital Consultant, Senior...
Chicago, IL, United States senior Full Time $77k-202k/yr
  • Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary The Opportunity As a Finance…
  • Within our Finance practice, you will specialize in providing consulting services related to financial management and strategy, helping cli…

BMO Bank N.A.

Jul 31
Associate Banker
Joliet, IL, United States entry Full Time $41.7k-50.5k/yr
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

Bank of Montreal

Jul 31
VP, SBA Specialty Finance Officer
Chicago, IL, United States senior $122.4k-228k/yr
  • Manages high-value client portfolios, driving cross-selling, retention, and profitability.
  • Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.

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Early Career

Jul 31
Wealth Relationship Manager - NAPERVILLE, IL
Naperville, IL, United States mid Full Time $78.1k-117.1k/yr
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial…
  • Strong analytical and financial skills.

Wells Fargo

Jul 31
Financial Consultant
Naperville, IL, United States entry Full Time
  • In this role, you will: Work with the Financial Advisor in providing clients with financial advice consistent with clients goals…
  • Meet with clients to collect financial information Assess investment profile and evaluate clients financial needs.

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CIBC Bank USA

Jul 31
Private Banker
Chicago, IL, United States mid Full Time $125k-200k/yr
  • Expand client relationships - Serve as a trusted advisor through regular client contact and relationship building, actively identifying opp…
  • Collaborate with internal partners - Partner with CIBC Private Wealth Management Relationship Managers and other team members to achieve ul…

CIBC National Trust Company

Jul 31
Financial Planning Strategist
Chicago, IL, United States mid Full Time $110k-130k/yr
  • Who you are Financial Planning Experience.
  • How you'll succeed Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data…

ADP

Jul 31
Retirement Services Advisor Channel Executive
Chicago, IL, United States mid Full Time $62.7k/yr
  • Collaborate with Marketing, Product, and Strategic Alliances to develop advisor-facing messaging, campaigns, and sales enablement resources.
  • This role serves as the operational leader behind the advisor strategy, driving execution across strategic alliances, home office relations…

Lateral

Jul 30
Asset & Wealth Management- Chicago- Associate, Client Services...
Chicago, IL, United States entry
  • Job Duties: Associate, Client Services – Operations with Goldman Sachs & Co. LLC in Chicago, Illinois.
  • Provide operational risk management and oversight for the Firm's account opening workflow and processes, including identifying and managing…

RPW Solutions, LLC

Jul 30
Client Onboarding Specialist
Northbrook, IL, United States entry Full Time $35.89/hr
  • Key Responsibilities Review new client account documentation for completeness and adherence to firm policies and regulatory requirements Se…
  • Role Summary We are seeking a detail-oriented operations professional to manage new client account review and approval as part of…

Baker Tilly Advisory Group, LP

Jul 30
High Net Worth Tax Principal
Chicago, IL, United States senior Full Time
  • Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and interna…

EPIC Brokers

Jul 29
Private Client Relationship Manager
Chicago, IL, United States mid
  • Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and…
  • Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.

CSC Cboe Services Company

Jul 29
Director- RIA, FA & Wealth Management Channel
Chicago, IL, United States senior Full Time $177.7k-261.2k/yr
  • Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and…
  • The Director will own and grow a high-value client franchise spanning independent RIAs, wirehouse and independent broker-dealer financial a…

Northern Trust Securities, Inc

Jul 29
Sr Associate, Brokerage Operations
Chicago, IL, United States entry Full Time $67.5k-111.5k/yr
  • Summary Responsible for Operations support and client service for the global brokerage business.
  • Focuses on the day-to-day processing of trades from the point of book-out and allocation, through to settlement and reconciliation of…

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Eisner Advisory Group LLC

Jul 29
Staff II Accountant - Private Client Services
Chicago, IL, United States mid Full Time $70k/yr
  • EisnerAmper is seeking a Tax Staff II to join our Private Client Services (PCS) practice.
  • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective deliver…

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Cboe Global Markets

Jul 29
Director- RIA, FA & Wealth Management Channel
Chicago, IL, United States senior Full Time $177.7k-261.2k/yr
  • Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and…
  • The Director will own and grow a high-value client franchise spanning independent RIAs, wirehouse and independent broker-dealer financial a…

Ameriprise Financial

Jul 29
Client Service Associate
Naperville, IL, United States entry Full Time $60k-80k/yr
  • Job Description About the Role We are seeking a highly organized, client-focused Client Service Associate (CSA) / Team Lead to…
  • Familiarity with account servicing, client onboarding, and financial planning support.

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Ameriprise Financial Inc

Jul 29
Client Service Associate
Naperville, IL, United States entry Full Time $60k-80k/yr
  • Job Description About the Role We are seeking a highly organized, client-focused Client Service Associate (CSA) / Team Lead to…
  • Familiarity with account servicing, client onboarding, and financial planning support.

WealthBridge Financial Group

Jul 28
Wealth Planning Advisor
Hobart, IN, United States mid Full Time
  • As a Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial…

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