Last updated: 2025-05-22

34 Wealth Management jobs in Chicago.

Hiring now: Insurance Agent @ Horace Man, Internal Wholesaler Marke @ Blackrock, Financial Advisor @ Ameriprise, Hedge Fund Services @ Northern T, Investment Management Ass @ Bartlett W, Defined Contribution Admi @ Strongpoin, Wellness Advisor Of Sunny @ Cresco Lab, Personal Trainer @ Equinox, Sr Trust Officer @ Bank Of Am, Vp Trust Estates Solution @ Focus Fina.Explore more at at kaamvaam.com

🔥 Skills

client relationships (9) financial planning (8) client service (7) sales (7) wealth management (7) financial services (5) Wealth Management (5) portfolio management (4) business development (4) Client Relationships (4)

📍 Locations

Chicago (20) Schaumburg (3) Glenview (2) Hanover Park (2) Joliet (2) Arlington Heights (1) Downers Grove (1) Libertyville (1) Northbrook (1) Merrillville (1)
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Horace Mann

Insurance Agent Arlington Heights
Skills & Focus: insurance, financial services, educators, incentives, client service, niche market, training, networking, community events, sales
About the Company: Horace Mann Educators Corporation - Founded by Educators for Educators. We're the country's most comprehensive multiline insurance and financial services compa…
Experience: 2-5 years of experience in the insurance and financial services industry preferred
Salary: Industry competitive performance-based compensation
Type: Full-time
Benefits: 48-month incentive package, earning incentives based upon activity in the initial 48 months, quarterly production incen…

Blackrock

Internal Wholesaler - Market Sales Partner/Sales Analyst Chicago
Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off

Ameriprise Financial

Financial Advisor Chicago
Skills & Focus: financial planning, client prospects, marketing plan, relationships, entrepreneurial, coaching, sales, training, networking, insurance
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience with a proven track record of success.
Salary: Competitive base salary plus uncapped monthly bonus opportunities
Type: Full-time
Benefits: Full employee benefits package to support your wellbeing.

Northern Trust

Hedge Fund Services Chicago
Skills & Focus: financial services, hedge funds, accounting, financial statements, client interaction, auditing, analysis, teamwork, problem-solving, regulatory compliance
About the Company: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889, providin…
Experience: A minimum of 3-5 years’ experience in Investment Management and/or Financial Services; Hedge Fund specific a plus.
Salary: $83,100 - 141,300 USD
Type: Full-time
Benefits: Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, …

Bartlett Wealth Management

Investment Management Associate Chicago
Skills & Focus: investment management, wealth planning, client relationships, high-net-worth clients, financial planning, portfolio management, business development, CFA, financial objectives, ethical standards
About the Company: Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.
Experience: 10+ years of relevant, client-facing experience
Type: Hybrid
Benefits: Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible sp…

Strongpoint Partners

Defined Contribution Administrator Chicago
Skills & Focus: 401(k) plans, administration, government reporting, non-discrimination testing, ADP/ACP, account reconciliation, trust accounting, legal plan documents, plan design changes, client service
About the Company: Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated …
Experience: 3+ years of retirement plan experience
Salary: $65,000-90,000
Type: Full-time
Benefits: Flexible Workplace, Competitive PTO, Inclusive Environment, Development Opportunities, Comprehensive Benefits, Workplac…
Defined Benefit/Defined Contribution Administrator Chicago
Skills & Focus: Defined Benefit, Cash Balance, 401(k), plan administration, actuarial valuation, PBGC filings, government reporting, non-discrimination testing, trust accounting, client service
About the Company: Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated …
Experience: 3+ years of retirement plan experience
Salary: $65,000-90,000
Type: Full-time
Benefits: Flexible Workplace, Competitive PTO, Inclusive Environment, Development Opportunities, Comprehensive Benefits, Workplac…

Cresco Labs

Wellness Advisor of Sunnyside* Wrigleyville - Chicago, IL Chicago
Skills & Focus: advising customers, cannabis products, customer service, product knowledge, state compliance, regulations, customer lifecycle, consultative approach, inventory management, customer experience
About the Company: Cresco Labs is one of the largest public, vertically integrated, multistate operators in the cannabis industry. Our portfolio of in-house cultivated and manufa…

Equinox

Personal Trainer Chicago
Skills & Focus: Personal Training, fitness, client, programming, education, business, financial planning, client base, fitness assessments, virtual
About the Company: Equinox is recognized as the industry leader in Personal Training expertise, with in-house education through the Equinox Fitness Training Institute.
Salary: $100K+
Benefits: medical, dental and retirement planning options

Blackrock

Associate/Vice President, US Wealth Advisory Model Portfolio Sales Chicago
Skills & Focus: Model Portfolios, Sales, Client Relationships, Portfolio Construction, Investment Insights, Financial Advisors, ETFs, Mutual Funds, Asset Management, Client Ownership
About the Company: BlackRock is a global investment manager and fiduciary to our clients, helping people experience financial well-being.
Experience: Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler.
Salary: $100,000.00 - $110,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, and Flexible Time Off (FTO).

Bank Of America

Senior Trust Officer Chicago
Skills & Focus: fiduciary, trust accounts, wealth management, client management, risk compliance, trust administration, estate planning, high-net-worth, relationship building, regulatory compliance
About the Company: Bank of America is a financial services corporation providing banking and financial products and services worldwide.
Experience: 5+ years in trust administration and estate planning
Salary: $95,200 - $200,000 annually
Type: Full-time
Benefits: Industry-leading benefits, paid time off, health resources, and more

Focus Financial Partners

VP, Trust & Estates Solutions Team Chicago
Skills & Focus: trust, estates, estate planning, trust administration, high-net-worth, wealth management, financial advisors, trust strategies, estate documents, non-legal guidance
About the Company: Focus is a leading partnership of fiduciary wealth management and related financial services firms, providing access to best practices, resources, and continui…
Experience: At least 8+ years in estate planning as an attorney
Salary: $175,000-$225,000 per year
Type: Full-time
Benefits: Annual cash bonus, comprehensive benefits package

Bernstein Private Wealth Management

Private Wealth Associate Chicago
Skills & Focus: client service, high-net-worth clients, portfolio analysis, wealth planning, customer service, analytical skills, communication skills, team players, multi-tasking, financial management
About the Company: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Experience: 1-2 years client service experience, financial services industry experience a plus
Type: Full-time

Vouch Insurance

Placements Specialist (Broker) Chicago
Skills & Focus: insurance placements, risk assessment, negotiation, market expertise, Management Liability, Cyber E&O, Professional Liability, General Liability, client management, strategic recommendations
About the Company: Vouch is a modern insurance provider dedicated to the innovation economy, reimagining business insurance with a streamlined, tailored approach to risk manageme…
Experience: 3+ years of property & casualty insurance experience
Salary: $70,000-$75,000
Type: Full-time
Benefits: Health, dental, and vision insurance, parental leave, flexible vacation time, wellness allowance, technology allowance,…
Insurance Advisor, Startups Chicago
Skills & Focus: insurance, clients, risk management, sales, customer experience, brokerage, communication, organizational skills, property and casualty, startup
About the Company: Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business ins…
Experience: 2+ years of sales, brokerage, customer service, or other client-facing experience – within the insurance industry preferred
Salary: $85,000-$90,000
Type: Full-time
Benefits: Competitive compensation and equity packages, health, dental, and vision insurance, parental leave, flexible vacation t…

Bank Of America

Private Client Advisor II Chicago
Skills & Focus: client acquisition, wealth management, financial services, business development, client relationships, wealth strategy, digital capabilities, branch partnerships, private banking, client retention
About the Company: A leading financial institution providing banking and financial services.
Experience: 12+ years in private banking or complex financial services
Salary: $100,000 - $250,000 annually
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources for employee support

Cais

Structured Notes Product Specialist, Vice President - Midwest Chicago
Skills & Focus: Structured Notes, financial services, business plan, client relationships, leads, customized solutions, sales, market solutions, private equity, hedge funds
About the Company: CAIS is the pioneer in democratizing access to and education about alternative investments and structured products for independent financial advisors, empoweri…
Experience: 5+ years of experience in the financial services industry
Salary: $150,000 - $200,000
Type: Full-time
Benefits: Comprehensive benefits package including subsidized healthcare, 100% employer paid dental and vision insurance, employe…

Gcm Grosvenor

Fund Accountant, Absolute Return Strategies Chicago
Skills & Focus: fund accounting, financial reporting, performance analysis, investment partnerships, hedge funds, private equity, analytical review, audit support, regulatory compliance, collaborative team player
About the Company: GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $80 billion in assets under management across priva…
Experience: 2–5 years of experience in financial services, asset management, or public accounting
Salary: $85,000 - $110,000
Type: Onsite/Hybrid
Benefits: comprehensive benefits package focused on health and wellness, retirement planning, and diversity and inclusion

Northwestern Medicine

Financial Counselor Chicago
Skills & Focus: patient confidentiality, customer service, financial risk, payment options, financial assistance, eligibility determinations, financial counseling, collection guidelines, communication, process improvement
About the Company: Northwestern Medicine is a leading healthcare provider in the Chicago area, known for its commitment to high standards of patient care and exceptional service.
Type: Full-time

Bank Of America

Private Client Advisor II Chicago
Skills & Focus: client management, business development, wealth strategy, client relationships, digital capabilities, financial services, team collaboration, negotiation, relationship building, advisory sales
About the Company: A leading financial institution providing banking and financial services to individuals, businesses, and communities.
Experience: 12+ years of private banking or complex financial services experience
Salary: $100,000 - $250,000 annually
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources, and support to employees

Blackrock

Hybrid Market Leader/Sales Specialist Chicago
Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…

Ameriprise Financial

Financial Advisor Downers Grove
Skills & Focus: financial planning, client prospects, relationship building, networking, entrepreneurial, training, marketing plan, coaching, licenses, goal-oriented
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022.
Experience: 3+ years of work experience
Salary: $45,000 - $60,000 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental, and life…

Busey Wealth Management

Wealth Advisor Glenview
Skills & Focus: client relationships, wealth management, financial planning, investments, sales opportunities, client service, fiduciary approach, problem solving, numerical analysis, strategic thinking
About the Company: Busey Wealth Management offers comprehensive financial strategies and solutions, focusing on high-net-worth individuals and institutional clients such as found…
Type: Full-time

Busey

Tax Specialist III Glenview
Skills & Focus: tax reporting, tax returns, Wealth Advisors, tax preparation, Fiduciary accounts, e-filing, tax training, communication, mentoring, analytical skills
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent.
Experience: 3-5 years' exp. in prior tax preparation or accounting required.

Citizens

Private Client Financial Advisor - Hanover, MA Hanover Park
Skills & Focus: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…
Type: Full-time
Private Client Financial Advisor - Hanover, MA Hanover Park
Skills & Focus: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…
Type: Full-time

Busey

Wealth Advisor Joliet
Skills & Focus: Wealth Management, Financial Planning, Investments, Client Relationships, Asset Allocation, Trust Concepts, Client Service, Financial Strategies, High-net-worth Clients, Collaboration
About the Company: Busey is a financial institution providing wealth management, banking, and trust services.
Experience: High-net-worth clients, financial services experience

Busey Wealth Management

Wealth Advisor Joliet
Skills & Focus: Wealth Management, Financial Planning, Client Relationships, Investment Strategy, High-net-worth, Sales Opportunities, Estate Planning, Portfolio Management, Compliance, Client Service

Ameriprise Financial

Financial Advisor Libertyville
Skills & Focus: financial planning, asset management, investment strategies, retirement planning, insurance products, wealth transfer, taxation, portfolio management, risk management, financial advising
About the Company: Ameriprise Financial provides personalized financial advice to help clients reach their financial goals.

Merrill Wealth Management

Wealth Management Client Associate Northbrook
Skills & Focus: Client Service, Account Management, Customer Focus, Issue Management, Business Development, Advisory Pipeline Management, Emotional Intelligence, Written Communications, Client Relationships, Operational Excellence
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Salary: $25.00 - $37.00 hourly
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to make a genuine impact.

Busey Bank

Director of Wealth Management Client Services Schaumburg
Skills & Focus: Wealth Management, Client Services, Leadership, Performance Management, Regulatory Compliance, Customer Service, Team Development, Client Engagement, Process Improvement, Strategic Initiatives
About the Company: Busey Bank is a financial institution that values diversity and inclusion, focusing on delivering exceptional service within the financial services industry.
Experience: 10 or more years related experience in the financial services industry, 4+ years management experience.
Salary: $68,000 - $94,000
Type: Full-time
Benefits: Competitive benefits package including 401(k) match, profit sharing, paid time off, medical, dental, vision, life insur…

Busey

Wealth Advisor Schaumburg
Skills & Focus: relationship manager, wealth management, financial strategies, client relationships, investment strategy, financial planning, asset allocation, trust and estate procedures, fiduciary approach, client service

Busey Wealth Management

Wealth Advisor Schaumburg
Skills & Focus: wealth management, client relationships, financial strategies, investment planning, tax specialists, estate planning, portfolio management, high-net-worth, sales opportunities, compliance
About the Company: Busey Wealth Management is dedicated to providing comprehensive financial solutions for high-net-worth individuals, families, and institutional clients. They f…
Experience: Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients.
Type: Full-time

Ameriprise Financial

Financial Advisor Merrillville
Skills & Focus: financial planning, client communication, investment strategies, risk tolerance, client meetings, market research, compliance, portfolio management, client service, sales
About the Company: At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their tru…
Salary: $90,000 to $125,000
Type: Full-time
Benefits: Generous vacation and PTO days, 401k with 4% match after 6 months, 50% of health insurance paid for individual coverage…