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You will play a key role in supporting practice and client service leaders in building their relationships with high-potential prospective clients; developing and sustaining a robust pipeline of concrete client service opportunities; and successfully pursuing those opportunities by delivering best-in-class development & proposal experiences for priority clients. To do this effectively, you will need to actively gather market intelligence about actors in the sector, monitor our proposal pipeline, detect emerging challenges / questions / trends that senior philanthropy leaders are grappling with, and explore innovative go-to-market approaches that may help us amplify our impact, as well as additional service offerings we should be developing to bring to our clients.

McKinsey & Co Inc

Client Development Advisor - Philanthropy

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Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prospective clients through a robust growth program; ensuring client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships. In partnership with Commercial and Wealth Management senior leadership, create and implement a sustainable new business development program focused on significant, organic growth, through a coordinated effort and team-based approach through: Providing support and guidance to the team, including review/development of proposals and presentations, for new business opportunities with prospective clients.

YEAR

First Busey Corp

Director, Wealth

The Director develops and drives recruiting pipelines, cultivates relationships with prospective candidates, researches and sources advisor talent, provides market intelligence, and partners closely with field leadership to successfully attract and onboard top advisor talent. The role owns recruiting opportunities from prospect identification through deal execution and onboarding, effectively communicating Prudential Advisors' value proposition, and navigating complex recruiting cycles to deliver growth results.

Prudential Financial Inc

Divisional Director, Advisor Acquisition

The Vice President, Alternative Investment Regional Director is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. This role serves as a critical conduit between Antares’ investment platform and the advisor community, ensuring that the firm’s alternative investment offerings, particularly in private credit and direct lending are well positioned, understood, and adopted across key distribution channels.

Antares Capital

Vice President, Advisor Consultant

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The Senior Vice President, Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares’ Wealth Distribution team, responsible for driving strategic growth across the Western U.S. through deep engagement with financial intermediaries, including wirehouses, registered investment advisors, and independent broker-dealers.

Senior Vice President, Midwest Advisor Consultant

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.

TIAA

Internal Advisor Consultant

Reporting to the Chief Innovation Officer, the Practice Innovation Advisor will be primarily dedicated to the firm''''s transactional practice groups (such as Corporate, M&A, Real Estate, Finance, and Tax), partnering directly with practice group leadership to identify, prioritize, and deliver innovation initiatives that improve the efficiency and quality of transactional legal work. This is a working-manager role: the Practice Innovation Advisor will project manage the practice innovation portfolio for their assigned practice groups from intake through delivery and will supervise a team of Practice Innovation Analysts and Senior Practice Innovation Analysts, providing day-to-day direction, coaching, and performance management.

Katten Muchin Rosenman LLP

Practice Innovation Advisor

Reporting to the COO, this role leads the Client Service Associate (CSA) team, drives operational excellence, supports the consistent delivery of a high‑touch client experience, and helps the organization scale through strong processes, technology adoption, and team development. This established Private Wealth Management practice delivers sophisticated planning and investment management to high‑net‑worth and ultra‑high‑net‑worth individuals and families.

RK Partners

Client Service Manager-Wealth Management-Tampa, FL

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3+ years of related work experience Minimum of 3 years of experience in sales and retail operations, with proven success in driving sales performance, managing operational processes, and delivering high-quality customer experiences. In addition to customer engagement, the Advisor supports dealership operations by completing required operational tasks, maintaining compliance, and helping ensure the dealership is prepared to deliver consistent, high-quality customer experience.

DriveTime has become one of the nations leading automotive retailers as a result of the passion, energy and dedication of our more than 2,700 employees. We believe in hiring great people, developing their skills, nurturing their career progression and offering them strong compensation and benefits. It's a simple philosophy, yet quite unique. 
 We invite you to learn more about us and explore our opportunities.
 
 At DriveTime, we're experts at obtaining financing for all of our customers while providing a unique experience that allows the customer to take control over the entire process. DriveTime offers innovative credit solutions, quality vehicles and outstanding customer service. Headquartered in Phoenix, Arizona, we currently operate more than 100 dealerships across the United States and continue to expand our operations.

DriveTime

Sales & Operations Advisor

We could spend a lot of time having you read about ALL our awards, but we’ll save time (and practice some humility) just naming a few others; Comparably Awards: Best Company for Diversity, Best Company Culture and Best Company Leadership, oh and don’t forget Phoenix Business Journal Healthiest Employers (okay, we’ll stop there)! You can find DriveTime’s tire tracks across the nation with dealerships where we embrace a transparent pricing approach, eliminating haggling and gimmicks and reconditioning centers where we breathe new life into pre-owned vehicles.

Sales & Operations Advisor in Training

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America

Private Client Advisor II

If you excel in business development, building trust, leading business conversations, and serving as a strategic advisor to business owners, this could be an excellent next chapter of your career. The need for exit planning and value-growth advisory is increasing as more business owners begin thinking about retirement, succession, sale, or long-term wealth planning.

Exit Factor

Business Consultant, Exit Advisor (IL)

Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry. Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services.

Atlasfinancialsolutions Co

Financial Services Advisor

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

The PNC Financial Services Group Inc

Closely Held Business Advisor III - PNC Private Bank

Analyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.

BDO USA PC

Managing Director, Investment Banking - BDO Capital Advisors

The Senior Client Manager is responsible for the overall management and delivery of participant advisory services products, including managed accounts, online advice solutions, financial planning, and overall financial wellbeing solutions for their aligned clients. Responsibilities of the role include client service satisfaction, implementation of service enhancements, working with internal teams to present enhanced services, consulting on best practices, providing operations support and financial management for their aligned clients.

Alight Inc

Alight Financial Advisors Senior Client Manager - Virtual

Through a highly interdisciplinary curriculum and a wealth of opportunities for applied experience, students build expertise across the realms of computer science, data science, statistics, and public policy analysis, and ultimately embark on a career using modern tools to make a positive social impact. Manage a caseload of approximately 40 MSCAPP students, providing comprehensive academic advising on course selection, registration, degree requirements, academic policies, and completion of required academic and administrative forms, including those related to the Office of International Affairs and external funding organizations.

University of Chicago

MSCAPP Academic Advisor

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Edward D Jones & Co LP

Financial Advisor

Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.

BMO (Bank of Montreal)

Client Service Analyst

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Position Overview: The Private Banker III is responsible for developing, managing, and growing relationships with high-net-worth individuals, families, business owners, and professional practitioners by delivering sophisticated banking, lending, investment, insurance, and trust solutions.

Wealth Advisor Jobs in Illinois

Client Development Advisor - Philanthropy McKinsey & Co Inc

Director, Wealth First Busey Corp

Divisional Director, Advisor Acquisition Prudential Financial Inc

Vice President, Advisor Consultant Antares Capital

Senior Vice President, Midwest Advisor Consultant Antares Capital

Internal Advisor Consultant TIAA

Practice Innovation Advisor Katten Muchin Rosenman LLP

Client Service Manager-Wealth Management-Tampa, FL RK Partners

Sales & Operations Advisor DriveTime

Sales & Operations Advisor in Training DriveTime

Private Client Advisor II Bank of America

Business Consultant, Exit Advisor (IL) Exit Factor

Financial Services Advisor Atlasfinancialsolutions Co

Closely Held Business Advisor III - PNC Private Bank The PNC Financial Services Group Inc

Managing Director, Investment Banking - BDO Capital Advisors BDO USA PC

Alight Financial Advisors Senior Client Manager - Virtual Alight Inc

MSCAPP Academic Advisor University of Chicago

Financial Advisor Edward D Jones & Co LP

Client Service Analyst BMO (Bank of Montreal)

Private Client Banker III Wintrust Financial Corp

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