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Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

Regional Vice President (Chicago, IL)

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Healthcare Business Banking RM 4. At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape. At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape.

YEAR

US Bank

Healthcare Business Banking Relationship Manager

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This role combines deep compensation expertise with strong consulting, analytical, and influencing skills to provide market-informed, equitable, and governance-aligned solutions across a range of complex talent and organizational matters. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust Corp

Compensation Senior Consultant

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In this high-profile business development role, you will be the most prominent client- and prospective-client-facing individual-responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management-to drive the continued growth of assets and relationships for the Registered Investment Adviser (RIA) channel of SEI's Wealth and Advisor business. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

SEI Investments Co

Business Development Director

Translate client business objectives and commercial targets (e.g., asset growth and net flows, advisor engagement, new accounts, qualified pipeline, customer lifetime value) into clear media strategies, investment frameworks, and budget and channel allocations. Cross-channel fluency across paid social, search, programmatic, CTV and online video, audio, and content partnerships, with enough platform knowledge (e.g., LinkedIn, Meta, Google, DV360, The Trade Desk) to direct and pressure-test activation.

Prophet

Associate Media Director

Nice to have: experience reaching financial advisors and institutional audiences; experience growing client relationships or supporting new business; familiarity with ABM, intent data (e.g., 6sense, Bombora), and CRM platforms (e.g., Salesforce, Marketo). The right person thinks like a business advisor first: someone who can explain to a CMO or head of distribution how media is moving the numbers they care about, who uses AI-powered tools to work faster and smarter, and who builds a team that does the same.

Senior Media Director

You will work across multiple asset classes, including equities, futures, foreign exchange (FX), and fixed income, leveraging technology and data-driven insights to support portfolio construction, risk management, and investment decision-making. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

BlackRock Inc

Vice President, Client Portfolio Manager

The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. The MSM supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation.

Bank of America

Merrill Market Supervision Manager

You will be responsible for building and maintaining referral relationships, acquiring new clients, ensuring overall satisfaction with Always Best Care services, and coordinating with local teams to ensure the provision of high-quality service. Helping team to ensure that client accounts are up-to-date – especially when referrals are received from clients’ legal/financial advisors, coordinating with the finance/billing team, and communicating with families and/or financial managers when needed.

Naperville

Home Care Sales Consultant

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.

Baird

Client Specialist

The successful candidate will actively create architecture artifacts, design patterns, diagrams, reference architectures, security requirements, and reusable guidance while partnering closely with engineering, enterprise architecture, identity, data, application security, infrastructure, and risk teams. Help define security patterns for: AI agents and digital coworkers AI platforms and orchestration frameworks RAG architectures MCP integrations AI identities and delegated authorization models Model access control and governance AI observability and monitoring.

Principal AI Security Architect

Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").

Busey Bank

Financial Planning Specialist II

The Agriculture Business Banking Relationship Manager (AgRM) serves as the primary financial advisor and relationship manager for agricultural business clients, developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that help clients achieve their financial goals and long-term success. AgRMs take a holistic approach to relationship management, leveraging partnerships across the bank to provide customized lending, treasury management, payments, deposit, credit card, and wealth solutions that support both business and personal needs.

Business Banking Relationship Manager - Agriculture

Job Responsibilities: Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. As a family office tax partner, you will be responsible for growth and leading tax engagements, advising on tax matters, deepening client relationships, developing teams while delivering innovative solutions that address the complex needs of our clients.

Tax Partner- Family Office

Position Summary: The Custom SMA Client Service Specialist reports to the Custom SMA Client Service Manager and collaborates with Product Strategists, Sales, Operations and other internal teams to provide excellent service to intermediary clients. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust

Custom SMA Client Service Specialist

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

The Colony Group, LLC

Senior Investment Strategist

As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Coordinates internal resources, communicating and collaborating with key team members and other internal business units critical to success, including Product Management, Portfolio Specialists, Legal, Compliance, Operations, Product Management and the investment team.

Calamos Asset Management, Inc.

VP Institutional Sales

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With more than 40 years of experience serving the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation-driven sectors providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive. The team particularly focuses on regulated financial services companies across Lending, Real Estate, Capital Markets, Payments, NeoBanks, Wealth Management, Insurance, and Crypto.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  
 
Looking for a career with CIT? CIT is now a division of First Citizens Bank.
First Citizens Bank. Forever First®

First Citizens Bank

Associate I, Credit Solutions - Fintech, Innovation Banking

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This is a highly visible leadership role balancing "run-the-bank" stability with "change-the-bank" transformation, operating within a dynamic, high-velocity operating model that requires strong ITIL judgment, deep automation expertise, and the ability to influence in a matrixed environment across global technology teams. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Itsm Service Excellence Leader

PERMANENT

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A growing independent wealth management firm is seeking a highly organized and proactive Senior Client Services Associate to partner directly with the Founder and help drive day-to-day operations, client service, and key initiatives. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Beacon Hill Staffing Group was founded to set a new standard in search, career placement and flexible staffing.

 

Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

 

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Government Services, Beacon Hill Legal, Beacon Hill Life Sciences, Beacon Hill Solutions and Beacon Hill Technologies by visiting www.beaconhillstaffing.com.

Or you can visit one of our branch locations www.beaconhillstaffing.com/locations
 

We look forward to working with you.

Wealth Management Advisor Jobs in Illinois

Regional Vice President (Chicago, IL) Mercer Advisors

Healthcare Business Banking Relationship Manager US Bank

Compensation Senior Consultant Northern Trust Corp

Business Development Director SEI Investments Co

Associate Media Director Prophet

Senior Media Director Prophet

Vice President, Client Portfolio Manager BlackRock Inc

Merrill Market Supervision Manager Bank of America

Home Care Sales Consultant Naperville

Client Specialist Baird

Principal AI Security Architect Northern Trust Corp

Financial Planning Specialist II Busey Bank

Business Banking Relationship Manager - Agriculture US Bank

Tax Partner- Family Office RSM

Custom SMA Client Service Specialist Northern Trust

Senior Investment Strategist The Colony Group, LLC

VP Institutional Sales Calamos Asset Management, Inc.

Associate I, Credit Solutions - Fintech, Innovation Banking First Citizens Bank

Itsm Service Excellence Leader Northern Trust

Senior Client Services Associate Beacon Hill Staffing Group, LLC

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