Wealth AdvisorRK Partners • Chicago, IL, United States
[error_messages.no_longer_accepting]
Wealth Advisor
RK Partners • Chicago, IL, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Partner with our Planning and Operations teams to build, refine, and implement comprehensive financial plans. Provide strategic guidance to ensure plans align with timelines, risk profiles, tax considerations, and long-term objectives. Integrate multiple areas of financial planning, including : Investment and portfolio strategy Retirement income and distribution planning Estate planning concepts Insurance analysis Tax-aware planning Education funding Business and succession strategies Work within a supportive pod structure alongside financial planners and service professionals. Focus on advising, strategy, and execution-while leveraging dedicated support to enhance client experience. Contribute to a culture centered on teamwork, continuous improvement, and exceptional client care. Bachelor's Degree Certified Financial Planner® designation Collaborative, caring, and service-oriented approach Ability to be in the Manhattan Beach office 3x / week
Private Wealth Advisor - Manhattan Beach, CA | Hybrid Opp
The mission is clear : to help clients Achieve Financial Peace of Mind™ through deep personal understanding, excellence, and a truly collaborative team culture.
Our clients firm oversees approximately $700M AUM while delivering a boutique, high-touch experience to high-net-worth clients. We take a team-first approach, ensuring our advisors can focus on strategy and relationships while being fully supported by planning and operations.
We are seeking an experienced and relationship-driven Private Wealth Advisor to join our team. This role offers the opportunity to serve an established group of 100-125 client households within a structured pod, providing consistent client engagement and long-term stability.
The ideal candidate is a CFP® professional with a consultative mindset, a passion for holistic planning, and an interest in a career path built on ongoing client service-not constant prospecting.
What you can expect in your role....
Client Relationship Management
- Lead review meetings with existing client households, ensuring plans stay aligned with evolving goals, life events, and economic changes.
- Introduce updated planning strategies, investment insights, and tailored financial recommendations.
- Strengthen long-term client relationships and support multi-generational planning when appropriate.
Financial Planning & Strategy
Collaboration & Teamwork
Non-Negotiables
Compensation
Compensation is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact.
Health Benefits, 401K with match, disability insurance, PTO
[job_alerts.create_a_job]
Wealth Advisor • Chicago, IL, United States
[internal_linking.similar_jobs]
Private Wealth Advisor – Manhattan Beach, CA | Hybrid Opp.The mission is clear : to help clients.Achieve Financial Peace of Mind™.
Our clients firm oversees approximately.We take a team-f...[show_more]
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...[show_more]
Supported with a robust array of resources and solutions Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through...[show_more]
At Midland, we’re proud to be a little different.You can see it in our bright orange signs-but there’s more to it than that.
With our heartfelt and personalized approach, we’re focused on meeting ev...[show_more]
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
At Corient, we help ultra-high / high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes ...[show_more]
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
We have a flexible work environment, and fluid career...[show_more]
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...[show_more]
If you are passionate about transforming communities with a mission-driven organization, then we have the opportunity for you!.
Reporting to the Senior Philanthropic Advisor, the.Development and Mob...[show_more]
Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative fina...[show_more]
Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...[show_more]
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.At Midland, we’re proud to be a little different.
You can see it in our bright orange sig...[show_more]
Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.Milwaukee / Lake Forest / Jackson Hole.
Strong preference of working 3 days in the office.Salary + Target Bonus - $115,00...[show_more]
Glenview, IL, Orlando, FL, Fort Myers, FL.We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business.
Trusted Advisor for our clients.Our Mission is to empo...[show_more]
RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize ...[show_more]
A financial institution is seeking a Sr.Fiduciary Advisor in Chicago, IL.This role involves providing advisory services to Ultra High Net Worth clients and managing fiduciary responsibilities to en...[show_more]
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
A long-established, private family office in downtown Chicago is seeking an experienced Wealth Advisor to join its collaborative and professional team.
The firm provides comprehensive wealth managem...[show_more]
Wealth Advisor
RK Partners • Chicago, IL, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Private Wealth Advisor
Old National Bank • Hickory Hills, IL, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Wealth Management Advisor Evanston, IL
TIAA • Evanston, Illinois, USA
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Advisor
Midland States Bank • Chicago, Illinois, United States, 60601
[job_card.full_time]
[last_updated.last_updated_30]
Financial Advisor - PNC Wealth Management
PNC Financial Services Group • Chicago, IL, US
[job_card.full_time] +1
[last_updated.last_updated_1_day] • [promoted]
Wealth Advisor
CI Financial Corp. • Chicago, IL, US
[job_card.permanent]
[last_updated.last_updated_30]
Private Wealth Advisor (Private Client - Personal Strategy) - Chicago region
Empower Retirement • Chicago, Illinois, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
1834 Wealth Advisor III
Old National Bancorp • Chicago, IL, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Philanthropic Advisor
Global Refuge • Chicago, IL, USA
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Regional Wealth Advisor
Northern Trust • Chicago, Illinois, USA
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Wealth Advisor Partner
Wisepath Group • Chicago, IL, US
[job_card.permanent]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Wealth Advisor
Midland States Bank Careers • Chicago, Illinois, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Advisor
Curi Capital • Chicago, IL, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Wealth Advisor
Regal Securities, Inc. • Glenview, IL, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Wealth Advisor
RWA Wealth Partners LLC • Chicago, IL, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
UHNW Family Wealth Fiduciary Advisor (Remote)
KeyBank • Chicago, IL, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Financial Advisor - PNC Wealth Management
Illinois Staffing • Chicago, IL, US
[job_card.full_time] +1
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Wealth Advisor
ECG Resources • Chicago, IL, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]