Wealth Management Consultant Jobs in Chicago, IL

West Monroe is seeking a Senior Consultant with Wealth and Consulting experience to join their Chicago team. The role involves helping financial services clients with business and technology projects...

The Private Wealth Consultant (PWC) will lead the Outsourced Advisory Solutions (OAS) sales process by partnering with the sales force to identify and assist financial advisors in servicing high net w...

The Senior Manager, Wealth Management at West Monroe will lead client delivery and business development initiatives within the financial services sector, focusing on wealth management. This role invol...

The Wealth Strategist provides advanced financial planning and wealth management services to High Net Worth and Ultra High Net Worth clients. This role involves collaborating with Investment Advisors...

The Private Wealth Advisor Director provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of client relationships, delivering exceptional client experience...

The Senior Wealth Strategist at CIBC is responsible for collaborating with Relationship Managers and clients to create and implement comprehensive wealth plans. This role involves advising on estate p...

The Asset & Wealth Management Tax Manager at PwC is responsible for providing tax planning, compliance, and strategy advice to clients in the financial services sector. This role involves supervising...

The Asset & Wealth Management Tax Manager at PwC is responsible for providing tax planning, compliance, and strategy advice to clients in the financial services sector. This role involves supervising...

The Wealth Advisor will collaborate with high net-worth individuals to help them achieve their financial goals while supporting a Senior Advisor/Partner. The role offers flexibility in work schedule a...

The Wealth Advisor will collaborate with high net-worth individuals to help them achieve their financial goals while supporting a Senior Advisor/Partner. The role offers flexibility in work schedule a...

The Wealth Advisor will collaborate with high net-worth individuals to help them achieve their financial goals while supporting a Senior Advisor/Partner. The role offers flexibility in work schedule a...

The Wealth Advisor at Bernstein Private Wealth Management is responsible for representing the firm within their community and building lasting relationships with high-net-worth clients. They provide c...

The Senior Consultant - Wealth Management & Trust at Infosys Consulting will be part of a global team focused on business consulting engagements in the Wealth Management sector. The role involves proc...

The Wealth Strategist CNR is responsible for expanding relationships with ultra-high net-worth clients and attracting new prospective clients. This role involves developing integrated estate and finan...

The Health, Wealth & Careers Solution Advisor is a client-facing role focused on selling and leading integrated and global solutions in the HWC segment. This position requires building strong relation...

Focus Financial Partners is seeking a Trust & Estates attorney to join their T&E advisory team, providing education and guidance to financial advisors and clients without drafting legal documents. The...

The Asset & Wealth Management Tax Director will advise clients on their local and overseas tax affairs, acting as a strategic consultant to manage tax implications on business operations. This role in...

The Institutional Client Management Consultant at CAPTRUST will collaborate with financial advisors to manage and retain institutional client relationships, including retirement plans and foundations...

The Portfolio Manager will manage multi-asset OCIO client portfolios and multi-manager asset class solutions, working closely with the US Head of Delegated Portfolio Management. This role involves del...

The Consultant in Strategy & Business Management for Banking will assist in complex activities such as developing a 5 Year Strategy, analyzing Banking deposits, and creating business cases. This role...

The Principal Wealth Advisor is responsible for managing client relationships and developing personalized wealth planning strategies to ensure high client retention. This role involves onboarding new...

The Senior Consultant, Market Advocacy & Strategy at Northern Trust is responsible for representing the company within the industry, advocating for industry change, and conducting deep research into t...

The Senior Audit Manager at Northern Trust is responsible for executing audit engagements, including planning, developing project scope, and ensuring adherence to audit standards. The role involves pr...

The Investment Consulting Partner is responsible for leading client deliverables and managing complex investment consulting projects for institutional investors. This role requires proactive support t...

The Client Success Manager is responsible for guiding customers through the onboarding process and ensuring a smooth transition to the software. This role involves building strong relationships with c...