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Senior Wealth Advisory & Portfolio Lead; Hybrid
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-24
Listing for:
BBR Partners
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A boutique wealth management firm based in Chicago is seeking a Vice President of Portfolio and Wealth Advisory. This senior role involves overseeing client portfolio management, collaborating with external advisors, and ensuring the highest level of client service. Ideal candidates are ethically driven, with a minimum of 5 years of applicable experience and strong knowledge of portfolio management and tax efficiency.
This position includes a competitive salary range between $130,000 and $170,000, along with a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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