Client Advisor Wealth Management

I’m working with a premier, privately held bank in the Western Suburbs of Chicago seeking a Client Advisor to serve high-net-worth clients.

Join a growing Wealth Management team as the primary relationship lead for high-net-worth clients. You’ll deliver comprehensive, goals-based advice, coordinate internal specialists, and expand relationships through thoughtful planning and proactive service.

• Bachelor’s degree required; CFP®, CFA, or CPA strongly preferred
• 7+ years in wealth management or financial planning with HNW/UHNW clients
• Broad expertise across investments, estate planning, tax, insurance, banking, and credit solutions
• Proven ability to lead client relationships end-to-end and orchestrate cross-functional resources
• Track record of business development through referrals, centers of influence, and client expansion.

• Growth role with strong compensation and an existing book of business.
• Flexible schedule with a true community bank culture.
• Opportunity for advancement and continued education support.

We are expediting the process for this role. Please apply and reach out via text or call asap to follow up .