Client Advisor (Hybrid, IL)

Byline Bank.; Evanston (IL); Hybrid; USD 130,000 - 175,000; Full time

Job summary

Byline Bank in Evanston, IL is seeking a Client Advisor to serve high net-worth individuals and not-for-profit clients within Wealth Management. You will manage investment accounts, coordinate with Wealth Management colleagues, and develop new business through referrals.

This role requires a finance degree, extensive wealth-management experience, CFP/CFA preferred, strong relationship-building and communication skills, and the ability to work across teams.

Qualifications

• Bachelor’s degree in Finance or related field is required.
• 10+ years of wealth management experience in a fiduciary environment.
• 5+ years of experience working with high net-worth clients and building client relationships in financial sales.
• CFP or CFA preferred; CFP within 24 months or CFA within 36 months if not certified.
• Knowledge of trust/estate agreements and account agreements.
• Knowledge of investments, reconciliation, deposits, and transfers.
• Strong relationship management, sales, and new business development skills.
• Ability to work collaboratively with stakeholders across levels.
• Be self-motivated with attention to detail and good organizational skills.

Responsibilities

• Oversee day-to-day servicing of Wealth Management client accounts.
• Serve as relationship manager and primary contact for investment management accounts.
• Collaborate with Wealth Management officers to deliver customized investment/wealth planning solutions.
• Seek referrals from existing and external sources.
• Provide advice on investment management, cash flow, tax-reduction, estate, and retirement planning.

Skills

Relationship management

Sales

New business development

Communication skills

Collaboration

Education

Bachelor’s degree in Finance or related degree

CFP or CFA preferred

Tools

MS Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Sales Evanston, IL, US

7 days ago Requisition ID: 2395

Salary Range: $130,000.00 To $175,000.00 Annually

About Byline Bank

Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.9 billion in assets and operates over 40 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing and U.S. Small Business Administration loans. Byline Bank is a member of FDIC and an Equal Housing Lender.

At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include:

• U.S. News & World Report’s Best Companies to Work for in the Midwest 2024-2025, 2025-2026 and Best Companies to Work for in Finance and Insurance & Overall 2025-2026.
• Newsweek’s America’s Greatest Midsize Workplaces for Women 2026
• Best Companies Group’s Best Remote and Hybrid Workplaces in America 2026
• Chicago Sun Times Chicago’s Best Workplaces 2024, 2025
• Best Companies Group and Illinois SHRM (Society for Human Resource Management) Best Workplaces in Illinois 2024, 2025, 2026

By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you.

Objective of Position

The Client Advisor is responsible for serving the needs of high net-worth individuals, families, and not-for-profit companies. This role will have the business development and service acumen to grow the client advisory business within our Wealth Management division.

Duties and Responsibilities

• Oversees the day-to-day servicing of Wealth Management client accounts.
• Serves as the relationship manager and primary point of contact for investment management accounts.
• Collaborates with other Wealth Management officers to deliver high-touch customized investment and wealth planning solutions to clients and prospective clients.
• Seeks referrals from existing clients as well as internal and external referral sources.
• Provides advice on investment management, cash flow, tax-reduction strategies, estate planning, and retirement strategies.
• Presents investment and wealth planning strategies to clients.
• Assists in preparation of client’s informational communications.
• Participates in department leadership meetings and committees as well as either contribution to or leading special projects.
• Assists with the implementation of financial & estate plans to include initial documentation, collecting personal financial statements and tax returns.
• Oversees account and transaction records to resolve discrepancies, and answer questions, or provides documentation on client activities.
• All other duties as assigned.

Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Qualifications

• Bachelor’s degree in Finance or related degree is required.
• 10+ years of wealth management experience in a fiduciary environment.
• 5+ years of experience working with high net-worth clients, with an established track record of building and maintaining client relationships in a financial sales position.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred. Employees must obtain a CFP within 24 months of hire or a CFA within 36 months of hire if not already certified.
• Knowledge of trust and estate agreements, governing documents, and account agreements.
• Knowledge of investments, account reconciliation, demand deposit accounts, and electronic fund transfers is a plus.
• Knowledge in financial planning, goals-based planning, asset allocation, retirement planning, and education funding.
• Strong relationship management, sales, and new business development skills.
• Ability to work collaboratively with a variety of stakeholders at all levels.
• Be self-motivated with a strong attention to detail.
• Have strong change management, organizational and planning capabilities.
• Demonstrate strong organizational skills with the ability to communicate multiple projects and priorities depending on organizational needs and strategies.
• Possess strong communication skills both verbally and in writing.
• Proficiency in MS Office Suite.

PHYSICAL DEMANDS/WORK ENVIRONMENT:

Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.

At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process.

Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels.

The salary range for this position is $130,000 to $175,000 + commission.

Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, Byline Bank offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with Byline Bank, you’ll find a far-reaching choice of benefits and incentives.

Additional Information:

Byline Bank is an Equal Opportunity Employment / Aff…

All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.

Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at 773-475-2900, Option #2.

If applying within the US, this role is not eligible for visa sponsorship now or in the future.