Senior Wealth Advisor for High-Net-Worth Clients (Hybrid)

RXinsider LTD.; Evanston (IL); Hybrid; USD 130,000 - 175,000; Full time

Benefits offered by this job

Comprehensive benefits package

Equity stock purchase plan

401(k) plan

Job summary

Byline Bank, a leading Chicago-area financial institution, seeks a Client Advisor for its Wealth Management division. You will manage high-net-worth client relationships, deliver tailored investment and wealth planning solutions, and collaborate across teams to grow the advisory book.

The role emphasizes fiduciary client service, referral development, and strategic planning with a focus on tax-efficient strategies and estate considerations. Hybrid work and competitive compensation apply.

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 with high net-worth clients and proven relationship-building in financial sales.
• CFP or CFA preferred; CFP within 24 months or CFA within 36 months if not certified.

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 high-touch investment and 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

Collaborative work

Education

Bachelor’s degree in Finance or related field

CFP or CFA preferred

Tools

MS Office Suite

Job description

Byline Bank, a leading Chicago-area financial institution, seeks a Client Advisor for its Wealth Management division. You will manage high-net-worth client relationships, deliver tailored investment and wealth planning solutions, and collaborate across teams to grow the advisory book.

The role emphasizes fiduciary client service, referral development, and strategic planning with a focus on tax-efficient strategies and estate considerations. Hybrid work and competitive compensation apply.