Senior Wealth Advisor — High-Net-Worth (Hybrid)

Byline Bank; Evanston (IL); Híbrido; USD 130.000 - 175.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work

Competitive benefits

Commission

Descripción de la vacante

Byline Bank is seeking aClient Advisor in Evanston to grow the wealth advisory business. You will service high-net-worth client accounts, manage relationships, and deliver customized investment and planning solutions with a collaborative Wealth Management team.

The role requires extensive fiduciary wealth management experience, strong communication, and track records in client development. Hybrid work supports in-office and remote collaboration along with a competitive compensation package.

Formación

• Bachelor’s degree in Finance or related field is required.
• 10+ years wealth management experience in a fiduciary environment.
• 5+ years working with high net-worth clients and building client relationships.
• CFP or CFA preferred; must obtain CFP within 24 months or CFA within 36 months if not certified.

Responsabilidades

• Oversee day-to-day servicing of Wealth Management client accounts.
• Serve as relationship manager and primary contact for investment accounts.
• Collaborate with Wealth Management officers to deliver tailored investment and planning solutions.
• Seek referrals from existing and external sources.
• Provide advice on investment management, cash flow, tax strategies, and retirement planning.
• Present investment and wealth planning strategies to clients.
• Assist in preparing client communications and reports.
• Participate in leadership meetings and special projects.

Conocimientos

Relationship management

Sales experience

Wealth management

Financial planning

Communication skills

MS Office proficiency

Educación

Bachelor's degree in Finance or related field

CFP/CFA preferred

Herramientas

MS Office

Descripción del empleo

Byline Bank is seeking aClient Advisor in Evanston to grow the wealth advisory business. You will service high-net-worth client accounts, manage relationships, and deliver customized investment and planning solutions with a collaborative Wealth Management team.

The role requires extensive fiduciary wealth management experience, strong communication, and track records in client development. Hybrid work supports in-office and remote collaboration along with a competitive compensation package.