Wealth Advisor for HNW Clients | Hybrid + Commission

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

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.