Wealth Management Client Advisor – Hybrid Role

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

Benefits offered by this job

Comprehensive benefits

Equity stock purchase

401k contribution

Incentive programs

Job summary

Byline Bank in Evanston, IL is seeking a senior Wealth Client Advisor to manage high-net-worth client relationships and deliver tailored investment and estate planning solutions. The role emphasizes growth of the wealth advisory business within our Wealth Management division.

The candidate will oversee account servicing, collaborate with officers, and drive new business through referrals while maintaining compliance and a client-first approach. Hybrid work is offered.

Qualifications

• 10+ years of wealth management experience in a fiduciary environment.
• 5+ years working with high net-worth clients and building relationships in financial sales.
• CFP or CFA preferred; must obtain CFP within 24 months or CFA within 36 months if not certified.
• Knowledge of trust/estate agreements and account documents.
• Strong communication and collaboration across stakeholders.

Responsibilities

• Oversees day-to-day servicing of Wealth Management client accounts.
• Serves as relationship manager for investment management accounts.
• Collaborates to deliver high-touch investment and wealth planning solutions.
• Seeks referrals from existing clients and internal/external sources.
• Assists in implementation of financial and estate plans.

Skills

Relationship management

Sales

Communication skills

Attention to detail

Financial planning

Education

Bachelor’s degree in Finance or related degree

Tools

MS Office Suite

Job description

Byline Bank in Evanston, IL is seeking a senior Wealth Client Advisor to manage high-net-worth client relationships and deliver tailored investment and estate planning solutions. The role emphasizes growth of the wealth advisory business within our Wealth Management division.

The candidate will oversee account servicing, collaborate with officers, and drive new business through referrals while maintaining compliance and a client-first approach. Hybrid work is offered.