Wealth Manager

$275,000 – $600,000 | Chicago office or fully remote

Wealth Manager – Chicago

Your clients trust you, not the bank. It's time your platform reflected that.

You built deep relationships at a private bank or trust company, then watched product shelves, cross-sell targets, and layers of approval get between you and your clients. A growing number of Chicago wealth managers have decided enough is enough. Our client, a nationally recognized and rapidly expanding wealth management firm, is adding experienced wealth managers across Chicago and the Midwest and is actively meeting with candidates now.

In this role you will:

• Lead a book of HNW and UHNW families, business owners, and executives as their primary wealth relationship.
• Deliver integrated wealth planning across investments, trust and estate, tax, philanthropy, and liquidity needs.
• Arrange securities-based lending, mortgages, and trust services through vetted third-party partners so clients keep the capabilities they had at the bank.
• Oversee portfolio construction across open-architecture managers, alternatives, and fixed income ladders.
• Manage the transition of client relationships alongside the firm's transition team, within your contractual and regulatory obligations.
• Develop new relationships through estate attorneys, CPAs, family business networks, and civic and philanthropic circles.

What you can expect:

• True ownership of your relationships, with no bank cross-sell agenda.
• A Chicago office or remote work from anywhere in the country.
• No sales quotas and no proprietary product requirements.
• Tax, estate, trust, and business planning specialists on staff.
• Freedom to build a team and grow your Midwest presence.

Compensation structure:

• A meaningfully better payout than typical bank salary-plus-bonus models, tied directly to the revenue you generate.
• Transition packages built around trailing revenue and transferable relationships, which may include upfront and asset-based components.

Qualifications:

• 7+ years as a wealth manager, private banker, trust officer, or financial advisor.
• Ideally oversight of $50M+ in client assets or $350K+ in annual revenue; portability is preferred, not required.
• Private bank, trust company, or wirehouse background welcome.
• Series 65 or Series 7/66 preferred (or willingness to obtain).
• CFP®, CTFA, CPWA®, or CIMA® a plus.
• Clean regulatory history and a fiduciary orientation.

Considering life beyond the bank? Have a discreet, no-obligation conversation about what your relationships could be worth on an independent platform.