Wealth Management Advisor Salary at Strategic Wealth Partners Ltd BETA

Proactively build relationships with existing and new, consumer and business customers by discovering customers' needs, to provide financial advice and offer bank products that will meet customers' financial goals. Collaborate with partnerships within the bank: Treasury Management Services, Mortgage, Credit Card, and Wealth Management; to help customers with specialized financial needs, and to retain and expand profitable relationships. Comply with bank's policies, procedures, and controls to minimize risk exposures, and be compliant with applicable laws, rules and regulations. Enhance customer satisfaction and build customer loyalty, by consistently engaging and connecting with customers; and exceed service expectations in timely manners, by taking ownership to effectively review and resolve customer issues. Translate goals and expectations into specific executable, weekly and monthly, sales activities to meet or exceed individual assigned goals. Use a consultative approach and effect

Job Description Job Description Are you a polished, people-focused professional with a passion for wealth management? We’re an expanding wealth advisory practice in Oak Brook and looking for a full-time Wealth Advisor to join our close-knit team. If you love building meaningful client relationships and crafting personalized investment strategies, let’s talk! What’s it like working with us? We’re a small, fast-paced team that thrives on collaboration, communication, and delivering an exceptional client experience. Every investment strategy we design is custom-built around our clients’ goals and dreams—no cookie-cutter plans here. We believe in high-touch service and thoughtful, clear communication every step of the way. What makes someone a great fit? We're looking for someone who: Communicates clearly and confidently. Stays organized, even when juggling multiple priorities. Has a strong work ethic and brings a positive, can-do attitude to the team. Is personable, enthusiastic, and genu

Who You'll Work With: Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Wealth Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with investment professionals to serve a broad range of clients' needs. What You'll Do: Partner with multiple financial advisors to boost productivity and efficiency through service and support functions, including: Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports. Demonstrate a hospitality mindset in setting up and arranging on-site client meetings. Effectively manage advisors' calendars, including scheduling and maintaining meetings, while considering preferences and needs. Serve as primary point of escalation for client inquir

Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. Responsibilities What you’ll be doing: Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendatio

Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. Old National Bank is seeking a Market Relationship Banker for our Community Banking Center. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and culti

Associate Family Wealth Advisor Our Client Our client, a multi-generational single-family office, is seeking a driven Associate Family Wealth Advisor (AFWA). This office provides innovative wealth and investment management services to multiple generations of its client families. The Position This role is crucial in supporting the management of client relationships and formulating and executing strategies to help clients achieve their long-term goals. The Client Services Team provides and broad and exciting range of financial services. Includes excellent comprehensive benefits! Key Responsibilities Evaluate client’s overall financial situation and wealth goals and implement recommendations Strong communication with clients and attend client meetings Assist with the preparation and evaluation of annual budgets and cash flow projections Annual review and renewal of client’s insurance policies Assist with sophisticated tax planning, research, and minimization strategies Maintain a working

Job Description Job Description Job description Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice. This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you! The role of an advisor: · Build relationships with prospective clients · Help clients think about future financial planning and personal goals · Constructing comprehensive plans · Educating clients on recommendations and sharing financial advice · Follow up with clientele to update their plans while their life and markets/economy change · Ma

Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, esta