Wealth Strategist (Wealth Management)

Location: Chicago, IL; the proportion of onsite and remote work will be discussed during the interview.

Salary: $200,000–$225,000 per year for the Chicago market, based on experience, qualifications, and location; incentive compensation and a discretionary bonus may also apply.

Company

CIBC is a relationship-oriented bank providing integrated wealth management and private wealth services.

What you will do

• Partner with Relationship Managers and high-net-worth clients to develop and implement holistic wealth plans.
• Develop estate and legacy strategies covering wealth transfer, asset protection, and philanthropic goals.
• Review estate planning and trust documents, research fiduciary and tax issues, and prepare written and graphical summaries.
• Coordinate clients with attorneys, CPAs, and other internal and external partners to implement strategies.
• Participate in prospect meetings and support business development activities.
• Create educational and marketing materials, present to client and intermediary groups, and promote the wealth strategies offering across the firm.

Requirements

• Bachelor’s degree and Juris Doctor required.
• Attorney with 6–10+ years of estate planning experience required.
• Expertise in insurance planning, business succession planning, executive compensation, and philanthropic planning required.
• Experience in the trust and financial services industry, with strong relationships in the trust and estate legal community.
• Ability to lead complex planning conversations, assess complex issues, evaluate options, and develop practical recommendations.
• Strong verbal and written communication skills, including the ability to present complex information clearly to internal and external partners.
• Ability to collaborate effectively and build trusted client and partner relationships.
• Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.

Nice to have

• Experience in income tax planning and accounting.

Culture & Benefits

• Regular employment with 40 weekly hours.
• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid time off, including sick leave, parental leave, vacation, and holidays.
• 401(k), banking benefits, incentive pay, wellbeing support, and recognition programs.
• Paid Purpose Day and opportunities for professional growth and development.
• Inclusive and accessible candidate experience; an attribute-based assessment and other skills tests may be part of the application process.

Hiring process

• Applicants may be asked to complete an attribute-based assessment and skills tests, including simulation, coding, or MS Office assessments.
• Accommodation requests can be directed to Mailbox.careers-carrieres@cibc.com.