Private Bank Wealth Advisor IV (High-Net-Worth Banking)

Location: Chicago, IL, United States; Workplace type: Office

Salary: $102,000–$208,000 annual base compensation, plus eligibility for an incentive compensation plan

Company

hirify.global National Bank provides banking, wealth management, lending, investment, and insurance services.

What you will do

• Develop, deliver, and manage wealth plans for high-net-worth clients.
• Build relationships with existing and prospective clients and coordinate specialists to fulfill their wealth plans.
• Acquire new business through community involvement and relationships with external centers of influence.
• Grow assets under management, loans, and deposits while retaining client relationships through high-quality service.
• Build relationships across hirify.global business segments to deepen client connections.
• Manage moderately to highly complex client relationships and comply with key regulatory requirements.

Requirements

• Bachelor’s degree.
• At least five years of wealth management, financial advisory, sales, or relationship management experience serving high- or ultra-high-net-worth clients.
• Experience in banking, investment management, or insurance products and services.
• State life and health licenses must be obtained within 90 days of hire.
• Strong written and verbal communication, relationship-building, and multitasking skills.
• Additional registration and qualifications may be required if the role is considered a Mortgage Loan Originator under the SAFE Act or a Loan Originator under the Truth in Lending Act.

Nice to have

• Securities and life insurance licenses.
• Demonstrated success working with high-net-worth clients.

Culture & Benefits

• Health insurance coverage, wellness programs, life and disability insurance.
• Retirement savings plan.
• Paid leave, paid holidays, and paid time off.
• Office-based workplace with potential flexibility for eligible positions as determined by the hiring team.