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Senior Portfolio Advisor HNW​/UHNW Wealth

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 114500 - 194700 USD Yearly USD 114500.00 194700.00 YEAR
Job Description & How to Apply Below
Position: Senior Portfolio Advisor for HNW/UHNW Wealth

CFA Institute is seeking a Portfolio Advisor in Chicago, IL, responsible for managing investment activities for high net worth clients. The ideal candidate will have a minimum of 6 to 8 years of experience in wealth management and hold a CFA designation.

This role involves analyzing investment strategies, collaborating with the client service team, and continuously providing feedback for improvement in service delivery. The position also offers a comprehensive benefits package.

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Position Requirements
10+ Years work experience
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