Client Advisor; Hybrid, IL

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Full Time Sales Evanston, IL, US

3 days ago Requisition

Salary Range: $ To $ Annually

Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.9 billion in assets and operates over 40 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing and U.S. Small Business Administration loans.

Byline Bank is a member of FDIC and an Equal Housing Lender.

At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include:

• U.S. News & World Report’s Best Companies to Work for in the Midwest ,  and Best Companies to Work for in Finance and Insurance & Overall .
• Newsweek’s America’s Greatest Midsize Workplaces for Women 2026
• Best Companies Group’s Best Remote and Hybrid Workplaces in America 2026
• Chicago Sun Times Chicago’s Best Workplaces 2024, 2025
• Best Companies Group and Illinois SHRM (Society for Human Resource Management) Best Workplaces in Illinois 2024, 2025, 2026

By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you.

The Client Advisor is responsible for serving the needs of high net-worth individuals, families, and not-for-profit companies. This role will have the business development and service acumen to grow the client advisory business within our Wealth Management division.

• Oversees the day-to-day servicing of Wealth Management client accounts.
• Serves as the relationship manager and primary point of contact for investment management accounts.
• Collaborates with other Wealth Management officers to deliver high-touch customized investment and wealth planning solutions to clients and prospective clients.
• Seeks referrals from existing clients as well as internal and external referral sources.
• Provides advice on investment management, cash flow, tax-reduction strategies, estate planning, and retirement strategies.
• Presents investment and wealth planning strategies to clients.
• Assists in preparation of client’s informational communications.
• Participates in department leadership meetings and committees as well as either contribution to or leading special projects.
• Assists with the implementation of financial & estate plans to include initial documentation, collecting personal financial statements and tax returns.
• Oversees account and transaction records to resolve discrepancies, and answer questions, or provides documentation on client activities.
• All other duties as assigned.

Note:

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

• Bachelor’s degree in Finance or related degree is required.
• 10+ years of wealth management experience in a fiduciary environment.
• 5+ years of experience working with high net-worth clients, with an established track record of building and maintaining client relationships in a financial sales position.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred. Employees must obtain a CFP within 24 months of hire or a CFA within 36 months of hire if not already certified.
• Knowledge of trust and estate agreements, governing documents, and account agreements.
• Knowledge of investments, account reconciliation, demand deposit accounts, and electronic fund transfers is a plus.
• Knowledge in financial planning, goals-based planning, asset allocation, retirement planning, and education funding.
• St…