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Senior Private Client Manager — Wealth & Relationships
Job in
Rockford, Winnebago County, Illinois, 61103, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking a seasoned Private Bank Client Manager in Illinois to expand client relationships, advise on financial needs, and coordinate across the enterprise to deliver a Branded Client Experience. The role includes oversight of residential mortgage loans subject to SAFE Act registration.
Qualified candidates have extensive wealth management experience, Series 7/63/65 or 66 licenses, and advanced degrees or certifications such as MBA, CFP, CPA, CFA, CTFA, or CFM.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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