CIBC US · 7 hours ago
Wealth Advisor
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
$125K/yr - $155K/yr
10+ years expCIBC is building a relationship-oriented bank for the modern world and is seeking a Wealth Advisor for their Chicago office. In this role, you will support a Senior Relationship Manager in delivering comprehensive financial planning and exceptional service to high-net-worth clients, focusing on building lasting client relationships.
BankingFinancial Services
No H1B
Responsibilities
Conduct in-depth cash flow analyses and proactively adjust asset allocations to help clients achieve their unique financial goals
Play an integral role in managing client portfolios, fostering loyalty, and supporting the growth of our business
Review client investment reviews both internally and externally
Execute strategic asset allocation changes, rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager
Prepare insightful performance reports, address liquidity needs, and manage tax strategies and manager transitions to enhance client results
Respond promptly to client inquiries, resolve complex issues, and build direct client relationships—gaining greater independence as you grow in the role
Gather and analyze data on investment strategies, portfolio performance, and market trends to inform and engage clients and prospects
Uphold the highest standards by implementing robust operational and compliance controls in alignment with CIBC’s requirements
Work closely with internal partners to deliver seamless, professional, and timely service to our valued clients
Qualification
Required
10-15+ years of financial services experience, ideally with exposure to client relationship management
Certified Financial Planner (CFP) designation
Strong understanding of global financial markets, including equities, fixed income, and alternative investments
Expertise in asset allocation, portfolio construction, risk-return analytics, performance measurement, and compliant reporting
Advanced in Excel, Adobe, PowerPoint, and Word
Familiarity in trust accounting systems, primarily SEI, trading systems (e.g., CRD), and FACTSET
Excel at preparing professional performance reports and engaging with clients to address complex issues
Thrive in a collaborative team structure while operating independently to complete assigned responsibilities
Comfortable in a fast-paced environment with the ability to manage competing priorities and deadlines
Preferred
Solid Expertise in Financial Markets: A deep understanding of investment principles and market dynamics
Advanced Analytical and Technical Abilities: Proficiency in supporting portfolio management, analysis, and reporting with precision
Outstanding Relationship Skills: A passion for delivering exceptional client service and building lasting partnerships
Dedication to Excellence: A strong commitment to professionalism and a drive for continuous growth and learning in the investment industry
Self-Driven Initiative: Demonstrates a proactive approach, consistently seeking opportunities to add value and achieve goals without the need for close supervision
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2026-01-20
Company data provided by crunchbase