Hiring: Client Advisor (Hybrid, IL) Company: Byline Bank Location: Evanston, IL Job Posted Time: 2026-09-10 07:39:39 Employment Type: Remote About the job Experience: •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. Required Skills: •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. Qualifications: •Bachelor’s degree in Finance or related degree is required. •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. •Strong relationship management, sales, and new business development skills. •Demonstrated capacity to work collaboratively with a variety of stakeholders at all levels. •Be self-motivated with a strong attention to detail. •Have strong change management, organizational and planning capabilities. •Demonstrate strong organizational skills with the ability to communicate multiple projects and priorities depending on organizational needs and strategies. Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!