Finance & Banking • Chicago, Illinois, United States
CIBC Wealth Private is seeking a seasoned Wealth Strategist to partner with Relationship Managers and HNW clients, developing comprehensive estate and wealth plans. You will coordinate with attorneys, CPAs and outside advisors to tailor solutions reflecting client priorities and drive business development through thought leadership.
The role emphasizes education, collaboration, and elevating the wealth strategies offering across the firm. A hybrid work arrangement will be discussed at interview.
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