CIBC
Wealth Strategist
$200K–$225K
Chicago, IL · Full-time · Posted Oct 28, 2026
- Experience
- 6-10+ years in estate planning.
- Education
- Bachelor’s degree and a Juris Doctor.
- Visa sponsorship
- Must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
About the job
Supports Relationship Managers and high-net-worth clients by developing and implementing integrated wealth plans, coordinating advisors, and contributing to business development and education.
What you'll do
- Develop holistic wealth, estate, legacy, and philanthropic strategies with clients and Relationship Managers.
- Review planning and trust documents, research fiduciary and tax issues, and coordinate implementation with internal and external advisors.
- Participate in prospect meetings and deliver educational materials, seminars, and presentations.
What they ask for
- Bachelor’s degree and Juris Doctor.
- Attorney with expertise in estate planning and related wealth-planning disciplines.
- Expertise in insurance planning, business succession planning, executive compensation, and philanthropic planning.
- Experience in the trust and financial services industry and strong relationships within the trust and estate legal community.
Nice to have
- Experience in income tax planning and accounting.
Pay
$200,000 - $225,000 USD base salary
Model-written summary · the original posting is authoritative