Wealth Strategist

CIBC•Chicago, IL

1d•$200,000 - $225,000

About The Position

The Wealth Strategist supports and partners closely with Relationship Managers and high-net-worth clients to develop and implement wealth planning within CIBC Private Wealth’s integrated wealth management process. The role helps clients address estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning. It involves helping clients navigate complex planning considerations, coordinating with internal and external partners, and supporting tailored solutions that reflect each client’s priorities. The Wealth Strategist also contributes to business development and advances the wealth strategies offering through education, thought leadership, and collaboration across the firm. The position is based in Chicago, Illinois. CIBC states that the work arrangement, including the proportion of on-site and remote work, will be discussed during the interview.

Requirements

Bachelor’s degree and Juris Doctor.
Attorney with 6–10+ years of estate planning experience.
Expertise in estate planning and related wealth planning disciplines, including insurance planning, business succession planning, executive compensation, and philanthropic planning.
Experience in the trust and financial services industry.
Strong relationships within the trust and estate legal community.
Strong verbal and written communication skills, including the ability to explain complex information clearly and concisely.
Ability to assess complex issues, evaluate options, exercise sound judgment, and develop practical recommendations.
Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Nice To Haves

Experience in income tax planning and accounting.

Responsibilities

Partner with Relationship Managers and high-net-worth clients to develop holistic wealth plans and enhance the client experience.
Develop strategies for wealth transfer, asset protection, and philanthropic goals.
Review estate planning and trust documents.
Connect clients with outside advisors, such as attorneys and CPAs, to support implementation of strategies.
Research and review fiduciary and tax issues, and prepare written and graphical summaries.
Participate in prospect meetings and support business development activities.
Contribute to educational and marketing materials.
Participate in internal educational seminars and present to external client and intermediary groups.
Promote the wealth strategies offering across the firm.

Benefits

Medical, dental, and vision coverage
Health Savings Account
Life insurance, disability, and other insurance plans
Paid time off, including sick leave, parental leave, and vacation
Holidays
401(k)
Potential eligibility for incentive compensation, which may include a discretionary bonus
Banking benefits
Wellbeing support
MomentMakers social, points-based recognition program
Purpose Day, a paid day off for personal growth and development
Other special perks for team members