Financial Advisor - Burlington, MA RK PartnersFinancial Advisor - Burlington, MAChicago, IllinoisYou’ll be supported by robust systems, ongoing training, mentorship, and a dedicated investment team that manages all portfolios, allowing you to concentrate fully on client relationships. As a Financial Advisor, your primary focus is delivering an outstanding client experience — retaining assigned clients and bringing new clients into the firm.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Chicago, IL$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Associate Financial Advisor Financial Planner RecruitingAssociate Financial AdvisorChicago, IllinoisThis role provides client and practice support through managing client data, preparing financial plans and other deliverables, coordinating/tracking projects, organizing client seminars and other practice management tasks as needed. The franchise owner will lead you to hone your skills, build a base of clients, and create a unique client experience for the practice.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAChicago, ILFinancial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management – Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Financial Advisor, Everyday Steward Ronald Blue & Co.Financial Advisor, Everyday StewardDeerfield, IL$85,000–$120,000 / yearFor those desiring to utilize objective, biblical principles in their investments, cash flow management, financial planning (retirement, insurance, tax, and estate), and giving, Blue Trust's Everyday Steward advisors can serve as their clients' "stewardship coaches" so they can focus on living a life of purpose. Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services.
NewWealth Financial Advisor - Greater Chicago Corebridge Financial IncWealth Financial Advisor - Greater ChicagoChicago, ILRemoteWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATChicago, IL$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Supervision Manager - Financial Services Alera GroupSupervision Manager - Financial ServicesChicago, IllinoisRemoteWhat You'll Do / Your ImpactClient Experience & Advisory SupportProvide hands-on supervisory oversight of investment advisory activities to support a consistent, high-quality advisor and client experience. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.
NewAssociate Financial Advisor Robert W. Baird & Co. IncorporatedAssociate Financial AdvisorChicago, IL$68,600–$92,900 / yearAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankSchaumburg, IL$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Schaumburg, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - Old National Bank LPL Financial ServicesFinancial Advisor - Old National BankHickory Hill, IL$42,000–$200,000 / yearThis employment opportunity at Old National Bank in Hickory Hills, IL would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Old National Bank for financial solutions.
Financial Advisor - Minnesota Power Employee Credit Union LPL Financial ServicesFinancial Advisor - Minnesota Power Employee Credit UnionElgin, IL$50,000–$75,000 / yearThis employment opportunity at TruStage located at MINNESOTA POWER EMPLOYEE CREDIT UNION in Elgin, IL would allow you to join MINNESOTA POWER EMPLOYEE CREDIT UNION as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at MINNESOTA POWER EMPLOYEE CREDIT UNION supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor - Trustage Wealth Management Consulting Services At Consumers Credit Union LPL Financial ServicesFinancial Advisor - Trustage Wealth Management Consulting Services At Consumers Credit UnionElgin, IL$60,000–$80,000 / yearThis employment opportunity at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL would allow you to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management Consulting Services at Consumers Credit Union for financial solutions.
Chief Financial Officer Tapestry 360 HealthChief Financial OfficerChicago, IL$175,000–$200,000 / yearReporting directly to the CEO and serving as a key member of the Executive Leadership Team, the CFO provides visionary financial stewardship while ensuring operational excellence across all finance functions - including revenue cycle management, budgeting and forecasting, grant accounting, 340B program oversight, and value-based care financial modeling. Develop and maintain value-based care financial models and contract analyses, including projections for shared savings, risk corridors, quality bonus payments, and total cost of care performance across all VBC arrangements; integrate VBC financial performance into the annual budget and multi-year financial planning cycles.
Financial Advisor - IL JMG Financial GroupFinancial Advisor - ILDowners Grove, IllinoisAdvisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.
Financial Advisor - Wintrust Bank LPL FinancialFinancial Advisor - Wintrust BankChicago, IllinoisThis employment opportunity at Wintrust Ban in Chicago, IL would allow you to join the Investment Program at Wintrust Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Wintrust Bank for financial solutions.
NewFinancial Manager Trilogy CareersFinancial ManagerSkokie, IllinoisProvide an overview of Grant Utilization for the Executive Team to advise on Grants performing well, and highlight those grants requiring attention, corrective action or possible budget revision to draw down and maximize use of available funds. This role will have an emphasis on managing public grant opportunities in conjunction with program directors from pre-award to post-award activities (i.e., grant narratives, grant submission, and grant management) with a focus on reporting and analysis.
NewPersonal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN Magellan Health Services, Inc.Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, INGary, INFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Associate Financial Advisor Wealth Enhancement Group AcquisitionAssociate Financial AdvisorItasca, IL$70,000–$90,000 / yearAs an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention, providing white-glove service that exceeds our clients' expectations. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.
Financial Advisor - Licensed RK PartnersFinancial Advisor - LicensedChicago, IllinoisSeries 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.