Business Solutions Advisor - West Loop Financial Center Bank of AmericaBusiness Solutions Advisor - West Loop Financial CenterChicago, IllinoisPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
Senior Financial Markets Specialist / Financial Markets Specialist, Financial Markets Group Federal Reserve Bank of PhiladelphiaSenior Financial Markets Specialist / Financial Markets Specialist, Financial Markets GroupChicago, IllinoisAs a condition of employment, Federal Reserve Bank of Chicago employees must comply with the Bank’s ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning securities, such as stock, of banks or savings associations or their affiliates, such as bank holding companies and savings and loan holding companies. As part of a multidisciplinary and collaborative team of professionals, the Senior Financial Markets Specialist will develop data-focused analysis and work alongside policy advisors to conduct applied research on policy issues affecting financial markets and the stability of the financial system.
Vice President, Financial Planning Director - Mid America Region Morgan StanleyVice President, Financial Planning Director - Mid America RegionChicago, IL$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Wealth Management Advisor- Milwaukee, WI RK PartnersWealth Management Advisor- Milwaukee, WIChicago, IL$100,000–$135,000 / yearAdvisors 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 the firm 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 Planner Velia multiservicesFinancial PlannerBuffalo Grove, IllinoisUtilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.
Fiduciary Advisor - Chicago Metro Trajan Wealth LLCFiduciary Advisor - Chicago MetroChicago, IL$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert class attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).IL Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
NewFinancial Planner (Associate & Lead) Macpower Digital Assets Edge Private LimitedFinancial Planner (Associate & Lead)Buffalo Grove, IL$120,000–$150,000 / yearAssociate Financial Planner Job Summary: Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows. Lead Financial Planner Job Summary: Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software.
Associate Advisor Ronald Blue & Co.Associate AdvisorDeerfield, IL$85,000–$120,000 / yearExhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments and stock option planning), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. Travel demands depend upon client base in assigned territory and may include frequent travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model.
Sr Financial Planner ECG ResourcesSr Financial PlannerChicago, ILThe individual will leverage financial planning software tools to develop and present actionable insights, support multigenerational wealth planning, and contribute to building scalable capabilities for the family office. The Senior Wealth Planner is a key member of the Principal Services team, responsible for delivering proactive, integrated financial planning services to family members.
Financial Planner Velvet Ledger WorkforceFinancial PlannerBuffalo Grove, IllinoisUtilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistChicago, ILRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Asset Management, Internal Client Advisor (Internal Wholesaler), Associate JPMorgan Chase Bank, N.A.Asset Management, Internal Client Advisor (Internal Wholesaler), AssociateChicago, ILFull timeOur wide array of financial strategies-equity, fixed income, cash management, currency, asset allocation, and alternative asset classes-allows investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Wealth Advisor Curi CapitalWealth AdvisorChicago, WashingtonAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
J.P. Morgan Wealth Management - Private Client Advisor - Lincoln Park, Chicago, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lincoln Park, Chicago, ILChicago, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Glenview, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Glenview, ILGlenview, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Deerfield, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Deerfield, ILDeerfield, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, Chicago, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, Chicago, ILChicago, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Registered Nurse - Case Manager Spectrum Healthcare ResourcesRegistered Nurse - Case ManagerCamp Springs, MarylandCertified Case Manager by Commission for Case Management (CCM) or American Nurses Credentialing Center (ANCC) -OR- certification eligible with 3 years of experience for ADN or 2 years’ experience for BSN in full time clinical case management with children, families, seniors, or groups. A Joint Commission Health Care Staffing Services firm, SHR is the military staffing division of TeamHealth, a Nationwide organization that serves 850 civilian and military hospitals with a team of 9,600 affiliated health care professionals.
Registered Nurse - Wounded Warrior Case Manager Spectrum Healthcare ResourcesRegistered Nurse - Wounded Warrior Case ManagerCamp Springs, MarylandCertified Case Manager by Commission for Case Management (CCM) or American Nurses Credentialing Center (ANCC) -OR- certification eligible with 3 years of experience for ADN or 2 years’ experience for BSN in full time clinical case management with children, families, seniors, or groups. A Joint Commission Health Care Staffing Services firm, SHR is the military staffing division of TeamHealth, a Nationwide organization that serves 850 civilian and military hospitals with a team of 9,600 affiliated health care professionals.
Program Manager Armada LtdProgram ManagerArlington, VAFull timeProvide full contract management support, including supervision, oversight, and coordination of all contractor personnel and subcontractors to ensure all services meet the requirements of the Performance Work Statement (PWS).Maintain all resources required to fulfill contract obligations, including staffing, training, equipment, permits, screenings, documentation, and reporting. Conduct risk management and risk analysis across all security disciplines to evaluate threats and vulnerabilities, and present mitigation options with associated resource requirements to the F‑35 JPO Security Director or designated personnel.