Insurance Advisor Legacy Partners Insurance GroupInsurance AdvisorChicago, IL$100,000–$150,000 / yearContractorAt Legacy Partners Insurance Group, we help advisors build a client base, recurring income, and long-term wealth while helping families protect what matters most. Develop a network of clients that creates renewal income and long-term residuals.
NewBusiness Leadership Advisor UlineBusiness Leadership AdvisorPleasant Prairie, WIAs a Business Leadership Advisor at Uline, you’ll work directly with Uline’s President and Executive team to analyze key areas of our business and shape strategies for a growing company backed by 45+ years of success. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
Licensed Retiree Benefits Advisor - Temporary - Virtual + Commission Alight IncLicensed Retiree Benefits Advisor - Temporary - Virtual + CommissionILRemoteThe Licensed Virtual Benefit Advisor's responsibilities include selling and enrolling retirees into appropriate insurance products including but not limited to health, prescription drug, vision, dental plans, and advising Pre-Medicare eligible recipients of their options. Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans.
Work From Home - Client Benefits Advisor AO Garcia AgencyWork From Home - Client Benefits AdvisorBerwyn, IllinoisElite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. You’ll be working with clients who have already shown interest—your job is to guide, educate, and help them move forward.
Sales (IC) Senior Advisor - HealthSpring Supplemental Benefits - Work From Home Health Care Service CorpSales (IC) Senior Advisor - HealthSpring Supplemental Benefits - Work From HomeChicago, ILRemote$119,400–$179,100 / yearSales (IC) Senior Advisor for HealthSpring Supplemental Benefits (HSB) will be a critical team member responsible for making HSB a market leader in the Medicare Supplement and individual ancillary products space. Pay Transparency Statement: At Health Care Service Corporation, you will be part of an organization committed to offering meaningful benefits to our employees to support their life outside of work.
Senior Advisor, Global Benefits - Chicago, IL Nutrien LtdSenior Advisor, Global Benefits - Chicago, ILChicago, IL$87,000–$149,100 / yearWhile we provide this range as general guidance, several factors are taken into consideration when making compensation decisions including, but not limited to, candidate skill set, experience and training, licensure and certifications, work location, and other business and organizational needs. As Senior Advisor, Global Benefits, you'll play a critical role in designing and managing competitive, cost-effective benefit programs that align with our total rewards philosophy and business strategy.
NewWork From Home - Client Benefits Advisor Global Elite Empire ConsultantsWork From Home - Client Benefits AdvisorElgin, IllinoisAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to:• No cold calling• Qualified lead program• Advancement based on performance• Weekly pay• Renewals• Mentorship and complete training• Industry leading tools and technology access• Work from home (web conference-based presentations).
NewLicensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteILRemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Tax Manager, Compensation & Benefits, National Tax Baker Tilly Advisory Group, LPTax Manager, Compensation & Benefits, National TaxChicago, IllinoisBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do:Provide tax technical support and insight to team members in the tax, audit, consulting and internal HR practices on employee benefits and executive compensation issues affecting projects for the team's clients; this may include ERISA, qualified retirement plans, fringe benefits, golden parachutes, deferred compensation, and equity compensation.
Tax Director, Compensation & Benefits, National Tax Baker Tilly Advisory Group, LPTax Director, Compensation & Benefits, National TaxChicago, IllinoisProvide technical support to team members in the tax, audit, consulting and internal HR practices on employee benefit/executive compensation issues affecting their projects it is anticipated that this will entail either briefing the team member on the relevant issues ,attending client meetings with the team member, or by reviewing the issues with the client or its legal counsel or advisors directly .It is anticipated that the delivery of these services will involve the preparation of e-mails and planning memos, as well conference calls and meetings. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Senior Employee Benefits Client Consultant Cottingham & ButlerSenior Employee Benefits Client ConsultantDes Plaines, ILOur ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. • Team Collaboration: Work within a cross-functional team to address client needs in analytics, compliance, communications, technology, marketing, and non-medical benefits.
Employee Benefits Sales Consultant CBIZ IncEmployee Benefits Sales ConsultantChicago, ILWith unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Payroll & Benefits Specialist Halo Investing IncPayroll & Benefits SpecialistChicago, ILOur marketplace connects financial advisors and investors to protective investment products - including structured notes, buffered ETFs, and annuities - offered by leading global financial institutions. About Halo: Halo Investing is a fast-growing financial technology firm with a mission to empower investors by providing access to a wide range of protective investment solutions.
Senior Manager, U.S. Benefits GallagherSenior Manager, U.S. BenefitsRolling Meadows, IllinoisFull timeSupporting scalable and employee-centered benefits administration practices, Strengthening governance, operational consistency, and execution discipline, Improving cross-functional coordination across HR, vendors, HRIS, Payroll, Finance, and Communications teams, Helping modernize and mature benefits processes, reporting, and ways of working, Supporting enterprise initiatives, acquisitions/integration activities, and organizational change efforts, Driving high-quality service delivery and operational effectiveness across the benefits ecosystem. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
Tax Manager, Compensation & Benefits, National Tax Baker Tilly Virchow KrauseLLPTax Manager, Compensation & Benefits, National TaxChicago, IL$109,460–$207,530 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Director, Global Benefits and Compensation AIT Worldwide Logistics, Inc.Director, Global Benefits and CompensationILHigh proficiency) • Strategic influence & executive presence (Medium proficiency) • Trust-building & credible consultation (High proficiency) • Innovation & forward-thinking (High proficiency) • Global mindset & cross-cultural effectiveness (Medium proficiency) • Analytical strength & financial acumen (High proficiency) • Collaboration in a matrixed environment (High proficiency) • Operational excellence & continuous improvement (High proficiency). For more than 40 years, the Chicago-based supply chain solutions leader has relied on a consultative approach to build a global network and trusted partnerships in nearly every industry, including aerospace, automotive, consumer retail, energy, food, government, high-tech, industrial, life sciences and marine.
Senior Director - Health and Benefits Consulting Willis Towers Watson PLCSenior Director - Health and Benefits ConsultingChicago, IL$125,000–$200,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Managing Director - Health and Benefits Consulting Willis Towers Watson PLCManaging Director - Health and Benefits ConsultingChicago, IL$200,000–$250,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs, Primary accountability for creating and executing a business strategy to penetrate the local and regional market in obtaining completely new Health and Benefits clients of the company; retain and grow revenue with clients once on board.
NewBenefits Specialist II AIT Worldwide Logistics, Inc.Benefits Specialist IIIL$65,180–$97,760 / yearBenefit Inquiries, Issue Resolution, and Vendor Coordination:Respond to benefit-related inquiries from teammates and managers through the HR teammate support system, including questions related to plan provisions, enrollment status, qualifying life events, payroll deductions, carrier issues, and general benefit processes. For more than 40 years, the Chicago-based supply chain solutions leader has relied on a consultative approach to build a global network and trusted partnerships in nearly every industry, including aerospace, automotive, consumer retail, energy, food, government, high-tech, industrial, life sciences and marine.
Global Benefits Manager AIT Worldwide Logistics, Inc.Global Benefits ManagerIL$114,540–$171,800 / yearEducation• Some College/Associate''s Degree (required) • Bachelor''s Degree (preferred) Experience• 7+ years progressive benefits experience in fast-paced, growth organizations (required) • 2+ years supervisory and/or people management (required) • 2+ years U.S. self-funded Plan administration (required) • 1+ years Benefits Management (preferred) • 1+ years Global Benefits (preferred) Knowledge, Skills, and Abilities• Ability to prioritize effectively and manage a high volume of work in a fast-paced environment. For more than 40 years, the Chicago-based supply chain solutions leader has relied on a consultative approach to build a global network and trusted partnerships in nearly every industry, including aerospace, automotive, consumer retail, energy, food, government, high-tech, industrial, life sciences and marine.
NewConsultant, Benefits NFP CorpConsultant, BenefitsChicago, Illinois$95,000–$130,000 / yearFull timeWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The Consultant will partner with the Managing Consultant and Producer to ensure account success and will focus on growing current clients while absorbing new clients into their book.
NewConsultant, Benefits Aon PlcConsultant, BenefitsChicago, IL$95,000–$130,000 / yearThe Consultant will partner with the Managing Consultant and Producer to ensure account success and will focus on growing current clients while absorbing new clients into their book. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Senior Academic Advisor Loyola University ChicagoSenior Academic AdvisorChicago, ILApplicants are asked to submit (1) a cover letter describing interest in and qualifications for the position, (2) curriculum vitae, (3) the names and contact information of three individuals prepared to provide professional references (references will be contacted for finalists only), and (4) an Inclusive Excellence statement addressing past efforts and future plans to advance diversity, equity, inclusion, and belonging. With 15 schools, colleges, and institutes-including Business, Law, Medicine, Nursing, and Health Sciences-Loyola operates three primary campuses in the greater Chicago area and one in Rome, Italy, that provide students a transformative, globally connected learning experience.
Academic Advisor Loyola University ChicagoAcademic AdvisorChicago, ILMeets with students from an assigned caseload, in-person and online, for 1:1 academic advising appointments to discuss individualized academic planning through the lens of Jesuit education traditions: Communicates degree requirements, helps students navigate academic policies, and liaises with families/parents and faculty (in accordance with FERPA regulations) in support of student success. The Academic Advisor, Office of First and Second Year Advising (FSYA), provides holistic academic advising for a caseload of first- and second-year undergraduate students on major discernment, course selection, requirements for selected areas of concentration, and a wide range of student academic and development issues to support student success and timely progression toward graduation.
Academic Advisor Roosevelt UniversityAcademic AdvisorChicago, ILThe academic advisor will provide accurate, current curricular information on undergraduate programs in the BCHS department; assist in short-term and long-term academic program planning; refer students to other support services / units on campus; provide assistance with program changes (class drops and adds and major changes), and career plans; assist in recruitment and retention efforts which progresses our students toward graduation. Advising may be provided in both individual and group settings; assist in short-term and long-term academic program planning; provide information to faculty, staff, parents and others through workshops, pre-orientations, and information sessions.
Academic Advisor Elgin Community CollegeAcademic AdvisorElgin, IL$54,932–$73,243 / yearAssist the assigned manager, in conjunction with other Offices, with the development, coordination and implementation of a comprehensive student support system from admissions to completion by facilitating relevant workshops and participating in college events and initiatives (Transfer Fair, New Student Orientation, Early Alert, SOAP Intervention, etc.) that focus on increasing retention rates, course completion rates, graduation and/or transfer to either a college/university, or entering the workforce. Job Summary: An employee in this classification performs work of moderate difficulty providing educational guidance and assistance for students by planning schedules, recommending courses and identifying appropriate support systems to facilitate retention and completion.
Senior Academic Advisor Northwestern UniversitySenior Academic AdvisorEvanston, IL$70,000–$75,000 / yearMinimum Qualifications: Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelors or higher degree; OR appropriate combination of education and experience and 3 years career counseling/advising in higher education or 3 years of industry experience; or other relevant experience required; OR Successful completion of a full course of study in an accredited college or university leading to a masters or JD or higher degree; OR appropriate combination of education and experience and 2 years career counseling/advising in higher education or 2 years of industry experience; or other relevant experience required. Provides collaborative support to - and attend relevant programs of - other SESP Graduate Studies departments including: 1) Marketing and Communications in identifying students to feature in news stories; 2) Admissions and Enrollment team in the admissions process (occasionally meeting with prospective/admitted students to discuss academic scheduling and program-specific concerns, attend admitted student academic affairs related programming; and 3) academic program directors in their efforts to create program-specific programming (reunions, open houses, receptions, etc.).
ACADEMIC ADVISOR Loyola University ChicagoACADEMIC ADVISORChicago, ILJob Title ACADEMIC ADVISOR Position Number 8100820 Work Modality Fully In-Person Is this request for the creation of a new Position (or the modification of an existing Position) to temporarily support the WorkDay ERP? no Job Category University Staff Job Type Full-Time FLSA Status Exempt Campus Rogers Park-Lake Shore Campus Department Name COLLEGE OF ARTS AND SCIENCES Location Code COLLEGE OF A&S-ADVISING (02100F) Is this split and/or fully grant funded? Presents academic workshops on various topics, such as goal setting, transfer student transition, networking and interviewing skills, and graduate school preparation, Serve as liaison to selected academic departments and schools as assigned; work with department chairs, program directors, and administrative staff to ensure accuracy and consistency in communication of program requirements.
Student Support Advisor DeVry University IncStudent Support AdvisorILIn addition, the Student Support Advisor serves as an advocate for students and connect them with resources and support services, addressing their concerns, and working collaboratively with faculty and staff to ensure they have the tools and support they need to succeed. Home office must be equipped with DSL or Cable Internet that is hardwired into a modem/router via Ethernet and provides the minimum required internet speeds (wireless, satellite or dial-up internet services are not permissible).
NewAdmissions Specialist/Advisor - Part-Time City Colleges of ChicagoAdmissions Specialist/Advisor - Part-TimeChicago, IL$21.31–$24.59 / hourAdmissions Specialist/Advisors provide students with guidance, information and answers regarding admissions, enrollment, and academic programs and degrees, as well as information about enrollment in academic programs with selective admission requirements (i.e. Health Sciences programs) at one of the CCC's college campuses. Provides information to prospective and current students on selective admissions academic programs requiring specific pre-requisites, test scores, and/or other requirements (i.e. Health Sciences, Associate in Engineering Science, and an Associate in Fine Arts).
Advisor Shepherds CollegeAdvisorUnion Grove, WisconsinThat's what our students experience at Shepherds College, a 3-year college program designed to help young adults with intellectual and developmental disabilities develop job skills and greater independence. Manage behavioral issues among students and help implement behavior plans, as needed, communicating regularly with Academic and Student Life staff regarding behavioral concerns.
International Student Advisor Illinois Institute of TechnologyInternational Student AdvisorChicago, IL$48,000–$52,000 / yearThe selected candidate focuses on providing accurate, compassionate, individualized advising and processing to incoming and present international students and Illinois Tech departments while ensuring institutional compliance with federal regulations governing Illinois Tech sponsored statuses. This position is responsible for advising international students on F-1 and J-1 immigration regulations and cultural adjustment and will serve as a (DSO) Designated School Official and (ARO) Alternate Responsible Officer for the F-1 and J-1 programs in compliance with Federal regulations.
Student Success Advisor National Louis UniversityStudent Success AdvisorWheeling, IL$42,671–$59,740 / yearThis position is under the supervision of the Assistant Director of Academic Advising and is a member of the Online division, working closely with faculty and with staff from other student service units as Student Finance, Admissions and Registrar, serving as the student''s primary point of contact for questions and assistance. Maintain accurate and timely student records in Banner and use data tools and retention systems, including RetAIn, to work with at risk students proactively and assist students on SAP/SAR.
International Student Advisor Northwestern UniversityInternational Student AdvisorEvanston, IL$56,000–$58,500 / yearStudent Support: Serving as a point of contact for students facing challenges, offering guidance, resources, and referrals to appropriate university services; collaborating with various university departments to coordinate support services and ensure a seamless experience for international students; assisting with the international student transition experience as well as co-curricular programs, activities and events for the international community. Job Summary: The International Student Advisor at the Office of International Student and Scholar Services will serve as a Designated School Official (DSO) as determined by the U.S. Department of Homeland Security, and an Alternate Responsible Office (ARO) as determined by the U.S. Department of State.
Student Success Advisor Tricoci UniversityStudent Success AdvisorElgin, ILIn support of the pay transparency laws enacted across the country, the expected salary range for this position is between $50,000 and $55,000 Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. As a Student Success Advisor at Tricoci University of Beauty Culture, you will support and guide students through their academic journey, fostering a positive educational environment that promotes student achievement and retention.
Fiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus BonusChicago, ILFull timeSecurities 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). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.
Community Home Lending Advisor- Chicago, IL- Hyde Park JPMorgan Chase Bank, N.A.Community Home Lending Advisor- Chicago, IL- Hyde ParkChicago, ILFull timeJoin our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies .
Client Advisor with Athletic Background Northwestern Mutual - ChicagolandClient Advisor with Athletic BackgroundChicago, ILWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutual’s leadership track, including Assistant Regional Director at the company’s Milwaukee headquarters.
Financial Advisor Northwestern MutualFinancial AdvisorSkokie, Illinois$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewVice President, Advisor Consultant Antares CapitalVice President, Advisor ConsultantChicago, IL$150,000–$175,000 / yearThe Vice President, Alternative Investment Regional Director is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds . This role serves as a critical conduit between Antares' investment platform and the advisor community, ensuring that the firm's alternative investment offerings, particularly in private credit and direct lending are well positioned, understood, and adopted across key distribution channels.
NewSenior Vice President, Midwest Advisor Consultant Antares CapitalSenior Vice President, Midwest Advisor ConsultantChicago, IL$200,000–$250,000 / yearThe Senior Vice President, Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds . The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares' Wealth Distribution team, responsible for driving strategic growth across the Western U.S. through deep engagement with financial intermediaries, including wirehouses, registered investment advisors, and independent broker-dealers.
Lead Investment Advisor RubinBrown Family Office Services GroupLead Investment AdvisorChicago, ILRubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
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.
Unit Leader, Insurance Sales Producer - Commercial Lines Client Advisor World Insurance Associates, LLC.Unit Leader, Insurance Sales Producer - Commercial Lines Client AdvisorChicago, ILFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.Asset Management - Private Wealth Alternatives Internal Client Advisor - AssociateChicago, ILFull timeAs a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing clients/prospects through the sales cycle, resulting in closed alternatives business.
Asset Management - Client Advisor - RIA Channel, Chicago JPMorgan Chase & CoAsset Management - Client Advisor - RIA Channel, ChicagoChicago, ILOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. JPMorgan Chase, 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.