Senior Human Resources Business Partner, People Operations Progressive ComponentsSenior Human Resources Business Partner, People OperationsWauconda, ILFull timeFinancial Security • Competitive compensation • Employee Stock Ownership Plan (ESOP) participation - share in the company's long-term success as an employee-owner • Medical, dental, and vision coverage (PPO and HSA options) • Company-paid life insurance, short-term disability, and long-term disability coverage • Employee Assistance Program (EAP) • Employee referral bonus program • Professional development opportunities, training, and tuition reimbursement • Employee recognition and rewards program. This role is ideal for an experienced HR professional who enjoys partnering with managers and employees while owning key HR functions, including employee relations, benefits and leave administration, payroll, employee engagement, HR operations, reporting, and employee lifecycle processes.
Senior Wealth Advisor JobotSenior Wealth AdvisorOakbrook Terrace, IL$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
Managing Director, Investment Banking - Capital Advisors bdo consultingManaging Director, Investment Banking - Capital AdvisorsOak Brook, IL$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Manager, Business Incentives Group bdo consultingManager, Business Incentives GroupChicago, IL$79,800–$168,000 / yearA Tax Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty’s area of tax law upon examination and at appeals. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewTax Manager JobotTax ManagerOakbrook Terrace, IL$105,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a modern public accounting and advisory firm that partners with business owners to simplify the complexities of accounting while providing proactive tax strategies that support long-term success.
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.
NewTalent Business Advisor Senior Associate CroweTalent Business Advisor Senior AssociateChicago, IllinoisRemoteServe as the point of coordination for operational tasks such as Leaves of Absence (LOA), Flexible Work Arrangements (FWA), and relocations, working closely with relevant Talent Solutions and business leaders to ensure timely and accurate execution. 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.
Food & Beverage- Managing Business Advisor Capgemini SEFood & Beverage- Managing Business AdvisorChicago, IL$98,497–$210,000 / yearThis role sits at the intersection of industry consulting, data-driven insights, and business transformation, helping leading CPG, foodservice, and retail clients translate consumer, shopper, and market signals into scalable commercial strategies that drive growth and competitive advantage. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
Closely Held Business Advisor III The PNC Financial Services Group IncClosely Held Business Advisor IIIChicago, IL$65,000–$172,250 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
J.P. Morgan Advisors - Business Specialist - Vice President - Chicago, IL JPMorgan Chase & CoJ.P. Morgan Advisors - Business Specialist - Vice President - Chicago, ILChicago, ILMorgan Advisors, you will be responsible for overseeing the Advisor''s business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients'' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base.
Business Analysis Advisor - Business Intelligence The PNC Financial Services Group IncBusiness Analysis Advisor - Business IntelligenceChicago, IL$60,000–$150,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorIL$100,000–$115,000 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses, and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Business Leadership Advisor UlineBusiness Leadership AdvisorWaukegan, ILAs 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.
Business Consultant Exit Advisor IL Exit Factor LLCBusiness Consultant Exit Advisor ILIL$100–$400 / hourIf you excel in business development, building trust, leading business conversations, and serving as a strategic advisor to business owners, this could be an excellent next chapter of your career. The need for exit planning and value-growth advisory is increasing as more business owners begin thinking about retirement, succession, sale, or long-term wealth planning.
Business Strategy Advisor | Flexible & Remote (Chicago Area) LiveHappy InitiativeBusiness Strategy Advisor | Flexible & Remote (Chicago Area)Lake Forest, ILRemoteAt LiveHappy Initiative, we offer access to world-class leadership and personal development programs, structured systems for long-term professional achievement, and the support of a global organization operating in more than 120 countries. As a Business Strategy Advisor, you'll leverage digital marketing tools, follow a structured process, and connect with professionals who are exploring new possibilities for their careers and lifestyles.
Business Development Senior Advisor - Smart Manufacturing NTT DATA Services, LLCBusiness Development Senior Advisor - Smart ManufacturingChicago, ILAs a Strategic Advisor, you will act as a trusted industry voice across Sales, Consulting, and Solution Leadership-with a strong emphasis on Smart Manufacturing and intelligent operations for Hi‑Tech, semiconductor, and advanced manufacturing clients. Candidates must bring several of the following: Direct experience advising or leading Smart Manufacturing or digital factory initiatives within: Semiconductor manufacturing (fabs, operations, yield, equipment integration), and/or.
NewStrategic Wealth Advisor & Business Developer CapTrustStrategic Wealth Advisor & Business DeveloperChicago, IL$125,000–$175,000 / yearCapTrust Advisors, LLC is looking for a dynamic Business Development Financial Advisor in Chicago to bring in new clients via custodial distribution channels. The compensation range is $125,000 to $175,000 plus bonuses, along with a range of benefits including health coverage and employee ownership opportunities.#J-18808-Ljbffr.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorRosemont, IllinoisCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses, and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
Business Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearFull timeAt least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Business Consultant, Exit Advisor (IL) Exit FactorBusiness Consultant, Exit Advisor (IL)Elgin, IL$100–$400If you excel in business development, building trust, leading business conversations, and serving as a strategic advisor to business owners, this could be an excellent next chapter of your career. The need for exit planning and value-growth advisory is increasing as more business owners begin thinking about retirement, succession, sale, or long-term wealth planning.
NewBusiness Access Advisor U.S. BancorpBusiness Access AdvisorChicago, IL$131,670–$160,930 / yearEmbedded within the Business Banking organization, you will act as a strategic market activator, amplifying the efforts of Small Business and Business Banking teams by driving visibility, connectivity, and engagement across local ecosystems. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Advisor, HR Business Partner Publicis Groupe SAAdvisor, HR Business PartnerChicago, IL$89,300–$165,800 / yearOverview As a Human Resources Business Partner (HRBP), you will play a pivotal role in partnering with leadership to drive business decisions related to personnel and organizational effectiveness. Responsibilities What You'll Achieve You will serve as a trusted advisor to leaders and employees, providing guidance on employee relations, performance management, workforce planning and annual HR programs.
Product Advisor II - Small Business Banking The PNC Financial Services Group IncProduct Advisor II - Small Business BankingChicago, IL$65,000–$168,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Influencing, Knowledge Of Product Line, Managing Multiple Priorities, Sales Proposals and Presentations, Sales Scoping and Qualification, Solutions Development, Value Selling.
NewBusiness Access Advisor U.S. BankBusiness Access AdvisorChicago, IllinoisEmbedded within the Business Banking organization, you will act as a strategic market activator, amplifying the efforts of Small Business and Business Banking teams by driving visibility, connectivity, and engagement across local ecosystems. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Sr. Business Innovation Advisor, NAMER BD Amazon.com IncSr. Business Innovation Advisor, NAMER BDChicago, ILBIAs bring domain experience, expertise, and proven methods to: (i) proactively surface and shape transformation priorities with LOB executives, jumpstarting opportunity creation for workloads that inspire customers to lean in with AWS AI and cloud services; and (ii) accelerate adoption and launch of qualified opportunities by bridging business value to technical feasibility. Business Innovation Advisor, you might start your morning preparing an executive workshop for a Fortune 500 retailer's COO, mapping their customer experience operations end-to-end to identify where AI-powered self-service could reduce cost-to-serve by 40%.
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.
Wealth Advisor-New York RK PartnersWealth Advisor-New YorkChicago, IL$115,000–$180,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Financial Solutions Advisor Registration Candidate - Gage Park, IL Bank of America CorpFinancial Solutions Advisor Registration Candidate - Gage Park, ILChicago, IL$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
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.
Senior Vice President, Midwest Advisor Consultant Antares CapitalSenior Vice President, Midwest Advisor ConsultantChicago, IllinoisThe 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.
Vice President, Advisor Consultant Antares CapitalVice President, Advisor ConsultantChicago, IllinoisThe 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.
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.
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.
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.
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, Wealth Management, Internal Client Advisor, Associate JPMorgan Chase & CoAsset Management, Wealth Management, Internal Client Advisor, AssociateChicago, ILFamiliarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes. 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.
2027 Financial Advisor Development Program - Summer Analyst Opportunity (Chicago) JPMorgan Chase & Co2027 Financial Advisor Development Program - Summer Analyst Opportunity (Chicago)Chicago, ILThe FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementDowners Grove, IllinoisIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Fiduciary Advisor II Busey BankFiduciary Advisor IIGlenview, IllinoisBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients.
NewSolution Advisor Specialist - SAP Academy for Customer Success- Chicago (Hybrid) SAP SESolution Advisor Specialist - SAP Academy for Customer Success- Chicago (Hybrid)Chicago, IL$91,600–$205,700 / yearOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. Join us for a unique opportunity to build a global network, collaborate with customers to solve real business challenges, and gain hands-on experience with world-class cloud solutions - all while learning in a dynamic environment and earning competitive pay and benefits.
Private Equity - M&A Transition Advisor Executive Human Resource ServicePrivate Equity - M&A Transition AdvisorChicago, IllinoisRemote$550,000–$700,000 / yearWe are seeking a Private Equity – M&A Transition Advisor to lead end-to-end sell-side M&A transactions for healthcare practices across the U.S. This is a high-impact, high-upside role that combines client-facing advisory with deep financial and deal structuring work. The ideal candidate brings experience in Private Equity, Investment Banking, or M&A Advisory, with strong financial modeling skills and the ability to confidently advise founder-led businesses through complex transitions.
Vice President, Advisor Consultant Antares Holdings LP (Inactive)Vice President, Advisor ConsultantChicago, IL$150,000–$175,000 / yearPrivate credit and directlending preferred, or other alternative credit strategies) • Ability to work collaboratively and can balance a variety of diverse stakeholders • Consistent in delivering high quality work in a demanding environment • Ability to clearly articulate viewpoints verbally and in writing, fostering confidence when sharing and presenting information • Proven ability to develop and execute sales strategies across multiple distribution channels (wirehouses, RIAs preferred) • Strong track record of meeting or exceeding sales targets in complex financial environments. • The 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.
Home Lending Advisor Assistant-Chicago, IL JPMorgan Chase & CoHome Lending Advisor Assistant-Chicago, ILChicago, ILBachelors degree or equivalent work experience in sales and/or real estate A minimum of four years' work experience in mortgage loan processing Intermediate computer skills (familiar with MS Office products or similar software) Excellent customer service skills Excellent written/oral communication Excellent organization skills Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Join our fun, high-energy team as a Home Lending Assistant 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.
Associate Financial Advisor Wealth Enhancement Group LLCAssociate Financial AdvisorIL$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.
NewJ.P. Morgan Wealth Management-Financial Advisor Team Lead - Chicago, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management-Financial Advisor Team Lead - Chicago, ILChicago, ILAs a Personal Advisor Team Lead in National Branch, you will lead a team of Personal Advisors who work in a team based environment to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesILAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Wealth Strategies Advisor- Private Bank Bank of America CorpWealth Strategies Advisor- Private BankChicago, IL$180,000–$254,800 / yearResponsibilities:Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency servicesDevelops holistic, integrated planning strategies implemented in concert with the clients' advisors, where appropriateExpands existing client relationships and acquires new assets to achieve assigned goals for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales assetsDemonstrates advanced technical knowledge across a broad range of wealth planning topics, such as trust and estate, income and wealth transfer tax, investments, retirement and cash flow modeling, sale of business entities, and philanthropic planningFollows major developments in trust, estate/wealth transfer and financial planning, current and proposed tax legislation and understands the impact on clientsEngages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needsDesired Skills:Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration. Desired Qualifications:5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.
Financial Solutions Advisor Registration Candidate - Kildeer, IL Bank of America CorpFinancial Solutions Advisor Registration Candidate - Kildeer, ILPalatine, IL$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
National Financial Solutions Advisor I (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Series 7 Required)Chicago, IL$65,000–$85,000 / yearRequired Qualifications:Series 7 and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Strong computer/technological skills with an ability to multitask in a fast-paced environmentPassion for excellence and willingness to work to exceed client expectationsDemonstrated client management successDesired Qualifications:2+ years of experience in a metrics-based sales and/or service role where expectations were met or exceededCapable of effectively operating in a team-oriented and highly collaborative environmentStrong understanding and ability to communicate the suite of enterprise products and servicesA high level of personal integrity and the ability to comply with enterprise policy and proceduresSuperior client service proficiency including excellent verbal, written and listening skillsAbility to effectively manage a heavy workloadSuccessful experience and track record of achieving sales goalsBachelor's Degree (business-related discipline strongly preferred)Skills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Financial Solutions Advisor Registration Candidate - Winnetka, IL Bank of America CorpFinancial Solutions Advisor Registration Candidate - Winnetka, ILIL$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.