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.
NewRegional Sales Consultant (Midwest Region) Oppenheimer & Co. Inc.Regional Sales Consultant (Midwest Region)Chicago, IL$110,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The Regional Sales Consultant serves as a key resource to Financial Advisors, helping increase awareness and adoption of OAM investment solutions through relationship management, training, and sales support.
Client Service Associate Corps TeamClient Service AssociateChicago, ILThe role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and institutional stakeholders, rather than direct end-investor clients. Financial services experience is strongly preferred, and Fixed Income exposure is a plus, as it supports deeper understanding of client activity and internal workflows.
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.
NewEstate Planning Attorney - Hybrid Remote JobotEstate Planning Attorney - Hybrid RemoteChicago, ILRemote$150,000–$200,000 / yearOur trusts and estates group counsels clients on sophisticated asset protection and wealth transfer — building personalized, flexible estate plans in close coordination with clients' financial advisors — and handles the full administration side, from estate and gift tax returns to estate and trust accountings. Information 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.
Controller PhaxisControllerChicago, IL$120,000A financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors is seeking a Controller to lead accounting, financial reporting, and regulatory operations for a growing Wealth Management and Broker-Dealer firm. This individual will oversee core accounting functions, ensure SEC and Client compliance, maintain internal controls, and provide financial support to leadership.
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.
NewSenior 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.
Senior Operations Specialist PhaxisSenior Operations SpecialistChicago, IL$115,000The Senior Operations Specialist supports the day-to-day operational functions of the wealth management business, ensuring accurate transaction processing, account maintenance, and regulatory compliance. A financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors is seeking a Senior Operations Specialist to join their team.
Senior Compliance Specialist PhaxisSenior Compliance SpecialistChicago, IL$115,000A financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors is seeking a Senior Compliance Specialist to support and strengthen the firm's compliance program within a Broker-Dealer environment. This individual will help ensure adherence to Client and SEC regulations, maintain compliance policies and procedures, support regulatory examinations, and assist with firm-wide compliance initiatives.
Client Relationship Associate Bartlett Wealth ManagementClient Relationship AssociateChicago, ILThe Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
Financial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerOak Lawn, ILConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewClient Service Associate (Chicago, IL) Oppenheimer & Co. Inc.Client Service Associate (Chicago, IL)Chicago, IL$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the City of Chicago and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Senior Water Infrastructure Engineer Baxter and Woodman IncSenior Water Infrastructure EngineerCrystal Lake, IL$110,000–$140,000 / yearBalancing work and life, we provide generous paid time off, paid holidays, parental leave, and flexible work arrangements, including the option to work from home on half Fridays and varied schedules. This commitment is evident in our healthcare offerings, including medical, dental, and vision plans, alongside an Employee Assistance Program and dedicated benefit advisors for personalized support.
Demand Planner Highline WarrenDemand PlannerLisle, ILThe Demand Planner also plays a central role in supporting the monthly Integrated Business Planning (IBP) cycle by enriching baseline model demand forecasts with business insights to deliver the unconstrained consensus demand plan that supports operational execution and financial performance. Participate in regular CPFR alignment calls with key customers, sales, and supply chain teams to align promotional plans, order forecasts, and replenishment strategies that ensure optimal product availability and service levels.
Paralegal - Estate Planning Rhoades Levy LawParalegal - Estate PlanningNorthbrook, ILFull timeEducation and Experience:Minimum of 3 years of experience as an estate planning paralegalParalegal certification is a plus or relevant work experience will be consideredExperience working with Microsoft Office resources (Outlook, Word, Excel), PDF software, document management software and ability to learn and use advanced software programs and new technologySmokeball (legal practice management system) experience is a plusExperience with some or more of the following areas is a plus: trust administration, probate, estate and gift tax preparation software (e.g., CCH ProSystem fx), purchase and sale agreements for businesses and commercial real estate, entity structures, and other corporate mattersResponsibilities:The successful candidate will support attorneys in all phases of estate planningDraft estate planning documents to include revocable and irrevocable trusts, wills, powers of attorney for health care and property, and related documentsCollect and organize financial and asset data to assist clients with funding of revocable trusts, including preparing deeds, assignments and related documentsManage and maintain client files, both digital and physical, in accordance with firm policiesConduct legal and financial research as neededCommunicate professionally with clients, financial advisors, and other third partiesMaintain confidentiality and exercise independent judgmentKey Attributes:Superior oral and written communication skillsExcellent proofreading, organization and time management skills Ability to produce accurate work product with a high attention to detail Self-starter who is comfortable simultaneously managing multiple tasksComfortable in a fast-paced work environmentOur Core Values:ExcellenceTransparencyIntegrityBase compensation starts at $60,000+ dependent on experience. Rhoades Levy Law Group P.C., a Northbrook, Illinois-based law firm, is seeking a paralegal with significant experience in estate planning to join its rapidly growing and highly collaborative law firm.
Client Portfolio Manager AdvyzonClient Portfolio ManagerLisle, ILThis person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP.
NewWealth Advisor JobotWealth AdvisorOakbrook Terrace, IL$120,000–$175,000 / 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 blends deep technical knowledge across investments, tax, retirement, and estate planning with a genuinely high touch approach, and we've built our reputation on long term relationships rather than one off transactions.
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.
Regional Director, Midwest Territory Beacon Pointe AdvisorsRegional Director, Midwest TerritoryChicago, ILThe candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the region…" /> Regional Director, Midwest Territory @ Beacon Pointe Advisors LLC. The Regional Director will also be responsible for coordinating and leading members of their assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches.