Financial Advisor Northwestern MutualFinancial AdvisorSkokie, Illinois$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Financial Advisor AmeripriseFinancial AdvisorDowners Grove, Illinoisli>Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators.
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.
Merrill Financial Solutions Advisor - Chicago West Market Bank of AmericaMerrill Financial Solutions Advisor - Chicago West MarketOak Brook, Indianap style="text-align:inherit"/>US - IL - Hinsdale - 118 W 1st St (IL2202), US - IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Orland Park - 15255 S 94th Ave - LBNA-ORLAND PK (IL4015), US - IL - Rockford - 973 Featherstone Rd (IL4358), US - IL - Schaumburg - 10 N Martingale Rd - Schaumburg Relo (IL9010). Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
Merrill Financial Solutions Advisor - Chicago Metro Market Bank of AmericaMerrill Financial Solutions Advisor - Chicago Metro MarketChicago, IllinoisKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Financial Advisor - Carol Stream, IL Country FinancialFinancial Advisor - Carol Stream, ILCarol Stream, ILp>COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Senior Financial Advisor World Insurance Associates, LLC.Senior Financial AdvisorNorth Barrington, ILFull timeAs part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. 1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services.
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.
CHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEE AMERICAN SENIOR BENEFITS LLCCHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEEWoodridge, Illinois$41,500–$101,000 / yearp style="margin:0in 0in 9pt 0in">Insurance Sales Representative, Financial Advisor, Financial Planner, Wealth Advisor, Retirement Planner, Insurance Agent, Medicare Agent, Life Insurance Agent, Annuity Specialist, Business Development Representative, Sales Consultant, Leadership Development Program, Management Trainee, Sales Manager Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional. Whether your background is athletics, coaching, military leadership, sales, business development, recruiting, teaching, entrepreneurship, or financial services, we’re looking for driven individuals who thrive on performance, accountability, leadership, and personal growth.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorAurora, IL$45,000–$100,000 / yearp>Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Virtual Financial Advisor - Chicago Thrivent Financial for LutheransVirtual Financial Advisor - ChicagoChicago, ILRemote$23.80–$26.45 / hourp>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteILRemote$24.03–$26.44 / hourp>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorChicago, IL$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. 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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementDowners Grove, Illinoisp style="text-align:inherit"/>In 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. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetencies.
NewFinancial Advisor - Wealth Management Merit Financial AdvisorsFinancial Advisor - Wealth ManagementChicago, ILBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Financial Advisor - Wintrust Bank LPL FinancialFinancial Advisor - Wintrust BankChicago, IllinoisThis employment opportunity at Wintrust Ban in Chicago, IL would allow you to join the Investment Program at Wintrust Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Wintrust Bank for financial solutions.
Financial Advisor Wintrust Financial CorporationFinancial AdvisorChicago, ILFull timeAdditionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges. Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
Associate Financial Advisor AmeripriseAssociate Financial AdvisorEvanston, IllinoisThis role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.Financial Advisor Northern Trust CorpFinancial AdvisorChicago, IL$95,600–$162,400 / yearp>Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions.Claims Examiner II, Lawyers and Financial Advisors Markel Group IncClaims Examiner II, Lawyers and Financial AdvisorsILThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.Financial Advisor - Greater Chicagoland Corebridge Financial IncFinancial Advisor - Greater ChicagolandChicago, ILp>We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.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.Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankSchaumburg, IL$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Schaumburg, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.Financial Advisor - Old National Bank LPL Financial Holdings IncFinancial Advisor - Old National BankILThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the Banks exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.Business Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearli>At 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.Financial Solutions Advisor -Woodridge - Southwest Chicago Market Bank of America CorpFinancial Solutions Advisor -Woodridge - Southwest Chicago MarketWoodridge, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Financial Solutions Advisor - DES PLAINES-OAKTON, IL Bank of America CorpFinancial Solutions Advisor - DES PLAINES-OAKTON, ILDes Plaines, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Financial Solutions Advisor - Palos Hills, IL Bank of America CorpFinancial Solutions Advisor - Palos Hills, ILPalos Hills, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.NewFinancial Advisor MBC Talent ConnectionsFinancial AdvisorChicago, Illinoisp>Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.Financial Advisor Transition Consultant Royal Bank of CanadaFinancial Advisor Transition ConsultantIL$70,000–$120,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. As a Financial Advisor Transition Consultant, you will partner with our recruiting teams and field leadership to provide a delightful and seamless experience to Advisors, their business, and clients' onboarding to RBC Wealth Management.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.Fiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus BonusChicago, ILSecurities 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.Senior Financial Advisor GallagherSenior Financial AdvisorChicago, IllinoisIf you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. How you'll make an impact: The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth.
Financial Advisor Northern Trust CorpFinancial AdvisorChicago, IL$95,600–$162,400 / yearp>Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions.
Claims Examiner II, Lawyers and Financial Advisors Markel Group IncClaims Examiner II, Lawyers and Financial AdvisorsILThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.
Financial Advisor - Greater Chicagoland Corebridge Financial IncFinancial Advisor - Greater ChicagolandChicago, ILp>We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
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.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankSchaumburg, IL$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Schaumburg, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - Old National Bank LPL Financial Holdings IncFinancial Advisor - Old National BankILThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the Banks exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
Business Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearli>At 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.
Financial Solutions Advisor -Woodridge - Southwest Chicago Market Bank of America CorpFinancial Solutions Advisor -Woodridge - Southwest Chicago MarketWoodridge, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - DES PLAINES-OAKTON, IL Bank of America CorpFinancial Solutions Advisor - DES PLAINES-OAKTON, ILDes Plaines, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - Palos Hills, IL Bank of America CorpFinancial Solutions Advisor - Palos Hills, ILPalos Hills, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewFinancial Advisor MBC Talent ConnectionsFinancial AdvisorChicago, Illinoisp>Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.
Financial Advisor Transition Consultant Royal Bank of CanadaFinancial Advisor Transition ConsultantIL$70,000–$120,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. As a Financial Advisor Transition Consultant, you will partner with our recruiting teams and field leadership to provide a delightful and seamless experience to Advisors, their business, and clients' onboarding to RBC Wealth Management.
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.
Fiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus BonusChicago, ILSecurities 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.
Senior Financial Advisor GallagherSenior Financial AdvisorChicago, IllinoisIf you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. How you'll make an impact: The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth.
NewFinancial Advisor WestPoint Financial GroupFinancial AdvisorChicago, IL$80,000–$150,000 / yearYou'll work with clients to protect what they've built and grow long-term wealth, using relationships you've already spent years earning. We run a non-captive model, which means you keep your independence and have real flexibility in how you serve clients.
Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il Fifth Third BancorpInvestment Executive (Financial Advisor) Lincoln Park - Chicago, IlChicago, ILCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Financial Advisor - Greater Chicagoland Corebridge FinancialFinancial Advisor - Greater ChicagolandChicago, IllinoisWe will consider for employment qualified applicants with criminal histories, consistent with applicable law.To learn more please visit: www.corebridgefinancial.com. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Financial Planning Director, Vice President (Chicago) Morgan StanleyFinancial Planning Director, Vice President (Chicago)Chicago, IllinoisWith a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life’s most complex financial questions.Position SummaryThe 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. ResponsibilitiesPartner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro®, and Morgan Stanley’s proprietary planning platform and modeling tools.Deliver advanced technical guidance in areas such as:Tax-efficient portfolio strategies.
Associate Branch Manager - Ameriprise Financial Advisors, Chicago, IL AmeripriseAssociate Branch Manager - Ameriprise Financial Advisors, Chicago, ILChicago, Illinoisdiv>
Branch Manager - Ameriprise Financial Advisors - Downers Grove, IL Ameriprise Financial IncBranch Manager - Ameriprise Financial Advisors - Downers Grove, ILDowners Grove, ILBachelors degree or equivalent • 3 - 5 years of relevant work experience • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training • Active FINRA Series 7 or ability to obtain within 150 days • Active FINRA Series 24, or 9/10 or ability to obtain in 90 days • Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days • Active State IAR registration (S65 or S66) or ability to obtain within 150 days • Active Life and Accident/Health insurance license or ability to obtain within 150 days • Proven success driving business growth • Proven leadership skills and ability to drive and motivate an organization to achieve results • Demonstrated sales success with proven ability to acquire clients and close business • Self driven and achievement oriented • Ability to execute a playbook to drive results • Strong presentation skills • P&L expense management and ability to analyze data and reports to determine business opportunities • Knowledgeable and able to develop networks within the community • Excellent compliance record. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
Premier Client Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Client Financial Advisor - PNC Wealth ManagementNiles, ILp>In 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.
NewFinancial Advisor - Chicago Lenox AdvisorsFinancial Advisor - ChicagoChicago, IL$60,000–$100,000 / yearp>With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
Associate Advisor Blue Trust IncAssociate AdvisorDeerfield, ILp>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. Exhibits 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.
Senior Financial Advisor AFIN Family Wealth ManagementSenior Financial AdvisorMunster, Indianab>Required Experience and Education: 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM. As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients.
Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Northwest Chicago MarketWestmont, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Planning Administrator Merit Financial AdvisorsFinancial Planning AdministratorChicago, ILp>Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Assist senior financial planners with provide advanced planning support in areas such as retirement income planning, tax planning, estate planning, insurance planning, and education planning for advisors who are working to illustrate planning techniques to clients.
NewFinancial Planner (Associate & Lead) Macpower Digital Assets Edge Private LimitedFinancial Planner (Associate & Lead)Buffalo Grove, IL$120,000–$150,000 / yeardiv style="text-align:justify"> Associate 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. Excel in a collaborative team environment prioritizing client relationships over sales volume. Key Responsibilities: Act as main point of contact for Holistic Wealth Management division clients.
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.
Merrill Advisor Development Program - Financial Advisor: Chicago West Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Chicago West MarketOak Brook, IL$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Chicago Metro Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Chicago Metro MarketChicago, IL$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Chicago North Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Chicago North MarketNorthbrook, IL$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.