195 Results for

Financial Advisor Jobs in Winnetka, IL

Jobs

New!

Oakbrook Terrace, IL3 days ago

$150,000–$220,000 Per Year

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. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

New!

Highwood, IL4 days ago

$80,000–$96,000 Per Year

As 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. Privacy Policy at https://www.uline.jobs/Privacy-Policy? and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

New!

Pleasant Prairie, WI1 day ago

Full-time

As 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.

New!

Northbrook, ILToday

$120,000–$175,000 Per Year

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. If you're a skilled attorney ready to make a real impact in estate law, we'd love to have you join our collaborative team of legal professionals who are committed to excellence and client success.

New!

Chicago, IL3 days ago

$125,000–$165,000 Per Year

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. We are seeking a Trusts and Estates Attorney to join our team and support a sophisticated private client practice spanning estate planning, trust administration, and related litigation matters.

New!

Chicago, IL3 days ago

$120,000–$180,000 Per Year

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. The successful candidate will be responsible for managing and overseeing all aspects of estate planning, including drafting wills, trusts, powers of attorney, and healthcare directives.

Chicago, IL14 days ago

$75,000–$100,000 Per Year

Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

Chicago, IL28 days ago

$55,000–$85,000 Per Year
Contractor

At Legacy Partners Insurance Group, we help advisors build a client base, recurring income, and long-term wealth while helping families protect what matters most. Grow a network of clients by educating families and business owners about protection and wealth strategies.

North Barrington, IL30+ days ago

Full-time

As 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.

Schaumburg, Illinois8 days ago

$78,939–$238,932 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Chicago, IL30+ days ago

Financial 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.

Kenosha, Wisconsin30+ days ago

This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience. The team-based approach creates meaningful referral flow, strong collaboration across lines of business, and the infrastructure needed to help advisors grow and serve clients at a high level.

Glen Ellyn, IL30+ days ago

Conduct 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.

Chicago, Illinois16 days ago

$125,000–$175,000 Per Year

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.

Chicago, IL30+ days ago

Full-time

Additionally, 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.

Northfield, IL30+ days ago

Full-time

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. 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.

Chicago, IL10 days ago

$60,000–$100,000 Per Year

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.

Chicago, IL30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

New!

Chicago, IL2 days ago

$80,000–$150,000 Per Year

You'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.

Chicago, Illinois30+ days ago

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. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

Chicago, Illinois30+ days ago

Remote

Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry. Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services.

Chicago, IL30+ days ago

Experience in the Finance and Insurance industry – for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities! Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.

Chicago, IL30+ days ago

From assisting with FAFSA applications to building financial estimates and payment plans, you’ll provide personalized advising to help students make informed decisions about their education. Guide Students – Assist students with financial aid applications, scholarships, and loan processes; present at new student orientations to explain available resources.

Chicago, IL30+ days ago

Securities 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.

Kenosha, Wisconsin30+ days ago

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. As part of the #1 advisory team at JFG and with the lead Financial Advisor, the FC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.

Chicago, IL30+ days ago

Full-time

As 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.

Buffalo Grove, IL30+ days ago

Full-time

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. 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.

Chicago, IL30+ days ago

Full-time

Our wide array of financial strategies-equity, fixed income, cash management, currency, asset allocation, and alternative asset classes-allows investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Chicago, IL30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Skokie, IL30+ days ago

Full-time

Wilmette, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Naperville, IL30+ days ago

Full-time

Oak Brook, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Oak Park, IL30+ days ago

Full-time

Winnetka, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Niles, IL30+ days ago

Full-time

Round Lake Beach, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Full-time

Fox Lake, IL30+ days ago

Full-time

Lake Forest, IL30+ days ago

Full-time

Norridge, IL30+ days ago

Full-time

Evanston, IL30+ days ago

Full-time

Lake Zurich, IL30+ days ago

Full-time

Chicago, IL30+ days ago

Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. Success in this role depends on thoughtful analysis, a competitive spirit to outperform, and dedication to providing clients with a superior planning experience.

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Financial Advisor Jobs in Winnetka, IL

Senior Wealth Advisor Jobot

Business Leadership Advisor Uline, Inc.

Business Leadership Advisor Uline

Estate Planning Attorney Jobot

Trusts & Estates Attorney Jobot

Estate Planning Associate Attorney Jobot

Financial Services Representative - Training Provided Lakeshore Financial Group

Financial Professional Legacy Partners Insurance Group

Senior Financial Advisor World Insurance Associates, LLC.

Financial Advisor Northwestern Mutual

Financial Advisor-Seattle RK Partners

Financial Advisor Johnson Financial Group

Financial Advisor/Wealth Manager Professions Inc

Business Development Financial Advisor CAPTRUST

Financial Advisor Wintrust Financial Corporation

Senior Financial Advisor AFIN Family Wealth Management

Financial Advisor - Chicago Lenox Advisors

Financial Advisor - Licensed RK Partners

Financial Advisor WestPoint Financial Group

Senior Financial Advisor Gallagher

Financial Services Advisor Atlasfinancialsolutions Co

Financial Advisor-Springfield, IL RK Partners

Financial Aid Advisor ATS Institute of Technology, Nursing School

Fiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus Bonus Trajan Wealth LLC

Financial Consultant Johnson Financial Group

Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.

Financial Planner (Associate & Lead) Macpower Digital Assets Edge LLC

Asset Management - Internal Client Advisor Independent Broker Dealer - Associate JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Chicago Loop, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Skokie, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Wilmette, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Chicago Cook County Northwest, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Naperville / Aurora, IL (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Oak Brook, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL (Portage Park) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Oak Park, IL (Oak Park Lake) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Winnetka, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Rogers Park, Chicago, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lincoln Park, Chicago, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, Chicago, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Niles, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Round Lake Beach, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - North Wells, Chicago, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Fox Lake, McHenry, Wauconda, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lake Forest, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Norridge, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Evanston, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lake Zurich, IL JPMorgan Chase Bank, N.A.

Financial Planner | Austin, TX RK Partners

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