41 Results for

Financial Advisory Jobs in Cary, IL

Jobs

New!

Oakbrook Terrace, IL4 days ago

$150,000–$220,000 Per Year

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New!

Pleasant Prairie, WI2 days ago

Join Uline as a Senior Financial Analyst, where you’ll oversee IT financial performance, manage budgets, and deliver actionable insights that inform leadership decisions and support our enterprise-scale IT portfolio. 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!

Pleasant Prairie, WIToday

You’ll own budgeting, forecasting, and vendor cost analysis for our IT organization - helping leaders make data-driven investment decisions that support our continued growth across North America. 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!

Pleasant Prairie, WI1 day ago

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. As a Uline Financial Analyst, you’ll evaluate financial data to deliver insights that inform executives and improve our business operations.

Pleasant Prairie, WI13 days ago

Develop and review logistics spending using data mining tools to identify trends, variances and opportunities to present to leadership. 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.

Oak Brook, IL30+ days ago

Gather moderate to complex data on local, regional, and national commercial real estate markets by researching sources including, but not limited to industry, regulatory and economic information, financial periodicals and newspapers, mortgage and lease documents, demographic date, property information and company records. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.

Oakbrook Terrace, IL30+ days ago

Full-time

Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. Under general supervision (but works independently most of the time), the Account Manager will be responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.

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.

Elk Grove Village, IL9 days ago

Preferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses. Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years.

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.

Lombard, Illinois15 days ago

$61,000–$250,000 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.

KENOSHA, WI30+ days ago

$45,000–$60,000 Per Year

Solutions include mutual funds, annuities, stocks, bonds, insurance products, and fee-based advisory accounts. JOB REQUIREMENTS: WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial.

Downers Grove, IL30+ days ago

$110,000–$140,000

The Senior Financial Analyst is primarily responsible for financial reporting and data analytics, with an advanced ability to analyze data, highlight key insights, and recommend actions to key stakeholders. • Develop cost-benefit analyses, business plans, ROI analysis, and other ad hoc analyses for cost reduction projects and opportunities.

Schaumburg, 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.

Oak Brook, Illinois30+ days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Lombard, IL30+ days ago

Full-time

Are You Looking to: Analyze key business drivers like labor efficiency, inventory turnover, and supply chain costs to identify trends and opportunities for improvement. Are You Ready to: Build complex models to evaluate the ROI of capital expenditures ($CapEx$), such as new machinery, facility expansions, or technology implementations.

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; and consistent portfolio growth. Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education.

Northbrook, Il30+ days ago

$91,500–$120,700 Per Year

The estimated base pay for the position is typically between $91,500-$120,700 The actual base pay for the position may be influenced by factors such as education, training, skills, qualifications, competencies, years of experience, job-related knowledge, and scope of the role, and could be outside of the posted pay range. By joining CF, you will be part of a team that brings their varied experiences, wide-ranging knowledge and diverse talents together to deliver important work and you’ll be able to pursue complex, exciting opportunities that help you continue to grow and achieve your potential in different areas.

Kenosha, Wisconsin30+ days ago

This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts. Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance.

Chicago, IL, IL8 days ago

$110,000–$160,000 Per Year

Experience with assurance, audit for multiple entities as well as multiple industries including construction, healthcare, professional, manufacturing, some government entities. Bachelors degree in accounting or equivalent, (Masters Preferred but definitely not required- accounting, business, stats, etc.).

Des Plaines, IL30+ days ago

Full-time

The analyst is also responsible for supporting quarterly financial forecasts, modeling, and business case development EDUCATIONAL/EXPERIENCE REQUIREMENTS: Minimum of a Bachelors degree in Finance, Business or Economics 2-5 years experience in a financial or business analyst role High proficiency in Microsoft Excel including creating/maintaining Pivot Tables and formula writing (ie XLOOKUP, VLOOKUP, SUMIFS, and ability to write conditional IF or IFERROR statements) High proficiency in Microsoft PowerPoint Experience with relational database and reporting tools RESPONSIBILITIES: Monitor and coordinate activities to support operational performance management (e.g. Develop, organize and present detailed performance reports for both internal and external use Conduct modeling, forecasting, trending, variance analysis, business case development, and other financial and operational analysis (e.g., operational effectiveness, budget, resource, workload, workforce and capacity utilization, competitor, etc.).

Lincolnshire, Illinois15 days ago

$59,290–$93,170 Per Year

Our agile, resourceful team is committed to realizing critical breakthroughs in laboratory diagnostics, information technology, workflow analysis and life sciences for the clinical laboratory. to build a promising future. Assist Finance and other departments to assess financial business case for ROI initiatives, business development activities, process and efficiency improvement and other key projects as identified by the Senior Finance Manager.

Lincolnshire, Illinois15 days ago

$78,540–$123,420 Per Year

Mettawa, IL30+ days ago

Temporary

1: Experience and comfortable with Excel, MS Office products, Outlook 2: Knowledge of Finance and Accounting practices 3: Excellent organizational skills, attention to detail, and strong oral and written communications skills What is a nice to have (but not required) regarding skills, requirements, experience, education, or certification? Also responsible for the successful close-out of activities, ensuring financial, transparency and compliance accuracy of all costs and activity associated with events planned within company or by Third Party Vendors, as required by country specific, federal and state government reporting and regulations.

Downers Grove, Illinois30+ days ago

$95,000–$105,000 Per Year

Administrative support duties such as scheduling closing calls, prepare and process IT and other cost allocations, purchasing card program, other administrative duties as required. The Senior Financial Analyst, reporting to the Director of Accounting, is responsible for providing financial, operational, and analytical support throughout the division.

North Chicago, IL30+ days ago

Full-time

Qualifications: Basic: B.A/B.S Degree in Finance 6-8 years FP&A or Financial reporting Strong Microsoft Excel skills Excellent oral and written communication skills SAP General Ledger and SRM experience Preferred: IBM Cognos TM1 experience MBA/CPA a plus Key Leadership Competencies: Strong set of analytical skills; high attention to detail and accuracy. Experience in MS Excel (Advanced) Familiar with supporting multinational company Manage significant volume of data Good communication skills/customer facing Multi-tasking

Rolling Meadows, Illinois30+ days ago

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. The ideal candidate will bring a robust background in Financial Planning and Analysis (FP&A), including expertise in detailed analyses, financial modeling, and process improvements.

Lisle, Illinois16 days ago

In April 2023, TRATON embarked on an ambitious journey to integrate independent brand Research & Development (R&D) Organizations in Scania, MAN, International, and Volkswagen Truck & Bus into a single global TRATON R&D organization. From building complex business cases to collaborating across Engineering, Manufacturing, Sales, and Procurement, you’ll help turn bold product ideas into profitable, real-world solutions.

Rolling Meadows, Illinois9 days ago

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. Through strong cross‑functional partnerships, thoughtful use of technology, and streamlined processes, the Gallagher Bassett Billing team drives operational excellence, scalability, and continuous improvement.

Rolling Meadows, Illinois30+ days ago

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. This position offers an exciting opportunity to develop your skills in financial modeling, detailed analyses, and process improvements while contributing to the success of a global leader in insurance and risk management.

Glenview, IL10 days ago

Through comprehensive benefits (https://www.wesco.com/us/en/our-company/careers/work-at-wesco.html#benefits) and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here (https://www.wesco.com/us/en/our-company/careers/work-at-wesco.html) and apply online today!.

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.

Rosemont, IL30+ days ago

Full-time

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Collaborate with AVP – AP to perform research to interpret, and provide subject matter expertise on, complex technical accounting matters and accounting estimates to ensure conformity with company policies and generally accepted accounting principles (“GAAP”).

Rosemont, IL30+ days ago

Full-time

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Responsibilities will include daily cash monitoring, day-to-day cash management functions, mortgages held for sale tracking, general ledger entries, financial and investor – accounting analysis, bank and GL analysis, gain on sale allocation, as well as supporting the Corporate Controller with various special projects as needed.

Kenosha, Wisconsin30 days ago

Work with department to drive improvement utilizing rapid continuos improvement (RCI) theories and processes, including cost saving measures and continual review of functions to suggest and initiate ongoing change. Tasks will include tracking, analyzing, and reporting of sales & various data sets, as well as performing routine accounting duties that support specific business activities and the Finance Department.

Park Ridge, IL30+ days ago

Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. + Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

Oak Brook, Illinois24 days ago

Ability to fulfill office activities including but not limited to remain stationary for extended periods of time (i.e. while working at a desk), stoop/kneel/crouch, travel around the office, communicate with others (verbal and written), and use fine motor skills including fine hand manipulation and keyboarding. Work with FP&A team on high profile deliverables presented by Finance senior leadership team including high level presentations of financial trends and performance, major capital projects and other company initiatives.

Oak Brook, Illinois13 days ago

New!

Lisle, ILToday

Full-time

The ideal candidate will help to oversee the trading and investment teams, ensuring operational excellence across trading, new capability development, 3rd party strategist platform growth, transition management, tax loss harvesting, and portfolio implementation. We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm’s trading and investment management functions.

Rosemont, IL26 days ago

$225,000–$300,000 Per Year

Analyzes 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.

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Financial Advisory Jobs in Cary, IL

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