30 Results for

Financial Advisory Jobs in McHenry, IL

Jobs

New!

Pleasant Prairie, WI3 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, WI1 day ago

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, WI2 days 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.

New!

Pleasant Prairie, WIToday

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.

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, IL10 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.

Vernon Hills, Illinois16 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.

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.

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.

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.

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.

Mount Pleasant, WI10 days ago

Once a part of the team, you will be responsible for a wide variety of tasks within the Cost Management Department in an office environment and have the opportunity to display critical thinking skills to expand your career in Smart Manufacturing. The Financial Analyst will conduct financial forecasting, prepare budget reports, and assist with cost reduction strategies to support the Cost Management Department as needed.

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.).

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.

Lincolnshire, Illinois16 days ago

$78,540–$123,420 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, Illinois16 days ago

$59,290–$93,170 Per Year

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.

Rolling Meadows, Illinois10 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.

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”).

Glenview, IL11 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!.

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.

Rosemont, IL27 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 McHenry, IL

Senior Financial Analyst - IT Uline

Financial Analyst - IT Uline

Financial Analyst Uline

Supply Chain Financial Analyst Uline

Senior Financial Advisor World Insurance Associates, LLC.

Managing Director, Investment Advisory Bankers' Bank

Financial Consultant Johnson Financial Group

Financial Advisor Northwestern Mutual

Financial Advisor TRUSTONE FINANCIAL FEDERAL CREDIT

Financial Advisor/Wealth Manager Professions Inc

Financial Advisor Johnson Financial Group

Financial Advisor Sales Assistant Johnson Financial Group

Senior Financial Analyst CF Industries

Financial Analyst Foxconn WI

Financial Analyst III Collins Consulting, Inc

Financial Analyst I Collins Consulting, Inc

Sr. Analyst, Financial Sysmex

Analyst, Financial Sysmex

Financial Planning Analyst III Collins Consulting, Inc

Senior Financial Analyst Gallagher

Financial Analyst Gallagher

Financial Analyst Intermediate Gallagher

Senior Financial Advisor AFIN Family Wealth Management

Senior Financial Analyst - Accounting Policy Wintrust Financial Corporation

Senior Financial Analyst (International) WESCO

Financial Analyst – GLM – Mortgage Accounting Wintrust Financial Corporation

Financial Analyst Snap On

HFA Financial Advisor Senior - Branch Huntington National Bank

Managing Director, Investment Banking - Capital Advisors bdo consulting

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