Paraplanner Career CrunchParaplannerBuffalo Grove, IllinoisThis individual will need to have prior experience in financial planning, and will be detail-oriented, maintains accuracy, and has a strong passion for the finance and retirement planning sector. Help input data into our tax planning software to assess client tax situations and tax strategies.
Regional Director, Midwest Territory Beacon Pointe Advisors LLCRegional Director, Midwest TerritoryChicago, ILThe Regional Director will also be responsible for coordinating and leading members of their assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches. We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director based in Chicago, IL responsible for coordinating sales efforts across our network of referral channels.
Director, Advisory Leadership Team Focus Partners WealthDirector, Advisory Leadership TeamChicago, IllinoisBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences.
Vice President, Branch Leader - Orland Park, IL FidelityVice President, Branch Leader - Orland Park, ILOrland Park, IllinoisRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningILRemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Regional Vice President, Partner Programs Merit Financial AdvisorsRegional Vice President, Partner ProgramsChicago, 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. This position provides initial steps in the financial planning process to prospective clients by establishing the initial relationship, explaining our financial advisory and wealth management services, defining mutual responsibilities and begin client data gathering needed in the financial advisory process.
ETF Product Manager Calamos Investments LLCETF Product ManagerChicago, IL$150,000–$175,000 / yearThis role will serve as a product expert and work with multiple departments, positioning and promoting ETFs with a focus on developing and communicating the investment value proposition through content development and sales ideas based on current market trends and market opportunities. Collaborates with the Product Team regarding new ETF launches, with an emphasis on working with the Investment Team to communicate the strategy and providing launch materials in partnership with Marketing and Distribution.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyChicago, IL$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Home Loan Officer - Northern Illinois Or Chicago MSU Federal Credit UnionHome Loan Officer - Northern Illinois Or ChicagoChicago, IL$24–$30 / hourKnowledge of state and federal lending regulations as follows: Truth-in-Lending Act, Equal Credit Opportunity Act, Fair Credit Reporting Act, Fair Debt Collection Practices Act, Fair Housing Act, Flood Disaster Act, Real Estate Settlement Procedures Act, Rights to Financial Privacy Act, Home Mortgage Disclosure Act, Frank Dodd Act, and Regulation Z. Home Loan Officer II: Originates mortgage and home equity applications after conducting thorough interviews with members to ensure members are informed as to the mortgage products and terms that will best fit their needs.
Senior Product Manager Guranteed Rate IncSenior Product ManagerChicago, ILRemote$150,000–$170,000 / yearFounded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. This role will be responsible for researching, defining and owning detailed product requirements, roadmap priorities, partner integrations, new feature initiatives and oversee execution for some of the highest-impact initiatives within the Rate Wealth portfolio of products.
Private Mortgage Banking Associate Manager (SAFE) Wells Fargo BankPrivate Mortgage Banking Associate Manager (SAFE)Chicago, IllinoisThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
Home Loan Officer - Chicago Michigan State University Federal Credit UnionHome Loan Officer - ChicagoChicago, IL$24–$30 / hourKnowledge of state and federal lending regulations as follows: Truth-in-Lending Act, Equal Credit Opportunity Act, Fair Credit Reporting Act, Fair Debt Collection Practices Act, Fair Housing Act, Flood Disaster Act, Real Estate Settlement Procedures Act, Rights to Financial Privacy Act, Home Mortgage Disclosure Act, Frank Dodd Act, and Regulation Z. Home Loan Officer II: Originates mortgage and home equity applications after conducting thorough interviews with members to ensure members are informed as to the mortgage products and terms that will best fit their needs.
Client Service Associate Ronald Blue & Co.Client Service AssociateDeerfield, IL$27.40–$33.65 / hourWorks in conjunction with Manager and team to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals including: Manages an annual client service plan for each of the advisor teams clients, which includes scheduling meetings throughout the year, ensuring meetings are documented and action items are appropriately followed up on, and intentional client care is scheduled and implemented throughout the year. Role Overview: This role provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service.
Client Relationship Associate Bartlett Wealth ManagementClient Relationship AssociateChicago, ILThe Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
Director of Sales & Marketing Life Care Companies LLCDirector of Sales & MarketingNorthbrook, ILThis highly visible leadership role is ideal for a sales professional who enjoys building relationships, creating meaningful connections, and helping older adults make one of life''s most important decisions. The Lodge of Northbrook is seeking a dynamic and results-driven Director of Sales & Marketing to lead occupancy growth and enhance awareness of our community throughout the North Shore.
Wealth Regional Director - Chicago (C16) Citigroup Inc.Wealth Regional Director - Chicago (C16)Chicago, IL$250,000–$500,000 / yearThe Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. Accelerate investment business growth in the market by identifying new and existing (deepening wallet share) opportunities and positioning the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more holistically.
Advanced Air Mobility Associate Project Manager Hanson Professional Services IncAdvanced Air Mobility Associate Project ManagerLisle, IL$95,000–$130,000 / yearA Day in the Life of an AAM Associate Project Manager (AAM-Focused): Lead and manage AAM planning projects, including master plans, airport layout plans (ALPs), and capital improvement programs (CIPs) for municipal and regional airports, as well as private clients. This individual will lead and support AAM planning and design efforts for airport and aviation-related projects, with a strong emphasis on integrating emerging technologies, including eVTOL aircraft, vertiports, and next-generation air mobility systems.
Customer Service Representative Quipt Home MedicalCustomer Service RepresentativeBuffalo Grove, IL$21–$25 / hourAs a Customer Service Representative, you are a direct point of contact for any patient, care giver, referral source, or commercial account that contacts Care Medical either in person, over the telephone or via the internet, to provide equipment and/or services. Neat personal appearance with pleasing manner and interpersonal skills · Strong communication skills with capacity to make independent decisions · Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred.
Client Service Associate Blue Trust IncClient Service AssociateDeerfield, IL$27.40–$33.65 / hourWorks in conjunction with Manager and team to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals including: Manages an annual client service plan for each of the advisor teams clients, which includes scheduling meetings throughout the year, ensuring meetings are documented and action items are appropriately followed up on, and intentional client care is scheduled and implemented throughout the year. Role Overview: This role provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service.
Director, Strategic Initiatives DePaul UniversityDirector, Strategic InitiativesChicago, IL$64,662–$85,000 / yearWorks closely with the Senior Vice President, senior leadership team and with colleagues across the institution including Office of the President, Office of the Provost, Finance, Financial Aid, the General Counsel''s Office, Marketing and Communications, DePaul Athletics and Student Affairs. Serve the SVP as a resource to and liaison with external agencies as well as internal constituencies including the SVP's portfolio of donors, vice presidents, deans, faculty, staff, students, parents, alumni, donors, and members of the Congregation of the Mission communities.