Lead Certified Financial Planner GlobalchannelmanagementLead Certified Financial PlannerBuffalo Grove, IllinoisLead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. Lead Certified Financial Planner needs 3 years of experience working directly with clients as a Financial Planner.
NewFinancial Planner (Associate & Lead) Macpower Digital Assets Edge Private LimitedFinancial Planner (Associate & Lead)Buffalo Grove, IL$120,000–$150,000 / yearAssociate 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.
Financial Planner Premier Global LinksFinancial PlannerBuffalo Grove, IllinoisThis is primarily a non-sales financial planning role focused on building long-term client relationships, developing retirement and investment plans, analyzing financial strategies, and supporting clients across a broad range of planning needs. Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment.
Lead Financial Planner GlobalchannelmanagementLead Financial PlannerBuffalo Grove, IllinoisRun, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients. Lead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
Financial Planner Velia multiservicesFinancial PlannerBuffalo Grove, IllinoisUtilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.
Financial Planner CalqulateFinancial PlannerBuffalo Grove, IllinoisOur recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization. This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance.
Financial Planner - Lead Virgo & AriesFinancial Planner - LeadBuffalo Grove, IllinoisThe Financial Planner – Lead provides comprehensive financial and retirement planning services while building strong, long-term client relationships. This is primarily a non-sales role focused on financial analysis, client service, planning, and collaboration with Lead Advisors.
Financial Planner Identified Talent SolutionsFinancial PlannerChicago, IllinoisFinancial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that 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 – We take a DEEP dive into planning. 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.
Financial Planner Velvet Ledger WorkforceFinancial PlannerBuffalo Grove, IllinoisUtilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.
Sr Financial Planner ECG ResourcesSr Financial PlannerChicago, ILThe individual will leverage financial planning software tools to develop and present actionable insights, support multigenerational wealth planning, and contribute to building scalable capabilities for the family office. The Senior Wealth Planner is a key member of the Principal Services team, responsible for delivering proactive, integrated financial planning services to family members.
Financial Planner, Irvine, CA RK PartnersFinancial Planner, Irvine, CAChicago, IllinoisYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerChicago, ILFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Senior Wealth Planner Associated Banc-CorpSenior Wealth PlannerChicago, IL$139,370–$238,920 / yearIn this role, you''ll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals.
Customer Fulfillment Planner Albanese Confectionery Group IncCustomer Fulfillment PlannerMerrillville, INWork across an integrated fulfillment process, (customer service, warehousing, transportation, inventory) taking ownership and driving towards Perfect Customer Order Fulfillment metrics (99.85%); as defined in the Council of Supply Chain Management Professionals (CSCMP), achieving the "Seven Rights of Fulfillment": the right product, in the right quantity, in the right condition, to the right place, at the right time, for the right customer, with the right documentation, and at the right cost, essentially delivering exactly what the customer wants, flawlessly, the first time, saving costs and ensuring satisfaction. Communicates proactively with customers, empowering every CFP to spend up to $200 per customer, per incident, without manager approval, to instantly resolve problems or create memorable experiences, fostering trust and exceptional service by allowing CFPs to rectify issues immediately and delight our customers.
Financial Advisor Northwestern MutualFinancial AdvisorOak Brook, Illinois$61,000–$250,000 / yearFull timeNorthwestern 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.
Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN Magellan Health IncPersonal Financial Counselor; Assignment Ready Counselor, PFC, Gary, INGary, INServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor, Everyday Steward Ronald Blue & Co.Financial Advisor, Everyday StewardDeerfield, IL$85,000–$120,000 / yearFor those desiring to utilize objective, biblical principles in their investments, cash flow management, financial planning (retirement, insurance, tax, and estate), and giving, Blue Trust's Everyday Steward advisors can serve as their clients' "stewardship coaches" so they can focus on living a life of purpose. Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services.
NewSenior Demand Planner DiaSorin SpASenior Demand PlannerNorthbrook, IL$97,800–$118,600 / yearThis position serves as a key business partner to Sales, Marketing, Finance, Operations, and Supply Chain teams, driving forecast accuracy, inventory optimization, and informed business decision-making through data-driven analysis and participation in the Sales & Operations Planning (S&OP) process. The Senior Demand Planner is responsible for leading the demand planning process across assigned product portfolios and markets, developing and maintaining accurate demand forecasts that support commercial, manufacturing, inventory, and customer service objectives.
Financial Solutions Advisor - Naperville South, IL Bank of AmericaFinancial Solutions Advisor - Naperville South, ILNaperville, IllinoisKey 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.
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.