NewAssociate Financial Advisor Edward JonesAssociate Financial AdvisorBloomington, ILAs an associate financial advisor at Edward Jones, you’ll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Maintenance Planner Nestlé USAMaintenance PlannerSchaumburg, IL$79,140–$118,710 / yearThe Planner prepares efficient and effective work plans for all Preventive, Predictive, Condition-Based, and Project/Backlog Maintenance work; works with the Technical Stores Team to ensure parts are available and ready; ensures internal and external labor resources are available; and coordinates execution of the plan in conjunction with the production schedule through working with the Production Scheduler in a timely manner. Plan all Predictive, Preventive, and Condition Based Maintenance, in conjunction with the sites production and operational plan including resource (mechanic, operators, parts, equipment) availability to effectively and efficiently execute activities in a coordinated way.
NewWealth Advisor JobotWealth AdvisorOakbrook Terrace, IL$120,000–$175,000 / yearInformation 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 blends deep technical knowledge across investments, tax, retirement, and estate planning with a genuinely high touch approach, and we've built our reputation on long term relationships rather than one off transactions.
NewWealth Advisor, Schwab Wealth Advisory Charles Schwab CareersWealth Advisor, Schwab Wealth AdvisoryCHICAGO, ILRequired Qualifications Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
NewSr. Manager, Wealth Advisor- Schwab Wealth Advisory Charles Schwab CareersSr. Manager, Wealth Advisor- Schwab Wealth AdvisoryCHICAGO, ILTime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
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.
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 - Lead Terra Talent ConsultingFinancial Planner - LeadBuffalo Grove, ILAs a Financial Advisor / Financial Planner , you will serve as a primary point of contact for assigned wealth-management clients and work closely with senior advisors and other members of the financial planning team. If you are an experienced Financial Advisor / Financial Planner in Buffalo Grove, IL with 3+ years of direct client-facing financial planning experience and an active Series 65 or Series 66 license , we encourage you to apply.
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.
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.
NewFinancial Planner - Lead Virgo & Aries LLCFinancial Planner - LeadChicago, ILThe 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 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 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.
Senior Personal Financial Planner Monotelo AdvisorsSenior Personal Financial Plannerelgin, ILFull timeTo lead the firm’s financial planning function by delivering comprehensive client advisory services, managing planning staff and workflows, and driving strategic growth through wealth management, exit planning, and planning technology integration. This is a hybrid role, requiring at least three days per week working in the office to foster collaboration and maintain a high level of service for both clients and team members.
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.
Financial Planner Career Changer Opportunity Hlubek District - Northwestern MutualFinancial Planner Career Changer OpportunityQuincy, ILFull timeWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
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.