215 Results for

Financial Representative Jobs in Chicago, IL

Jobs

Chicago, IL8 days ago

$75,000–$100,000 Per Year

Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

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Western Springs, ILToday

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

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Oakbrook Terrace, IL5 days ago

$150,000–$220,000 Per Year

Information 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 of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

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Chicago, IL4 days ago

Remote

This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Chicago, IL1 day ago

$70,000–$80,000

Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect, and optimize businesses of all types and sizes. More than 13,000 colleagues in 40 countries are focused daily on our purpose to help make your world a safer place and our commitment to deliver an unparalleled client experience.

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Joliet, IL5 days ago

$75,000–$85,000 Per Year

Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.

Schaumburg, Illinois16 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Oak Lawn, Illinois30+ days ago

$19–$25.50 Per Hour

ROSEMONT, Illinois30+ days ago

Organization : Name: CHICAGO-NORTHWEST IL Default: Location : City: ROSEMONT Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Oak Lawn, Illinois30+ days ago

$19–$25.50 Per Hour

Burr Ridge, IL30+ days ago

Remote

For nearly a century Ingalls Memorial has pioneered sophisticated clinical care and developed the area's most convenient network of comprehensive outpatient centers, all dedicated to improving the health and wellbeing of the community. Be part of a world-class academic healthcare system, Ingalls Memorial Hospital, as a Patient Financial Services Representative in the PFS Medicare and Commercial department.

Chicago, IL30+ days ago

$20.19–$31.80 Per Hour

Manages assigned work queues and documents all activities with narratives of action taken in Epic by using account activities and/or BDC records maintaining detailed records of all collection, denials, or correspondence activities. A Worker’s Compensation Financial Services Representative is responsible for managing the billing and reimbursement process for professional and hospital claims related to workplace injuries, motor vehicle accidents and third-party liabilities.

New!

Chicago, IL2 days ago

Full-time
Employee

As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners. Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Chicago, IL, USA; Cambridge, MA, USA; Addison, TX, USA; New York, NY, USA.Minimum qualifications: Bachelor's degree or equivalent practical experience.

Chicago, IL30+ days ago

Minimum of 2 years of related credit union work experience, or equivalent experience in related field or a Bachelor degree or Associate degree preferred . § Identify and leverage opportunities to market and cross-sell Vicinity Credit Union products and services to build strong member relationships.

Chicago, 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.

Chicago, Illinois9 days ago

$125,000–$175,000 Per Year

At least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

Chicago, IL30+ days ago

Successful completion of the FADP Summer Internship Program may result in an offer of employment into our Financial Advisor Development Full-Time Program, which follows a 2 year progression of phone-based roles in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

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.

Glen Ellyn, 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.

Munster, IN30+ 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.

Chicago, Illinois30+ days ago

The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. 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.

Chicago, IL30+ days ago

The leader owns large pursuit strategy end-to-end—shaping solutions, developing value narratives, estimating, differentiating competitively, and guiding cross-functional teams—while engaging C-suite stakeholders to deliver outcomes in growth, experience, and efficiency. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.

Chicago, IL30+ days ago

$45,000–$75,000 Per Year

Lakeshore Financial Group is growing, and we are looking for entrepreneurial-minded professionals who want to build meaningful client relationships, teach financial literacy, and develop into trusted financial advisors. Whether you are already licensed or just beginning your journey, this position offers a clear path to building a career as a financial advisor with long-term income potential and real impact.

New!

Chicago, IL4 days ago

$60,000–$100,000 Per Year

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

Chicago, IL30+ days ago

As a Transplant Financial Specialist, you will be responsible for pre-registration, insurance verification, (in/outpatient), and the pre/post-transplant account maintenance functions of transplant recipients, donors (donating stem cells or bone marrow or solid organs) and donor search screens. This includes management of various account work queues to capture potential errors before billing; ensure that the correct transplant plan code and coverage are applied and that effective term dates are accurate; perform bundled billing as applicable.

Chicago, IL30+ days ago

Work collaboratively with patients, UCM “coverage vendors” – currently GLM, clinical staff, Patient Financial Services, Ambulatory Patient Financial Specialists, urban health collaborative and case management/social work. Understand the Hospitals Inpatient/Outpatient treatment policies and how they relate to each patient situation Have the responsibility of coordinating and monitoring the flow of revenue generated not only by UCMC but UCPG.

Chicago, IL30+ days ago

Burr Ridge, IL30+ days ago

Chicago, IL30+ days ago

Full-time

Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges. Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.

Riverdale, IL25 days ago

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

Chicago, Illinois30+ days ago

Remote

Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry. Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services.

Chicago, Illinois12 days ago

Remote

What You'll Do / Your ImpactClient Experience & Advisory SupportProvide hands-on supervisory oversight of investment advisory activities to support a consistent, high-quality advisor and client experience. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.

Chicago, IL30+ days ago

The SFP will advise on comprehensive and scenario-based financial plans that address a wide range of wealth planning disciplines, providing planning expertise for client-specific situations, enabling them to offer high-quality advice to their clients. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.

Arlington Heights, IL30+ days ago

$100,000–$125,000 Per Year

The Financial Planning & Analysis Analyst is responsible for assisting with financial planning and monthly/quarterly/annual reporting processes, analyzing key performance metrics, preparing budgets and reforecasts, and providing strategic insights to support decision-making. With an expert balance of big-picture problem-solving and boots-on-the-ground execution, we deliver bespoke AV solutions for in-person, virtual, and hybrid meetings and live events.

Chicago, IL30+ days ago

Full-time

The VP leads ContinuServe’s delivery of finance and accounting services at the highest level of complexity, ensuring excellence in compliance, reporting, and strategic advisory, while managing and mentoring a delivery team. The Vice President - Finance and Accounting (VP) serves as a Chief Financial Officer (CFO) and Chief Accounting Officer (CAO) for assigned clients, including complex government and quasi-government organizations.

Chicago, IL30+ days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who 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. 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.

Chicago, IL30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Chicago, IL30+ days ago

$17.63–$27.77 Per Hour

The positions responsible for securing reimbursement, and performing actions such as re-bills, debit & credit, adjustments, refunds, and claim corrections resulting from the multitude of claims and payer edits. Monitor the CMS, National Governmental Services (NGS), Illinois Healthcare and Family Services (HFS), website for any updates to ensure that our accounts are compliant with Federal and State requirements.

Chicago, IL30+ days ago

$18.87–$29.73 Per Hour

This role includes performing re-bills, Debit & Credits, adjustments, refunds, and claim corrections resulting from the multitude of claims and payer edits as well as notifying denial management of audits. Actively manage account balances to ensure that we are compliant with Federal and State regulatory requirements and evaluate each account to ensure that each account balance is collected in accordance to contract allowable payment schedule.

Chicago, IL30+ days ago

Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

Chicago, IL10 days ago

$80,000–$150,000 Per Year

You'll work with clients to protect what they've built and grow long-term wealth, using relationships you've already spent years earning. We run a non-captive model, which means you keep your independence and have real flexibility in how you serve clients.

Chicago, IL30+ days ago

Full-time

Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end.

Naperville, IL30+ days ago

Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. + 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.

Naperville, IL30+ days ago

The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. 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.

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River Forest, IL3 days ago

In addition to the technical knowledge required for this position the counselor will need to have a thorough understanding of the role of financial aid programs within a private college environment, a commitment to the mission of a selective church-related college, exhibit exceptional interpersonal skills, and be market-sensitive and responsive to students. Through its College of Arts and Sciences, College of Business, College of Education, and College of Graduate and Innovative Programs, Concordia-Chicago offers more than 100 areas of study in small classes taught by professors who are passionate about teaching and student success.

Naperville, Illinois30 days ago

The Executive Director will ensure the evolution of KeHE’s financial systems to support our business growth and efficiency goals and partner closely with leadership across Finance, IT, and Operations to create a digitally enabled, efficient, and insight-oriented finance function. This Executive Director serves as the primary cross-functional lead of the function’s roadmap for people, processes & technology, with a heavy focus on the technology transformation in the short-to-mid-term (e.g., 18-24 months).

River Forest, IL30+ days ago

Steadfast in Jesus Christ as revealed in the Holy Scriptures, Concordia University Chicago promotes academic rigor in its liberal arts and professional programs; grounds students in objective truth, integrity, and excellence; and practices faithfulness to the Confessional teachings of the Lutheran Church - Missouri Synod, as it forms students for vocations in church, family, and the world. Through its College of Theology, Arts & Humanities, College of Business, College of Education, and College of Health, Science & Technology, Concordia-Chicago offers more than 160 areas of study in small classes taught by professors who are passionate about teaching and student success.

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Skokie, IL1 day ago

$55,000–$70,000 Per Year

As an Insurance Sales Representative you will work as a member of a sales team focused on providing insurance and financial products that help customers protect their homes, cars, and retirement incomes, and live a good life. Working as Insurance Sales Representative you will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs.

Chicago, IL30+ days ago

$140,400–$169,335 Per Year

The Sales Representative – Specialty Medical Products is accountable for portfolio expansion, strengthening customer relationships, leveraging GPO contracts and providing in-service (technical, clinical and educational) in the acute hospital setting to hospital customers. + Minimum of 5 - 7 years of documented outside sales success in a competitive, sophisticated environment (complex capital or tangible products including medical/surgical, copiers, payroll solutions, information) preferred.

Chicago, IL30+ days ago

$65,000–$85,000 Per Year
Full-time

Complete understanding of the automotive wholesale industry, including the correlation and roles of automobile dealers, financial services companies and auction houses. We provide comprehensive, competitive set of health, retirement, financial and other benefits, access to paid time off, resources and support to our employees so they can make an impact and contribute to the growth of our business and the communities we serve.

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Financial Representative Jobs in Chicago, IL

Financial Services Representative - Training Provided Lakeshore Financial Group

Financial Advisor - PNC Wealth Management PNC Financial Services Group

Senior Wealth Advisor Jobot

Remote Sales Representative Reineke Agency

Sales Representative - Alarm Systems Securitas Technology

Territory Sales Representative (Pumps) Herc Rentals Inc

College Financial Representative, Internship Program Northwestern Mutual

Financial Service Representative Heights Finance Corporation

Financial Representative Western & Southern Life

Financial Service Representative Attain Finance

Patient Financial Services Representative, Full Time - Days The University of Chicago Medicine

Financial Services Representative - Collections Rush University Medical Center

Field Sales Representative II, Financial Services, Google Cloud Google

Universal Personal Financial Representative Vicinity Credit Union

Financial Advisor Northwestern Mutual

Business Development Financial Advisor CAPTRUST

2026 Financial Advisor Development Program - Summer Analyst Opportunity (Chicago) JPMorgan Chase

Senior Financial Advisor World Insurance Associates, LLC.

Financial Advisor/Wealth Manager Professions Inc

Senior Financial Advisor AFIN Family Wealth Management

Senior Financial Advisor Gallagher

Financial Services Digital Customer Experience Strategy Leader Capgemini

Financial Advisor Avenica

Financial Advisor - Chicago Lenox Advisors

Transplant Financial Specialist The University of Chicago Medicine

Revenue Cycle Financial Specialist - PFX, Full time - Days The University of Chicago Medicine

Revenue Cycle Financial Specialist, Full time - Days The University of Chicago Medicine

Revenue Cycle Financial Specialist, Full Time - Days The University of Chicago Medicine

Financial Advisor Wintrust Financial Corporation

Work From Home - Entry-Level Financial Services Consultant II Virgo & Aries LLC

Financial Services Advisor Atlasfinancialsolutions Co

Supervision Manager - Financial Services Alera Group

Senior Financial Planner Choreo

Financial Planning & Analysis Analyst Pinnacle Live

AVP - Chief Financial Officer Continuserve

Financial Advisor-Seattle RK Partners

Financial Advisor - Licensed RK Partners

Financial Services Rep 1 Rush University Medical Center

Financial Services Rep 2 Rush University Medical Center

AVP, Treasury - Financial Planning and Analysis Synchrony

Financial Advisor WestPoint Financial Group

Relationship Manager - Financial Services Advyzon

HFA Financial Advisor Senior - Branch Huntington National Bank

HFA Financial Advisor Senior - Branch Huntington

Financial Aid Counselor Concordia University, Chicago

Executive Director, Financial Technology Transformation KeHE Distributors, LLC

Student Account Representative - Cashier Concordia University, Chicago

Insurance Sales Representative Tnt Capital, Inc.

Sales Representative - Specialty Medical Products Cardinal Health

Remarketing Representative American Credit Acceptance

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