NewSenior Wealth Advisor JobotSenior Wealth AdvisorOakbrook Terrace, IL$150,000–$220,000 / 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 of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
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.
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.
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.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyRosemont, IL$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Financial Solutions Advisor Stage I-Registration Candidate–Consumer Investments - Downtown Chicago, IL Bank of AmericaFinancial Solutions Advisor Stage I-Registration Candidate–Consumer Investments - Downtown Chicago, ILChicago, IllinoisOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills, you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
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.
Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il Fifth Third BancorpInvestment Executive (Financial Advisor) Lincoln Park - Chicago, IlChicago, ILConduct solo and joint appointments with bankers and assist them in 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.
Investment Executive (Financial Advisor) Country Club Hills, IL Fifth Third BancorpInvestment Executive (Financial Advisor) Country Club Hills, ILCountry Club Hills, ILConduct 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.
Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO Capital AdvisorsOak Brook, IL$250,000–$350,000 / yearAnalyzes 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.
NewSenior Credit Advisor - Global Wealth & Investment Management Bank of AmericaSenior Credit Advisor - Global Wealth & Investment ManagementChicago, IllinoisWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
Managing Director, Investment Banking - Capital Advisors Bdo ConsultingManaging Director, Investment Banking - Capital AdvisorsChicago, IL$250,000–$350,000 / yearAnalyzes 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.
Associate, Secondary Investments Adams Street Partners LLCAssociate, Secondary InvestmentsChicago, IL$130,000–$150,000 / yearThe position offers a deal-oriented, high-responsibility role exposed to the full array of private markets subclasses, including buyout, venture capital, and credit funds across all industries and in both developed and emerging markets. Amounts stated by investment advisers in regulatory filings ("regulatory AUM") have a prescribed methodology, which may, in some circumstances, differ from the methodology such adviser uses for other purposes, including marketing efforts.
Wealth Advisor Curi CapitalWealth AdvisorChicago, WashingtonAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Asset Management - Client Advisor - RIA Channel, Chicago JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, ChicagoChicago, ILFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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.
Senior Vice President, Midwest Advisor Consultant Antares CapitalSenior Vice President, Midwest Advisor ConsultantChicago, IL$200,000–$250,000 / yearThe Senior Vice President, Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares' Wealth Distribution team, responsible for driving strategic growth across the Western U.S. through deep engagement with financial intermediaries, including wirehouses, registered investment advisors, and independent broker-dealers.
Vice President, Advisor Consultant Antares CapitalVice President, Advisor ConsultantChicago, Illinois$150,000–$175,000 / yearThe Vice President, Alternative Investment Regional Director is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. This role serves as a critical conduit between Antares’ investment platform and the advisor community, ensuring that the firm’s alternative investment offerings, particularly in private credit and direct lending are well positioned, understood, and adopted across key distribution channels.
NewInvestment Management Intern Curi CapitalInvestment Management InternChicago, IllinoisOur Summer Internship Program gives college students a genuine look at how investment teams research opportunities, analyze markets, and make decisions across public and private investments. If you're ready to spend your summer exploring financial markets, developing investment research skills, and contributing to meaningful work at a firm recognized among the best in the industry, we'd love to hear from you.
Fiduciary Advisor - Chicago Metro Trajan Wealth LLCFiduciary Advisor - Chicago MetroChicago, IL$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert class attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).IL Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Senior Wealth Advisor-Remote RK PartnersSenior Wealth Advisor-RemoteChicago, IllinoisRemoteIn this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.