NewManaging 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.
Senior 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.
NewFinancial Advisor Edward Jones InvestmentsFinancial AdvisorAurora, ILBuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
NewAlternative Distribution Relationship Manager, Vice President iCapitalAlternative Distribution Relationship Manager, Vice PresidentChicago, ILRemote$150,000–$175,000 / yearThe team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele. Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders.
NewGlobal Employer Services Managing Director - Actuarial Services Bdo ConsultingGlobal Employer Services Managing Director - Actuarial ServicesChicago, IL$157,500–$420,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
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) Country Club Hills, IL Fifth Third BankInvestment 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.
Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il Fifth Third BankInvestment 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.
Senior Credit Advisor - Global Wealth & Investment Management Bank of America CorpSenior Credit Advisor - Global Wealth & Investment ManagementChicago, IL$175,000–$275,000 / yearRequired Qualifications:• 10+ years of commercial or wealth lending credit experience• Established, proactive leader with strong interpersonal skills, polish, and executive presence• A leader in managing talent: selection, development and coaching• Strong time and operational management skills• Strong verbal and written communication skills• Strong problem-solving skills and the ability to influence others while building strong partnerships and retaining credibilityDesired Qualifications:• Commercial Credit training strongly preferred• Undergraduate and Graduate degree preferredSkills:Business DevelopmentNegotiationProfitability AnalysisProspectingRelationship BuildingActive ListeningBusiness AcumenClient ManagementCustomer and Client FocusLoan StructuringInfluencePipeline ManagementPortfolio ManagementProblem SolvingSales StrategyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Allocates and manages resources across the organization to drive short and long term profitabilityInspects and manages the health of the bench to ensure succession for the organization, while coaching to sustain organizational performance and supporting enterprise talent needs.
NewJPMorgan Wealth Management - Investments Direct - Financial Advisor JPMorgan Chase & CoJPMorgan Wealth Management - Investments Direct - Financial AdvisorChicago, ILAs a Financial Advisor, in JPMorgan Investments Direct, you will work in a team based office environment to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO 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.
Vice President, Advisor Consultant Antares CapitalVice President, Advisor ConsultantChicago, IllinoisThe 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.
Senior Vice President, Midwest Advisor Consultant Antares CapitalSenior Vice President, Midwest Advisor ConsultantChicago, IllinoisThe 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.
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.
Investment 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.