Managing Director, Investment Advisory Bankers' BankManaging Director, Investment AdvisoryElk Grove Village, ILFull timePreferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses. Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years.
J.P. Morgan Wealth Management - Private Client Investment Associate - Burr Ridge, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Burr Ridge, ILBurr Ridge, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, ILWheaton, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorSchaumburg, ILLife & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue designations e.g. FORTUNE 100 Best Companies to Work For 2025 Yello and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 America''s Best Employers for New Grads Forbes 2025 America''s Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesILFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Senior Director, Head of Investments AdvyzonSenior Director, Head of InvestmentsLisle, ILFull timeThe ideal candidate will help to oversee the trading and investment teams, ensuring operational excellence across trading, new capability development, 3 rd party strategist platform growth, transition management, tax loss harvesting, and portfolio implementation. We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm’s trading and investment management functions.
Investment Specialist - Remote Bank of MontrealInvestment Specialist - RemoteILRemoteInquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance).
Director, Strategy & Execution - ETF & Index Investments Invesco LtdDirector, Strategy & Execution - ETF & Index InvestmentsDowners Grove, IL$180,000–$250,000 / yearThe role serves as the integrator and operator‑in‑chief for the ETF & Index business-aligning a long-term vision to commercial priorities, operating models, technology, governance, KPIs, benefits realization and continuous improvement with right talent to support growth, resilience, and long‑term competitiveness. This leader operates at the intersection of strategy, investment capabilities, people, and platform acting as the connective tissue across Investments, Product, Distribution, Technology, Operations, Risk, and Enterprise Architecture globally.
Investment Associate Cedar PineInvestment AssociateNorthbrook, IllinoisCedar Pine’s investment platform focuses on direct investments in privately held, high-growth businesses and invests at multiple points during a company’s lifecycle, including growth financings and late-stage buyouts. Contribute to the investment process during all stages of the deal life cycle, including sector research, introductory meetings, due diligence, financial modeling, management and banker calls, presentations to the investment committee, deal execution, and ongoing portfolio monitoring.
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 Consultant - Orland Park, IL FidelityInvestment Consultant - Orland Park, ILOrland Park, IllinoisRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Consultant Geneva, IL The Charles Schwab CorpInvestment Consultant Geneva, ILGeneva, ILYoull learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Asset & Wealth Management, ETF Investment Strategy, Analyst - Wheaton, IL The Goldman Sachs Group IncAsset & Wealth Management, ETF Investment Strategy, Analyst - Wheaton, ILWheaton, IL$70,000–$125,000 / yearAs part of one of the world's leading asset managers with over $3.6 trillion in assets under supervision (as of 12/31/2025), you can expect to participate in exciting investment opportunities while collaborating with colleagues across asset classes and regions. Critical to the success of GSAM is our ability to leverage a global team of professionals to support clients and enhance our operational and distribution capabilities.
Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO Capital AdvisorsIL$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.
VP Investment Consultant Calamos Investments LLCVP Investment ConsultantNaperville, IL$100,000–$130,000 / yearThis role is pivotal in promoting and distributing Calamos' suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
Investment Consultant Calamos Investments LLCInvestment ConsultantNaperville, IL$65,000–$80,000 / yearConsistently works to deepen existing relationships with financial advisors, divisional and regional representatives, and analysts to increase both our value added support to them and their sales to Calamos. The Investment Consultant Level I is responsible for creating an increased phone presence in the assigned region(s) that complement the sales activities of that territory's VP, Investment Consultant (external wholesaler).
Director, Strategy & Execution - ETF & Index Investments InvescoDirector, Strategy & Execution - ETF & Index InvestmentsDowners Grove, IllinoisThe role serves as the integrator and operator‑in‑chief for the ETF & Index business—aligning a long-term vision to commercial priorities, operating models, technology, governance, KPIs, benefits realization and continuous improvement with right talent to support growth, resilience, and long‑term competitiveness. This leader operates at the intersection of strategy, investment capabilities, people, and platform acting as the connective tissue across Investments, Product, Distribution, Technology, Operations, Risk, and Enterprise Architecture globally.
J.P. Morgan Wealth Management - Private Client Investment Associate - Naperville, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Naperville, ILNaperville, ILAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Investment Phone Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Investment Phone SpecialistElgin, ILRemoteAs an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, ILGlenview, ILAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, ILArlington Heights, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Park Ridge, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Park Ridge, ILPark Ridge, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Preferred Banker I (Windy City District) First Financial Bank NAPreferred Banker I (Windy City District)Orland Park, IL$58,000–$78,000 / yearPreferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through First Financial Banks products, with a wide array of banking and investment services.