Associate Advisor Ronald Blue & Co.Associate AdvisorDeerfield, IL$85,000–$120,000 / yearExhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments and stock option planning), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. Travel demands depend upon client base in assigned territory and may include frequent travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model.
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.
NewRegistered Financial Advisor - Chicago Human AgencyRegistered Financial Advisor - ChicagoChicago, ILRemoteYou work closely with investment leadership to refine the thesis, translate macro trends into client-facing insights, and ensure the advice you give is grounded in the fund's strategy and performance. 5+ years of experience in financial advisory, wealth management, or a related field where you've advised individuals or families on portfolio construction, risk management, and financial strategy.
Financial Advisor - Wealth Management Merit Financial AdvisorsFinancial Advisor - Wealth ManagementChicago, ILBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Financial Advisor - Minnesota Power Employee Credit Union LPL Financial ServicesFinancial Advisor - Minnesota Power Employee Credit UnionElgin, IL$50,000–$75,000 / yearThis employment opportunity at TruStage located at MINNESOTA POWER EMPLOYEE CREDIT UNION in Elgin, IL would allow you to join MINNESOTA POWER EMPLOYEE CREDIT UNION as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at MINNESOTA POWER EMPLOYEE CREDIT UNION supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor - Trustage Wealth Management Consulting Services At Consumers Credit Union LPL Financial ServicesFinancial Advisor - Trustage Wealth Management Consulting Services At Consumers Credit UnionElgin, IL$60,000–$80,000 / yearThis employment opportunity at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL would allow you to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management Consulting Services at Consumers Credit Union for financial solutions.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankSchaumburg, IL$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Schaumburg, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - Old National Bank LPL Financial ServicesFinancial Advisor - Old National BankHickory Hill, IL$42,000–$200,000 / yearThis employment opportunity at Old National Bank in Hickory Hills, IL would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Old National Bank for financial solutions.
NewFinancial Advisor - Chicago, IL Advisor Talent SolutionsFinancial Advisor - Chicago, ILChicago, IllinoisWe’re partnering with a highly respected, growth-oriented boutique RIA in the Chicago area that is looking to add an experienced Financial Advisor to its growing team. This is an opportunity for an advisor who has built strong client relationships, enjoys being entrepreneurial, and wants the resources of a sophisticated firm without losing the personal, relationship-driven feel of an independent practice.
Associate Branch Manager - Ameriprise Financial Advisors, Chicago, IL AmeripriseAssociate Branch Manager - Ameriprise Financial Advisors, Chicago, ILChicago, IllinoisInspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) or ability to obtain within 150 days.
Regional Recruiting Director - Amerprise Financial Advisors, Chicago IL Ameriprise FinancialRegional Recruiting Director - Amerprise Financial Advisors, Chicago ILChicago, ILRemoteCreate a consistent, high-volume flow of qualified candidates through various sources including referrals from online tools, networking with local wholesalers in the region, and firm marketing/advertising through industry publications. Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals aligned with business strategies.
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.
Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il Fifth Third BankInvestment Executive (Financial Advisor) Lincoln Park - Chicago, IlLincoln Park, IllinoisInvestment Executive (Financial Advisor) Lincoln Park - Chicago, Il At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct 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.
NewFinancial Solutions Advisor - BELMONT AND THE KENNEDY, IL Bank of America CorpFinancial Solutions Advisor - BELMONT AND THE KENNEDY, ILChicago, IL$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
NewFinancial Solutions Advisor - Lake Forest, IL Bank of America CorpFinancial Solutions Advisor - Lake Forest, ILLake Forest, IL$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Business Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearFull timeAt 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.
Financial Advisor - Chicago Lenox AdvisorsFinancial Advisor - ChicagoChicago, IL$60,000–$100,000 / yearWith 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.
Financial Advisor - Licensed RK PartnersFinancial Advisor - LicensedChicago, IllinoisSeries 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.
NewWealth Financial Advisor - Greater Chicago Corebridge FinancialWealth Financial Advisor - Greater ChicagoChicago, IllinoisRemoteWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistChicago, ILRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.