Lead Investment Advisor RubinBrown Family Office Services GroupLead Investment AdvisorChicago, ILRubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
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 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.
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.
Credit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending SpecialistChicago, ILHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
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.
Managing Director, Investment Advisory Bankers' BankManaging Director, Investment AdvisoryElk Grove Village, ILPreferred 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.
Regional Investment Consultant 002_MstarAssocLLC Morningstar Investment Management Legal EntityRegional Investment ConsultantChicago, IllinoisThis hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales — building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings — leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives.
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.
Senior Vice President, Midwest Advisor Consultant Antares CapitalSenior Vice President, Midwest Advisor ConsultantChicago, Illinois$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.
Director, Product Management, Alternative Investments The Charles Schwab CorpDirector, Product Management, Alternative InvestmentsChicago, ILSchwab Asset Management is the asset management arm of Charles Schwab and is committed to helping investors achieve their financial goals through a focused lineup of competitively priced ETFs, mutual funds, and separately managed account strategies. Reporting to the Managing Director, you will partner across product, distribution, legal, sales, client service, and other business teams to evaluate market opportunities, support product growth, and ensure strong alignment between business priorities, client needs, regulatory commitments, and competitive trends.
Investment Compliance Expert - Chicago, IL (Hybrid) Allstate Insurance CompanyInvestment Compliance Expert - Chicago, IL (Hybrid)Chicago, IL$110,000–$181,025 / yearThis role partners closely with the Investments Chief Compliance Officer and senior leaders across Legal, Risk, Operations, and the Investments business unit to help ensure the firm maintains a robust compliance framework aligned with SEC rules, firm policies, and regulatory expectations. The team is responsible for designing, implementing, and operating a compliance program aligned with the Investment Advisers Act of 1940, with a strong emphasis on exam readiness, risk identification, and practical supervision.
Fiduciary Advisor - Chicago Metro - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Chicago Metro - 100K Base + Uncapped Performance-Based UpsideChicago, 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.
NewInvestment Banking Analyst / Venture Capital Analyst 2026 First AnalysisInvestment Banking Analyst / Venture Capital Analyst 2026Chicago, ILYou will build financial models, develop valuation analyses, create pitchbooks and other presentations and perform due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. You should be able to work in a fast-paced, team-based environment with minimal supervision, have strong research, quantitative, and analytical, skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, ILWilmette, 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. 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.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAChicago, ILFinancial 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.
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.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesChicago, ILAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.