Financial Solutions Advisor - DES PLAINES-OAKTON, IL Bank of America CorpFinancial Solutions Advisor - DES PLAINES-OAKTON, ILDes Plaines, 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - Naperville South, IL Bank of America CorpFinancial Solutions Advisor - Naperville South, ILNaperville, 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor -Woodridge - Southwest Chicago Market Bank of America CorpFinancial Solutions Advisor -Woodridge - Southwest Chicago MarketWoodridge, 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
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.
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 AmeripriseRegional Recruiting Director - Amerprise Financial Advisors, Chicago ILChicago, IllinoisRemoteCreate 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.
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.
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.
Financial Advisor Coordinator - Abbott Labs Employee Credit Union (On-Site) TruStage Financial Group IncFinancial Advisor Coordinator - Abbott Labs Employee Credit Union (On-Site)Gurnee, IL$37,400–$62,300 / yearJob Purpose: This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what's most important.
Personal Financial Advisor - Remote YO AI LabsPersonal Financial Advisor - RemoteChicago, ILRemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
Senior Financial Advisor AFIN Family Wealth ManagementSenior Financial AdvisorNorthfield, ILJob Summary As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. Required Experience and Education : 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM.
NewFinancial Advisor WestPoint Financial GroupFinancial AdvisorChicago, IL$50,000–$100,000 / yearproducts, access to powerful sales tools, and a large resource network so you can. Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and.
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.
Financial Advisor-Springfield, IL RK PartnersFinancial Advisor-Springfield, ILChicago, IllinoisCommunication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Premier Client Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Client Financial Advisor - PNC Wealth ManagementNiles, ILIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewEconomist/Senior Economist/Economic Advisor - Financial Economics The Federal Reserve SystemEconomist/Senior Economist/Economic Advisor - Financial EconomicsChicago, IL$165,000–$290,000 / yearAs a condition of employment, Federal Reserve Bank of Chicago employees must comply with the Bank's ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning securities, such as stock, of banks or savings associations or their affiliates, such as bank holding companies and savings and loan holding companies. Candidates who are not U.S. citizens or U.S. permanent residents may be eligible for the information access required for this position and sponsorship for a work visa, and subsequently for permanent residence, if they sign a declaration of intent to become a U.S. citizen and meet other eligibility requirements.
Senior Economist/Economic Advisor - Financial Economics The Federal Reserve SystemSenior Economist/Economic Advisor - Financial EconomicsChicago, IL$210,000–$320,000 / yearAs a condition of employment, Federal Reserve Bank of Chicago employees must comply with the Bank's ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning securities, such as stock, of banks or savings associations or their affiliates, such as bank holding companies and savings and loan holding companies. Candidates who are not U.S. citizens or U.S. permanent residents may be eligible for the information access required for this position and sponsorship for a work visa, and subsequently for permanent residence, if they sign a declaration of intent to become a U.S. citizen and meet other eligibility requirements.
Financial Solutions Advisor Registration Candidate - Gage Park, IL Bank of AmericaFinancial Solutions Advisor Registration Candidate - Gage Park, 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 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.