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.
Noviam Investment Analyst nov testNoviam Investment AnalystChicago, IllinoisAs a Noviam Investment Analyst, you’ll work hand in hand with a Lead Advisor, support and service an existing book of client relationships, and gradually take on more responsibility, including leading client reviews, participating in growth initiatives, and developing into a full Investment Advisor Representative. Noviam manages your development end to end, from recruitment through to a fully licensed, client-ready advisor: Recruit: We source driven people through university partnerships, career events, and targeted outreach.
Financial Solutions Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Solutions Advisor - PNC Wealth ManagementNiles, ILPNC 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. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorIL$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIChicago, IllinoisKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. 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.
Project Control Advisor BP PlcProject Control AdvisorChicago, IL$139,000–$230,000 / yearSkills: Change control, Commissioning, Conflict Management, Construction, Design development and delivery, Frameworks and methodologies, Governance arrangements, Performance management, Portfolio Management, Project and construction safety, Project execution planning, Project HSSE, Project Leadership, Project Team Management, Quality, Requirements Management, Reviews, Risk Management, Schedule and resources, Sourcing Management, Stakeholder Management, start-up and handover, Strategy and business case, Supplier Relationship Management. The role will support across all functions keeping the programme on track through a master schedule, resolving project or technical issues, improving delivery performance and giving leadership the visibility needed to make fast, informed decisions.
Registered Branch Associate Edward D Jones & Co LPRegistered Branch AssociateNaperville, ILFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
NewWealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementChicago, IL$76,500–$127,500 / yearIn 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.
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1716001 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1716001Chicago, ILMust have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystChicago, IL$35,360–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Registered Associate 2 Northern TrustRegistered Associate 2Chicago, IL$67,500–$111,500 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. • As subject area expert to other associates and advisors, providing comprehensive, in-depth consulting and leadership to team and partners at a high technical level.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNorthbrook, IL$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Registered Wealth Management Client Associate- Chicago Market Bank of America CorpRegistered Wealth Management Client Associate- Chicago MarketNorthbrook, IL$25–$44 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Lead Advisor, Chicago - KAR Virtus Investment Partners IncLead Advisor, Chicago - KARChicago, ILRemote$120,000–$150,000 / yearThe Kayne Anderson Rudnick Lead Advisor ("LA") will partner with the Managing Director, Business Development Officer ("BDO") in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.
Registered Client Relationship Associate Raymond James Financial IncRegistered Client Relationship AssociateChicago, IL$55,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Private Wealth Client Associate Bank of America CorpRegistered Private Wealth Client AssociateChicago, IL$25–$44 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Regional Sales Associate Advisors Asset ManagementRegional Sales AssociateLisle, IllinoisThe Advisors Asset Management Regional Sales Associate role supports our Regional Sales Consultants (RSC) and Regional Vice Presidents (RVP) with appointment setting, analytical research, marketing support & data entry projects while working to gain their FINRA licensing. The firm has $3.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management.
Client Service Associate Corps TeamClient Service AssociateChicago, ILThe role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and institutional stakeholders, rather than direct end-investor clients. Financial services experience is strongly preferred, and Fixed Income exposure is a plus, as it supports deeper understanding of client activity and internal workflows.
Relationship Manager - Financial Services, Chicago AdvyzonRelationship Manager - Financial Services, ChicagoChicago, IL$70,000–$100,000 / yearIndustry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end.
Sales Enablement Associate Focus Financial PartnersSales Enablement AssociateChicago, IllinoisThe Sales Enablement Associate (SEA) is a vital member of Origin Investments’ Private Wealth team, responsible for enhancing operational efficiency and enabling our sales team to focus on capital-raising from RIAs and family offices for private real estate investments, including our private REIT, real estate credit-focused interval fund, 1031 DST/721 UPREIT programs, sidecars, and Opportunity Zone fund. With 17 years of proven track record and over 4,000 investors, we specialize in multifamily real estate investments in high-growth markets across the Sunbelt and West, delivering superior risk-adjusted returns to our institutional and high-net-worth investors.