- Charles Schwab (Chicago, IL)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- Sargent & Lundy (Chicago, IL)
- …the office, giving you the flexibility to work remotely for two days. As a Senior Planner /Scheduler you will apply your technical skills to meet project team and ... Award for compensation and benefits in 2022, 2023, and 2024. Health & Wellness Financial Benefits Work-Life Balance + Health Plans: Medical, Dental, Vision + Life &… more
- Kemper (Chicago, IL)
- …niche and underserved markets by providing appropriate and affordable insurance and financial solutions. This is enabled by a team of dynamic, innovative employees ... the work of others. **Position Responsibilities:** + Construct and maintain structured financial and operational analysis models as tools to aid in financial… more
- Deloitte (Chicago, IL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Chicago, IL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Deloitte (Chicago, IL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will advise clients… more
- Deloitte (Chicago, IL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Chicago, IL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Chicago, IL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Chicago, IL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- City National Bank (Chicago, IL)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of employment * CEPA - Certified Exit ... colleagues, financial advisors, and COIs. In collaboration with the Senior Wealth Strategists and Wealth Strategists, analyze, understand, and identify gaps in… more
- CIBC (Chicago, IL)
- …with exposure to client relationship management, and must hold a **Certified Financial Planner (CFP)** designation. + **Investment-savvy:** Have a strong ... Manager** with CIBC Wealth Management's Chicago office, you'll support a Senior Relationship Manager in delivering financial planning and exceptional… more