- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth ... must be obtained within 6 months of hireMinimum 12 years of financial service experience, to include complex planning and sophisticated product offeringsA sound… more
- Fidelity TalentSource LLC (Schaumburg, IL)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- JPMorgan Chase (Chicago, IL)
- …Client Advisor (internal wholesaler), your responsibility will be helping financial advisors understand the complexities of capital markets and offering timely ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- Edward Jones (Huntley, IL)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- American Heart Association (Chicago, IL)
- …your career. The **American Heart Association** has an excellent opportunity for an ** Associate Science and Medicine Advisor ** in our **National Center** office ... - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in… more
- PNC (Mount Prospect, IL)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Arlington Heights, ... ILL. Polish speaking a preferred but not required. Branch Financial Advisors work within a highly collaborative circuit of...staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve… more
- H&R Block (Lincolnwood, IL)
- **514636BR** **Title:** Block Advisor Tax Advisor **Our Company** **:** As you inspire people to make confident, informed decisions about their lives, careers, ... can help you plan for the health, well-being and financial wellness needs for you and your family. At...needs for you and your family. At Block, seasonal associate benefits include: + Medical coverage + Retirement savings… more
- H&R Block (Elmwood Park, IL)
- **498896BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 498896BR **City:** Elmwood Park… more
- Loyola University Chicago (Chicago, IL)
- …and/or fully grant funded? No Duties and Responsibilities Reporting to the Associate Director, Enrollment Outreach Center, the Enrollment Advisor will engage ... Enrollment Advisor Thank you for your interest in Loyola...the admissions process, respond to questions, link them to financial aid and academic advisors, and gather documents necessary… more
- Humana (Springfield, IL)
- …cases. The ideal candidate will have a background in technology strategy, financial analysis, health plan operations, and a deep understanding of AI technologies. ... As an Strategy Advancement Advisor , you will help drive our go forward strategy,...use cases to understand organizational impact of technology quantifying financial and non- financial impact + Partner with… more
- Humana (Springfield, IL)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team you'll enable Humana leaders as they leverage modern ... + Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Use your skills… more
- Morgan Stanley (Chicago, IL)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point of contact...produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor… more
- Edward Jones (Belleville, IL)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $25.90 Hiring Maximum: $30.27 **Skills/Requirements**… more
- Wells Fargo (Rockford, IL)
- …of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- H&R Block (Savoy, IL)
- …client relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an ... IRS and applicable state requirements + High school diploma or equivalent **Posting Title:** Block Advisor Accelerated Tax Associate **Sponsored Job:** \#14124 more
- Morgan Stanley (Chicago, IL)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- AON (Chicago, IL)
- Reinsurance Associate Director Location: Chicago IL Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the ... Responsibilities: + Build relationships to act as a trusted advisor to key internal and external stakeholders. + Contribute...and outside of Aon. + Provide expertise to help financial institutions manage risks.. Skills and experience that will… more
- Morgan Stanley (Oak Brook, IL)
- …and/or Experience* * At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product ... *POSITION SUMMARY:* The Associate Market Manager plays a key role in...*Accountability* * Plays a leading role in the market's financial and sales performance, including expense management * Assists… more
- Robert Half Finance & Accounting (Chicago, IL)
- Description We are offering an exciting opportunity for a Wealth Management Associate based in Chicago, Illinois. In this role, you will be primarily involved in ... to ensure efficient operations. This role falls under the financial services industry and requires a strong understanding of...accurate records * Review cash balance reports with registered advisor on a monthly basis * Coordinate with clients… more
- JPMorgan Chase (Arlington Heights, IL)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
