- Edward Jones (Belvidere, IL)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Elgin, IL)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- First National Bank of Omaha (Sugar Grove, IL)
- …how it fits into our organization's success.** **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery ... innovative solutions for clients' needs. + Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource… more
- Fifth Third Bank, NA (Schaumburg, IL)
- …presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Western Suburbs - Chicago, Il At Fifth Third, ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank… more
- First National Bank of Omaha (Dekalb, IL)
- …investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. **About This Role:** Duties ... May Include: Serves as an advisor to affluent clients with sophisticated investment needs Meets...investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance… more
- JPMorgan Chase (Wauconda, IL)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- JPMorgan Chase (Round Lake, IL)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) +… more
- PulteGroup (Schaumburg, IL)
- …** Monthly Auto Allowance offered ** Job Summary The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with ... team. Primary Job Responsibilities + Meet with buyer prospects to provide financial guidance, expertise and preapproval services. + Sell the value of Pulte… more
- H&R Block (Arlington Heights, IL)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- Walmart (Elgin, IL)
- …and wallet! **-Health benefits** include medical, vision and dental coverage **- Financial benefits** include 401(k), stock purchase and company-paid life insurance ... **-Paid time off benefits** include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your… more
- H&R Block (Arlington Heights, IL)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- JPMorgan Chase (Arlington Heights, IL)
- …and organization. Unlock your potential and help set new standards in financial services. As the Business Development Support Consultant within JP Morgan Wealth ... implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. +… more
- World Insurance Associates, LLC. (Barrington, IL)
- …of recommendations, implementation, and ongoing portfolio management - within a financial planning context. + Assist advisors and clients in completing application, ... May buy and sell investments for clients at the advisor 's discretion + Maintain electronic filing system, clear folders...as necessary + In addition to participation in the Financial Planning and Investment Committee meetings the CRA may… more
- World Insurance Associates, LLC. (Arlington Heights, IL)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- BMO Financial Group (South Elgin, IL)
- …_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._ A BMO Senior ... partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Thrivent Financial (Geneva, IL)
- This position provides licensed administrative support to Jenny McAdams of Sage Path Financial Consultants. This position serves as a resource to Financial ... postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client...workflows + Other responsibilities as assigned by the Lead Advisor + Note: CANNOT be listed as the servicing… more
- Zurich NA (Schaumburg, IL)
- …Head of Enterprise Expense Strategy & Performance Management to lead financial stewardship, optimization, and strategic evolution of direct expenses across the ... + Own the enterprise-wide direct expense strategy, ensuring alignment with financial plan, portfolio priorities, and growth objectives. + Translate strategic… more
- BMO Financial Group (Barrington, IL)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... + Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. + Develops an understanding of the customer needs and the… more
- GE Aerospace (Barrington, IL)
- …authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and ... compliance frameworks, and global payroll operations. **Desired Characteristics:** + Tax Advisor or equivalent qualification preferred. + Minimum of ten year… more