JobotNewSenior Wealth Advisor JobotSenior Wealth AdvisorOakbrook Terrace, IL$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
IntuitNewSenior Tax Advisor – In-Store IntuitSenior Tax Advisor – In-StoreDowners Grove, IL$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
Midland States BankWealth Advisor Midland States BankWealth AdvisorJoliet, IL$103,700–$138,200 / yearActively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
Medline IndustriesNewManager, Finance Business Intelligence & Data Products Medline IndustriesManager, Finance Business Intelligence & Data ProductsNorthfield, IL$116,000–$174,000 / yearFull timeExperience supporting Finance use cases such as reporting, analytics, controls, close, or business partnership, with a working understanding of common Finance data (e.g., General Ledger, AR, AP, Cost / Profit Center). This role partners cross-functionally to design, develop, and implement governed, reusable data products and dashboards that monitor key performance indicators and drive business decisions.
Medline IndustriesDirector of Business Transformation and Change Management Medline IndustriesDirector of Business Transformation and Change ManagementNorthbrook, IL$177,000–$266,000 / yearFull timeManages weekly, monthly, and quarterly operating reviews and prepares for and facilitates leadership meetings, business reviews, and executive forums, ensuring consistent use of KPIs, dashboards, and performance reviews. Partnering closely with the SVP and Operations leadership, the Dir Operations Strategy manages the operating cadence, advances critical initiatives, and enables data driven decision making.
bdo consultingManager, Business Incentives Group bdo consultingManager, Business Incentives GroupChicago, IL$79,800–$168,000 / yearA Tax Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty’s area of tax law upon examination and at appeals. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Vistex BKVBusiness Advisor-CPG Vistex BKVBusiness Advisor-CPGHoffman Estates, IL$140,000–$160,000 / yearPart timeThe ideal candidate would have a broad range of business experiences, possess strong analytical and problem-solving skills, and be able to incorporate business knowledge with enabling technologies to provide solutions to the clients. Assist clients in developing business case benefits and use value engineering tools to establish KPI’s to track and measure success of the intended business change.
Vistex IncBusiness Advisor-CPG Vistex IncBusiness Advisor-CPGhoffman estates, IL$140,000–$160,000 / yearThe ideal candidate would have a broad range of business experiences, possess strong analytical and problem-solving skills, and be able to incorporate business knowledge with enabling technologies to provide solutions to the clients. Responsibilities: Assist clients in developing business case benefits and use value engineering tools to establish KPI's to track and measure success of the intended business change.
The PNC Financial Services Group IncClosely Held Business Advisor III The PNC Financial Services Group IncClosely Held Business Advisor IIIChicago, IL$65,000–$172,250 / 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Ford Motor CoNewHR Business Advisor Ford Motor CoHR Business AdvisorChicago Heights, IL$99,100–$166,200 / yearBuild strong relationships with operations partners, Union representatives, HR colleagues and experts, and other business partners to jointly deliver business objectives and resolve issues. Final determination of salary grade will be based on candidate''s skills and experience, and base salary will be set within the applicable range according to job scope, responsibility and competitive market value.
UlineBusiness Leadership Advisor UlineBusiness Leadership AdvisorGlenview, ILAs a Business Leadership Advisor at Uline, you'll work directly with Uline's President and Executive team to analyze key areas of our business and shape strategies for a growing company backed by 45+ years of success. Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
Insperity IncOutside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorRosemont, IL$100,000–$115,000 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses, and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
SAP SESolution Advisor Expert- Business Technology Platform (BTP) (SAP Build) - Midwest SAP SESolution Advisor Expert- Business Technology Platform (BTP) (SAP Build) - MidwestChicago, ILOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. Ability to design and communicate integration strategies between Build artifacts and enterprise backends (S/4HANA, third-party APIs) using OData/REST, secure destinations, and API management; define transactional/consistency guarantees.
NTT DATA Services, LLCBusiness Development Senior Advisor - Smart Manufacturing NTT DATA Services, LLCBusiness Development Senior Advisor - Smart ManufacturingChicago, ILAs a Strategic Advisor, you will act as a trusted industry voice across Sales, Consulting, and Solution Leadership-with a strong emphasis on Smart Manufacturing and intelligent operations for Hi‑Tech, semiconductor, and advanced manufacturing clients. Candidates must bring several of the following: Direct experience advising or leading Smart Manufacturing or digital factory initiatives within: Semiconductor manufacturing (fabs, operations, yield, equipment integration), and/or.
SAP SESolution Advisor Expert - Business Data Cloud (BDC) Midwest SAP SESolution Advisor Expert - Business Data Cloud (BDC) MidwestChicago, IL12+ years of professional work experience with large software/IT organizations, preferably in a solution and/or architecture advisory role • 4+ years of relevant SAP BTP and/or Platform-as-a-Service (PaaS) experience in a customer-facing role, with specific focus given to cloud data warehousing solutions • Expertise with Business Data Cloud (BDC) and related components (Datasphere, SAP Analytics Cloud, Databricks, Snowflake) • Functional knowledge of S/4HANA applications and/or optimization of business processes that leverage SAP BDC is desired • Strong understanding of modern data architecture industry trends and proven ability to present to all levels in a customer's organization • Strong understanding of modern data architecture industry leaders and competitive differentiators • Viewed as a solution expert and trusted advisor with a track record of success • Strong executive presence and storytelling skills. • Customer Advocate: Collaborate to complement solution expertise and support customers • Global Digital Content Factory: Leverage digital assets created by the team throughout customer engagement • Implementation Partner/Customer Services & Delivery: Efficiently transition customer engagement for successful deployment and realization of solution value • SAP Account Teams: Share best practices and collaborate on providing solutions and services support across the entire customer journey.
InsperityOutside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorDowners Grove, IllinoisCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
CAPTRUSTBusiness Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearAt 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.
Publicis Groupe SAAdvisor, HR Business Partner Publicis Groupe SAAdvisor, HR Business PartnerChicago, IL$89,300–$165,800 / yearOverview As a Human Resources Business Partner (HRBP), you will play a pivotal role in partnering with leadership to drive business decisions related to personnel and organizational effectiveness. Responsibilities What You'll Achieve You will serve as a trusted advisor to leaders and employees, providing guidance on employee relations, performance management, workforce planning and annual HR programs.
Exit FactorBusiness Consultant, Exit Advisor (IL) Exit FactorBusiness Consultant, Exit Advisor (IL)Schaumburg, IL$100–$400If you excel in business development, building trust, leading business conversations, and serving as a strategic advisor to business owners, this could be an excellent next chapter of your career. The need for exit planning and value-growth advisory is increasing as more business owners begin thinking about retirement, succession, sale, or long-term wealth planning.
The PNC Financial Services Group IncBusiness Experience & Planning Advisor The PNC Financial Services Group IncBusiness Experience & Planning AdvisorChicago, IL$50,000–$156,000 / yearPNC 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. In 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.
Trajan Wealth LLCFiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus BonusChicago, ILSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.
RK PartnersWealth Advisor-New York RK PartnersWealth Advisor-New YorkChicago, IL$115,000–$180,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Curi CapitalNewWealth Advisor Curi CapitalWealth AdvisorChicago, WashingtonAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - Gage Park, IL Bank of America CorpFinancial Solutions Advisor Registration Candidate - Gage Park, ILChicago, IL$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once 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.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - Central Chicago Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Central Chicago MarketChicago, IL$28.85–$33.65 / hourOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
JPMorgan Chase Bank, N.A.Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.Asset Management - Private Wealth Alternatives Internal Client Advisor - AssociateChicago, ILFull timeAs a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing clients/prospects through the sales cycle, resulting in closed alternatives business.
Antares CapitalVice President, Advisor Consultant Antares CapitalVice President, Advisor ConsultantChicago, IllinoisThe Vice President, Alternative Investment Regional Director is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. This role serves as a critical conduit between Antares’ investment platform and the advisor community, ensuring that the firm’s alternative investment offerings, particularly in private credit and direct lending are well positioned, understood, and adopted across key distribution channels.
Antares CapitalSenior Vice President, Midwest Advisor Consultant Antares CapitalSenior Vice President, Midwest Advisor ConsultantChicago, IllinoisThe Senior Vice President, Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares’ Wealth Distribution team, responsible for driving strategic growth across the Western U.S. through deep engagement with financial intermediaries, including wirehouses, registered investment advisors, and independent broker-dealers.
RubinBrown Family Office Services GroupLead Investment Advisor RubinBrown Family Office Services GroupLead Investment AdvisorChicago, ILRubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
RK PartnersFinancial Advisor-Seattle RK PartnersFinancial Advisor-SeattleChicago, ILFinancial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Chicago JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, ChicagoChicago, ILFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesChicago, ILAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Professions IncNewFinancial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerGlen Ellyn, ILConduct solo and joint appointments with bankers and assist themin 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.
Antares Holdings LP (Inactive)Senior Vice President, Midwest Advisor Consultant Antares Holdings LP (Inactive)Senior Vice President, Midwest Advisor Consultantchicago, IL$200,000–$250,000 / yearThe Senior Vice President, Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares' Wealth Distribution team, responsible for driving strategic growth across the Western U.S. through deep engagement with financial intermediaries, including wirehouses, registered investment advisors, and independent broker-dealers.
Antares Holdings LP (Inactive)Vice President, Advisor Consultant Antares Holdings LP (Inactive)Vice President, Advisor ConsultantChicago, IL$150,000–$175,000 / yearPrivate credit and directlending preferred, or other alternative credit strategies) • Ability to work collaboratively and can balance a variety of diverse stakeholders • Consistent in delivering high quality work in a demanding environment • Ability to clearly articulate viewpoints verbally and in writing, fostering confidence when sharing and presenting information • Proven ability to develop and execute sales strategies across multiple distribution channels (wirehouses, RIAs preferred) • Strong track record of meeting or exceeding sales targets in complex financial environments. • The Vice President, Alternative Investment Regional Director is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds.
JPMorgan Chase & CoAsset Management - Client Advisor - RIA Channel, Chicago JPMorgan Chase & CoAsset Management - Client Advisor - RIA Channel, ChicagoChicago, ILOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P.
Teachers Insurance and Annuity Association of America (TIAA)Internal Advisor Consultant Teachers Insurance and Annuity Association of America (TIAA)Internal Advisor ConsultantChicago, IL$52,000–$78,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
CDW CorpSr Industry Advisor CDW CorpSr Industry AdvisorIL$96,000–$123,200 / yearCDW is committed to providing a secure and transparent hiring experience, and will never ask for payments, personal financial details, or make offers without a formal interview; official communications will always come from @cdw.com or our secure career portal. This role requires extensive retail industry knowledge, the ability to gain executive-level customer access, and the capability to guide senior customer leaders in making appropriate technology choices.
Trinity Life SciencesVP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorIllinois, ILTrinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.
First Busey CorpFiduciary Advisor II First Busey CorpFiduciary Advisor IIGlenview, IL$104,000–$128,000 / yearBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients.
Ameriprise Financial IncBranch Manager - Ameriprise Financial Advisors - Downers Grove, IL Ameriprise Financial IncBranch Manager - Ameriprise Financial Advisors - Downers Grove, ILDowners Grove, ILBachelors degree or equivalent • 3 - 5 years of relevant work experience • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training • Active FINRA Series 7 or ability to obtain within 150 days • Active FINRA Series 24, or 9/10 or ability to obtain in 90 days • Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days • Active State IAR registration (S65 or S66) or ability to obtain within 150 days • Active Life and Accident/Health insurance license or ability to obtain within 150 days • Proven success driving business growth • Proven leadership skills and ability to drive and motivate an organization to achieve results • Demonstrated sales success with proven ability to acquire clients and close business • Self driven and achievement oriented • Ability to execute a playbook to drive results • Strong presentation skills • P&L expense management and ability to analyze data and reports to determine business opportunities • Knowledgeable and able to develop networks within the community • Excellent compliance record. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)ILRemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Ameriprise Financial IncFinancial Advisor Ameriprise Financial IncFinancial AdvisorChicago, IL$45,000–$60,000 / yearPreferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.
AmeripriseNewAssociate 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 .
Orion Advisor SolutionsAdvisor Growth Consultant Orion Advisor SolutionsAdvisor Growth ConsultantChicago Metro, ILRemoteWorks closely with Senior Advisor Consultants in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle. Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g.
Bank of America CorpPrivate Client Advisor II Bank of America CorpPrivate Client Advisor IIchicago, ILBack to search results Private Client Advisor II Dallas Texas Additional locations See less Apply Refer a friend Apply Job DescriptionThis role is responsible for new client acquisition deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process CMP and partners across the enterprise to provide a branded client experience BCE including access to the full array of Private Bank and Bank of America capabilities and services to meet specific client needs.
Bank of America CorpWealth Strategies Advisor Bank of America CorpWealth Strategies AdvisorChicago, IL$180,000–$254,800 / yearResponsibilities:Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency servicesDevelops holistic, integrated planning strategies implemented in concert with the clients advisors, where appropriateExpands existing client relationships and acquires new assets to achieve assigned goals for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales assetsDemonstrates advanced technical knowledge across a broad range of wealth planning topics, such as trust and estate, income and wealth transfer tax, investments, retirement and cash flow modeling, sale of business entities, and philanthropic planningFollows major developments in trust, estate/wealth transfer and financial planning, current and proposed tax legislation and understands the impact on clientsEngages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needsDesired Skills:Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration. Desired Qualifications:5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.
Bank of AmericaFinancial 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.
Bank of AmericaMerrill Financial Solutions Advisor - Chicago West Market Bank of AmericaMerrill Financial Solutions Advisor - Chicago West MarketOak Brook, IndianaKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. US - IL - Hinsdale - 118 W 1st St (IL2202), US - IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Orland Park - 15255 S 94th Ave - LBNA-ORLAND PK (IL4015), US - IL - Rockford - 973 Featherstone Rd (IL4358), US - IL - Schaumburg - 10 N Martingale Rd - Schaumburg Relo (IL9010).
JPMorgan Chase & CoUS Private Bank - Digital Product Manager - Alternatives Advisor & Client Experience (Marketing) JPMorgan Chase & CoUS Private Bank - Digital Product Manager - Alternatives Advisor & Client Experience (Marketing)Chicago, ILCore metrics will include digital engagement with Alternatives educational and product content, advisor adoption of digital tools and marketing assets, and funnel performance across key steps such as discovery, consideration, and conversion where applicable. The role will operationalize strong governance for Alternatives content and digital experiences, partnering with Legal, Compliance, Risk, and Controls to ensure appropriate review workflows, recordkeeping, disclosures, and auditability.