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.
Progressive ComponentsNewSenior Human Resources Business Partner, People Operations Progressive ComponentsSenior Human Resources Business Partner, People OperationsWauconda, ILFull timeFinancial Security • Competitive compensation • Employee Stock Ownership Plan (ESOP) participation - share in the company's long-term success as an employee-owner • Medical, dental, and vision coverage (PPO and HSA options) • Company-paid life insurance, short-term disability, and long-term disability coverage • Employee Assistance Program (EAP) • Employee referral bonus program • Professional development opportunities, training, and tuition reimbursement • Employee recognition and rewards program. This role is ideal for an experienced HR professional who enjoys partnering with managers and employees while owning key HR functions, including employee relations, benefits and leave administration, payroll, employee engagement, HR operations, reporting, and employee lifecycle processes.
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.” .
Digital Realty TrustDirector, Global Critical Infrastructure Technical Advisor Digital Realty TrustDirector, Global Critical Infrastructure Technical AdvisorChicago, ILPlatformDIGITAL®, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx®) solution methodology for powering innovation and efficiently managing Data Gravity challenges. This role is instrumental in guiding capital equipment lifecycle decisions, evaluating emerging technologies, and supporting innovation programs focused on energy efficiency, predictive maintenance, and AI-driven infrastructure optimization.
CEO LifeNewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedChicago, ILThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
Midland States BankNewWealth Advisor Midland States BankWealth AdvisorChicago, 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 consultingManaging Director, Investment Banking - Capital Advisors bdo consultingManaging Director, Investment Banking - Capital AdvisorsChicago, IL$225,000–$300,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Fti ConsultingSenior Director, Business Transformation – Revenue Transformation Fti ConsultingSenior Director, Business Transformation – Revenue TransformationChicago, ILAs a Senior Director within Revenue Transformation, you will combine enterprise-level delivery leadership with commercial strategy expertise and market-facing responsibilities to drive sustainable revenue growth and margin improvement for our clients. Senior Directors are responsible for defining engagement scope, guiding complex analytical workstreams, translating insight into actionable solutions, and ensuring successful implementation that drives measurable financial impact.
Fti ConsultingDirector, Business Transformation Fti ConsultingDirector, Business TransformationChicago, ILSome common service areas provided include, SG&A Cost Reduction, Business Plan Review, Direct Procurement Costing, Inventory Optimization, Customer and Channel Profitability, Customer Experience, Revenue Strategy, Marketing and Sales Effectiveness, and Labor and Operations Optimization. Apply business, operational, finance, and analytical skills to various client situations and practice disciplines (e.g., financial modeling, comparable company analysis, review/analysis of projections, assessing business plans, claims, conducting operational due diligence, etc.).
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.
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.
Insperity IncOutside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorDowners Grove, IL$98,750–$113,750 / 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.
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.
Exit Factor LLCBusiness Consultant Exit Advisor IL Exit Factor LLCBusiness Consultant Exit Advisor ILSt. Charles, IL$100–$400 / hourIf 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.
PNC BankProduct Advisor II - Small Business Banking PNC BankProduct Advisor II - Small Business BankingChicago, OhioDecision Making and Critical Thinking, Effective Communications, Financial Services Industry, Influencing, Knowledge Of Product Line, Managing Multiple Priorities, Sales Proposals and Presentations, Sales Scoping and Qualification, Solutions Development, Value SellingWork Experience. 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.
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.
InsperityOutside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorRosemont, 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.
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.
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.
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.
The PNC Financial Services Group IncProduct Advisor II - Small Business Banking The PNC Financial Services Group IncProduct Advisor II - Small Business BankingChicago, IL$65,000–$168,000 / 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. Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Influencing, Knowledge Of Product Line, Managing Multiple Priorities, Sales Proposals and Presentations, Sales Scoping and Qualification, Solutions Development, Value Selling.
Zebra Technologies CorporationBusiness Analyst, Senior Advisor Zebra Technologies CorporationBusiness Analyst, Senior AdvisorLincolnshire, IllinoisWorking directly with business stakeholders, designs complex reports using data from multiple disciplines and potentially impacting multiple business units. • Demonstrates expert level knowledge of KPIs, team roles, and business processes in assigned area as well as interconnections with data and processes in adjacent areas and across enterprise systems and functions.
Exit FactorBusiness Consultant, Exit Advisor (IL) Exit FactorBusiness Consultant, Exit Advisor (IL)Naperville, 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.
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.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - Lake Forest, IL Bank of America CorpFinancial Solutions Advisor Registration Candidate - Lake Forest, ILLake Forest, 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.").
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.
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.
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.
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.
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.
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.
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.
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).
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 Metro Market Bank of AmericaMerrill Financial Solutions Advisor - Chicago Metro MarketChicago, IllinoisKey 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. 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.
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.
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.
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.
Northwestern Mutual - ChicagolandSales Advisor Entry Level Northwestern Mutual - ChicagolandSales Advisor Entry LevelChicago, ILWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutual’s leadership track, including Assistant Regional Director at the company’s Milwaukee headquarters.
LPL FinancialFinancial Advisor - Wintrust Bank LPL FinancialFinancial Advisor - Wintrust BankChicago, IllinoisThis employment opportunity at Wintrust Ban in Chicago, IL would allow you to join the Investment Program at Wintrust Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Wintrust Bank for financial solutions.
Artech LLCNewPolicy Management Advisor- Policy Writing/Management Artech LLCPolicy Management Advisor- Policy Writing/ManagementChicago, IL$70–$80 / hourThis position offers strong exposure across functions, providing opportunities to build cross-functional relationships and gain insight into governance, policy management, and capital markets operations. The successful candidate will collaborate closely with subject matter experts and stakeholders across the organization to coordinate policy development, updates, and reviews while ensuring consistency, quality, and compliance.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorOak Brook, Illinois$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
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.