Wealth Advisor JobotWealth AdvisorOakbrook Terrace, IL$100,000–$150,000 / 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 blends deep technical knowledge across investments, tax, retirement, and estate planning with a genuinely high touch approach, and we've built our reputation on long term relationships rather than one off transactions.
Tax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesChicago, IL$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesChicago, IL$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesChicago, IL$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. 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.
Lead Certified Financial Planner GlobalchannelmanagementLead Certified Financial PlannerBuffalo Grove, IllinoisLead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. Lead Certified Financial Planner needs 3 years of experience working directly with clients as a Financial Planner.
Financial Planner Velia multiservicesFinancial PlannerBuffalo Grove, IllinoisUtilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.
Financial Planner (Associate & Lead) Macpower Digital Assets Edge Private LimitedFinancial Planner (Associate & Lead)Buffalo Grove, IL$120,000–$150,000 / yearAssociate Financial Planner Job Summary: Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows. Lead Financial Planner Job Summary: Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software.
Lead Financial Planner GlobalchannelmanagementLead Financial PlannerBuffalo Grove, IllinoisRun, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients. Lead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
Financial Planner Velvet Ledger WorkforceFinancial PlannerBuffalo Grove, IllinoisUtilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.
Senior Personal Financial Planner Monotelo AdvisorsSenior Personal Financial Plannerelgin, ILFull timeTo lead the firm’s financial planning function by delivering comprehensive client advisory services, managing planning staff and workflows, and driving strategic growth through wealth management, exit planning, and planning technology integration. This is a hybrid role, requiring at least three days per week working in the office to foster collaboration and maintain a high level of service for both clients and team members.
Financial Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaChicago, IllinoisYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
Sr Financial Planner ECG ResourcesSr Financial PlannerChicago, ILThe individual will leverage financial planning software tools to develop and present actionable insights, support multigenerational wealth planning, and contribute to building scalable capabilities for the family office. The Senior Wealth Planner is a key member of the Principal Services team, responsible for delivering proactive, integrated financial planning services to family members.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Private Wealth PlannerChicago, ILPreferred qualifications, capabilities, and skills: • Series7 and 66 required upon hire or must successfully obtain within 90 days from start date • Strong presentation skills in one-on-one and group meetings • Working knowledge of Microsoft Office suite • Excellent attention to detail with strong written and oral communication skills • Strong team player with a predisposition to service • Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. Morgan to provide clients with holistic financial planning advice to better serve their needs • Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation • Structure and present financial plans/presentations in a simple to understand conversational manner • Promote J.P.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerChicago, ILFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Merrill 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).
Merrill 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.
Financial Advisor Northwestern MutualFinancial AdvisorDeerfield, Illinois$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor-Downers Grove, IL and Milwaukee, WI RK PartnersFinancial Advisor-Downers Grove, IL and Milwaukee, WIDowners Grove, IL$100,000–$135,000 / yearAdvisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. As the firm continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.
Financial Advisor - IL JMG Financial GroupFinancial Advisor - ILDowners Grove, IllinoisAdvisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.
Financial Advisor Ameriprise FinancialFinancial AdvisorDowners Grove, IL$45,500–$60,000 / yearProven 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. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.
Financial Advisor - Peoria, IL Country FinancialFinancial Advisor - Peoria, ILPeoria, ILCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Peoria Region Citizens Equity First Credit UnionFinancial Advisor - Peoria RegionIllinoisMaintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current. Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field.
NewFinancial Advisor - Lincoln/Bloomington/Normal Based Citizens Equity First Credit UnionFinancial Advisor - Lincoln/Bloomington/Normal BasedIllinoisMaintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current. Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field.
NewFinancial Advisor - Decatur/Champaign/Bloomington (Empire) Citizens Equity First Credit UnionFinancial Advisor - Decatur/Champaign/Bloomington (Empire)IllinoisMaintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current. Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field.
Financial Consultant - Retirement Benefits Group - IL, Springfield (2355) Equitable Financial Life Insurance CompanyFinancial Consultant - Retirement Benefits Group - IL, Springfield (2355)Springfield, IL$250–$1,000417698'',''true'',''417698'',''false'',''Submission for the position: Financial Consultant - Retirement Benefits Group - IL, Springfield (2355) - (Job Number: 2600009C)'',''false'',''417698'',''false'',''true'',''Financial Consultant - Retirement Benefits Group - IL, Springfield (2355)'',''2600009C'',''UNITED STATES-IL-Oak brook'',''UNITED STATES-IL-Oak brook'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''417698'',''417698'',''true'',''417698'',''false'',''Submission for the position: Financial Consultant - Retirement Benefits Group - IL, Springfield (2355) - (Job Number: 2600009C)'',''false'',''417698'',''false'',''true''.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorRochelle, ILAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Vice President, Financial Planning Director - Mid America Region Morgan StanleyVice President, Financial Planning Director - Mid America RegionChicago, IL$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAChicago, 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.
Financial Planning Analyst/Financial Planning Associate Greater ChicagoFinancial Planning Analyst/Financial Planning AssociateVernon Hills, IllinoisThe ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. This role is designed for individuals who enjoy the technical aspects of wealth management and financial planning and prefer a non-sales, non-client acquisition career path.
Associate Financial Advisor Wealth Enhancement Group LLCAssociate Financial AdvisorElk Grove Village, IL$70,000–$90,000 / yearAs an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention, providing white-glove service that exceeds our clients expectations. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.
Financial Solutions Advisor -Woodridge - Southwest Chicago Market Bank of America CorpFinancial Solutions Advisor -Woodridge - Southwest Chicago MarketWoodridge, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - DES PLAINES-OAKTON, IL Bank of America CorpFinancial Solutions Advisor - DES PLAINES-OAKTON, ILDes Plaines, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - Naperville South, IL Bank of America CorpFinancial Solutions Advisor - Naperville South, ILNaperville, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewFinancial Solutions Advisor - CHICAGO RIDGE, IL Bank of America CorpFinancial Solutions Advisor - CHICAGO RIDGE, ILChicago Ridge, IL$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Northwest Chicago MarketWestmont, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Managing Director - Principal Financial Network Principal Financial GroupManaging Director - Principal Financial NetworkDowners Grove, Illinois$103,400–$171,600 / yearFull timeLicenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
Financial Advisor - Pekin, IL Country FinancialFinancial Advisor - Pekin, ILPekin, ILCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Oak Park, IL COUNTRY FinancialFinancial Advisor - Oak Park, ILOak Park, IllinoisCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - East Moline, IL COUNTRY FinancialFinancial Advisor - East Moline, ILEast Moline, IllinoisCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Champaign, IL COUNTRY FinancialFinancial Advisor - Champaign, ILChampaign, IllinoisCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Carol Stream, IL Country FinancialFinancial Advisor - Carol Stream, ILCarol Stream, ILCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Springfield, IL COUNTRY FinancialFinancial Advisor - Springfield, ILSpringfield, IllinoisCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Book Opportunity - Marshall, IL Country FinancialFinancial Advisor - Book Opportunity - Marshall, ILMarshall, ILCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Bloomington, IL Country FinancialFinancial Advisor - Bloomington, ILBloomington, ILCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Personal Financial Counselor- Assignment Ready Counselor, Illinois Magellan Health ServicesPersonal Financial Counselor- Assignment Ready Counselor, IllinoisSpringfield, ILServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor: Urbana, IL Magellan Health ServicesPersonal Financial Counselor: Urbana, ILUrbana, ILServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, Pfc-Springfield, IL Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc-Springfield, ILSpringfield, ILServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Bartonville, IL Magellan Health ServicesPersonal Financial Counselor; Bartonville, ILPeoria, ILServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Planning Specialist II First Busey CorpFinancial Planning Specialist IINaperville, IL$64,000–$80,000 / yearResponsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Busey 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").
Personal Financial Counselor, Assignment Ready Counselor, PFC- Rockford, IL Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC- Rockford, ILRockford, ILServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.