NewRegulatory Affairs Specialist StefaniniRegulatory Affairs SpecialistGlenview, ILTemporaryContractorOur presence is in countries like the Americas, Europe, Africa, and Asia, and more than 400 clients across a broad spectrum of markets, including financial services, manufacturing, telecommunications, chemical services, technology, public sector, and utilities. The Stefanini Group is a global provider of offshore, onshore and near shore outsourcing, IT digital consulting, systems integration, application, and strategic staffing services to Fortune 1000 enterprises around the world.
Part-time Member Services Specialist National Police Federal Credit UnionPart-time Member Services SpecialistChicago, ILPart timeYou will handle a variety of transactions, resolve member concerns, and provide outstanding service while promoting the products and services that best support our members' financial goals. National Police Federal Credit Union ("the Company") may obtain information about you for employment/volunteer or contractor purposes from a third party consumer reporting agency and may disclose your background check and the information in it to third parties in conjunction with your assignment(s) or proposed assignment(s) to them.
NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantSchaumburg, ILOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
LPN / Clinical Support Specialist, Home Health AccentCare, Inc.LPN / Clinical Support Specialist, Home HealthRosemont, IL$60,000–$65,000Daily completion of the following tasks: daily management of KPIs, field staff support, verbal orders, workflow, escalation/complaint calls, updating clinical information, and field visits as required. Reporting and management of patient episodes that are at risk for LUPA status – including recognition of risk, understanding missed visit concerns, coordinating with clinicians/patients/schedulers as needed, etc.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)Chicago, IL$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
NewSenior Specialist, Deal Advisory & Strategy Analytics KPMGSenior Specialist, Deal Advisory & Strategy AnalyticsChicago, IL$102,790–$217,810 / yearSuperior analytical skills using financial modeling, research, and accounting analysis; proficiency with financial research tools; experience with scripting languages such as Python, R or SQL; data visualization tools such Power BI or Tableau; and data preparation tools such as Databricks and Alteryx. Strong communication skills with the ability to explain technical concepts and analytics-driven findings to business people potentially including C-level executives; able to explain business processes, concepts, challenges, and issues to technical resources.
NewClinical Technology Specialist ForTec MedicalClinical Technology SpecialistChicago, ILMeet customer needs, provide exceptional customer service, and foster strong, professional relationships with both ForTec team members and healthcare partners. If you have prior medical, EMT, Surgical Technologist, or military experience, your background can provide a smooth transition into the clinical technology specialist role.
NewLead Specialist, IAM, Saviynt KPMGLead Specialist, IAM, SaviyntChicago, IL$114,095–$268,180 / yearStrong hands-on experience with IAM platforms such as Saviynt and CyberArk (preferred); additional experience with SailPoint, Ping, or Okta, along with proficiency in Python, PowerShell, Java, or JavaScript, and integration technologies (REST, SOAP, SAML, OAuth, OIDC, LDAP). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
M&A Attorney & Tax Specialist Diedre Moire Corp.M&A Attorney & Tax SpecialistChicago, IL$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Described compensation is not definite nor precise and may be estimated and approximate and is negotiable depending on market conditions and candidate availability and other factors and is solely at the discretion of employers.
FINANCIAL PROGRAM SPECIALIST(FINANCIAL SPECIALIST) U.S. Department of JusticeFINANCIAL PROGRAM SPECIALIST(FINANCIAL SPECIALIST)Chicago, IL$63,930–$92,004 / yearIf you are on active duty and expect to be discharged or released from active duty service within 120 days, you may submit a Certificate of Release or Discharge from Active Duty from the appropriate Branch Personnel Office containing the following information: (1) the military service dates including the expected discharge or release date; (2) and the character of service (must be an honorable or general discharge); and (3) any qualifying service/campaign/expeditionary medals. Although veterans preference points are not assigned under the category rating procedures described under "How You Will Be Evaluated", veterans preference eligibles are listed ahead of non-veterans within each category for which they are qualified.
Financial Specialist U.S. Department of JusticeFinancial SpecialistIL$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Client Support Specialist - Financial Services, Chicago AdvyzonClient Support Specialist - Financial Services, ChicagoChicago, ILFull timeAs the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Key Responsibilities Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
Patient Financial Services Specialist Howard Brown HealthPatient Financial Services SpecialistChicago, IL$20.61 / hourPart timeUnder the direct guidance of the Billing Manager, the Patient Financial Services Specialist assists with the revenue cycle process, helps resolve patient and insurance billing issues, and communicates with internal staff regarding billing activities. Polished oral, written and interpersonal communications skills required to provide timely and exceptional customer service to patients and internal staff.
Patient Financial Services Specialist Howard Brown Health CenterPatient Financial Services SpecialistChicago, ILWhat you can expect: Under the direct guidance of the Billing Manager, the Patient Financial Services Specialist assists with the revenue cycle process, helps resolve patient and insurance billing issues, and communicates with internal staff regarding billing activities. Polished oral, written and interpersonal communications skills required to provide timely and exceptional customer service to patients and internal staff.
Research Financial Specialist Trinity HealthResearch Financial SpecialistMaywood, IL$28.18–$43.67 / hourBenefits: Click or copy URL to your browser: www.trinity-health.org/sites/default/files/my-benefits/Health-and-Wellbeing/Compliance/Illinois-Transparency-Law/Trinity-Health-Summary-of-Benefits-Illinois-Job-Req-Discloser-Law.pdf. This role is critical to ensuring accurate charge segregation, maintaining research billing compliance, managing Medicare Coverage Analyses (MCA), and resolving billing disputes.
Financial Clearance Specialist Northwestern Memorial HealthCareFinancial Clearance SpecialistChicago, ILEfficiency, Process Improvement, and Business Growth: Proactive in preventing issues with patient visit by double checking type of test, preps required, assuring no conflict with other tests, verifying time and location, communicating relevant information and documenting order retrieval in notes for check-in person. Facilitates the pre-authorization of diagnostic exams, between referring physicians and insurance carriers, through the use of online tools, work lists, and direct phone calls as necessary to ensure maximized patient benefits.
Financial Aid Specialist - Awarding & Packaging Covista IncFinancial Aid Specialist - Awarding & PackagingLisle, IL$18.70–$23 / hourReporting to the Manager, Learning and Development, the Senior Specialist will operate as a Learning & Development generalist, supporting the end-to-end design, development, and facilitation of learni. Covista is the parent company of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University.
Senior Claims Specialist- Financial Lines Westfield Insurance CoSenior Claims Specialist- Financial LinesILThe role also evaluates claims for reserve and settlement, executes settlement strategy, negotiates settlements proactively, attends arbitrations and ensures appropriate file documentation. Handle claims in accordance with Claim Handling Best Practices in all phases of the claim including through initial contact, investigation of the claim, evaluation the claim for coverage and reserving for exposure, and in the resolution and documentation of claims.
Registration & Financial Resolution Specialist - CST Elevate Patient Financial Solutions IncRegistration & Financial Resolution Specialist - CSTILBrings patient's accounts to resolution via immediate payment in full, setting up payment plans, post-dating payments, finding insurance, or offering settlements or discounts, as well as recognize appropriate reasons for patients to dispute balances. This position delivers exceptional customer service when communicating with patients over the phone to provide information and support related to patient services, including coordination and scheduling of diagnostic imaging and other procedures and treatments, as applicable.
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").
Claims Specialist- Financial Lines Westfield Insurance CoClaims Specialist- Financial LinesChicago, ILTechnical Skills: Account Management Claims Investigations Claims Adjustment Claims Resolution Claims Settlement Financial Controls Auditing Claims Case Management Customer Relationship Management Business Process Improvement Auditing Data Analysis and Reporting. Licenses and Certifications: Certified Professional Claims Management (CPCM) (preferred) Certified Claims Adjuster (CCA) (preferred) Chartered Property Casualty Underwriter (CPCU) (preferred).
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistChicago, IL$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Senior Customer Success Specialist - Financial Audit Wolters Kluwer N.V.Senior Customer Success Specialist - Financial AuditIL$71,300–$124,500 / yearSupport customer renewals and expansion efforts by ensuring customers are renewal‑ready well in advance of contract milestones, identifying expansion opportunities based on outcomes achieved and value realized, reducing friction during the renewal process, and partnering with Sales on commercial discussions. We are looking for a Senior Customer Success Specialist to join our Tax and Accounting division and play a critical role in helping our customers-primarily public accounting firms, with a strong focus on audit practices-achieve meaningful, measurable outcomes from our products and services.
Specialist, Financial Planning & Analysis McDonald's CorpSpecialist, Financial Planning & AnalysisChicago, IL$69,679–$87,099 / yearInvestigate and understand detailed drivers of spending within the Restaurant Experience team and support strategies to manage and report operating expenses, capital expenditures, and project costs. From support of Ronald McDonald House to our Youth Opportunity project and sustainability initiatives, our values keep us dedicated to using our scale for good: good for our customers, people, industry and planet.
Casualty and Financial Lines Specialist - D&O / FinPro / Claims - CorSo Swiss Re LtdCasualty and Financial Lines Specialist - D&O / FinPro / Claims - CorSoIL$69,000–$115,000 / yearThis is a rare and exciting opportunity to take ownership of a diverse portfolio of financial lines claims - from directors and officers liability to fiduciary and employment practices - while working alongside some of the brightest minds in the industry. The specific salary offered for this, or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of talent, experience, education, and employer budget.
NewSpecialist Lead, Firm Financial Systems Deloitte Touche Tohmatsu LtdSpecialist Lead, Firm Financial SystemsChicago, IL$97,600–$179,900 / yearThis role works across business and technology teams to help resolve system and process issues, support requirements definition, participate in testing and implementation, and contribute to scalable solutions across SAP S/4HANA, SWIFT, and related financial applications. Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US member firm.
NewFinance Specialist - Flex Financial (Remote) Stryker CorpFinance Specialist - Flex Financial (Remote)Chicago, ILRemote$64,400–$94,400 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. In this role, you will support a Regional Finance Manager, manage financing transactions from proposal through contract completion, and collaborate with sales teams across multiple business units.
Financial Resource Specialist Mercy Health System CorporationFinancial Resource SpecialistRiverside, IllinoisThis role works closely with patients, insurance companies, and healthcare teams to resolve billing concerns, ensure accurate payments, and provide excellent customer service in a fast-paced environment. Help patients understand and manage their healthcare bills by reviewing accounts, explaining insurance coverage, setting up payment plans, and connecting patients with financial assistance resources.
Senior Consultant – ServiceNow Financial Services Operations (FSO) West MonroeSenior Consultant – ServiceNow Financial Services Operations (FSO)Chicago, IllinoisAs a Senior Consultant, you will work closely with clients to understand their unique business needs within the financial services industry, translate them into functional requirements, and implement ServiceNow FSO solutions that drive measurable impact for financial institutions. Exhibit deep knowledge of ServiceNow Customer Service Management and Financial Services Operations modules (e.g., Client Lifecycle Operations, Loan Operations, Payment Operations) and their application to financial services processes.
Senior Consultant - ServiceNow Financial Services Operations FSO West Monroe Partners, LLCSenior Consultant - ServiceNow Financial Services Operations FSOChicago, ILAs a Senior Consultant, you will work closely with clients to understand their unique business needs within the financial services industry, translate them into functional requirements, and implement ServiceNow FSO solutions that drive measurable impact for financial institutions. • Exhibit deep knowledge of ServiceNow Customer Service Management and Financial Services Operations modules (e.g., Client Lifecycle Operations, Loan Operations, Payment Operations) and their application to financial services processes.
Microsoft Technology Account Lead - Financial Services Avanade CompanyMicrosoft Technology Account Lead - Financial ServicesChicago, IllinoisConsult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. The Microsoft Technology Account Lead (MTAL) is responsible for building trusted client account relationships with Accenture and Microsoft stakeholders as well as clients themselves, whilst leading sales, revenue, delivery, and client satisfaction for Microsoft focused deliverables.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesIL$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Senior Solution Sales Executive - Risk and Security (Financial Services) ServiceNow IncSenior Solution Sales Executive - Risk and Security (Financial Services)Chicago, IL$125,450–$186,000 / yearFor positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. Demonstrated ability to leverage or think critically about integrating AI into workflows, decision-making, and problem-solving-whether through AI-powered tools, workflow automation, AI-driven insights, or assessing AI''s broader impact on the function or industry.
Director, Corporate Banking - Native American Financial Services KeyCorpDirector, Corporate Banking - Native American Financial ServicesChicago, ILRemote$165,000–$345,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role focuses on middle and upper middle market public and private companies across various sectors including industrial, consumer, energy, healthcare, technology, business services, and financial services.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesILAs 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.
CHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEE AMERICAN SENIOR BENEFITS LLCCHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEEWoodridge, Illinois$41,500–$101,000 / yearFull timeInsurance Sales Representative, Financial Advisor, Financial Planner, Wealth Advisor, Retirement Planner, Insurance Agent, Medicare Agent, Life Insurance Agent, Annuity Specialist, Business Development Representative, Sales Consultant, Leadership Development Program, Management Trainee, Sales Manager Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional. Whether your background is athletics, coaching, military leadership, sales, business development, recruiting, teaching, entrepreneurship, or financial services, we’re looking for driven individuals who thrive on performance, accountability, leadership, and personal growth.
Merrill Advisor Development Program - Financial Advisor: Chicago North Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Chicago North MarketNorthbrook, IL$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Chicago North Market Northbrook, Illinois; Deer Park, Illinois; Lake Forest, Illinois; Highland Park, Illinois Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Chicago West Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Chicago West MarketMerrillville, IN$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook, Illinois; Merrillville, Indiana; Hinsdale, Illinois; Lisle, Illinois; Rockford, Illinois; Orland Park, Illinois; Schaumburg, Illinois Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Chicago Metro Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Chicago Metro MarketChicago, IL$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. 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.
Oliver Wyman -Private Capital/Financial Services - Engagement Manager Marsh & McLennan Companies IncOliver Wyman -Private Capital/Financial Services - Engagement ManagerIL$225,000–$240,000 / yearWe have completed hundreds of engagements for leading private equity firms across North America, Europe, the Middle East, China and Southeast Asia creating sustainable shareholder value. At Oliver Wyman, we take a multi-specialist approach to our engagements, bringing teams comprising both deep industry and functional expertise, supported by proprietary approaches and a world-class network.
Financial Advisor - Carol Stream, IL COUNTRY FinancialFinancial Advisor - Carol Stream, ILCarol Stream, 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 - 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 Wintrust Financial CorporationFinancial AdvisorChicago, ILFull timeAdditionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges. Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
Financial Crime Compliance Lead Hub International LtdFinancial Crime Compliance LeadChicago, IL$95,000–$120,000 / yearThis is a unique opportunity for a compliance professional who thrives in a build-oriented environment - someone who is energized by the prospect of creating structure, establishing processes, and driving meaningful change across a complex, matrixed organization. The expected salary range for this position is $95,000 to $120,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
NewMerrill Financial Solutions Advisor (Partially Licensed) - Chicago Metro Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed) - Chicago Metro MarketChicago, IL$36.06–$40.87 / hourResponsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key 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.
Financial Crime Compliance Lead Hub International InsuranceFinancial Crime Compliance LeadChicago, IllinoisThis is a unique opportunity for a compliance professional who thrives in a build-oriented environment — someone who is energized by the prospect of creating structure, establishing processes, and driving meaningful change across a complex, matrixed organization. The expected salary range for this position is $95,000 to $120,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
Sr. Manager - Strategic CFO Advisory Service - Finance & Business Transformation TAG EisnerAmper, LLC (Inactive)Sr. Manager - Strategic CFO Advisory Service - Finance & Business TransformationChicago, IL$125,000–$180,000 / yearEisnerAmper's specialists have years of experience helping CFOs and other business leaders meet the challenges and greet the opportunities of a changing market through services focused on transforming data to facilitate strategic innovation, promote digital acceleration, and enable organizational agility. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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 Representative - Evanston, IL FidelityFinancial Representative - Evanston, ILEvanston, IllinoisRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.