UNKNOWN

FEED

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Focus Partners Wealth

Associate Wealth Advisor

sourcestack_via_bold

For those desiring to utilize objective, biblical principles in their investments, cash flow management, financial planning (retirement, insurance, tax, and estate), and giving, Blue Trust's Everyday Steward advisors can serve as their clients' "stewardship coaches" so they can focus on living a life of purpose. Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services.

YEAR

Blue Trust Inc

Financial Advisor, Everyday Steward

linkup_via_bold

Works with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.

Truist Financial Corporation

Wealth Advisor Associate

ea_via_bold

Responsibilities:Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency servicesDevelops holistic, integrated planning strategies implemented in concert with the clients' advisors, where appropriateExpands existing client relationships and acquires new assets to achieve assigned goals for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales assetsDemonstrates advanced technical knowledge across a broad range of wealth planning topics, such as trust and estate, income and wealth transfer tax, investments, retirement and cash flow modeling, sale of business entities, and philanthropic planningFollows major developments in trust, estate/wealth transfer and financial planning, current and proposed tax legislation and understands the impact on clientsEngages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needsDesired Skills:Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration. Desired Qualifications:5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.

Bank of America Corp

Wealth Strategies Advisor- Private Bank

During periods of advisor onboarding and integration, this leader is expected to be fully embedded with incoming teams, working side by side with advisors, internal Cresset subject matter experts, custodians and 3rd party partners to coordinate resources, remove obstacles, and ensure the successful transition of clients and assets. Serves as the face of Cresset's transition experience for incoming advisors and teams across the following activities: Advisor onboarding strategy, client transition planning, asset migration coordination, custodian conversion planning, communications, readiness and scenario planning, training coordination, service model implementation, and issue escalation and resolution.

Cresset Capital

Managing Director, Head OF Advisor Transitions & Integration

As an Energy Advisor (Energy Manager / Outreach Engineer) with Resource Innovations, you will serve as a senior strategic and technical advisor to commercial and industrial customers, helping organizations identify, prioritize, and advance high-value energy efficiency and facility optimization initiatives. You will be expected to navigate complex customer organizations to identify, engage, and influence key decision-makers, overcome barriers, and build a strong pipeline of actionable energy efficiency projects that deliver measurable energy savings and value to customers.

Nexant, Inc.

Energy Advisor (Energy Manager / Outreach Engineer)

Lead Sales Advisor Skills: sales, retirement planning, financial planning, wealth managementExperience level: AssociateExperience required: 3 YearsEducation level: Bachelor’s degreeRelocation assistance: No Lead Sales Advisor (Financial Planning & Wealth Management) . Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions? .

MetaOption, LLC

Lead Sales Advisor

As 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.

Edward D Jones & Co LP

Associate Financial Advisor

Advisors 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.

RK Partners

Wealth Advisor- Milwaukee

Wealth Advisor-RIA- Milwaukee

This employment opportunity at BMO Bank in South Elgin, IL would allow you to join the Investment Program at BMO 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 BMO Bank for financial solutions.

LPL Financial Services

Financial Advisor - BMO Bank

The Investment Program at CEFCU supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This employment opportunity at TruStage located at CEFCU in Decatur, IL would allow you to join CEFCU as a Financial Advisor working for TruStage and associated with LPL Financial.

Financial Advisor - Cefcu

This employment opportunity at BMO Bank in Barrington, IL would allow you to join the Investment Program at BMO 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 BMO Bank for financial solutions.

Associate Advisor - BMO Bank

This employment opportunity at Commerce Bank in Peoria, IL would allow you to join the Investment Program at Commerce 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 Commerce Bank for financial solutions.

Financial Advisor - Commerce Bank

FULL_TIME

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.

Brighton Jones

Advisor - Chicago

lever_via_bold

The candidate will partner across AB with our Insurance Business Development, Investment (Fixed Income, Private/Public Alternatives, Equities, Multi-Asset), Distribution (Subadvisory, Institutional, etc.) and Operations/IT/Fiduciary Services teams to quarterback a team approach for a select group of Insurers as we build relationships, deepen trust, and develop new business with Chief Investment Officers, Chief Financial Officers, Chief Risk Officers, and their staffs. We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe.

AllianceBernstein Holding LP

Insurance Advisor

Whether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Sands Investment Group

Commercial Real Estate Advisor

GreenHouseAPI

Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Senior Commercial Real Estate Advisor

ADAPTED_NOW

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

Charles Schwab

Wealth Advisor

Ivy Exec

Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience:Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

Investment Advisor Jobs in Illinois

Associate Wealth Advisor Focus Partners Wealth

Financial Advisor, Everyday Steward Blue Trust Inc

Wealth Advisor Associate Truist Financial Corporation

Wealth Strategies Advisor- Private Bank Bank of America Corp

Managing Director, Head OF Advisor Transitions & Integration Cresset Capital

Energy Advisor (Energy Manager / Outreach Engineer) Nexant, Inc.

Lead Sales Advisor MetaOption, LLC

Associate Financial Advisor Edward D Jones & Co LP

Wealth Advisor- Milwaukee RK Partners

Wealth Advisor-RIA- Milwaukee RK Partners

Financial Advisor - BMO Bank LPL Financial Services

Financial Advisor - Cefcu LPL Financial Services

Associate Advisor - BMO Bank LPL Financial Services

Financial Advisor - Commerce Bank LPL Financial Services

Advisor - Chicago Brighton Jones

Insurance Advisor AllianceBernstein Holding LP

Commercial Real Estate Advisor Sands Investment Group

Senior Commercial Real Estate Advisor Sands Investment Group

Wealth Advisor Charles Schwab

Senior Manager, Wealth Advisor Charles Schwab

Similar Job Searches

Stand out to leading employers.