Current jobs related to Financial Advisor - Chicago, Illinois - TriFound

  • Financial Advisor Trainee

    3 days ago

    Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual - Greater Chicago, we're committed to helping you achieve your career goals and make a meaningful impact on the lives of others. Our Financial Advisor Preparatory Program is designed to equip you with the skills and knowledge you need to succeed in this rewarding field.Program HighlightsGain...

  • Financial Investment Advisor

    4 weeks ago

    Chicago, Illinois, United States Calamos Asset Management Full time

    Position Overview:The Financial Investment Advisor Level I plays a crucial role in enhancing the telephonic outreach within designated regions, complementing the sales initiatives led by the territory's Vice President of Investment Consulting. This role is pivotal in formulating strategies aimed at broadening Calamos' market presence within the assigned...

  • Financial Advisor Recruiter

    1 week ago

    Chicago, Illinois, United States TERRANA GROUP LLC Full time

    {"Role Overview====================This is a full-time role as a Recruiter in Chicago | Transition Consultant for Financial Advisors. The role involves recruiting, and transition consulting for investment securities professionals. The day-to-day tasks include cold calling to source and screening candidates, providing support throughout the placement process,...

  • Financial Services Professional

    4 days ago

    Chicago, Illinois, United States Lakeshore Financial Group Full time

    {"title": "Financial Advisor Opportunity", "content": "Unlock Your Potential with Lakeshore Financial GroupAre you a driven professional seeking a challenging and rewarding career in financial services? Lakeshore Financial Group is seeking a motivated Financial Advisor to join their Chicago team.As a Financial Advisor, you will have the opportunity to...

  • Senior Financial Planning Advisor

    4 weeks ago

    Chicago, Illinois, United States The University of Chicago Medicine Full time

    Position Overview:Become an integral part of a prestigious academic healthcare institution at The University of Chicago Medicine as a Senior Financial Planning Advisor within the Financial Reporting division. This position offers a hybrid work model, requiring occasional in-office presence based on project needs.Role Summary:The Senior Financial Planning...

  • Financial Wellness Advisor

    4 weeks ago

    Chicago, Illinois, United States Kansas Action for Children Full time

    Position Overview:As a Financial Wellness Advisor, you will deliver essential financial guidance to military personnel and their families. This role involves a comprehensive approach to personal finance, ensuring that service members receive the support they need to manage their financial well-being effectively.Key Responsibilities:1. Provide personalized...

  • Strategic Financial Advisor

    4 weeks ago

    Chicago, Illinois, United States Help At Home Full time

    Help at Home is a premier national provider of in-home personal care services, dedicated to empowering individuals to maintain their independence and dignity within their own homes. Our organization supports a vast network of clients through the dedication of compassionate caregivers across multiple states. We seek individuals who are passionate about making...

  • Investment Research Associate

    2 weeks ago

    Chicago, Illinois, United States Mesirow Financial Full time

    About Mesirow FinancialMesirow Financial is a leading independent, employee-owned financial services firm with a rich history dating back to 1937. Headquartered in Chicago, our global presence spans multiple offices, serving clients through a range of capabilities, including Global Investment Management, Capital Markets and Investment Banking, and Advisory...

  • Financial Operations Manager

    4 days ago

    Chicago, Illinois, United States Creative Financial Staffing Full time

    Accounting ManagerWe are seeking an experienced Accounting Manager to join our team at Creative Financial Staffing. As a key member of our financial operations team, you will be responsible for the effective management and profitable operation of our assigned branch office.About the Company:We are one of North America's leading owners, operators, and...

  • Chief Financial Strategist

    6 days ago

    Chicago, Illinois, United States Oxford Financial Group, Ltd. Full time

    Job Title: Managing DirectorOxford Financial Group, Ltd. is seeking a seasoned Managing Director to join our team in Chicago.About the Role:We are looking for a highly experienced professional to lead client engagements and deliver effective financial planning advice. The ideal candidate will have a strong track record of business development and a proven...

  • Lead Investment Advisor

    2 weeks ago

    Chicago, Illinois, United States RubinBrown Full time

    About the RoleRubinBrown is seeking a highly skilled and experienced Lead Investment Advisor to join our team. As a key participant in client service, team member development, specialty expertise, and business development, this role is critical to the success of our firm.Key ResponsibilitiesServe as a Lead Advisor for RubinBrown clients, providing...

  • Financial Advisor Assistant

    3 weeks ago

    Chicago, Illinois, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Chief Financial Officer

    21 hours ago

    Chicago, Illinois, United States Creative Financial Staffing Full time

    Chief Financial OfficerCreative Financial Staffing is seeking a seasoned Chief Financial Officer to lead our client's financial operations. The ideal candidate will possess a strong background in nonprofit finance, with expertise in financial strategy, budgeting, and compliance.Key Responsibilities:Develop and execute financial strategies to support the...

  • Elite Financial Advisor

    4 weeks ago

    Chicago, Illinois, United States U.S. Bank Full time

    About U.S. BankAt U.S. Bank, we are committed to excellence in serving our clients and communities. Our mission is to empower individuals and businesses to make informed financial choices, fostering growth and success within the communities we operate. We recognize that each team member brings unique talents and perspectives, contributing to our collective...

  • Student Financial Services Advisor

    4 weeks ago

    Chicago, Illinois, United States InsideHigherEd Full time

    Job Overview:The Student Financial Services Advisor plays a crucial role in guiding and supporting students through the complexities of financing their education. This includes determining financial aid eligibility, clarifying institutional policies, and providing comprehensive information on various funding options available.Key Responsibilities:Acts as the...

  • Financial Reporting Advisor

    3 weeks ago

    Chicago, Illinois, United States Jobot Full time

    About JobotJobot is a dynamic and innovative company seeking a skilled Tax Accounting Advisor to join our team. As a Tax Accounting Advisor, you will play a critical role in providing expert tax advice and guidance to our clients.Job SummaryWe are seeking a highly motivated and experienced Tax Accounting Advisor to join our team. The ideal candidate will...

  • Senior Financial Planning and Analysis Advisor

    2 weeks ago

    Chicago, Illinois, United States The University of Chicago Medicine Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning and Analysis Advisor to join our team at The University of Chicago Medicine. As a key member of our Financial Reporting department, you will play a critical role in providing financial data analytics and reporting to support strategic decision-making across the organization.Key...

  • Global Financial Advisor

    4 weeks ago

    Chicago, Illinois, United States Huntington Bancshares Inc. Full time

    Position Overview The Global Financial Advisor Portfolio Manager plays a crucial role in delivering analytical, portfolio management, underwriting, and compliance oversight within the Structured Working Capital Finance division of Global Advisory. Key Responsibilities: Engage in the underwriting, monitoring, and compliance oversight primarily for healthcare...

  • Student Financial Services Advisor

    3 weeks ago

    Chicago, Illinois, United States Rosalind Franklin University of Medicine and Science Full time

    Position Overview The Financial Aid Office at Rosalind Franklin University of Medicine & Science is seeking candidates for a full-time Student Financial Services Advisor role. This position is tasked with overseeing all elements of financial assistance for students, which includes managing financial aid applications, maintaining student files, and...

  • Financial Advisor

    3 days ago

    Chicago, Illinois, United States New York Life - Todd Couture Full time

    Job OverviewWe are seeking a seasoned financial professional to join our team at New York Life Insurance Company. As a key member of our team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesIdentify and establish strong relationships with new clients, providing them with tailored financial advice and...

Financial Advisor

3 months ago

Chicago, Illinois, United States TriFound Full time
Job Description

Job Description Salary:
$75-100k+

Job Description

EXCELLENCE WANTED

We are looking for ambitious people for an exciting position with our firm, which is one of the fastest growing Wealth Management firms in the country.

If you are ready for a change from the traditional office setting, this is the place for you.

Every day is different at TriFound as the time flies by while you make a true difference in the lives of our clients and our communities.

You will be an integral part of our team as you will work directly with our three departments, Tax, Law, and Finance.

Success in this role means that you are demonstrating excellent technical expertise, while also using your strong interpersonal skills to guide our teams.


This position is a hybrid remote position in one of our corporate offices in Bay City, MI, Fort Myers FL, or Kalamazoo, MI hours per week depending on job efficiency.

Principle Duties
Assist Wealth Managers and direct CPAs and Attorneys with client relationships.
Help craft and present leading edge Wealth Management, Retirement and Financial plans.
Create and Maintain all calendars including client appointments, referral appointments. Conduct client meetings from start to finish and complete the sales process .
Develop financial, legal and tax plans with the help of other Financial Advisors and analysts along with CPAs and Attorneys
Monitor any and all service issues to ensure a high quality response to clients.
Maintain a book of business via many different marketing strategies and techniques, all of which established and

paid for by TriFound
Adherence to SEC and State licensing requirements
Maintain of Life / Health and Securities (series 65) licenses.

Must have passed prior to employment.

Paid for by TriFound

Requirements

Must have a year or more of proven success in the Insurance & Financial Industry or 5 years of sales experience success.

Compensation starting at $75,000 to $100,000 guarantee 1st year.
Uncapped earning potential (commission / fees)
Average Client Assets $1 Million to $10 Million
Excellent written and verbal communication skills
Great sales and communication skills REQUIRED
Life/Health and appropriate securities licenses REQUIRED

Benefits
Permissive Vacation Schedule
Trust, Tax, and Financial included
Company paid holidays
Flexible and adaptable work environment with a hybrid model between in office and remote work

remote work
#J-18808-Ljbffr