Current jobs related to Financial Services Associate - Chicago - Riverpoint Wealth Management
-
Client Service Associate
4 months ago
Chicago, United States Stifel Financial Full timeThe Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, p Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail
-
Financial Operations Associate
1 week ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAccounts Payable SpecialistCreative Financial Staffing is a vibrant and expanding firm dedicated to high standards of service, currently in search of a meticulous and skilled Accounts Payable Specialist to enhance their finance department.Why consider this opportunity?Flexible hybrid working arrangementAttractive salary along with a comprehensive benefits...
-
Financial Operations Associate
4 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAccounts Payable SpecialistCreative Financial Staffing is a vibrant and expanding firm dedicated to excellence, currently in search of a skilled and meticulous Accounts Payable Specialist to enhance their finance department.Why consider this opportunity?Flexible hybrid work environmentAttractive salary and comprehensive benefitsPaths for professional...
-
Senior Financial Planning and Analysis
1 week ago
Chicago, United States Financial Services Division Full timeAt HCSC, our employees are the cornerstone of our business and the foundation to our success. We empower employees with curated development plans that foster growth and promote rewarding, fulfilling careers. Join HCSC and be part of a purpose-driven company that will invest in your professional development. Position Overview This position in Finance is...
-
Financial Operations Associate
1 week ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAccounts Payable SpecialistCreative Financial Staffing is a vibrant and expanding firm dedicated to excellence, currently in search of a meticulous and skilled Accounts Payable Specialist to enhance their finance department.Why consider this opportunity?Flexible hybrid working arrangementAttractive salary along with a comprehensive benefits packageProspects...
-
Associate (Financial Due Diligence)
3 months ago
Chicago, Illinois, United States IMA Financial Group Full timeWhat You'll DoESSENTIAL JOB RESPONSIBILITIESinclude but are not limited to: Supports and demonstrates IMA's core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesInteract professionally and timely with clients via email, phone, and in-personPerform detailed testing to analyze and validate...
-
Associate (Financial Due Diligence)
3 months ago
Chicago, United States IMA Financial Group Full timeWhat You'll Do ESSENTIAL JOB RESPONSIBILITIESinclude but are not limited to: Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Interact professionally and timely with clients via email, phone, and in-person Perform detailed testing to analyze and validate...
-
Financial Services Representative
1 day ago
Chicago, Illinois, United States Meron Financial Agency Full timeAbout Meron Financial AgencyMeron Financial Agency is a leading financial services firm dedicated to empowering individuals and businesses to achieve their financial goals. Our dynamic team of experts is committed to delivering exceptional client experiences and providing unparalleled opportunities for growth and success.Job SummaryWe are seeking a highly...
-
Client Service Associate
1 month ago
Chicago, United States Oxford Financial Group, Ltd. Full timeA Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude. Duties & Responsibilities: Client contact and relationship management Assists...
-
Senior Financial Associate
1 week ago
Chicago, Illinois, United States MA Rebar Services Full timeCompany Overview: MA Rebar Services is a reputable construction firm seeking dedicated accounting professionals to join our team. Position Summary: We are looking for a full-time Senior Financial Associate to manage various accounting functions. This role is essential for maintaining the financial health of our operations. Key Responsibilities: Oversee all...
-
Investment Consultant
1 day ago
Chicago, Illinois, United States Mesirow Financial Full timeAbout Mesirow FinancialMesirow Financial is a leading independent, employee-owned financial services firm that has been serving clients for over 80 years. Our firm is headquartered in Chicago and has offices around the world, providing a wide range of financial services to institutional clients.Job SummaryWe are seeking a highly motivated and detail-oriented...
-
Financial Services Associate
1 week ago
Chicago, Illinois, United States Fifth Third Bank, N.A. Full timePosition Overview:The Client Relationship Banker role is designed to deliver an outstanding customer experience by building, nurturing, and enhancing long-term relationships with both existing and potential clients. This position encompasses processing transactions and collaborating with platform staff to meet customer needs effectively.By understanding and...
-
Client Services Associate
1 week ago
Chicago, Illinois, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...
-
Financial Services Associate
4 weeks ago
Chicago, United States IRA Club, LLC Full timeJob DescriptionJob DescriptionSalary: Position: Financial Services AssociateSchedule: Monday - Friday, 8:00 AM - 4:00 PMLocation: Chicago Loop You will report directly to the company Treasurer. In addition, this role provides support to efficiently and accurately resolve client requests. ABOUT YOUPreferred Major(s): Accounting, Finance, or related...
-
Senior Associate Software Engineer
1 day ago
Chicago, United States Discover Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Associate Software Engineer to join our Digital Payments team at Discover Financial Services. As a key member of our team, you will be responsible for designing, developing, and deploying reliable software systems at scale.Key ResponsibilitiesDesign and develop full-stack solutions that meet our business...
-
Senior Financial Analyst
1 week ago
Chicago, Illinois, United States Discover Financial Services, Inc. Full timeAbout the Role:At Discover Financial Services, Inc., you will engage in impactful work from the outset.Our team-oriented environment is grounded in three fundamental principles: We Play to Win, We Get Better Every Day, and We Succeed Together. We genuinely want you to thrive and contribute to one of the foremost digital banking and payments firms in the...
-
Senior Financial Analyst
1 week ago
Chicago, Illinois, United States Discover Financial Services, Inc. Full timeAbout the Role:As a pivotal member of the Payment Services Financial Analysis team, you will collaborate with relationship managers worldwide to assess strategic opportunities with prominent financial institutions and innovative FinTech companies.Your Responsibilities:In this role, you will:Influence investment decision-making and formulate financial...
-
Financial Advisor
3 months ago
Chicago, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Financial Advisor
2 months ago
Chicago, United States Wintrust Financial Full timeJob DescriptionWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust...
-
Financial Advisor
2 weeks ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial Advisor Location: Lincoln Park - Chicago, IL Company: STRIDE Investments About Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
Financial Services Associate
3 months ago
Financial Planning Associate
Riverpoint Wealth Management is a boutique financial planning firm serving high-net-worth clients. We are an independently owned and nationally registered investment advisory (RIA) firm. Riverpoint specializes in comprehensive planning including investments, insurance, taxes, and estate planning. We are looking for a highly motivated, detail oriented individual to join our team.
Responsibilities include:
- Assist Advisors in preparing client materials for meetings.
- Participate in client meetings.
- Help generate financial plans and investment reports for clients.
- Respond to requests by clients for information or services needed.
- Develop tracking systems for client tasks that need to be completed.
- Conduct investment research, performance reporting, and monitoring of current investments.
Skills & Competencies:
- Excellent verbal and written communication skills.
- Customer service oriented/Demonstrate a client-first attitude.
- Actively work to meet and anticipate the needs of the Advisors and their clients.
- Assist with all facets of new client onboarding process including opening accounts, client paperwork and online access.
- Manage client relationship management (CRM) records by maintaining client profiles, information, and activities.
- Serve as a liaison between client, custodian, investment managers, and any third parties.
- Troubleshoot client issues.
- Support the preparation of client presentations and other meeting materials.
- Work well under pressure and time constraints.
- Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.
- Be organized, detail-oriented, and able to multitask and prioritize workflow in a changing work environment,
Qualifications:
- Bachelor’s Degree
- Minimum 2 years experience in financial services/investment management industry.
- CFP® designation preferred or expected to be obtained within 12 months of employment.
- Proficiency in business correspondence
- Knowledge of financial planning and investments.
- Experience with MS Office, CRM software, and Dropbox.
Benefits:
- Competitive compensation based on experience.
- Benefits included retirement account with matching, 100% paid health insurance for employee, disability insurance, and paid time off.
- This position is hybrid – remote/downtown Chicago office located on Wacker and Adams 60606.
Why Riverpoint Wealth Management?
Joining Riverpoint Wealth Management means becoming part of a team dedicated to excellence and personalized client service. We offer a collaborative and supportive work environment where your contributions are valued and your professional growth is encouraged. If you are passionate about financial planning and client service, we invite you to apply and become part of our success story.
