Financial Advisor

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Chicago, United States Albany Bank & Trust Co NA (Albank) Full time

Position Title: Financial Advisor

Reports To: Senior Vice President


DESCRIPTION

Albank Investments serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. The Albank Investments Financial Advisor is located at Albank’s headquarters in Chicago and works through our correspondent bank partnership on the Wintrust Investments platform. We offer comprehensive wealth management solutions including investment, trust, and asset management services. The FA reports to Albank’s Senior Vice President and works closely with the Wintrust Investments Chief Operations Officer and team. The role is responsible for managing and growing a client portfolio of assets under management.


RESPONSIBILITIES

  • The ideal candidate for this position will be able to manage time efficiently, build rapport and professional relationships with clients, prospects, and colleagues, and will be able to display flexibility with the organization of various projects. They should also have a commitment to client retention, client recruiting, and superior customer service.
  • The primary duties include but are not limited to: gathering assets for fee-based and traditional brokerage accounts; and going on calls with clients and potential clients.
  • Maintain a high level of compliance with FINRA and Form U4, SEC, and firm rules and regulations.
  • Administer presentations for new prospects and referrals.
  • Work collaboratively with other team members.
  • Identify and deepen relationships with clients and potential clients.
  • Possess knowledge on a wide array of financial products and services
  • Other duties, as they arise.


QUALIFICATIONS

  • Series 7 and Series 66 registered
  • Strong technology skills including Microsoft Office, Adobe Acrobat, and Internet; Knowledge of First Clearing / Wells Fargo Advisors system and Morningstar (preferred)
  • Bachelor's degree in Finance, Economics, or related field (preferred)
  • 5+ years of professional Financial Services or related career experience
  • Maintains judgment, discretion, and confidentiality appropriate to the financial services industry
  • Current driver’s license and vehicle


Albank is an Equal Opportunity Employer (EOE). Albank provides a competitive total compensation package including: Bonus, profit sharing, 401(k), health (medical, dental, and vision) insurance, flexible spending account (FSA), life insurance, 529 college savings plan, paid time off, employee assistance, and discounted financial services.

  • Voya Chicago Financial Advisor

    1 week ago

    Chicago, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Chicago area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...

  • Financial Advisor

    2 weeks ago

    Chicago, United States Albany Bank & Trust Co NA (Albank) Full time

    Position Title: Financial Advisor Reports To: Senior Vice President DESCRIPTIONAlbank Investments serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly complex financial goals with the highest standards of service...

  • Financial Advisor

    1 week ago

    Chicago, United States Albany Bank and Trust Full time

    Position Title: Financial Advisor Reports To: Senior Vice President DESCRIPTION Albank Investments serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly complex financial goals with the highest standards of...

  • Financial Advisor Preparatory Program

    1 week ago

    Chicago, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFINANCIAL ADVISOR PREPARATORY PROGRAMYou will gain hands-on and real-world experience as you begin on the career path of becoming a Financial Advisor. Through our personal and professional development training, you will not only learn how to build and maintain relationships within your community, but you will also have the...

  • Associate Financial Advisor

    2 days ago

    Chicago, United States Claire Myers Consulting Full time

    Our client is a mission-driven financial planning practice who is looking for an Associate Financial Advisor (AFA). When we say this business owner is the best of the best, we are not exaggerating! Her team has a long tenure and care deeply about the clients and community they serve.In this role, you’ll play a pivotal part in ensuring the smooth operation...

  • Associate Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Chicago, United States Claire Myers Consulting Full time

    Our client is a mission-driven financial planning practice who is looking for an Associate Financial Advisor (AFA). When we say this business owner is the best of the best, we are not exaggerating! Her team has a long tenure and care deeply about the clients and community they serve.In this role, you’ll play a pivotal part in ensuring the smooth operation...

  • College Financial Aid Advisor II

    Found in: beBee S US - 1 week ago

    Chicago, United States City Colleges of Chicago Full time

    tendersglobal.net   COLLEGE FINANCIAL AID ADVISOR IIDALEY COLLEGE Richard J Daley College is searching for a Financial Aid Advisor II. A successful candidate will have excellent customer service skills, experience providing administrative support to a fast-paced office, and a desire to help students achieve their academic goals.   DUTIES &...

  • College Financial Aid Advisor II

    Found in: beBee jobs US - 1 week ago

    Chicago, Illinois, United States City Colleges of Chicago Full time

    COLLEGE FINANCIAL AID ADVISOR IIDALEY COLLEGE Richard J Daley College is searching for a Financial Aid Advisor II. A successful candidate will have excellent customer service skills, experience providing administrative support to a fast-paced office, and a desire to help students achieve their academic goals. DUTIES & RESPONSIBILITIES: · Supervises staff...

  • Financial Planner

    1 week ago

    Chicago, United States Identified Talent Solutions Full time

    Job DescriptionJob DescriptionWe are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role.Why Apply?Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial...

  • Wealth Advisor

    1 day ago

    Chicago, United States CareerBuilder Full time

    The Wealth Advisor role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Advisor role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client...

  • Wealth Advisor

    1 week ago

    Chicago, United States Windward Recruiting Full time

    The Wealth Advisor role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Advisor role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client...

  • Service Advisor

    2 days ago

    Chicago, United States Catalyst Planning Partners Full time

    **OVERVIEW** **REQUIREMENTS** - Bachelor’s degree - 2-5 years of relevant professional working experience - Life and Health Insurance License (or licensure within 6 weeks of hiring) - Series 6 or 7 (required) - CFP (preferred but not required) - Non-solicitation agreement - Background and reference check completed prior to hire **RESPONSIBILITIES** This...

  • Lead Client Advisor

    1 week ago

    Chicago, United States The Judson Group Full time

    Judson Group has been retained by a privately-held RIA with over $1.3B AUM in the search for a Lead Client Advisor to take on existing client relationships. The Lead Client Advisor acts as the primary manager of the client relationship and other service areas of the firm by generating and maintaining client relationships through client communications and...

  • Lead Client Advisor

    1 week ago

    Chicago, United States CareerBuilder Full time

    Judson Group has been retained by a privately-held RIA with over $1.3B AUM in the search for a Lead Client Advisor to take on existing client relationships. The Lead Client Advisor acts as the primary manager of the client relationship and other service areas of the firm by generating and maintaining client relationships through client communications and...

  • Field Medical Advisor

    Found in: Jooble US O C2 - 2 days ago

    Chicago, IL, United States H&R Block Full time

    Job Description: Join our full-time, year-round Block Advisor Tax office in Lincolnwood, IL. You’ll receive salary compensation, and benefits including medical, vacation, caregiver leave, well-being programs, retirement savings, and more. H&R Block, the world’s leader in tax preparation services, is looking for a Client Advisor – Small Business &...

  • Entry-Level Financial Services Representative

    1 week ago

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

    Job DescriptionJob DescriptionAre you an experienced Financial Advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...

  • Enrollment Advisor

    6 hours ago

    Chicago, United States Loyola University Full time

    Enrollment Advisor Thank you for your interest in Loyola University Chicago. To view open positions, please enter your search criteria below. You may view all open positions by not specifying any search criteria and selecting the "Search" button. Bookmark this Posting | Print Preview | Apply for this Job Position Details Position Details Job Title ENROLLMENT...

  • Private Wealth Advisor

    2 weeks ago

    Chicago, United States First Principles Group Full time

    Job DescriptionWe are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net-worth individuals, including small business owners and their families. The ideal...

  • Private Wealth Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Chicago, United States First Principles Group Full time

    Job DescriptionWe are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net-worth individuals, including small business owners and their families. The ideal...

  • Client Advisor-Small Business and Tax

    2 days ago

    Chicago, United States H&R Block Full time

    Job Description:Join our full-time, year-round Block Advisor Tax office in Lincolnwood, IL. You’ll receive salary compensation, and benefits including medical, vacation, caregiver leave, well-being programs, retirement savings, and more.H&R Block, the world’s leader in tax preparation services, is looking for a Client Advisor – Small Business & Tax....