Financial Advisor Assistant

Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout 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...

Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout 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...

Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...

Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...

Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...

Description The Opportunity: In support of a growing client base, our Mesirow Wealth Management is seeking Senior Wealth Advisors to lead professional wealth management teams. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $10B in assets under management, we have earned...

Job DescriptionWe are seeking a highly motivated Financial Advisor Leader to join our team at RK Partners.Location: Seattle, WAThis role offers a unique opportunity to work with a dynamic team and contribute to the growth of our organization.Estimated Salary: $80,000 - $120,000 per year, depending on experience.About the Role:Job Summary: Lead a team of...

Our client, a wealth advisory firm, is seeking an Analyst for a direct hire role in Chicago, IL. This position is hybrid and will require three days in office per week.A Series 65 license is expected to be earned within six months of start date. Analysts are encouraged to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation to propel their...

Job SummaryAs a Finance and Accounting Advisor with Accordion, you will play a key role in driving business outcomes for our private equity-backed clients. You will leverage your expertise in financial operations and accounting to deliver high-quality solutions that meet the needs of our clients and drive value creation.Your responsibilities will include...

The Director of Strategic Finance Consulting at Embarc Advisors will play a fundamental role in cementing financial success across a wide range of companies and industries.

Transforming Lives through Responsible Credit SolutionsAs a Loan Sales Specialist at OneMain Financial, you will be part of a dedicated team that helps millions of customers solve critical financial needs. In this role, you will empower customers by providing accessible financing solutions for life's expenses.This position offers a dynamic work environment...

Company OverviewAt WestPoint Financial Group, we strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. Our financial advisors implement wealth management solutions, as well as investment, retirement and risk management strategies designed to provide long-term financial...

Company OverviewAt WestPoint Financial Group, we strive to provide creative solutions while educating and empowering clients to make informed decisions. Our financial advisors offer value-added services, including wealth management, investment, retirement, and risk management strategies.

Job Description:The Merrill Returning Talent Program - Bilingual Spanish RequiredDo you have a sales background or have you owned your own business? Are you competitive, a quick study and eager to learn more about investment management? Have you taken a career break and are you looking to return to the corporate world in an entrepreneurial role? Would you...

Job Description:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed...

Job Description:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed...

About the JobWe are seeking an experienced Hospitality Financial Advisor to join our team as a Payment Processing Solutions Consultant. This is a challenging and rewarding role that requires a unique blend of technical expertise, business acumen, and interpersonal skills.Key ResponsibilitiesDevelop a deep understanding of our payment processing solutions and...

Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Chicago metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. ...

Job ResponsibilitiesAs a Financial Advisor in our Preparatory Program, your primary responsibilities will include:Obtaining life, accident, and health licenses, financed by Northwestern MutualParticipating in personal and professional training and development meetingsBuilding relationships with prospects and clients to understand their financial goals and...

About the RoleAs a Senior Tax Preparer/Advisor at P&G Advisors, LLC, you will have the opportunity to work directly with business owners to develop tax strategies, prepare accurate returns, and provide proactive advice that contributes to their overall success and valuation growth.Key Responsibilities:Collaborate with Clients: Work directly with business...