Wealth Management Trainee-chicago
2 weeks ago
Our client, a wealth management firm in Chicago is looking for a talented professional with high capacity to build a financial planning practice as an advisor.
This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you
The role of an advisor:
- Build relationships with prospective clients
- Help clients think about future financial planning and personal goals
- Constructing comprehensive plans
- Educating clients on recommendations and sharing financial advice
- Follow up with clientele to update their plans while their life and markets/economy change
- Manage your practice with support from a major firm
- Marketing and networking
Training will teach planning and business building fundamentals.
Comprehensive planning could include;
- Savings, debt reduction and cash flow planning
- Investment strategies and portfolio management
- Retirement Planning and Retirement Income Planning for retirees
- Insurance Planning: Life, Disability, Long Term Care
- Estate Planning for charitable giving and passing down assets
- Major purchase planning such as a house, business or education funding
- Tax implications
The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.
Qualifications:
- Bachelors Degree
- Being coachable
- Desire to learn the planning profession
- Desire to be in a client facing role open to networking and sales
Pay: $82,414.00 per year
**Benefits**:
- 401(k)
- Health insurance
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
**Education**:
- Bachelor's (required)
**Experience**:
- Financial concepts: 1 year (preferred)
- Sales: 1 year (preferred)
Work Location: In person
-
Customer Service and Sales Trainee
1 week ago
Chicago, United States Kaizen Management Chicago Full timeJob DescriptionJob DescriptionAt Kaizen Management, we specialize in taking our clients' product inquiries and turning them into profitable accounts. This consultative approach has increased our clients' brand popularity and created additional opportunities within our company, for growth and development. Our entry-level Customer Service and Sales...
-
Customer Service and Sales Trainee
4 days ago
Chicago, United States Kaizen Management Chicago Full timeJob DescriptionJob DescriptionAt Kaizen Management, we specialize in taking our clients' product inquiries and turning them into profitable accounts. This consultative approach has increased our clients' brand popularity and created additional opportunities within our company, for growth and development. Our entry-level Customer Service and Sales...
-
Tax Manager
6 days ago
Chicago, United States Mission Wealth Full timeJob DescriptionJob DescriptionMission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.We are hiring a dynamic...
-
Tax Manager
3 weeks ago
Chicago, United States Annex Wealth Management Full timeDescription Annex Wealth Management – Know the Difference Annex Wealth Management is a 5-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out why! Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our...
-
Management Consultant
4 weeks ago
Chicago, United States Leland Shaw Full timeJob DescriptionJob DescriptionFast-growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full-time opportunities for experienced consultants at the junior through senior levels in their growing Chicago office. Seeking both all-around...
-
Chicago, United States Goldman Sachs Full timeWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
-
Private Wealth Advisor
1 month ago
Chicago, United States First Principles Group Full timeJob 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
1 month ago
Chicago, United States First Principles Group Full timeJob 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
2 days ago
Chicago, United States First Principles Group Full timeJob 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...
-
Chicago Sky Social Media Manager
5 days ago
Chicago, United States Chicago Sky Full timeThe Chicago Sky are looking for a highly motivated, passionate, collaborative, and experienced full-time Social Media Manager to lead the social media and content strategy team and manage all social media platforms to drive brand awareness and fan en Media Manager, Social Media, Manager, Media, Marketing, Business Services, Sports
-
(Hybrid) June 2024
7 days ago
Chicago, United States The Chicago Community Trust Full timeJob DescriptionJob DescriptionInternship Title: Community Impact Internship (Growing Household Wealth and Catalyzing Neighborhood Investment Track) Description: This is a yearlong internship (June 2024 - May 2025) in which students will be closely integrated within our two Community Impact strategies of Growing Household Wealth (GHW) and Catalyzing...
-
(Hybrid) June 2024
1 week ago
Chicago, United States The Chicago Community Trust Full timeJob DescriptionJob DescriptionInternship Title: Community Impact Internship (Growing Household Wealth and Catalyzing Neighborhood Investment Track) Description: This is a yearlong internship (June 2024 - May 2025) in which students will be closely integrated within our two Community Impact strategies of Growing Household Wealth (GHW) and Catalyzing...
-
Senior Accountant
5 days ago
Chicago, United States Mesirow Full timeThe Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...
-
Managing Advisor | Wealth Management
2 weeks ago
Chicago, United States FORVIS Full timeDescription & Requirements We are seeking to add an experienced Wealth Management professional to serve as a lead Advisor to High-Net-Worth families. How you will contribute: Serve as wealth management advisor on a team helping high net-worth families identify and prioritize their goals & dreams. Contribute to the design and ongoing implementation of a...
-
Para Planner/Associate Wealth Manager
2 weeks ago
Chicago, United States Northwestern Mutual - Greater Chicago Full timeJob DescriptionJob DescriptionOur firm is looking to hire talented and dedicated team members who are highly knowledgeable in their field. Our mission is to lead our clients to be outstanding stewards of their finances, enriching their lives, and strengthening their causes. We are seeking an experienced advisor to join our team.Responsibilities to...
-
One Summer Chicago-Intern
1 month ago
Chicago, United States City Colleges of Chicago Full timeOne Summer Chicago- Intern HAROLD WASHINGTON COLLEGE City Colleges of Chicago (CCC) , the largest community college system in Illinois, is made up of seven colleges and five satellite sites, providing more than 70,000 students each year access to a quality, affordable education. One Summer Chicago is an initiative that provides youth with...
-
Chicago, United States The University of Chicago Full timeDepartment Booth Career Services: Operations About the Department The University of Chicago Booth School of Business is the second-oldest business school in the U.S. and second to none when it comes to influencing business education and business practices. Since 1898, the school has produced ideas and leaders that shape the world of business. Their...
-
Experienced Oncologist Needed Near Chicago
2 weeks ago
Chicago, United States The Curare Group Full timeExperienced Oncologist needed for a practice in the Chicagoland area. Enjoy the advantages of practicing medicine in physician-friendly Indiana while accessing everything the Chicago area has to offer! Living and working here brings you close to beaches and a wealth of outdoor activities, great restaurants, fairs and festivals. The area's close proximity and...
-
Service Technician
1 month ago
Chicago, United States Peak Performance Team Full timeJob DescriptionJob DescriptionService Technician – Automotive - Chicago Area DealershipWe run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for...
-
Chicago, United States Family Office Exchange Full timeJob DescriptionJob DescriptionFamily Office Exchange (“FOX”) is the industry-leading membership organization servicing multi-generational families, family office executives, and trusted advisors. Position Summary:In this hybrid role working out of the FOX location in Chicago, the Director, Wealth Management Research, Insights, and Knowledge role is...