We have other current jobs related to this field that you can find below
-
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 Advisor
2 months ago
Chicago, United States STRIDE Financial Full timeJob 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...
-
Financial Advisor
2 months ago
Chicago, United States STRIDE Financial Full timeJob 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...
-
Financial Advisor
2 months ago
Chicago, United States Pure Financial Advisors, LLC Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...
-
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
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,...
-
Voya Chicago Financial Advisor
3 months ago
Chicago, United States Voya Financial Advisors Inc Full timeVoya 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 investment strategies, and...
-
Financial Advisor Support Specialist
2 days ago
Chicago, United States AFC Financial Advisory Corporation Full time $40,000 - $60,000Job DescriptionJob DescriptionAre you interested in working in the financial services and wealth management industry?Would you like to become a financial advisor?Our firm is offering a truly unique opportunity for just the right candidate. We will hire someone who may be interested in becoming a financial advisor but does not know how to get started. You...
-
Financial Advisor
2 weeks ago
Chicago, United States New York Life - Todd Couture Full timeJob DescriptionJob DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication...
-
Financial Advisor
1 month ago
Chicago, United States The Ladders Full timeAs a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their...
-
Financial Advisor
1 month ago
Chicago, United States RK Partners Full timeJob DescriptionJob DescriptionAs a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has...
-
Financial Investment Advisor
6 days ago
Chicago, Illinois, United States Calamos Asset Management Full timePosition 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...
-
Senior Financial Advisor
3 months ago
Chicago, United States Moneta Corporation Full timeCompany Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted...
-
Merrill Team Financial Advisor
2 weeks ago
Chicago, United States Bank of America Full timeMerrill Team Financial Advisor 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 specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...
-
Financial Advisor Preparatory Program
3 months ago
Chicago, United States Northwestern Mutual - Greater Chicago Full timeJob 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...
-
Senior Financial Planning Advisor
5 days ago
Chicago, Illinois, United States The University of Chicago Medicine Full timePosition 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
5 days ago
Chicago, Illinois, United States Kansas Action for Children Full timePosition 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
6 days ago
Chicago, Illinois, United States Help At Home Full timeHelp 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...
-
Analyst - Financial Advisor Compliance - Temp
4 weeks ago
Chicago, United States Interactive Brokers Full timeAbout INTERACTIVE BROKERS!This is Hybrid role (3 days in office /2 days remote) Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to...
-
Analyst - Financial Advisor Compliance - Temp
1 month ago
Chicago, United States Interactive Brokers Full timeJob DescriptionJob DescriptionAbout INTERACTIVE BROKERS!This is Hybrid role (3 days in office /2 days remote)Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the...
![Randstad Sourceright](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
We are looking for driven individuals without a four-year degree to join our talented team of Financial Advisors in Chicago, Illinois. As a Financial Solutions Advisor Stage 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 to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
Job Title:
Financial Solutions Advisor Stage I
Location:
Chicago, IL | In-Person
Schedule:
1st Shift
Job Type:
Direct Hire | Full Time
Responsibilities
Provide customized financial advice and solutions to clients.
Conduct client reviews and presentations on investment goals and products.
Engage with customers and share the value proposition.
Triage client leads and make appropriate referrals.
Participate in ongoing training with the Wealth Management Complex.
Mitigate risk in daily activities.
Identify and engage potential new clients through referrals.
Required Qualifications
2 years’ experience in the financial service industry or sales environment.
Obtain SIE within 30 days and Series 7 & 66 within 120 days of hiring.
Comfortable in a sales role and nurturing client relationships.
Register with the federal registry system for residential loan mortgage originations (SAFE Act).
Goal-oriented, thorough, and efficient with time management.
Adaptable and capable of managing complexity in a fast-paced environment.
Strong collaboration and communication skills.
Desired Skills
Proficient computer skills and ability to multitask.
Experience in financial services or sales with a track record of meeting or exceeding goals.
Skills in assessing client needs, recommending solutions, and managing relationships.
Join us in Chicago to kickstart your career as a Financial Solutions Advisor Stage I and make a significant impact by helping clients achieve their financial goals. Apply now to be part of our dynamic team and start your journey toward a rewarding future in financial advising.
Randstad is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.
#J-18808-Ljbffr