Financial Advisor
4 weeks ago
Bankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago. Our nationally unique value proposition centers around providing the very best available banking talent to our valued clients…from a banker’s perspective. In fact, most of our recruiters are former bankers themselves We know banking and how to evaluate the very best banking talent available in the market. Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client, an 85-year-old company focused on clients, financial planning, and investment management, is seeking to fill Financial Advisor roles to be based in the Chicago, IL market. The successful candidate will provide investment advice and recommendations to prospective and active clients. They will also help clients to identify their distinct financial needs and goals and then recommend plans and products to help them achieve those objectives. The position includes: Branch office environment with independent payout structure (up to 90+%). Best FA support in the industry. Competitive transition packages. No non-compete or contracts; full ownership of their book and practice. Open architecture accounts and investment management. On-site managers and OSJ. New complete technology and reporting options. Sourcing and engaging new clients, opening new accounts, recommending securities for investment, overseeing trade executions, and providing ongoing advice and counsel. Conducting full needs assessments with current and potential customers. Recommending appropriate company products and services to meet the individual’s needs, based on objectives, risk tolerance, and proper asset allocations. Providing superior customer service in meeting or exceeding customer needs, questions, and problems. Identifying new or additional sales opportunities by maintaining contact with existing customers and referral sources on an ongoing basis. Identifying and developing new opportunities to deliver advice and solutions to existing clients. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Three or more years of sales/client service experience in financial management. Doing $150K or more in gross revenue in each of the past two years. Series 7 and 66 or 63 Licenses are required. State life, accident, and health insurance licenses are also preferred. Knowledge of investment management strategy, process, and products, general products. Demonstrate a high level of expertise in sales, networking, negotiation, and relationship building. Possess proficient interpersonal communication, writing, and group presentation skills. The next step is yours. Email us your current resume along with the position you are considering to: #J-18808-Ljbffr
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Financial Advisor
3 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...
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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...
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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...
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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...
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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,...
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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...
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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...
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Financial Advisor Support Specialist
1 week 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...
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Financial Advisor
3 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...
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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...
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Financial Advisor
2 months 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...
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Financial Investment Advisor
2 weeks 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...
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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...
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Merrill Team Financial Advisor
3 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...
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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...
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Senior Financial Planning Advisor
2 weeks 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...
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Financial Wellness Advisor
2 weeks 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...
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Strategic Financial Advisor
2 weeks 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...
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Investment Research Associate
3 days ago
Chicago, Illinois, United States Mesirow Financial Full timeAbout Mesirow FinancialMesirow Financial is a leading independent, employee-owned financial services firm with a rich history dating back to 1937. Headquartered in Chicago, our global presence spans multiple offices, serving clients through a range of capabilities, including Global Investment Management, Capital Markets and Investment Banking, and Advisory...
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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...