Hybrid Client Service Associate, Wealth Management
3 weeks ago
A wealth management firm in Deerfield, Illinois, is seeking a Client Service Associate to provide administrative support for Private Client Group Advisors while ensuring efficient client interactions. Ideal candidates should have a Bachelor's degree, strong organizational skills, and excellent proficiency in various software applications. This role offers a competitive salary range of $68,000 to $85,000 annually and includes benefits such as health insurance and a 401(k) plan. #J-18808-Ljbffr
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Client Service Associate
4 weeks ago
Deerfield, United States Client Service Associate Full timeWe are seeking a Client Service Associate at our Deerfield, Illinois wealth management family office firm. This position will provide administrative support to Private Client Group Advisors, serving as the first point of contact for clients or prospects while providing a wide range of relationship management and administrative support for individuals,...
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Associate Wealth Advisor
2 weeks ago
St. Louis, MO; Deerfield, IL, United States Focus Financial Partners Full timePosition SummaryFocus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by...
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Wealth Management Associate
1 week ago
Deerfield, IL, United States Equitable Services Full timeWealth Management Associate - IL, Deerfield (2348) ( PIN_15016 ) Primary Location : UNITED STATES-IL-Deerfield Organization : Equitable Advisors Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that...
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Investment Services Client Representative
5 days ago
Deerfield, United States Kestra Financial Independent Advisor Full timeHere at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...
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Investment Services Client Representative
2 weeks ago
Deerfield, IL, United States Kestra Financial Independent Advisor Full timeHere at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...
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Investment Services Client Representative
1 week ago
Deerfield, IL, United States Kestra Financial Independent Advisor Full timeHere at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...
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Investment Services Client Representative
2 weeks ago
Deerfield, IL, United States Kestra Financial Full timeHere at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...
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Account Manager
10 hours ago
Deerfield, United States Alera Group, Inc. Full timeOVERVIEW Alera Group is looking for an Employee Benefits Enterprise Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Prior experience in large group preferred. Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business....
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Principal Associate, Financial Analysis
3 weeks ago
Deerfield, United States Capital One Full timePrincipal Associate, Financial Analysis (Hybrid)We are looking for a customer focused, inquisitive Principal Financial Analyst to join Discover Global Payments Network (GPN) Finance and support the Payments organization. You will support multiple business leaders and influence decisions for the Network's platforms, capabilities, operations, modernization...
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Wealth Management Trainee
2 weeks ago
Deerfield Beach, United States Bankers Life Full timeWhat are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re...