Financial Advisor

2 weeks ago

Chicago, United States Albany Bank and Trust Full time

Position Title: Financial Advisor Reports To: Senior Vice President

DESCRIPTION Albank Investments serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. The Albank Investments Financial Advisor is located at Albank’s headquarters in Chicago and works through our correspondent bank partnership on the Wintrust Investments platform. We offer comprehensive wealth management solutions including investment, trust, and asset management services. The FA reports to Albank’s Senior Vice President and works closely with the Wintrust Investments Chief Operations Officer and team. The role is responsible for managing and growing a client portfolio of assets under management.

RESPONSIBILITIES The ideal candidate for this position will be able to manage time efficiently, build rapport and professional relationships with clients, prospects, and colleagues, and will be able to display flexibility with the organization of various projects. They should also have a commitment to client retention, client recruiting, and superior customer service. The primary duties include but are not limited to: gathering assets for fee-based and traditional brokerage accounts; and going on calls with clients and potential clients. Maintain a high level of compliance with FINRA and Form U4, SEC, and firm rules and regulations. Administer presentations for new prospects and referrals. Work collaboratively with other team members. Identify and deepen relationships with clients and potential clients. Possess knowledge on a wide array of financial products and services Other duties, as they arise.

QUALIFICATIONS Series 7 and Series 66 registered Strong technology skills including Microsoft Office, Adobe Acrobat, and Internet; Knowledge of First Clearing / Wells Fargo Advisors system and Morningstar (preferred) Bachelor's degree in Finance, Economics, or related field (preferred) 5+ years of professional Financial Services or related career experience Maintains judgment, discretion, and confidentiality appropriate to the financial services industry Current driver’s license and vehicle

Albank is an Equal Opportunity Employer (EOE). Albank provides a competitive total compensation package including: Bonus, profit sharing, 401(k), health (medical, dental, and vision) insurance, flexible spending account (FSA), life insurance, 529 college savings plan, paid time off, employee assistance, and discounted financial services.

Please send resumes to Adam Steinback, Senior Vice President, at adam.steinback@albanybank.com.

#J-18808-Ljbffr

  • Financial Advisor

    4 days ago

    Chicago, United States Pure Financial Advisors Full time

    Pure 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 $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...

  • Financial Advisor

    14 hours ago

    Chicago, United States Pure Financial Advisors Full time

    Pure 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 $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...

  • Financial Advisor

    5 days ago

    Chicago, United States Pure Financial Advisors, LLC Full time

    Pure 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 $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...

  • Financial Advisor

    6 days ago

    Chicago, United States Pure Financial Advisors, LLC Full time

    Pure 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 $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...

  • Financial Advisor

    5 days ago

    Chicago, United States Wintrust Financial Full time

    Wintrust 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

    1 month ago

    Chicago, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya 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...

  • Voya Chicago Financial Advisor

    7 days ago

    Chicago, United States Voya Financial Advisors Inc Full time

    Voya 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...

  • Voya Chicago Financial Advisor

    3 weeks ago

    Chicago, United States Voya Financial Advisors Inc Full time

    Voya 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

    2 weeks ago

    Chicago, United States Thrivent Financial for Lutherans Full time

    As a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Advisor, Financial, Insurance, Investment

  • Financial Advisor

    5 days ago

    Chicago, United States RK Partners Full time

    Financial Advisor You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. If you are looking to launch a new career as a financial advisor, then we're committed to...

  • Financial Aid Advisor

    5 days ago

    Chicago, United States SAE Institute Full time

    The Financial Aid Advisor works closely with students, and their families, to ensure student is properly funded for their education. Advises student about the different types of funding methods available, and provides information regarding all the procedures and requirements of a financial aid program. Makes an accurate assessment of a student's financial...

  • Senior Financial Advisor

    4 days ago

    Chicago, United States Moneta Group Full time

    Company 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...

  • Senior Financial Advisor

    4 days ago

    Chicago, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionAre 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...

  • Senior Financial Advisor

    6 days ago

    Chicago, United States Moneta Corporation Full time

    Company 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...

  • Financial Associate

    5 days ago

    Chicago, United States Wintrust Financial Corp. Full time

    Wintrust 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,...

  • Financial Advisor Preparatory Program

    2 weeks ago

    Chicago, United States Northwestern Mutual Full time

    Job Description Job Description FINANCIAL ADVISOR PREPARATORY PROGRAM You 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...

  • Financial Advisor Preparatory Program

    1 month ago

    Chicago, United States Northwestern Mutual - Greater Chicago Full time

    Job 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 Wealth Advisor

    6 days ago

    Chicago, United States Mesirow Financial Holdings, Inc. Full time

    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 $6.1B in assets under management, we have earned a reputation...

  • Financial Advisor

    6 days ago

    Chicago, United States TriFound Full time

    Job Description Job Description Salary: $75-100k+ Job Description EXCELLENCE WANTED! We are looking for ambitious people for an exciting position with our firm, which is one of the fastest growing Wealth Management firms in the country. If you are ready for a change from the traditional office setting, this is the place for you. Every day is different at...

  • Financial Aid Advisor

    4 days ago

    Chicago, United States SAE Institute Full time

    The Financial Aid Advisor works closely with students, and their families, to ensure student is properly funded for their education. Advises student about the different types of funding methods available, and provides information regarding all the procedures and requirements of a financial aid program. Makes an accurate assessment of a student’s financial...