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    2 months ago

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    1 week ago

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    4 weeks ago

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  • Financial Advisor

    2 months ago

    Downers Grove, United States Threadneedle group Full time

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  • Financial Analyst Associate

    3 weeks ago

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    5 months ago

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  • Wealth Management Associate

    7 days ago

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  • Financial Services Professional

    3 months ago

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    6 days ago

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  • Associate Financial Representative

    1 month ago

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  • Associate Financial Representative

    1 month ago

    Grove, United States Modern Woodmen of America Full time

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    19 hours ago

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  • Financial Cost Analyst

    7 days ago

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  • Retail Sales Associate

    1 week ago

    Downers Grove, United States Best Buy Full time

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  • Retail Warehouse Associate

    1 week ago

    Downers Grove, United States Best Buy Full time

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Associate Financial Planner

1 month ago

Downers Grove, United States NYLIFE Securities LLC Full time

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Serve as a collaborative team player willing to further development through continued training opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • A required Bachelor’s degree in business administration, finance, or similarly related field Compensation: $85,000+

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