Financial Advisor
1 month ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at CCG Business Solutions, LLC. The successful candidate will be responsible for providing personalized financial planning and investment management services to our clients.
Key Responsibilities- Develop and implement customized financial plans and investment strategies for clients based on their financial goals and risk tolerance.
- Conduct thorough financial analysis, including tax planning, estate planning, and retirement planning.
- Provide expert advice on investment products and services, including securities, mutual funds, and insurance products.
- Build and maintain strong relationships with clients to ensure their ongoing financial well-being and satisfaction.
- Stay up-to-date on market trends, regulatory changes, and industry developments to maintain expertise in financial services.
- Minimum book of business of $30-40 million.
- Professional standing with a strong reputation in the industry.
- Located in North America.
- May be an independent advisor looking for a stronger support structure or a better growth platform.
- Succession planning and growth-oriented.
Salary $80,000 - $100,000 plus bonus. All information will be kept confidential according to EEO guidelines.
-
Voya Financial Advisor
4 weeks ago
Chicago, Illinois, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Chicago area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting seminars...
-
Financial Services Professional
4 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timeFinancial Advisor RoleAt Wintrust Financial, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build strong relationships with clients and prospectsDevelop and implement comprehensive financial plansProvide expert advice on...
-
Senior Financial Advisor
1 month ago
Chicago, Illinois, United States Farther Full timeUnlock Your Potential as a Senior Financial AdvisorAt Farther, we're revolutionizing the wealth management industry by combining expert advisors with cutting-edge technology. As a Senior Financial Advisor, you'll have the autonomy to build a client-first business with modern tools at your disposal.Key Responsibilities:Identify prospect needs and communicate...
-
Financial Advisor Recruiter
1 month ago
Chicago, Illinois, United States TERRANA GROUP LLC Full timeAbout TERRANA GROUP LLCTERRANA GROUP LLC is a leading Financial Advisor recruiting and business development consulting firm based in Chicago, IL. With over 30 years of experience, we have established strong relationships with key decision makers at top wealth management firms.Job DescriptionThis is a hybrid/remote full-time position nationally (USA) as a...
-
Financial Advisor
4 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to successful individuals, families, and institutions, upholding our core values of service, expertise, and integrity.We have over 130 years of financial experience and a global presence,...
-
Financial Advisor
4 weeks ago
Chicago, Illinois, United States CCG Business Solutions, LLC Full timeFinancial Planning and Investment Management ServicesOverview:CCG Business Solutions, LLC is seeking a highly motivated and experienced Financial Advisor to provide personalized financial planning and investment management services to our clients.Duties:Provide financial planning and investment management services to clients, including portfolio analysis,...
-
Senior Financial Advisor
4 weeks ago
Chicago, Illinois, United States Brighton Jones Full timeAt Brighton Jones, we're seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for leading client relationships, delivering exceptional experiences, and designing, implementing, and managing wealth management plans that support our clients' passions and...
-
Financial Risk Advisor
4 weeks ago
Chicago, Illinois, United States 1872 Consulting Full timeJob Title: Financial Risk Advisor1872 Consulting is seeking a Financial Risk Advisor to join our team. As a key member of our financial services team, you will provide critical support to senior leadership by monitoring and supporting the company's financial risk management framework.Key Responsibilities:Learn, develop, and advance financial risk and GRC...
-
Financial Services Professional
4 weeks ago
Chicago, Illinois, United States Lakeshore Financial Group Full timeUnlock Your Potential as a Financial Advisor at Lakeshore Financial GroupAre you a driven and customer-focused individual looking to grow and thrive in a dynamic team environment? Do you have a passion for helping clients achieve their financial goals and building lasting relationships?Lakeshore Financial Group is expanding its team in Chicago and seeking...
-
Financial Professional
3 weeks ago
Chicago, Illinois, United States Voya Financial Advisors Inc Full timeSeeking a Financial Professional for Defined Contribution PlansVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution & defined benefit business. We are currently seeking a Financial Professional to join our team in the greater Chicago area to work with plan sponsor relationships. This position will be responsible...
-
Career Path of Financial Advisor
4 weeks ago
Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full timeJob DescriptionAs a Financial Representative in the Advisor Preparatory Program, you will gain hands-on experience and real-world skills to become a successful Financial Advisor. You will learn how to build and maintain relationships within your community and make a positive impact on people's lives by helping them achieve financial security.Your...
-
Senior Financial Planning and Analysis Advisor
3 weeks ago
Chicago, Illinois, United States The University of Chicago Medicine Full timeJob Title: Senior Financial Planning and Analysis AdvisorJob Summary: The University of Chicago Medicine is seeking a Senior Financial Planning and Analysis Advisor to join its Financial Reporting department. This role will serve as a technical expert to the Finance Department and senior management, providing financial data analytics and reporting across...
-
Financial Professional
4 weeks ago
Chicago, Illinois, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Chicago area. As a key member of our team, you will be responsible for working with plan sponsor relationships, providing 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and...
-
Senior Financial Advisor
1 month ago
Chicago, Illinois, United States KPMG Full timeJob SummaryAs a Senior Financial Advisor at KPMG, you will lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Healthcare and Life Sciences FORTUNE 1000 companies and private equity investors. You will analyze target company data to identify historical and projected financial and...
-
Merrill Financial Solutions Advisor
4 weeks ago
Chicago, Illinois, United States Bank of America Full timeMerrill Financial Solutions Advisor Job DescriptionAt Bank of America, we are seeking a highly skilled Merrill Financial Solutions Advisor to join our team. As a Merrill Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them...
-
Financial Advisor
4 weeks ago
Chicago, Illinois, United States Northwestern Memorial Healthcare Full timeJob SummaryWe are seeking a highly skilled Financial Counselor to join our team at Northwestern Memorial Healthcare. As a Financial Counselor, you will play a critical role in ensuring that patients receive exceptional financial care and support throughout their healthcare journey.Key ResponsibilitiesProvide financial counseling and education to patients and...
-
Investment Advisor Associate
4 weeks ago
Chicago, Illinois, United States Signature Estate & Investment Advisors, LLC Full timeJob Title: Investment Advisor AssociateJob Summary:We are seeking a highly skilled Investment Advisor Associate to join our team at Signature Estate & Investment Advisors, LLC. As an Investment Advisor Associate, you will work closely with our experienced advisors to provide exceptional investment advice and services to our clients.Responsibilities:* Assist...
-
Financial Services Support Specialist
4 weeks ago
Chicago, Illinois, United States AssetMark Full timeJob DescriptionThe Financial Services Support Specialist plays a vital role in providing exceptional support to Financial Advisors and their clients. This position requires a strong service mindset, excellent communication skills, and a passion for delivering high-quality service.Key Responsibilities:Provide phone-based support to inbound inquiries and...
-
Senior Financial Planning Specialist
4 weeks ago
Chicago, Illinois, United States Robert W. Baird & Co. Full timeAs a Senior Financial Planning Specialist at Robert W. Baird & Co., you will play a key role in providing specialized services to experienced Financial Advisors and Baird Qualified Teams. Your primary objective will be to assist in their ability to offer sophisticated wealth management solutions to individuals and families, while strategically building the...
-
Senior Financial Consultant
4 weeks ago
Chicago, Illinois, United States RK Partners Full timeAs a Financial Advisor at RK Partners, you will be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products.You will 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...