Wealth Management Specialist
1 day ago
New York Life offers a dynamic and rewarding career opportunity for a Financial Consultant to join our team. As a Financial Consultant, you will have the chance to work closely with clients to understand their financial goals and develop customized solutions to help them achieve success.
Key Responsibilities- Build and maintain strong relationships with clients, providing exceptional customer service and tailored financial advice.
- Develop and implement comprehensive financial plans that take into account clients' unique needs and circumstances.
- Analyze and interpret financial data to determine clients' cash flow, income, financial status, financial goals, monetary assets, and other financial situations related to wealth management.
- A Bachelor's degree in business administration, finance, or a similarly related field is required.
- Superior communication, relationship-building, and math skills are essential to establish a strong foundation of customer service for all clients.
- A valid FINRA Series 7 & 63/66 license is considered a plus, though not required.
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred.
The estimated salary range for this position is $85,000-$100,000 per year, depending on experience and qualifications.
-
Wealth Relationship Specialist
4 days ago
Morton Grove, Illinois, United States Citigroup Inc Full timeJob Description:The Private Client Coverage team at Citigroup Inc is seeking a seasoned Wealth Relationship Specialist to join our ranks. As a key member of our team, you will be responsible for identifying, building, and deepening relationships with affluent clients to drive incremental wallet share.Key Responsibilities:Anticipate complex financial needs of...
-
Office Operations Specialist
4 days ago
Downers Grove, Illinois, United States Sound Investment Group, LLC Full timeSound Investment Group, LLC: A Leader in Private Wealth ManagementWe are proud to be a trusted partner for families, business owners, and professionals seeking expert financial guidance.Our experienced team delivers tailored solutions, combining strategic investment advice with comprehensive financial planning.By putting our clients at the forefront of...
-
Claims Specialist
2 weeks ago
Downers Grove, Illinois, United States CorVel Enterprise Comp, Inc. Full timeAbout the Role:We are seeking a highly skilled Liability Claims Specialist to join our team at CorVel Enterprise Comp, Inc.Salary: $63,491 - $101,449 per year, depending on experience and location.Job Summary:The successful candidate will be responsible for managing complex liability claims within delegated authority limits. This role involves investigating...
-
Senior Business Development Manager
2 weeks ago
Downers Grove, Illinois, United States T-Mobile Full timeJob OverviewWe invest in YOU Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package, ensuring their financial well-being. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan,...
-
Risk Management Professional
3 days ago
Downers Grove, Illinois, United States CorVel Enterprise Comp, Inc. Full timeJob DescriptionThe Liability Claims Specialist manages within company standards and best practices complex and problematic, liability claims within delegated limited authority to determine benefits due; manage subrogation and negotiate settlements to ensure specific customer service requirement to achieve the best possible outcome in the claim, supporting...
-
Business Development Manager, Sales Team
3 weeks ago
Downers Grove, Illinois, United States Disability Solutions Full timeAbout Disability SolutionsDisability Solutions is a leading organization dedicated to providing innovative solutions for individuals with disabilities. We strive to create a dynamic and inclusive work environment that fosters growth and success.Job SummaryWe are seeking an experienced Account Executive, SMB Team Sales to join our Sales Team. As a key member...
-
IT Infrastructure Specialist
3 weeks ago
Downers Grove, Illinois, United States LaSalle Network Full timeJob Title:IT Infrastructure SpecialistAbout the Company:LaSalle Network is a leading staffing and recruiting firm that provides direct hire and temporary staffing services. With over two decades of experience, we have helped organizations hire faster and connect top talent with opportunities.Job Overview:This contract-to-hire opportunity requires a skilled...
-
Financial Operations Specialist
3 weeks ago
Downers Grove, Illinois, United States Brilliant Financial Staffing - IL Full timeAbout the PositionBrilliant Financial Staffing is seeking a skilled Financial Operations Specialist to join their team in Downers Grove, IL on a Contract-to-Hire basis.This role involves reviewing invoices for accuracy and completeness, resolving discrepancies, and processing employee expense reports. The ideal candidate will have experience with data entry,...
-
Downers Grove, Illinois, United States W3R Consulting Full timeCompany OverviewWe are seeking a skilled Medical Management Specialist to join our team at W3R Consulting.
-
Operational Support Specialist
4 weeks ago
Downers Grove, Illinois, United States ProLift Garage Doors of Chicago Western Suburbs Full timeJob Overview:We are seeking an experienced Operational Support Specialist to join our team at ProLift Garage Doors of Chicago Western Suburbs.About the Role:This full-time/part-time position offers a unique opportunity to work in a dynamic environment and contribute to the growth and success of our company.Responsibilities:Assist in the management activities...
-
Healthcare Program Manager
3 days ago
Downers Grove, Illinois, United States Walker Healthforce Full time**Job Overview**We are seeking a Medical Management Specialist I for a healthcare client located in Downers Grove, IL. This is a contract opportunity with a competitive salary of $85,000 - $110,000 per year, depending on experience.**Responsibilities**Conduct medical management and health education programs for customers on government health care...
-
IT Auditor II
6 days ago
Downers Grove, Illinois, United States Wintrust Financial Full timeFinancial Regulatory Compliance SpecialistWe are seeking a detail-oriented and analytical Financial Regulatory Compliance Specialist to join our IT Audit team. This role will play a crucial part in ensuring the company's compliance with financial regulations, risk management, and internal controls.About the RoleThis position is based in Rosemont, IL and...
-
Healthcare Operations Specialist
4 days ago
Downers Grove, Illinois, United States w3r Consulting Full timeAbout the RoleAs a Healthcare Operations Specialist at w3r Consulting, you will be responsible for conducting medical management and health education programs for customers on government health care programs.This role involves gathering, analyzing, and providing data for regulatory reports, as well as representing the company to members. The ideal candidate...
-
Senior Account Development Specialist
3 weeks ago
Downers Grove, Illinois, United States HUB International Full timeAbout HUB InternationalHUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. With over 450 offices in North America, we provide our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions.Why Choose HUB?We...
-
Equipment Installation Specialist
3 weeks ago
Downers Grove, Illinois, United States Duravant Full timeJob OverviewDuravant Material Handling Solutions Integration Services is a leading provider of material handling systems, and we are seeking an experienced Equipment Installation Specialist to join our team.ResponsibilitiesBusiness System:Develop and manage standard operating procedures for installation, including safety and quality standards.Create...
-
Epic Systems Technical Specialist
3 weeks ago
Downers Grove, Illinois, United States Duly Health and Care Full timeWe are seeking an experienced Epic Systems Technical Specialist to join our team at Duly Health and Care. This is a full-time position with 40 hours of work per week, Monday through Friday from 8am to 5pm.Job SummaryThe Epic Systems Technical Specialist will be responsible for configuring, documenting, testing, modifying, and maintaining Epic and other...
-
Downers Grove, Illinois, United States Addus Homecare Full time**Job Title:** Health Engagement Specialist II: Care CoordinationAbout Addus Homecare:Addus Homecare is a leading provider of home care and home health services. We offer our team members the best benefits, including medical, dental, and vision coverage, continued education opportunities, a generous PTO plan, retirement planning, life insurance, and employee...
-
Revenue Management Specialist
4 days ago
Downers Grove, Illinois, United States Abercrombie & Kent USA Full timeJob Title: Financial AnalystAbercrombie & Kent USA is seeking a skilled Financial Analyst to analyze and report on the company's global tour operations, focusing on revenue management strategy for A&K's Tailor Made Touring products.Responsibilities:Reporting and Analysis - Assist with analysis and reporting on various aspects of A&K's global...
-
Care Coordination Specialist
3 weeks ago
Downers Grove, Illinois, United States W3R Consulting Full timeAbout the RoleWe are seeking a highly skilled Care Coordination Specialist to join our team at W3R Consulting. This role will be responsible for conducting home health assessments, contacting members to inform and educate them on healthcare programs, and engaging with members to discuss adherence to personal health plans.Key ResponsibilitiesPerform home...
-
Customer Service Professional
3 weeks ago
Downers Grove, Illinois, United States Andy Herrero - State Farm Agent Full timeAre you passionate about delivering exceptional customer experiences and dedicated to helping others achieve their goals? At Andy Herrero - State Farm Agent, we're excited to offer a rewarding career opportunity as an Insurance Specialist.About the RoleThis is a dynamic position that requires strong interpersonal and communication skills to engage...