Current jobs related to Strategic Financial Advisor - Chicago, Illinois - Help At Home

  • Financial Advisor

    2 weeks ago

    Chicago, Illinois, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Ameriprise Financial. As a Financial Advisor, you will play a critical role in shaping the financial futures of our clients and helping them achieve their long-term goals.Key ResponsibilitiesAttend and engage in coaching and training led by our leadership...

  • Voya Financial Advisor

    1 week ago

    Chicago, Illinois, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a Financial Professional to join our team in the greater Chicago area. This role will involve working with plan sponsor relationships, providing 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key ResponsibilitiesProspect,...

  • Chief Financial Officer

    4 weeks ago

    Chicago, Illinois, United States Creative Financial Staffing Full time

    Chief Financial OfficerCreative Financial Staffing is seeking a seasoned Chief Financial Officer to lead our client's financial operations. As a key member of the executive leadership team, the CFO will provide strategic financial direction to support the organization's mission and long-term sustainability.Key Responsibilities:Financial Strategy &...

  • Financial Advisor

    4 weeks ago

    Chicago, Illinois, United States CCG Business Solutions, LLC Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at CCG Business Solutions, LLC. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment management services to our clients.Key Responsibilities:Provide financial planning and investment...

  • Strategic Financial Associate

    2 days ago

    Chicago, Illinois, United States East 57th Street Partners Full time

    Job Title: Senior Associate of Private EquityLocation: Chicago Metro AreaEast 57th Street Partners, a prominent Private Equity firm based in the Chicago Metro Area, is seeking a Senior Associate to join their dynamic team. The ideal candidate will provide strategic insights and drive investment decisions, supporting the investment team in conducting...

  • Financial Advisor

    4 weeks ago

    Chicago, Illinois, United States CCG Business Solutions, LLC Full time

    Job OpportunityWe are seeking a highly skilled and experienced Financial Advisor to join our team at CCG Business Solutions, LLC. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment management services to our clients.Key ResponsibilitiesDevelop and implement customized financial plans to meet clients'...

  • Voya Financial Advisor

    2 days ago

    Chicago, Illinois, United States Voya Financial Advisors Inc Full time

    Financial 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...

  • Strategic Business Partner for Optum Financial

    2 days ago

    Chicago, Illinois, United States UnitedHealth Group Full time

    At UnitedHealth Group, we are committed to helping people live healthier lives and making the health system work better for everyone. As a key member of the Optum Financial leadership team, the Chief of Staff will play a critical role in helping us achieve this mission.The Chief of Staff will serve as the trusted advisor to Optum Financial leadership,...

  • Strategic Advisor

    1 week ago

    Chicago, Illinois, United States Jabian Consulting Full time

    About Jabian ConsultingJabian Consulting is a collaborative team of strategic thinkers and technological innovators committed to creating impactful solutions. Our integrated approach across strategy, process improvement, human capital, and technology helps our clients excel in a competitive market.Job OverviewWe are seeking a seasoned Management Consultant...

  • Strategic Advisor

    1 month ago

    Chicago, Illinois, United States Jabian Consulting Full time

    About Jabian ConsultingJabian Consulting is a collaborative team of strategic thinkers and technological innovators committed to creating impactful solutions. Our integrated approach across strategy, process improvement, human capital, and technology helps our clients excel in a competitive market.Senior Manager RoleWe are seeking Senior Managers to join our...

  • Strategic Advisor

    3 days ago

    Chicago, Illinois, United States The Plan B Foundation Full time

    The Plan B Foundation is seeking a dedicated individual to join our board of directors. As a Strategic Advisor, you will play a crucial role in helping us achieve our mission to break the cycle of unemployment for formerly incarcerated individuals.Our Back-to-Basics program is designed to equip participants with the skills necessary to retain and sustain...

  • Financial Advisor

    1 week ago

    Chicago, Illinois, United States Plante Moran Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at Plante Moran. As a Financial Advisor, you will play a critical role in helping individuals and families achieve their financial goals.Key ResponsibilitiesAssess clients' financial situations and develop personalized investment and financial planning...

  • Financial Advisor

    2 weeks ago

    Chicago, Illinois, United States CCG Business Solutions, LLC Full time

    Job OverviewWe 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 ResponsibilitiesDevelop and implement customized financial plans and investment...

  • Financial Advisor

    4 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Job Title: Relationship AdvisorThe Firm-To-Firm practice at Northern Trust...

  • Financial Advisor

    4 weeks ago

    Chicago, Illinois, United States Thrivent Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will be responsible for providing personalized financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with...

  • Financial Advisor Trainee

    1 month ago

    Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual - Greater Chicago, we're committed to helping you achieve your career goals and make a meaningful impact on the lives of others. Our Financial Advisor Preparatory Program is designed to equip you with the skills and knowledge you need to succeed in this rewarding field.Program HighlightsGain...

  • Strategic Initiatives Manager

    2 days ago

    Chicago, Illinois, United States BMO Financial Group Full time

    Job Summary:We are seeking a highly skilled Strategic Initiatives Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for providing expertise in the design, development, management, and implementation of assigned strategic initiatives from business case development through to execution.Key...

  • Strategic Legal Advisor

    2 days ago

    Chicago, Illinois, United States ISACA Full time

    About ISACAISACA is a global professional association and learning organization that leverages the expertise of its 180,000+ members who work in digital trust fields such as information security, governance, assurance, risk, privacy, and quality. It has a presence in 188 countries, including 225 chapters worldwide. Through the ISACA Foundation, ISACA...

  • Financial Services Professional

    2 days ago

    Chicago, Illinois, United States Wintrust Financial Full time

    Financial 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...

  • Strategic Philanthropic Advisor

    4 weeks ago

    Chicago, Illinois, United States Bold Ventures Full time

    About the RoleBold Ventures is seeking a seasoned philanthropic advisor to join our team as a Director. This is a new leadership role that will play a critical part in our organization's growth and success.The Director will be responsible for securing new partnerships, building relationships with key stakeholders, and providing strategic support to our...

Strategic Financial Advisor

2 months ago

Chicago, Illinois, United States Help At Home Full time

Help at Home is a premier national provider of in-home personal care services, dedicated to empowering individuals to maintain their independence and dignity within their own homes. Our organization supports a vast network of clients through the dedication of compassionate caregivers across multiple states. We seek individuals who are passionate about making a difference, willing to engage deeply, and committed to fostering impactful change. Each position within Help at Home plays a crucial role in enhancing the support provided to our caregivers and clients. If you are driven by integrity and a desire to contribute to a rapidly expanding, industry-leading team, Help at Home could be the right place for you.

Position Overview:

In this role, reporting to the Senior Director of Financial Planning & Analysis, the Strategic Financial Advisor will collaborate closely with regional and branch management teams. This position will act as a financial leader for a designated geographical area, providing essential support in areas such as forecasting, budgeting, and the analysis of financial and operational key performance indicators (KPIs). The primary goal is to equip Regional Vice Presidents with critical financial insights and operational decision-making support while ensuring alignment with the company's financial objectives. The Strategic Financial Advisor will be expected to assist across all business lines within the region.

**This role allows for remote work, with occasional travel to the corporate headquarters for collaborative meetings.

Key Responsibilities:

  • Gather and evaluate various metrics to assess implications for budgeting, projects, and program initiatives.
  • Effectively distill and summarize complex financial data into meaningful, high-level analyses that drive results.
  • Identify opportunities to utilize a structured-autonomy approach to expedite new business development.
  • Initiate and finalize business case proposals aimed at enhancing customer retention strategies across all operational divisions.
  • Foster and maintain robust working relationships with Corporate Departments, Regional Presidents, and Executive Leadership.
  • Analyze and quantify both new and historical business data.
  • Oversee controllership and reporting for specific business segments.
  • Design and recommend evidence-based methodologies for turnover reporting and cost calculations.
  • Conduct ad hoc business analyses as required.
Essential Skills and Competencies:
  • Planning and Organization - Detail-oriented with strong prioritization skills and efficient time management.
  • Interpersonal Skills - Maintains confidentiality, remains receptive to others' ideas, and demonstrates a willingness to embrace new approaches.
  • Verbal Communication - Communicates clearly and persuasively in various situations, showcasing effective group presentation skills.
  • Written Communication - Edits work for accuracy, presents numerical data effectively, and interprets written information proficiently.
  • Problem Solving - Identifies and resolves issues promptly, skillfully gathers and analyzes information while maintaining confidentiality.
  • Quality Control - Demonstrates precision and thoroughness, monitoring personal work to ensure quality and confidentiality.
  • Adaptability - Adjusts to changes in the work environment, manages competing demands, and handles unexpected events effectively.
  • Strong Analytical Skills.
  • Proficient in Microsoft Office Suite, particularly Excel, PowerPoint, and Word.
Education and Experience Requirements:
  • Bachelor's degree in Finance or Accounting; an MBA is desirable.
  • CPA and/or MBA or a related advanced degree preferred.
  • CFA (Chartered Financial Analyst) designation preferred.
  • A minimum of five years in a similar role with significant financial responsibilities.
  • Experience in delivering projects and initiatives that yield measurable financial outcomes, with a focus on driving organic growth.
  • Experience in the healthcare sector is advantageous but not mandatory.
  • Experience with Private Equity-backed companies is beneficial but not required.
  • Advanced skills in Excel and PowerPoint are essential; familiarity with financial accounting software such as Workday, Oracle/NetSuite, Power BI, or other business intelligence tools is preferred.
Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Ability to travel as needed, approximately 10% of the time, subject to business requirements.
The above statements are intended to outline the general nature and level of work performed by individuals in this classification. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel classified in this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job upon request.

Help At Home is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. All applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, or any other legally protected status.