Personalized Financial Solutions Specialist
3 days ago
RK Partners is committed to securing futures with financial guidance and products. As a Personalized Financial Solutions Specialist, you will work closely with clients to understand their unique needs and deliver tailored investment solutions that meet their goals.
Job DescriptionThis role requires a combination of business acumen, communication skills, and a passion for helping others. Our ideal candidate will be able to:
- Develop and maintain strong relationships with clients
- Provide expert advice on financial products and services
- Identify opportunities to cross-sell and upsell financial solutions
To be successful in this role, you will need:
- A high school diploma or equivalent
- 2+ years of experience in the finance industry
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
The estimated salary for this position is around $70,000 - $90,000 per year, depending on location and experience.
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Wealth and Insurance Solutions Expert
2 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timeAbout the RoleAs a Wealth and Insurance Product Specialist at Wintrust Financial, you will play a crucial role in providing high-quality insurance solutions to clients. Working closely with internal partners such as private bankers, financial advisors, and trust administrators, you will analyze client data to understand current and long-term financial...
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Chicago, Illinois, United States Selby Jennings Full timeAbout Selby JenningsAs a leading global recruitment agency, we are passionate about connecting professionals with the best opportunities. Our clients rely on us for top talent in their industries.Job Title: Workday Integration Specialist with Advanced Financial SolutionsEstimated Salary Range: $140,000 - $170,000 per annumJob Description:About the RoleWe are...
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Financial Relationship Specialist
3 days ago
Chicago, Illinois, United States Old National Bank Full timeJob OverviewWe are seeking a skilled Financial Relationship Specialist to join our team at Old National Bank. This role will involve developing and cultivating long-term client relationships by providing personalized financial solutions.The ideal candidate will have a minimum of one year relationship-based client consultation and/or consultative sales...
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Automation Solutions Specialist
3 days ago
Chicago, Illinois, United States Synch-Solutions Full timeAchieving operational excellence through automation.Join Synch-Solutions as a key member of our automation team. As an Automation Solutions Specialist, you'll leverage your skills in UiPath to automate business processes, improve efficiency, and reduce costs.Your responsibilities will include designing and implementing automation solutions, creating and...
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Financial Relationship Specialist
2 weeks ago
Chicago, Illinois, United States Cathay Bank - Headquarters Full timeCathay Bank - Headquarters Job OverviewCathay Bank - Headquarters is a leading financial institution committed to providing exceptional service and innovative solutions. We are seeking a skilled Financial Relationship Specialist to join our team.
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Financial Career Developer
2 weeks ago
Chicago, Illinois, United States Brandon Harris Financial Full timeWe are seeking an entry-level Financial Consultant to join our team at Brandon Harris Financial. As a key member of our team, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.This is an excellent opportunity for individuals who are looking to start or transition into a new career in...
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Chicago, Illinois, United States Collaborative Solutions Full timeCollaborative Solutions has partnered with Workday to deploy Adaptive Insights, a cutting-edge cloud-based business planning and analytics solution. As a Senior Business Planning Specialist for Financial Modeling, you will play a key role in helping our clients achieve their financial goals.Key Responsibilities:You will work closely with clients to...
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Financial Services Representative
7 days ago
Chicago, Illinois, United States OneMain Financial Full timeAbout the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a crucial role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. This opportunity allows you to grow your career while learning the lending and servicing business.Key...
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Financial Underwriting Coordinator
4 weeks ago
Chicago, Illinois, United States AmTrust Financial Full timeJob SummaryWe are seeking a highly skilled Financial Underwriting Coordinator to join our team. In this role, you will be responsible for providing critical support to our underwriters in making sound decisions.Key Responsibilities:Partner with underwriters to gather information necessary for underwriting decisions, ensuring timely and accurate...
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Technical Solution Analyst
2 weeks ago
Chicago, Illinois, United States Guidehouse Full timeJob OverviewGuidehouse is seeking a highly skilled Technical Solution Analyst to join our team. This role will be responsible for supporting the ERP technical environment, performing solution analysis, design, development, coding, testing, implementation, maintenance, and documentation of Financial systems.Key ResponsibilitiesPerform solution analysis,...
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Data Solutions Engineer
3 weeks ago
Chicago, Illinois, United States Discover Financial Services Full timeAbout DiscoverDiscover Financial Services is a leading digital banking and payments company. Our mission is to help people find a brighter financial future.Job OverviewWe're seeking an experienced Data Solutions Engineer to join our team. In this role, you'll design, develop, test, and maintain complex data solutions for our products.Key...
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Financial Operations Specialist
3 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout the OpportunityOur client, a rapidly growing business in the medical field, is seeking an experienced Senior Accountant to join their team. As a key member of the financial operations team, you will be responsible for producing timely and accurate financial reports, maintaining accounting records, and implementing sound financial controls.This role...
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Financial Operations Specialist
2 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout the Company:Creative Financial Staffing is proud to partner with a rapidly growing business in the Central Chicago area, seeking a highly skilled Senior Accountant to join their team. With a strong focus on financial operations and growth ambitions, this company offers an exciting opportunity for professionals looking to take their career to the next...
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Senior Financial Control Specialist
4 weeks ago
Chicago, Illinois, United States Legrand Full timeAbout the RoleLegrand is seeking a highly skilled Sr. Internal Control Analyst to join the Corporate Team in West Hartford, CT. As a Senior Financial Control Specialist, you will be responsible for managing the consistent administration of financial control policies and internal control procedures at each of the Legrand, North and Central America...
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Financial Operations Specialist
2 weeks ago
Chicago, Illinois, United States BCForward Full timeJob OverviewBCforward is a Black-owned firm providing unique solutions for organizations worldwide.We are seeking a Financial Operations Specialist to join our Core Ops - Returns team in Sioux Falls, SD.This 100% in-office role will process returns for various financial products, including credit cards, checks, and ACH transactions.Company DescriptionAbout...
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Cloud Financials Implementation Specialist
3 weeks ago
Chicago, Illinois, United States Invenergy Full timeJob Title: Cloud Financials Implementation SpecialistInvenergy, a leading clean energy developer and operator, is seeking an experienced Cloud Financials Implementation Specialist to join our team. We are committed to driving innovation in the energy sector and providing power generation and storage solutions at scale around the world.Estimated Salary:...
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Staff Accountant
3 days ago
Chicago, Illinois, United States SAFER FOUNDATION Full timeJob SummaryWe are seeking a highly skilled Staff Accountant - Financial Operations Specialist to join our team at the Safer Foundation. This is a challenging and rewarding role that involves maintaining financial reports, records, and general ledgers, as well as performing general bookkeeping and executing office duties.The ideal candidate will have a strong...
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Financial Markets Strategist
2 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timeAbout WintrustWintrust is a leading financial holding company with over $50 billion in assets under management and a strong presence on the NASDAQ market. We pride ourselves on our commitment to community banking, providing personalized service to each customer while leveraging the resources of a large bank.Why Choose Us?We're an award-winning culture,...
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Financial Technology Support Specialist
3 weeks ago
Chicago, Illinois, United States Options Technology Full timeOptions Technology is a global leader in financial technology, providing innovative solutions to clients worldwide. We are currently seeking a skilled Financial Technology Support Specialist to join our team in Geneva, Switzerland.As a Financial Technology Support Specialist, you will play a critical role in supporting our options trading operations and...
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Sales and Financial Solutions Specialist
3 days ago
Chicago, Illinois, United States Cash America Full timeRole DescriptionWe are looking for highly motivated individuals to join our sales team as part-time retail sales associates.Provide exceptional customer service and develop relationships with clients.Maintain a clean, organized store environment and restock merchandise as needed.Process financial transactions accurately and efficiently.**Compensation and...