Financial Services Professional

1 week ago


Chicago, Illinois, United States NFP Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Professional to join our team as an AVP, Advisor. In this role, you will be responsible for leading the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships.

Key Responsibilities
  • Lead and/or support other advisors in the management of client engagements.
  • Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience.
  • Execute investment and planning activities, including rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.
  • Actively service client accounts by performing and/or coordinating administrative tasks, such as tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.
  • Initiate and field client calls on various topics and miscellaneous requests.
  • Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
  • Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
  • Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
  • Create proposals for prospective clients.
  • Coordinate with clients' attorneys, accountants, and other professionals as needed.
  • Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
Requirements
  • Minimum 4-7 years of wealth management experience.
  • Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
  • Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
What We Offer

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.



  • 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...


  • Chicago, Illinois, United States Lakeshore Financial Group Full time

    Unlock 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...


  • Chicago, Illinois, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with TruStage to offer a comprehensive suite of financial services to credit union clients. This employment opportunity at TruStage, located at Michigan State University Federal Credit Union (MSUFCU) in Chicago, IL, presents a unique chance to join Michigan State University Federal Credit...


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

    Seeking 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...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Senior Accountant OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accountant to join their team. This is an excellent opportunity for a motivated professional to take on a leadership role and contribute to the growth of a well-respected private equity firm.Key Responsibilities:Prepare and review financial statements, including...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionOur client, a reputable private equity firm, is seeking a highly skilled Senior Accountant to join their dynamic team. This esteemed organization has experienced significant growth, nearly doubling in size over the past two years, offering exceptional career advancement opportunities.Key Benefits:Collaborative Culture: A fun...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for providing financial leadership and support to our clients.Key Responsibilities:Lead the month-end close process, ensuring accurate and timely financial reportingPerform account...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...


  • Chicago, Illinois, United States New York Life - Todd Couture Full time

    Job OverviewNew York Life Insurance Company is seeking a seasoned financial advisor to join our team. As a trusted advisor, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.Key ResponsibilitiesProvide exceptional customer service to existing clients, tracking and monitoring communications in...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...


  • Chicago, Illinois, United States OneMain Financial Full time

    About the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...


  • Chicago, Illinois, United States Wintrust Full time

    Financial Advisor Job DescriptionAt Wintrust, we're committed to providing exceptional financial services to our clients. As a Financial Advisor, you'll play a key role in helping individuals and businesses achieve their financial goals.Key Responsibilities:Build strong relationships with clients to understand their financial needs and goalsDevelop and...


  • Chicago, Illinois, United States Chicago Financial Search Full time

    Job Title: Client Services RepresentativeAre you a seasoned professional with experience in managing the full financial services institutional client lifecycle? Do you have expertise in building client relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at a premier financial...


  • Chicago, Illinois, United States Chicago Financial Search Full time

    Client Services RepresentativeAre you a seasoned professional with experience managing the full lifecycle of institutional clients in the Financial Services industry? Do you have a proven track record of building strong relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at a premier...

  • Financial Consultant

    1 month ago


    Chicago, Illinois, United States Discover Financial Services Full time

    Job Title: Principal Financial ConsultantDiscover Financial Services is seeking a highly skilled Principal Financial Consultant to join our team. As a key member of our Finance & Corporate Services organization, you will play a critical role in providing financial and business analysis support to enhance decision making.Key Responsibilities:Drive project...


  • Chicago, Illinois, United States Chicago Financial Search Full time

    Client Services RepresentativeAre you a seasoned professional with experience managing the full lifecycle of institutional clients in the Financial Services industry? Do you have a proven track record of building strong relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at Chicago...

  • Financial Consultant

    4 weeks ago


    Chicago, Illinois, United States Discover Financial Services Full time

    Job Title: Principal Financial ConsultantDiscover Financial Services is seeking a highly skilled Principal Financial Consultant to join our team. As a key member of our Finance & Corporate Services organization, you will play a critical role in providing financial and business analysis support to enhance decision making.Key Responsibilities:Drive project...


  • Chicago, Illinois, United States Taos Global Group Inc. Full time

    About the Role:We are seeking a highly motivated and results-driven Financial Services Professional to join our team at Taos Global Group Inc. as an Insurance and Investment Specialist. In this role, you will be responsible for selling commercial/personal insurance and investment products to small and mid-size business owners.Key Responsibilities:Develop and...


  • Chicago, Illinois, United States Discover Financial Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Consultant to join our team at Discover Financial Services. As a Principal Financial Consultant, you will play a key role in providing financial and business analysis support to enhance decision making.Key ResponsibilitiesProvide financial and business analysis support to drive strategic...