Current jobs related to Financial Advisor - Chicago, Illinois - Plante Moran

  • Voya Financial Advisor

    4 weeks 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...

  • Financial Advisor

    1 month 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 Services Professional

    4 weeks 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...

  • Senior Financial Advisor

    1 month ago

    Chicago, Illinois, United States Farther Full time

    Unlock 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

    4 weeks ago

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

    Financial 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,...

  • Financial Risk Advisor

    4 weeks ago

    Chicago, Illinois, United States 1872 Consulting Full time

    Job 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 Professional

    3 weeks ago

    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...

  • Career Path of Financial Advisor

    4 weeks ago

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

    Job 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

    4 weeks ago

    Chicago, Illinois, United States The University of Chicago Medicine Full time

    Job 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...

  • Senior Financial Advisor

    1 month ago

    Chicago, Illinois, United States KPMG Full time

    Job 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 time

    Merrill 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

    1 month ago

    Chicago, Illinois, United States Northwestern Memorial Healthcare Full time

    Job 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 time

    Job 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 time

    Job 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 time

    As 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 time

    As 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...

  • Financial Services Professional

    1 month ago

    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...

  • Financial Services Professional

    4 weeks ago

    Chicago, Illinois, United States NFP Full time

    About the RoleWe 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 ResponsibilitiesLead and/or support other advisors in...

  • College Access Alumni Advisor Position

    3 weeks ago

    Chicago, Illinois, United States KIPP Chicago Full time

    Job DescriptionAt KIPP Chicago, we are driven by a mission to create joyful, academically excellent schools that prepare students for college, career, and beyond. Our KIPP Forward program advises over 2000 KIPP alumni in high school or college, providing a mix of programs and services to support their success. We are seeking a College Access Alumni Advisor...

  • Service Advisor

    4 weeks ago

    Chicago, Illinois, United States Jiffy Lube #1160 Full time

    At Jiffy Lube #1160, we're seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a vital role in creating a positive guest experience by offering personalized service recommendations and ensuring the completion of quality workmanship.Key Responsibilities:Understand the full range of Jiffy Lube products and servicesAccurately...

Financial Advisor

1 month ago

Chicago, Illinois, United States Plante Moran Full time
About the Role

We 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 Responsibilities
  • Assess clients' financial situations and develop personalized investment and financial planning solutions.
  • Evaluate client financial plans and provide recommendations on investment and tax strategies.
  • Perform quality control procedures on account activity to ensure accuracy and compliance.
  • Prepare reports and presentations to communicate financial recommendations to clients.
Requirements
  • Pursuing a bachelor's degree in finance, mathematics, economics, or a related field.
  • Strong interest in investments and economics.
  • Passionate about helping individuals and families achieve their financial goals.
  • Detail-oriented leader with strong analytical skills.
  • Effective communication and interpersonal skills.
What We Offer

As a Financial Advisor at Plante Moran, you will have the opportunity to work with a talented team of professionals and contribute to the success of our clients. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Why Choose Plante Moran

At Plante Moran, we value diversity, equity, and inclusion. We strive to create a culture where every individual feels valued and respected. We believe that our differences are what make us stronger and more effective in serving our clients.

How to Apply

If you are a motivated and detail-oriented individual with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter for consideration.