Financial Services Associate

About the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Associate Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...

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...

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...

Financial Planning and Analysis ExpertFay Financial is seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our finance department, you will be responsible for conducting advanced financial analysis, developing and implementing financial planning processes, and providing strategic financial guidance to support...

Job SummaryThe Chief Financial Officer will play a key role in directing and overseeing the financial activities of the American Bar Association, ensuring the organization's financial health and stability. This position will be responsible for preparing current financial reports and summaries, developing forecasts predicting future performance, and...

As a Relationship Banker at Wintrust Financial, you will play a vital role in building and maintaining meaningful relationships with our customers. This involves using your financial expertise to provide thoughtful solutions that meet their unique needs. You will work collaboratively with our business partners to connect customers with experts who can help...

Customer Success Associate Role OverviewAt YCharts, we're seeking a skilled Customer Success Associate to drive education and create engaging content for our clients. This role will leverage your interpersonal skills and financial knowledge to help clients maximize the value of our platform.Key Responsibilities:Assist clients with product-related inquiries...

h3Job Overview/h3pWe are seeking a highly skilled Associate Financial Analyst to join our team at Swedish Trade Development Inc. As an Associate Financial Analyst, you will be responsible for providing financial information to external clients through administration, bookkeeping, account analysis, and preparation of financial statements./ph3Key...

Job 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...

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...

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...

Job Title: Director Cloud EngineeringCompany: Financial ServicesJob Type: Full-timeLocation: Chicago, ILJob Description:We are seeking a highly experienced Director of Cloud Engineering to lead our cloud infrastructure team. The ideal candidate will have a strong background in cloud computing, with a focus on AWS.Responsibilities:Lead a team of engineers in...

Research Associate Job DescriptionAt William Blair, we are seeking a highly skilled Research Associate to join our team. As a Research Associate, you will play a critical role in the preparation and execution of industry and company research and analyses for use in the formulation of security analyses for the financials sector.Key Responsibilities:Develop...

Job OverviewCredit Union 1 is a well-established and respected financial institution that offers a range of benefits and opportunities for career growth.We are seeking a highly motivated and friendly individual to join our team as a Relationship Banker. As a Relationship Banker, you will be responsible for providing financial and account services to members...

Position Title: FP&A AssociateWe are seeking a highly skilled FP&A Associate to join Tyree and D'Angelo Partners, a private equity investment firm focused on control investments in the lower middle market. The chosen candidate will work closely with senior management to execute accounting and finance functions, balancing ad hoc projects. Timely execution of...

We are thrilled to offer an exciting opportunity for a Tax Partner to join a prestigious accounting firm’s Financial Services practice in Chicago. This role promises an engaging and dynamic environment, working with high-profile clients in the Financial Services and Asset Management sectors, including private equity, venture capital, and hedge funds. As a...

Job SummaryThe Client Service Associate plays a vital role in supporting our Financial Advisors in delivering exceptional client experiences. This position is responsible for assisting with the opening and maintenance of client accounts, performing administrative tasks, and providing overall customer service support.Key ResponsibilitiesAssist Financial...

Job SummaryWe are seeking an experienced Associate Financial Planning and Asset Management professional to join our team at ACCIONA Energía's US headquarters in Chicago, IL.This role will support and manage the development of financial plans, budgets, and forecasts, as well as prepare regular performance reporting and variance analysis for key stakeholders,...

Job Summary:We are seeking a highly skilled Part-Time Associate Banker to join our team at BMO Financial Group. As a key member of our lending team, you will be responsible for providing exceptional customer service and portfolio management in lending services for all existing and potential clients.Key Responsibilities:Provides technical expertise for...

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...