Investment Advisory Consultant
3 weeks ago
We are seeking an Investment Advisory Consultant to join our team at RK Partners. As a key member of our organization, you will be responsible for providing comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies.
Key Responsibilities:
- Build and maintain strong relationships with clients to understand their financial needs and objectives
- Stay up-to-date on market trends, economic conditions, and investment products
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Benefits:
- Flexible schedule
- Professional development assistance
- Referral program
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Investment Advisory Compliance Manager
4 days ago
Chicago, Illinois, United States Fiducient Advisors Full timeFiducient Advisors, a trusted name in investment consulting, seeks a seasoned Investment Advisory Compliance Manager to oversee all aspects of regulatory compliance. This critical role demands a deep understanding of financial regulations and laws, combined with exceptional leadership and communication skills.As the primary point of contact for regulatory...
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Federal Tax Advisory Specialist
6 days ago
Chicago, Illinois, United States Baker Tilly Advisory Group, LP Full timeAbout the Opportunity: Baker Tilly Advisory Group, LP is seeking a highly skilled Federal Tax Senior Associate to join our team. As a trusted member of our engagement team, you will provide various federal tax compliance and consulting services to middle market clients. You will work closely with our leaders on special projects and develop recommendations...
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Finance Systems Consultant
1 day ago
Chicago, Illinois, United States Voyage Advisory Full timeVoyage Advisory is looking for a skilled Finance Systems Consultant to join our team. Our consultancy focuses on providing expert business systems analysis services to finance and accounting professionals.This role involves interviewing stakeholders from different profit centers to identify current state finance workflows, reviewing workflows, requirements...
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Investment Advisory Professional
1 day ago
Chicago, Illinois, United States Cerity Partners Full timeCerity Partners is a national leader in wealth management and institutional consulting, serving high-net-worth individuals and their families, businesses, and their employees, and nonprofit organizations. We are seeking a highly skilled and experienced Principal Wealth Advisor to join our team and help us deliver exceptional client experiences.The ideal...
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Tax Advisory Professional
1 day ago
Chicago, Illinois, United States Baker Tilly Advisory Group, LP Full timeAbout the RoleThis position provides partnership tax services to Baker Tilly, including tax preparation, planning and consulting. You will work closely with firm leadership to build the business and have a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you flexibility in how and where you...
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Chicago, Illinois, United States Baker Tilly Advisory Group, LP Full timeAbout Our TeamWe are a boutique investment bank with a unique specialization in M&A, capital sourcing, and corporate finance advisory services. Our team consists of experienced professionals who work closely with middle market companies nationwide to help them navigate complex transactions and achieve their goals.
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Real Estate Investment Manager
3 days ago
Chicago, Illinois, United States LaSalle Investment Management Full timeLaSalle Investment Management is seeking a skilled Senior Analyst to join the Investor Relations team in Chicago. This role will support client and consultant relationship management, project manage capital raising efforts, and present global real estate products to the market.About LaSalle Investment ManagementWe are a leading global provider of real estate...
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Investment Advisory Services
4 days ago
Chicago, Illinois, United States Private Vista LLC Full timeUnlock Your Potential with Private Vista LLCAs a Wealth Advisor with Private Villa LLC, you'll have the opportunity to work with a talented team of professionals who are dedicated to helping high net-worth individuals achieve their financial objectives. With a focus on delivering exceptional service and building strong relationships with clients, you'll find...
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Financial Advisory Consultant
4 weeks ago
Chicago, Illinois, United States William Blair Full timeAbout William BlairWe are a global boutique investment bank with nearly nine decades of experience delivering trusted advice to clients.Our ExpertiseWe continue to deepen our expertise and relationships across regions, asset classes, and markets. Our advisory services, strategies, and solutions meet clients' evolving needs amid dynamic market conditions and...
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Robotics and Automation Consultant
4 days ago
Chicago, Illinois, United States PACIFC ADVISORY SERVICE Full timePacific Advisory Service is looking for an experienced Robotics and Automation Consultant to join our team. In this role, you will be responsible for driving the technology evaluation stage of the sales process, working closely with our Engineering team.The ideal candidate will have excellent communication skills, able to articulate technology and product...
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Federal Tax Compliance Consultant
2 days ago
Chicago, Illinois, United States Baker Tilly Advisory Group, LP Full time**Baker Tilly: A Leader in Advisory Services**Baker Tilly Advisory Group, LP is a leading provider of tax and business advisory services. We offer a unique opportunity for experienced professionals to join our team and contribute to our continued growth and success.**The Experienced Associate Role**This role is ideal for someone who wants to work in a...
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Advisory Finance Intern
3 weeks ago
Chicago, Illinois, United States Ocean Tomo, LLC Full timeJob OverviewOcean Tomo, LLC is a global consulting firm that provides expert opinion, management consulting, and advisory services related to intellectual property (IP) and other intangible assets. Our team assists clients in realizing Intellectual Capital Equity value broadly defined.We are seeking a motivated Advisory practice summer intern to work in our...
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IT Advisory Consultant
2 days ago
Chicago, Illinois, United States Gartner Full timeJob SummaryWe are seeking a Managing Partner to join our team at Gartner Consulting. As a Managing Partner, you will be responsible for sustaining and growing our relationship with a defined portfolio of Gartner clients. You will advise clients at the highest strategic level on both big-picture and tactical matters, showcasing how technology enables a wide...
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Transaction Advisory Lead
4 weeks ago
Chicago, Illinois, United States CrossCountry Consulting Full timeAbout the RoleThis exciting opportunity as a Transaction Advisory Lead requires a seasoned professional to drive client engagements and business development. You will collaborate with both CrossCountry and client teams to address business obstacles and create impactful deliverables.About UsCrossCountry Consulting is a leading advisory firm that stands apart...
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Investment Associate Role
4 days ago
Chicago, Illinois, United States HRPivot Full timeAbout InvestBev: We are a leading private equity firm specializing in the adult beverage industry, leveraging a unique combination of financing, insurance, equity, and advisory services to support brands across all three tiers. Our investment team is dedicated to navigating growth, mitigating risk, and securing valuable resources for companies in a rapidly...
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Senior Tax Consultant
2 days ago
Chicago, Illinois, United States Cherry Bekaert Advisory, LLC Full timeJob OverviewAs a Tax Senior at Cherry Bekaert Advisory, LLC, you will play a key role in helping us deliver innovative and sophisticated advisory, assurance and tax services to our clients. You will be part of a dynamic team that is passionate about providing superior client service and making a positive impact in the community.Key ResponsibilitiesYour...
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National Advisory Director
4 weeks ago
Chicago, Illinois, United States Cherry Bekaert Full timeCherry Bekaert Seeks Experienced AdvisorEstimated Salary: $290,000 - $340,000 per annum (dependent on experience)Company OverviewAs one of the largest assurance, tax, and advisory firms in the US, Cherry Bekaert serves clients across industries in all 50 states and internationally.Job ResponsibilitiesExecute the firm's vision, strategy, and goals for the...
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TMT Investment Banking Specialist
4 weeks ago
Chicago, Illinois, United States The Harrison-Rush Group Full timeCompany OverviewThe Harrison-Rush Group is a leading investment banking firm, providing top-notch advisory services to clients in the Technology, Media, and Telecommunications (TMT) sectors.Job DescriptionRole SummaryWe are seeking an experienced Investment Banking Associate to join our TMT division in Chicago. The successful candidate will play a key role...
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Investment Analyst
3 weeks ago
Chicago, Illinois, United States Deerpath Capital Management Full timeAt Deerpath Capital Management, LP, we are seeking a highly skilled Investment Analyst to join our dynamic team in the United States. This is an excellent opportunity for individuals with a strong background in investment banking, private equity, or a similar field.We offer a competitive salary of $80,000 - $100,000 per year, depending on experience, as well...
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Private Equity Investment Analyst
4 weeks ago
Chicago, Illinois, United States HRPivot Full timeAbout InvestBevInvestBev is a leading private equity firm specializing in the adult beverage industry, with $200 million in assets under management and $100 million in private credit dedicated to supporting brands in the alcohol beverage sector. We provide a unique combination of financing, insurance, equity, and advisory services to brands across all three...