Financial Services Liaison

2 weeks ago


Itasca, Illinois, United States Wealth Enhancement Group Full time
About the Role

We are seeking a highly motivated Client Service Professional to join our team at Wealth Enhancement Group. As a key member of our operations team, you will play a vital role in delivering exceptional client service and supporting our Financial Advisors.

Key Responsibilities
  • Support Senior Vice Presidents (Financial Advisors) and their clients by leading and implementing the client service model
  • Facilitate new account set up at the custodial and broker/dealer level; follow up on fund transfers
  • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
  • Ensure accurate completion of prospect/new client paperwork and set up
Requirements
  • Active securities licenses 7 & 66 (or 7, 63 & 65) - or ability to obtain within 6 months of hire - required
  • 4-year degree preferred
  • 2+ years of financial administration experience preferred
  • Strong interpersonal skills required to develop team and client relationships
  • Professional presence and communication skills
  • Strong attention to detail and process
  • Good problem-solving skills, ability to work with deadlines and prioritize work
  • Proficient with Microsoft Office
  • Salesforce experience a plus
About Us

Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. Our goal is to provide unique financial plans and investment management services to our clients nationwide.

The salary target for this role is $45,000 - $65,000 depending on experience. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so let's have one.



  • Itasca, Illinois, United States Chris Bryan - State Farm Agent Full time

    OverviewAbout Us:Chris Bryan - State Farm Agent is a leading provider of insurance and financial services. Our team is dedicated to delivering exceptional customer experiences and building long-term relationships with our clients.Job Summary:We are seeking a Customer Relations Representative to join our team. In this role, you will be responsible for...

  • Full Stack Developer

    2 weeks ago


    Itasca, Illinois, United States Motion Recruitment Full time

    Job Summary:We are looking for a talented Full Stack Developer to join our team in Itasca, IL. As a Senior .NET Engineer, you will be responsible for designing and implementing cutting-edge trading systems using modern technologies like React, JavaScript, .NET, and AWS/Azure. With a strong background in trading systems and SaaS applications, you will work in...


  • Itasca, Illinois, United States MSCCN Full time

    Key ResponsibilitiesIn this exciting role as Service Experience Representative, you will act as a liaison between LabCorp, customers, and patients. Your duties will include resolving complex issues, providing timely and accurate information, and promoting excellent communication skills.


  • Itasca, Illinois, United States Ajinomoto Health & Nutrition North America, Inc. Full time

    Ajinomoto Health & Nutrition North America, Inc. is a leading player in the food and health industry, committed to enhancing lives through nutrition and health.We are seeking an experienced Strategic SAP Manager to oversee the management, support, and enhancement of all business applications, including SAP, Salesforce, SharePoint, Power Apps, and other...


  • Itasca, Illinois, United States Labcorp Full time

    About the RoleThis Support Representative Customer Experience position involves delivering exceptional customer service and support to ensure customer satisfaction and business performance. You will work closely with internal teams to resolve customer inquiries and provide product education.Job DescriptionThe primary responsibility of this role is to act as...


  • Itasca, Illinois, United States Wealth Enhancement Group Full time

    About the JobAs a Client Service Professional at Wealth Enhancement Group, you will be responsible for supporting our Financial Advisors and their clients by leading and implementing the client service model. This includes facilitating new account set up, responding to client requests, and ensuring accurate completion of prospect/new client paperwork and set...


  • Itasca, Illinois, United States Wealth Enhancement Group Full time

    About the OpportunityWe are seeking a highly skilled Client Service Professional to join our team at Wealth Enhancement Group. As a key member of our operations team, you will play a vital role in delivering exceptional client service and supporting our Financial Advisors.Key QualificationsActive securities licenses 7 & 66 (or 7, 63 & 65) - or ability to...


  • Itasca, Illinois, United States Amcor Rigid Packaging Full time

    Improve Profitability and Drive Growth with Amcor Rigid PackagingWe are seeking an experienced Operations Finance Director to join our team at Amcor Rigid Packaging. This is a unique opportunity to leverage your financial expertise and leadership skills to drive business growth and improve profitability.About the RoleAs Operations Finance Director, you will...


  • Itasca, Illinois, United States Byline Bank. Full time

    Company OverviewByline Bank is a full-service commercial bank headquartered in Chicago, serving small- and medium-sized businesses, financial sponsors, and consumers.About the RoleWe are seeking a Senior Commercial Credit Analyst to join our team. As a key member of our lending function, you will provide analytical and underwriting support for commercial...

  • Software Engineer

    2 weeks ago


    Itasca, Illinois, United States Motion Recruitment Full time

    Job Title: Software Engineer - Trading SystemsWe are seeking a highly skilled Software Engineer to join our team in Itasca, IL. As a Full-Stack .NET Engineer, you will play a crucial role in building and optimizing innovative trading systems for a leading industry player. With a strong background in trading systems and SaaS applications, you will work with...


  • Itasca, Illinois, United States Robertshaw Full time

    Job OverviewRobertshaw, a global design, engineering, and manufacturing company owned by private equity, is seeking an experienced Demand Planning Specialist to join its team. As a key member of the organization, you will play a crucial role in ensuring that the company's manufacturing processes are aligned with market demand.Job Summary:We are looking for a...


  • Itasca, Illinois, United States Byline Bank. Full time

    About Byline BankWe are a full-service commercial bank serving small- and medium-sized businesses, financial sponsors, and consumers. Our headquarters is located in Chicago, with operations in the Chicago and Milwaukee metropolitan areas.Job DescriptionThis role is responsible for providing analytical and underwriting support for commercial banking,...


  • Itasca, Illinois, United States BrightStar Care Full time

    About Us: BrightStar Care is a leading provider of in-home care services, committed to delivering exceptional patient experiences. Our team of dedicated professionals shares a passion for providing top-notch care and making a meaningful difference in our clients' lives.We are currently seeking a highly skilled and empathetic RN to join our home health...


  • Itasca, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...


  • Itasca, United States MSCCN Full time

    LabCorp is seeking a Customer Service Support Representative to join our team in Itasca, IL . This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. The Customer Service Support Representative will provide product education and handle a...


  • Itasca, United States Chris Bryan - State Farm Agent Full time

    Benefits:License reimbursement401(k)Bonus based on performanceCompetitive salaryFlexible scheduleHealth insuranceOpportunity for advancementPaid time offTraining & developmentPosition Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor...

  • Sr Mgr, SAP

    1 month ago


    Itasca, United States Ajinomoto Health & Nutrition North America, Inc. Full time

    About Us At Ajinomoto Health & Nutrition, we are making significant advances in food and health with new ideas and innovative technologies. We are seeking candidates with energy and enthusiasm to be part of our growing team throughout North America. As an Ajinomoto Health & Nutrition employee, you are part of a diverse, innovative, and collaborative...


  • Itasca, Texas, United States HealthCare Traveler Jobs Full time

    About the RoleAs a Physical Therapy Assistant with Host Healthcare, you will have the opportunity to provide compassionate care to patients in Itasca, TX. This role is an excellent choice for individuals who value flexibility and variety in their work.Compensation PackageWe offer a competitive pay package based on bill rates at the time of posting. Estimated...


  • Itasca, United States Wintrust Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its "Different Approach, Better Results" philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...


  • Itasca, United States Motion Recruitment Full time

    Full-Stack .NET Engineer | Itasca, IL | Full-Time and Hybrid Are you a passionate Full-Stack .NET Engineer with a strong background in trading systems and SaaS applications? Join a global financial services company in the Chicago Suburbs, specializing in developing and enhancing sophisticated trading platforms. In this full-time role, you'll work with modern...


  • Itasca, United States DSV AS Full time

    DSV - Global transport and logisticsIn 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' entire supply chain by transporting, storing, packaging, re-packaging, processing and...


  • Itasca, United States DSV AS Full time

    DSV - Global transport and logisticsIn 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' entire supply chain by transporting, storing, packaging, re-packaging, processing and...


  • Itasca, United States Labcorp Full time

    Are you organized, accountable, and have always gone the extra mile to make sure things are done right? Imagine the impact those skills can have in ensuring the accuracy of millions of healthcare tests, every month.LabCorp (Litholink) is seeking a Lab Clerk to join our team in Itasca, IL. Litholink (part of LabCorp's Specialty Testing Group) is a leader and...

  • System Engineer

    6 days ago


    Itasca, United States Disability Solutions Full time

    Position:System Engineer (eInfochips Inc)Job Description: What You'll Be Doing: Perform functional verification for Data Bus communications systems. Requirements development, decomposition of customer specifications and system level requirements into sub-system requirements. Working and Collaborating with different teams.Generation of verification criteria...


  • Itasca, United States Talent Archers Full time

    Hi,Entrepreneur? Chemist? Engineer? Sales and marketing? This is not exactly an easily definable position, but let's start with the first piece: chemistry.I need a chemist with at least 5 years of experience in organic chemistry dealing with industrial coatings for medical, food, or specialty parts. Other coatings experience would be considered. You would be...


  • Itasca, United States The Overture Group, LLC Full time

    The Vice President of Healthcare Products is responsible for leading the business in the Life and Healthcare segments (Personal Care, Pharma, and Home Care), managing the Principal Manager and Account Managers, directing the Marketing and Technical efforts to ensure the support of Sales and our Go-To-Market approach, liaising with colleagues to foster an...

  • Infusion Nurse

    5 months ago


    Itasca, United States Option Care Health Full time

    Extraordinary Careers. Endless Possibilities. With the nation’s largest home infusion provider, there is no limit to the growth of your career. Option Care Health, Inc. is the largest independent home and alternate site infusion services provider in the United States. With over 6,000 team members including 2,900 clinicians, we work compassionately to...


  • Itasca, United States JVM Group Full time

    The Leasing Associate is responsible for marketing, leasing, and pre-leasing apartments. The Leasing Manager is responsible for overseeing and delivering property occupancy, leasing and retention goals. The Leasing Associate makes a commitment to align themselves with JVM's vision, to be an industry leader and the preferred choice of residents, associates,...


  • Itasca, United States DoorDash Full time

    Dashers - Sign Up and Start Earning at DoorDash summary: Dashers work as independent drivers for DoorDash, delivering food and other goods to customers in over 4,000 cities across the U.S. With the flexibility to choose their own hours and locations, Dashers can quickly start earning money using various modes of transportation. The Dashers program offers...

  • Delivery Driver

    7 days ago


    Itasca, United States DoorDash Full time

    Delivery Driver - Sign Up and Start Earning at DoorDash summary: As a Delivery Driver with DoorDash, you can set your own hours and choose your delivery locations, providing a flexible income opportunity. The role allows you to start earning quickly with no vehicle restrictions and offers daily payouts for your completed deliveries. Whether using a car,...

  • Restaurant Delivery

    7 days ago


    Itasca, United States DoorDash Full time

    Restaurant Delivery at DoorDash summary: As a Restaurant Delivery Dasher with DoorDash, you have the freedom to set your own hours and work whenever you choose. With no vehicle restrictions and immediate pay through Dasher Direct, you can quickly start earning money through deliveries. Join a network that connects local businesses and drivers while...

  • Restaurant Delivery

    12 hours ago


    Itasca, United States DoorDash Full time

    Restaurant Delivery at DoorDash summary: As a Restaurant Delivery driver with DoorDash, you have the freedom to choose your own hours and earn money on your own terms. You can use any mode of transportation and start working the same day you sign up, making it easy to achieve both short-term and long-term financial goals. With a clear pay model and...

  • Respiratory Therapy RT

    3 months ago


    Itasca, United States Ascension Full time

    Details Department: Respiratory TherapySchedule: Full-time, 12hr Night shiftHospital: Ascension Alexian BrothersLocation: Elk Grove Village, IL Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance programs (EAP) Parental leave &...