Financial Advisor

2 weeks ago


Oak Brook, United States Financial Planner Recruiting, LLC Full time

Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team.


Responsibilities Include:

-Acting as the main point of contact for clients

-Create and update financial plans

-Present financial plans and meetings and participate in planning-related conversations

-Review client portfolios

-Review client investments and modify them as needed

-Support other advisors with various client needs


Qualifications:

-Bachelors degree

-5-8 years of experience in financial planning

-Securities Licensing (7, 63/55 and/or 66)

-CFP is preferred, or the desire to pursue

-Strong verbal and written communication skills

-Team player and desire to grow


Compensation:

-Base salary starting at 100k+, plus bonus

-401k plus profit sharing

-4 weeks of PTO plus NYSE holidays


This position is a hybrid position, with 3 days in the office and 2 days working from home.


  • Financial Advisor

    3 weeks ago


    Oak Brook, United States Financial Planner Recruiting, LLC Full time

    Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team.Responsibilities Include:-Acting as the main point of contact for clients-Create and update financial plans-Present financial plans and meetings and participate in planning-related conversations-Review client portfolios-Review client...

  • Financial Advisor

    14 hours ago


    Oak Brook, United States Financial Planner Recruiting, LLC Full time

    Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team.Responsibilities Include:-Acting as the main point of contact for clients-Create and update financial plans-Present financial plans and meetings and participate in planning-related conversations-Review client portfolios-Review client...


  • Oak Brook, United States AFIN Family Wealth Management Full time

    Job DescriptionJob DescriptionSenior Financial AdvisorAFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the...


  • Oak Brook, United States AFIN Family Wealth Management Full time

    Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing,...


  • Oak Brook, United States Equitable Full time

    Description You are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future. Equitable Advisors is a dynamic and growing financial services company, has an...


  • Oak Brook, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...


  • Oak Brook, United States Dynamique Group | MVP Financial Services Full time

    Job DescriptionJob DescriptionFounded in 1999, MVP Financial Services solves real-life problems for Americans by fulfilling the important and significant need that life insurance plays.  As a growing organization, we look for team members that have their own stories to tell and life experiences to share.  Team members have faith and confidence in their...


  • Oak Brook, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Financial Advisor

    3 days ago


    Saddle Brook, United States Lee Nolan & Koroghlian LLC Full time

    As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just...

  • Financial Advisor

    4 days ago


    Saddle Brook, United States Lee, Nolan & Koroghlian, LLC Full time

    Job DescriptionJob DescriptionAs human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity...


  • Saddle Brook, United States Lee Nolan & Koroghlian LLC Full time

    The Financial Planning Director will work in a local office directly with Financial Advisors to provide holistic financial planning advice and analysis to the firm's clients. As the Financial Planning Director, you will leverage your industry experience and expertise to assist advisors and their clients in clarifying their long-term objectives and taking the...


  • Saddle Brook, United States Lee Nolan & Koroghlian LLC Full time

    The Financial Planning Director will work in a local office directly with Financial Advisors to provide holistic financial planning advice and analysis to the firm's clients. As the Financial Planning Director, you will leverage your industry experience and expertise to assist advisors and their clients in clarifying their long-term objectives and taking the...


  • Saddle Brook, United States Lee, Nolan & Koroghlian, LLC Full time

    Job DescriptionJob DescriptionThe Financial Planning Director will work in a local office directly with Financial Advisors to provide holistic financial planning advice and analysis to the firm's clients. As the Financial Planning Director, you will leverage your industry experience and expertise to assist advisors and their clients in clarifying their...


  • Oak Brook, United States BDO Full time

    Job Summary: The National Tax Office Financial Products Managing Director (MD) specializes in the taxation of financial products. This position is responsible for advising CTS (Core Tax Services) and STS (Specialized Tax Services) office team members (as well as their clients) on the tax implications of their client’s business objectives, evaluating,...


  • Oak Brook, United States Quatrro HR Services Full time

    Job Description Job Description Quatrro Business Support Services is seeking an experienced Assistant Vice President (AVP) of Accounting for our not-for-profit division. This role will provide strategic financial oversight and guidance to multiple nonprofit clients, ensuring their long-term success and compliance with relevant regulations. This role is...

  • CFO/AVP - Quatrro

    4 days ago


    Oak Brook, United States Quatrro HR Services Full time

    Job DescriptionJob DescriptionQuatrro Business Support Services is seeking an experienced Chief Financial Officer (CFO)/ Assistant Vice President (AVP) for our not-for-profit division. This role will provide strategic financial oversight and guidance to multiple nonprofit clients, ensuring their long-term success and compliance with relevant regulations....

  • Wealth Advisor

    2 months ago


    Saddle Brook, United States Lee, Nolan & Koroghlian, LLC Full time

    Job DescriptionJob DescriptionYou’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the...

  • Wealth Advisor

    3 weeks ago


    Saddle Brook, United States Lee Nolan & Koroghlian LLC Full time

    You've spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you'll have the freedom to build your practice the way you want to, with the support of a business partner who...


  • Oak Brook, United States Baker Tilly US, LLP Full time

    Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a...

  • Admissions Advisor

    5 days ago


    Royal Oak, United States Baker College Full time

    Job Description As an Admission Advisor at Baker College, your primary role is to provide guidance and support to both prospective and current students throughout their journey in the admission and enrollment process. Utilizing various recruitment channels, you'll focus on delivering effective, student-centered outreach efforts to reach a diverse audience...