financial advisor associate jobs in Chicago

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients an established wealth management firm in Greater Scranton. and a passion for the planning process. They will be a process-driven, detailed-oriented, highly structured individual who thrives in a feedback centric environment. The candidate should be an...

* Has entrepreneurial spirit and a desire to be successful; * Be eager to help people, and cultivates and builds a long-term relationship with your clients; * Sells commercial/personal insurance and investment products to small and mid-size business owners; * Holds excellent communication skills; * Must have bilingual skills--English/Chinese Pay:...

Consultant Opportunities in Private EquityOliver Wyman's Private Equity team in North America is looking to hire consultants to support its rapid growth. The team works with private equity investors throughout the deal transaction lifecycle: from opportunity identification through due diligence and post-transaction value realization. At Oliver Wyman, we take...

Consultant Opportunities in Private EquityOliver Wyman's Private Equity team in North America is looking to hire consultants to support its rapid growth. The team works with private equity investors throughout the deal transaction lifecycle: from opportunity identification through due diligence and post-transaction value realization. At Oliver Wyman, we take...

Private Client Advisor In Chase Wealth ManagementAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities * Provide financial planning support to clients * Support investment professionals to...

Company Description Northwestern Mutual empowers individuals and families by providing personalized financial plans that uncover opportunities and address potential risks. As a leading financial services company, we manage $265 billion in assets, protect over $1.8 trillion in life insurance, and offer an array of products, including life, disability, and...

Company DescriptionNorthwestern Mutual empowers individuals and families by providing personalized financial plans that uncover opportunities and address potential risks. As a leading financial services company, we manage $265 billion in assets, protect over $1.8 trillion in life insurance, and offer an array of products, including life, disability, and...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities * Provide financial planning support to clients * Support investment professionals to...

Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities * Provide financial planning support to clients * Support investment professionals to...

Role Overview We are seeking an experienced Financial Advisor to join our growing team and play a meaningful role in the next chapter of our firm's success. With nearly $1.5 billion in assets under management and continued momentum, this is a unique opportunity to join an established yet entrepreneurial organization where talented professionals can make an...

Transplant Financial CoordinatorAnn & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest pediatric provider in the region with a 140-year legacy of excellence, kids and their families are at the...

Providing comprehensive administrative support to Financial Advisors, the full-time remote Financial Advisor Assistant will manage client communications, coordinate appointments, and assist with account-related tasks to ensure efficient day-to-day operations.Key responsibilities:Provide administrative support to Financial Advisors, ensuring efficient...

2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by MassMutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $500,000.00/yr We’re seeking experienced Financial Advisors who welcome our...

Benefits: • Bonus based on performance • Company parties • Dental insurance • Flexible schedule • Health insurance • Opportunity for advancement • Training & development • Vision insurance At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We’re seeking business minded Investment...

A leading insurance agency in Chicago is seeking a motivated Financial Representative to join their sales team. The ideal candidate will have a proven sales background and strong communication skills, with a requirement for bilingual Spanish. This role offers competitive compensation and opportunities for career growth within the agency, alongside ongoing...

Associate, Financial Operations & Analysis Our Financial Operations & Analysis department is looking to hire an Associate to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and critical financial data analysis for the firm. In this role, you will have cross-functional visibility and the opportunity to work...

Stratford Davis LLC in Chicago is seeking ambitious, customer-focused individuals to start a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans. Core duties include meeting virtually with qualified leads,...

ATS Institute of Technology is seeking an experienced Financial Aid Advisor to help students understand their funding options and complete the financial aid process. Join a team dedicated to helping future healthcare professionals access the education they need to pursue their careers. In this fully remote role, you will support students through phone calls,...