- Edward Jones (Evergreen Park, IL)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Elmhurst, IL)
- …world in an entrepreneurial role? Would you like to explore a career as a financial advisor ?_ The Merrill Returning Talent Advisor Development Program is a ... developing the expertise to build and grow as a financial advisor . **Returning Talent Program Overview** +...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry… more
- Bank of America (Oak Lawn, IL)
- Financial Solutions Advisor Stage I -...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry ... If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become… more
- Bank of America (Chicago, IL)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...65 in lieu of 66) licenses** + Two years' experience working in the financial service industry… more
- Edward Jones (Chicago, IL)
- …+ Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Deloitte (Chicago, IL)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... accounts. Work you'll do As a Senior Consultant, Engagement Financial Advisor (EFA), you will be responsible...advance to expert Excel Skills (Excel certification will be required post-hire) + Experience summarizing results and… more
- Bank of America (Chicago, IL)
- …practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & ... Description:** If you have at least 5+ years of experience as a Financial Advisor ...65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established… more
- JPMorgan Chase (Chicago, IL)
- …assist in building that experience . This is the team for you. As a ** Financial Advisor ** , in **JPMorgan National Branch Investments Direct** , you will work ... states **Preferred qualifications, capabilities, and skills:** + 3 years of relevant Financial services or brokerage experience preferred + Bachelor's degree… more
- Bank of America (Orland Park, IL)
- Business Solutions Advisor - Orland Park Financial Center Orland Park, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to ... associates during meetings to assist with team delivery of an exceptional client experience ** Required Qualifications:** + Has demonstrated experience and… more
- Federal Reserve Bank (Chicago, IL)
- …Federal Reserve Bank of Chicago invites applications for the Economist/Senior Economist/Economic Advisor positions in the Financial Economics Team. The Bank will ... in economics journals and at least 3 years of experience in an academic or similar research setting. Successful...the mission of the Bank. Excellent communication skills are required . The research staff at the Federal Reserve Bank… more
- JPMorgan Chase (Chicago, IL)
- …as an Internal Client Advisor . **Job Summary:** **As an Internal Client Advisor (internal wholesaler), you will assist financial advisors in navigating the ... Portfolio Insights team. ** Required qualifications, capabilities and skills:** + Bachelor's degree required . + 2+ years' experience + Series 7, Series 63 +… more
- CIBC (Chicago, IL)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Treasury Management Sales Advisor is responsible for the development and retention of Treasury ... relationships for the Property Manager division within Commercial Banking. The Advisor partners with the Property Manager relationship managers in a consultative… more
- PNC (Chicago, IL)
- …valued and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located in a PNC ... teams to deliver capabilities that improve the client and advisor 's digital experience * Partner with third-party...third-party vendors to deliver a seamless end-to-end account opening experience for PNC Financial Advisors * Oversee… more
- JPMorgan Chase (Chicago, IL)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals… more
- Truist (Chicago, IL)
- …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to… more
- H&R Block (Naperville, IL)
- …qualitative outcomes. **Day to day, you'll ** + Prepare complex tax statements, financial statements and BAS statements at required intervals + Create and ... **516868BR** **Title:** Lead Client Advisor -Small Business and Tax **What you'll do **...do ** **:** Apply principles of accounting to analyze financial information and prepare financial reports and… more
- JPMorgan Chase (Chicago, IL)
- …analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. ** Required qualifications, capabilities, ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Citigroup (River Forest, IL)
- …to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment ... The Senior Wealth Advisor SAFE Act is a seasoned professional role....from multiple sources. Strong communication and diplomacy skills are required . Regularly assumes informal/formal leadership role within teams. Involved… more
- PNC (Chicago, IL)
- …teams including marketing, design and construction to meet strategic customer experience objectives within financial guidelines. + Develops business cases ... and abilities for a role. Listed below are skills, competencies, work experience , education, and required certifications/licensures needed to be successful in… more
- Bank of America (Chicago, IL)
- … experience in managing relationships with high net worth clients or equivalent financial services/business experience * Series 7, 63 and 65 (or Series 7 ... Private Client Advisor II Chicago, Illinois **Job Description:** At Bank...are guided by a common purpose to help make financial lives better through the power of every connection.… more