- Edward Jones (Belvidere, IL)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Elgin, IL)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- First National Bank of Omaha (Sugar Grove, IL)
- …how it fits into our organization's success.** **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery ... innovative solutions for clients' needs. + Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource… more
- First National Bank of Omaha (Dekalb, IL)
- …investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. **About This Role:** Duties ... May Include: Serves as an advisor to affluent clients with sophisticated investment needs Meets...investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance… more
- JPMorgan Chase (Batavia, IL)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- First National Bank of Omaha (Sugar Grove, IL)
- …daily customer support and enables the efficient and effective practice management of our Financial Advisor teams. This role works closely with their Advisor ... advice, guidance and investment solutions to individuals to build and maintain financial wellbeing. The Associate will support Advisor (s)and customers with basic… more
- Edward Jones (North Barrington, IL)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Walmart (Elgin, IL)
- …and wallet! **-Health benefits** include medical, vision and dental coverage **- Financial benefits** include 401(k), stock purchase and company-paid life insurance ... **-Paid time off benefits** include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your… more
- World Insurance Associates, LLC. (Barrington, IL)
- …of recommendations, implementation, and ongoing portfolio management - within a financial planning context. + Assist advisors and clients in completing application, ... May buy and sell investments for clients at the advisor 's discretion + Maintain electronic filing system, clear folders...as necessary + In addition to participation in the Financial Planning and Investment Committee meetings the CRA may… more
- BMO Financial Group (Huntley, IL)
- …**_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO Senior ... partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a...to develop strong customer relationships, acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Thrivent Financial (Geneva, IL)
- This position provides licensed administrative support to Jenny McAdams of Sage Path Financial Consultants. This position serves as a resource to Financial ... postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client...workflows + Other responsibilities as assigned by the Lead Advisor + Note: CANNOT be listed as the servicing… more
- BMO Financial Group (Barrington, IL)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... + Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. + Develops an understanding of the customer needs and the… more
- GE Aerospace (Barrington, IL)
- …authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and ... compliance frameworks, and global payroll operations. **Desired Characteristics:** + Tax Advisor or equivalent qualification preferred. + Minimum of ten year… more
- PNC (Elgin, IL)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and… more
- BMO Financial Group (Hoffman Estates, IL)
- …best practices. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... expenses in accordance with forecasts. + Makes recommendations to leaders on financial management processes based on changing requirements. + Develops and manages… more
- Amazon (Huntley, IL)
- …change and drive strategic decision-making. Establish yourself as a trusted advisor who balances safety excellence with operational demands. Oversee recordkeeping, ... package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Veralto (Crystal Lake, IL)
- …referral program + Paid Parental Leave + Employee Assistance Program (legal, financial , and counseling resources) + Compensation package that includes a base salary, ... locations + Diagnose and resolve challenges and problems + Become a trusted advisor and partner for our customers, to develop excellent relationships. + Extend our… more