- 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 (Rockford, 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
- Fifth Third Bank, NA (Oswego, IL)
- …and presentation skills. + Travel required within assigned territory. #LI-LB1 Investment Executive ( Financial Advisor ) - Oswego, IL At Fifth Third, we understand ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank… 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 (Yorkville, 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 (Mendota, IL)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Edward Jones (Rockford, 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
- UMB Bank (Rockford, IL)
- …the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based… more
- JPMorgan Chase (Plainfield, IL)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- H&R Block (Rockford, IL)
- …time to be a part of H&R Block! What you'll do The Block Advisors Operations Advisor will play a pivotal role in ensuring the smooth operation of the office and ... + Assist in integration of the firm to Block Advisor 's platforms + Ensure the office is using the...Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates… more
- H&R Block (Rockford, IL)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- Walmart (Rockford, 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
- H&R Block (Rockford, IL)
- …including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank ... Day to day, you'll + Process various forms of financial information and materials and enter financial ...bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return + Provide… 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 (Loves Park, 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