- Edward Jones (Harvard, 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 (Arlington Heights, IL)
- Financial Solutions Advisor Registration Candidate-Consumer Investments-Arlington Heights-Surrey Ridge Center, IL Arlington Heights, Illinois **Job ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry… more
- Bank of America (Crystal Lake, 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 (Elgin, 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
- Bank of America (Streamwood, IL)
- Financial Solutions Advisor - Consumer Investments...products and services. * Has at least one year experience working in the financial service industry ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...in a demanding environment. * At least three years' experience working in the financial service industry… more
- JPMorgan Chase (Carpentersville, 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
- JPMorgan Chase (Carpentersville, 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 (Arlington Heights, IL)
- …to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment ... The Wealth Relationship 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
- First National Bank of Omaha (Geneva, IL)
- …Banking Relationship Manager will manage portfolio relationships matching the skills, knowledge, and experience of the RM to the needs of the customers in their ... and providing advice and value based on the customers financial needs and goals by; + 20% time spent...training and adhere to internal procedures and controls, as required . + Report any known violations of compliance policy,… more
- Deloitte (Arlington Heights, IL)
- …a key advisor to the pursuit team throughout the sales process. Qualifications Required : + A minimum of 5+ years' experience managing large clients + ... LLP is looking for a top-performing Sales Executive to pursue Risk and Financial Advisory opportunities in support of our services related to Anti Money Laundering,… more
- JPMorgan Chase (Palatine, IL)
- …** Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required , coupled with a proven track record ... to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in...by building deep relationships and delivering an exceptional customer experience . In this role, you will play a key… more
- Bank of America (Geneva, IL)
- …nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is confident in ... and its clients and abiding by all regulatory requirements Required Qualifications: * Has a minimum of one year...Degree in business, finance, or a related field. * Experience working in a financial center where… more
- ADP (Elk Grove Village, IL)
- …Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are you looking for ... + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...highest ethical standards. **TO SUCCEED IN THIS ROLE** : Required Qualifications + **Proven Winner** **.** You have an… more
- Fifth Third Bank, NA (South Elgin, IL)
- …ABILITIES REQUIRED : + College degree or equivalent combination of education and experience required . + Experience in a sales environment; experience ... the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the… more
- ADP (Elk Grove Village, IL)
- …a **Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a ... here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...the highest ethical standards. **TO SUCCEED IN THIS ROLE:** Required Qualifications + **Proven Winner** **.** You have an… more
- Morgan Stanley (Barrington, IL)
- …63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not ... Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily… more
- BMO Financial Group (Crystal Lake, IL)
- …sales and service to investment clients to deliver an exceptional client experience . Provides technical expertise for all aspects of investment management and ... within the assigned portfolio / jurisdiction. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.… more
- ADP (Elk Grove Village, IL)
- …with ADP's overall business objectives in the mid-market space. Acting as a trusted advisor to our clients, the Sr. Director of Client Services role will ensure the ... and retention within ADP, this individual is able to leverage their experience working in a cross-functional, matrixed environment to help align internal priorities… more
- Cherry Bekaert (Elgin, IL)
- …degree in accounting, finance, or a related field. + CPA certification is required . + Extensive experience in tax preparation and compliance, including ... and optimized for minimizing tax liabilities. You will serve as a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial … more
- Defense Contract Management Agency (Rolling Meadows, IL)
- …Tour of Duty: Flexible FLSA: Exempt Bargaining Unit: Yes Selectee may be required to serve a trial/probationary period. Financial Disclosure Required ... be filled from this announcement. Responsibilities Serves as a software representative, advisor and focal point for matters related to contract surveillance of… more