Financial Consultant Partner - Northbrook, IL
Charles Schwab
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program ) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment ) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool Openness to manage local events, as needed Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive that takes care of the whole you — both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance #J-18808-Ljbffr Charles Schwab
$28.85 - $33.65 per hour
...advice and guidance. Merrill's Financial Advisors and Wealth... ...knowledge by using a defined consultative approach with clients to systematically... ...banking and investment partners. Connect clients to all of... ...Transparency details US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518)...SuggestedHourly payTraineeshipWork at officeShift workDay shift$55k
Personal Banker – Up to $55K + Bonus – Northbrook, IL – Job # 1635 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products...Suggested- Charles Schwab is hiring a Financial Consultant Partner to deepen client relationships and drive growth in an affluent wealth-management practice. You will collaborate with Sr. Financial Consultants, deliver comprehensive financial plans, and provide high-level service...Suggested
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first... ...new Financial Consultant jobs in Wheeling, IL . Greater Chicago Area $15,000.00-$80,000.00 3 weeks ago Northbrook, IL $52,000.00-$64,000.00 1 day ago Forest...SuggestedRemote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$25 per hour
...Job Description Job Description Location: Chicago, IL (60607) Compensation: $25 per hour Schedule: 4-5 days a week Start... ...This Role We are seeking a compassionate and reliable Care Partner who is open to supporting in-home dialysis for a patient who currently...SuggestedHourly payImmediate startShift work$50 - $60 per hour
Job Title: Cybersecurity Analyst Location: Lake Forest, IL - onsite - local candidates only Period: 09/09/2024 to 12/31/2024 - possibility of extension Hours/Week: 40 hours - hours over 40 will be paid at time and a half Rate: $50 - $60/hour Contract Type: W-2 only...Contract workLocal area$43.68k - $67.7k
Lead CSR/Teller - Wheeling, IL - Full Time Lead CSR/Teller - Wheeling, IL - Full... ...customers to the appropriate business partner for a consultative conversation. Responsible for the most... ...seamlessly guide them to where their financial needs can be met Provide follow up to...Full timeWork at office$95k - $110k
...and e-commerce company headquartered in Northbrook, Illinois, with a full warehouse and operations... ...ownership and visible impact. The role partners closely with the Infrastructure Manager,... ...and pay Hybrid from our Northbrook, IL headquarters or our Alpharetta, GA warehouse...Shift work$95k - $104k
...PrismHR customers grow their business. Position Summary The Partner Relationship Manager is responsible for managing partners,... ...provides professional services including system implementation consulting, custom configurations, and training. Lastly, via the Company’...Contract workTemporary workWork at officeLocal areaFlexible hours$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...knowledge by using a defined consultative approach with clients to systematically... ...core banking and investment partners. Connect clients to the... ...Transparency details US - IL - Mount Prospect - 1080 S Elmhurst...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$75k
Loan Servicing Representative – To $75K – Glenview, IL – Job # 3439 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking...Daily paidWork at office- ...PNC Financial Services Group, Inc. seeks a Personal Banker for the Northbrook, IL area. The role focuses on acquiring and deepening the branch customer base through proactive sales and service activities, delivering a full PNC conversation, and leveraging partnerships...
- ...This position is based in Northbrook, IL, and requires the ability to be in the office. Overview: SmartBiz Bank offers a broad range... ...banking experience, ensuring small businesses have the financial services they need to grow and thrive. Headquartered in Northbrook...Work at officeLocal areaFlexible hours
$45.38k - $75.63k
...retail branch organization, you will be based in Northbrook, IL at the Northbrook Dundee branch.PNC is an in-office... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC...Full timeTemporary workPart timeWork experience placementWork at office- ...heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach... ...readiness, and education goalsserving as a trusted partner who guides clients through life's financial decisions...
$33k - $55k
...within PNC's retail branch organization, you will be based in Northbrook, IL at the Glenview Northbrook branch. Location address: 2000... ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...Full timeTemporary workPart timeWork experience placementWork at office$90k - $175k
...manager with ~$17B AUM as of May 31, 2026. We are based in Evanston, IL—just north of Chicago and easily accessible by the “L”—with... ...University. We are also passionate about giving back, supporting financial education and community engagement through our Foundation and...ApprenticeshipWork experience placementInterim roleWork at officeFlexible hours- Bank of America is hiring a Financial Solutions Advisor in the Merrill Wealth Management centralized segment in Northbrook, IL. This role focuses on learning securities licensing while building a book of affluent and high net worth clients through trusted advisory relationships...
$80k
Sr. Commercial Credit Analyst – Up to $80K – Arlington Heights, IL – Job # 2165 Who We Are The Symicor Group is a boutique talent... ...Credit Analyst responsibilities include: ~Reviewing and analyzing financial statements including calculating performance ratios and...Work at office- SmartBiz Bank is seeking a Senior Credit Analyst in Northbrook, IL to assess creditworthiness for Commercial and SBA lending and to help drive loan growth. You will analyze financial data, prepare pre-flight submissions, and coordinate with borrowers and loan officers...
- SmartBiz Bank, based in Northbrook, IL, is seeking a Senior Credit Analyst to assess credit risk for Commercial and SBA lending. The role requires managing multiple deals from pre-submission through underwriting, aligning with bank, OCC, FDIC, and SBA policies. The candidate...
- PNC seeks a Personal Banker in Northbrook, IL, to strengthen customer relationships and grow wallet share at the Northbrook Dundee branch... ...experience in an in-office setting. You will work with ecosystem partners to identify opportunities, educate customers on digital tools...Work at office
- JPMorgan Chase & Co. is seeking a Private Client Banker in Northbrook, IL to manage affluent client relationships and drive growth across... ...offerings. You will coordinate with specialists to deliver tailored financial solutions and educate clients on available self‑service...Weekend workAfternoon shift
- Astellas is hiring a US Commercial Finance Partner, Revenue in Northbrook, IL. The role leads revenue accounting, GTN analytics, and forecasting for senior leadership, partnering with Contracts & Pricing, Government Pricing, Global Finance, and FP&A COE. Requires 5+ years...Remote job
$90k
...CRE Credit Analyst – To $90K – Deerfield, IL – Job # 3785-6273 Who We Are The Symicor Group is a boutique talent acquisition firm... ..., IL area. The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the...Work at office$19 - $21 per hour
...Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Wintrust was founded...Hourly payFull timeTemporary workAll shiftsFlexible hours- ...Personal / Business Banker – Niles, IL – Job # 1559 Who We Are The Symicor Group is a boutique talent acquisition firm based in... ...Ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and...Work experience placementFlexible hours
$57.5k - $100.21k
.... Job Description The Data Analytics Consultant II is responsible for leveraging data and... ...be important to have technical acumen, financial understanding, and data interpretation... ...about new Analytics Consultant jobs in Northbrook, IL . Chicago, IL $120,000.00-$150,000.00 1...Full timeContract workWork at officeRemote workWork visaFlexible hours$115k - $130k
...excellent leadership Key Responsibilities Develop financial models, forecasts, budgets, and long-range plans Partner with business leaders to analyze financial performance... ...consideration. General Location Wheeling, IL Job Type Direct Hire Remote Hybrid Total Openings...Full timeImmediate startRemote workRelocation2 days per week$32 - $36 per hour
...Job Description Job Description Job Title: Billing Analyst Location: Northbrook, IL Pay: $32 - $36 / hr Benefits: This position is eligible for medical, dental, vision, and 401(k) benefits. Job Description: We're looking for an entry-level Billing...Contract workLocal area
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