Strategic Wealth Advisor
$75k - $125kFairygodboss
Fairygodboss is seeking a candidate for a role that involves consulting on investment and insurance strategies while managing client relationships at PNC. The successful candidate will have a background in finance with a strong emphasis on client satisfaction and business development. This position offers a salary range of $75,000 to $125,000 and comes with various benefits, including medical coverage, retirement plans, and generous paid time off. #J-18808-Ljbffr Fairygodboss
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Advisor in Naperville, IL vacancy
- First Financial Bank is seeking a Wealth Advisor to serve as the primary contact for wealth clients. The role involves maintaining client relationships and developing new ones, while also implementing investment strategies tailored to clients' financial and family situations...Suggested
- ...planning and analysis activities. The role involves partnering with executives to provide financial modeling, performance analysis, and strategic decision support while being fully remote. Candidates should have 5-7 years of FP&A experience, a Bachelor's degree in Finance or...SuggestedRemote job
- ...Therapy is looking for a Financial Analyst in Oak Brook, Illinois. The role focuses on providing analytics, insights, and support for strategic plans while handling budgeting, forecasting, and financial reporting. The ideal candidate will have a bachelor's degree in...Suggested
$75k - $85k
Athletico is seeking a Financial Analyst in Oak Brook, Illinois. The role involves providing analytics and financial insights to support strategic planning and budgeting. Responsibilities include developing budgets, analyzing revenue drivers, and preparing financial reports....Suggested$57.5k - $106.5k
Bank of Montreal is seeking a motivated individual for a role focused on providing holistic banking and investment solutions. As a primary client contact, you'll work to uncover financial needs and develop strategies for client acquisition and retention. Candidates should...Suggested$74k - $138k
...Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect... .... Conducts independent analysis and assessment to resolve strategic issues. Builds effective relationships with internal/external...Part timeLocal areaBmo
Hinsdale, IL3 days ago$74k - $138k
...Introduces subject matter experts to the client. Shares wealth solutions expertise and product knowledge across regional team.... ...strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds effective relationships with internal/...Contract workPart timeLocal areaBMO Financial Group
Hinsdale, IL5 days ago- ...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated... ...participant in obtaining new clients in partnership with strategic relationships and community networks Commitment to continuing...
Mariner Finance
Oakbrook Terrace, IL4 days ago $95k - $115k
IPS Corporation in Downers Grove, Illinois, is seeking a detail-oriented Financial Analyst to support financial planning and analysis. The role involves collaborating with the Finance team on budgeting, forecasting, and reporting, utilizing strong analytical skills to deliver...- Renewance, Inc in Elmhurst, IL is seeking a Senior Financial Analyst to support budgeting, forecasting, and financial modeling. The ideal candidate will have 4-7 years of FP&A experience and a strong grasp of GAAP principles. This role involves collaborating with various...
$100k - $120k
Creative Financial Staffing, LLC is looking for a Senior FP&A Analyst in Oak Brook, Illinois. The ideal candidate will support budgeting, forecasting, and financial planning, working closely with executives and cross-functional teams. This role offers a hybrid schedule,...- Sonova USA Inc. is seeking a Financial Analyst in Aurora, Illinois, to drive financial strategy and decision-making. The role includes developing and maintaining financial models, analyzing data, and preparing reports for management. Ideal candidates have a Bachelor's degree...
$85k - $105k
...Thunderbird Manufacturing LLC is seeking a highly analytical Strategic Finance Analyst to support financial planning, forecasting, and... ...planning support Partner with leadership and external advisors during transaction evaluation and diligence processes Cash...Temporary workThunderbird
Oak Brook, IL3 days ago- North Central College in Naperville seeks an Assistant Vice President for Strategic Partnerships and Initiatives. This role involves overseeing partner engagement and grant efforts while coordinating with various stakeholders to ensure effective execution of initiatives...Full timeContract work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment... ...Company commissions and fees, Strategic Employee Benefits Services commissions,...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Carol Stream, IL8 days ago$65k - $75k
...within the Applied Solutions Group. This role involves preparing financial reports, collaborating with business units, and supporting strategic initiatives. Ideal candidates should have a Bachelor's degree in Finance and 0-2 years of experience, preferably in manufacturing....$70k - $80k
Bank of America is seeking a dedicated professional in Woodridge, Illinois, responsible for delivering customized financial solutions tailored to clients' needs. Key responsibilities include triaging client requests, building financial plans, and recommending appropriate...- ...Purchasing in Bolingbrook, IL, to develop and implement companywide sourcing strategies that optimize cost and service. This role oversees strategic sourcing, negotiations, and supplier performance management to meet financial goals. The ideal candidate will have significant...
$120k - $185k
...The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management... ...your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree...Full timeWork experience placementLocal areaBerkeley Research Group
Aurora, IL1 day ago- Consolidated Electrical Distributors is seeking a Credit Analyst in Woodridge, Illinois, to manage financial assets and relationships. The role requires proficiency with MS Excel and strong negotiation skills, along with the ability to handle a large portfolio of accounts...
- Holcim Ltd. is looking for a Credit Collections Analyst located in Elburn, Illinois. This role involves managing customer credit requests and conducting thorough financial analyses to ensure compliance and efficient collection activities. The successful candidate will engage...
$103k - $135k
Busey Bank is seeking an SBA Credit Analyst II to provide credit analysis for SBA loan origination and portfolio management. The position offers a competitive salary of $103,000 - $135,000 annually, based on qualifications and experience, and is eligible for hybrid work...$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses.... ...optimization, estate planning, and risk management. Provide strategic advice across a variety of financial products and...Full timeWork at officeLocal areaAFIN Family Wealth Management
Oak Brook, IL16 hours ago$103.7k - $138.2k
...Position Title: Wealth Advisor Location: Joliet, IL Time Type: Full time Req ID: JR1041-Joliet_IL Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to prospective and current clients. The Advisor...Full timeWork at officeFlexible hoursMidland States Bank
Joliet, IL3 days ago$90k - $160k
...Job Description A well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team. This is a client-facing role focused on delivering personalized, goals-based financial plans for high-net-worth individuals...Work at officeLocal areaMonday to Fridaygpac
Lisle, IL3 days ago$74k - $100k
...history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing...InternshipLocal areaFirst Financial Bancorp
Downers Grove, IL6 days ago$41.71k - $69k
...customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Carpentersville, IL2 days ago$75k
...opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Western... ...of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same...Full timeTemporary workPart timeWork experience placementWork at officePNC
Downers Grove, IL2 days ago$85.79k - $128.68k
...provide analytical back-office support. Manage and support projects related to budgeting, forecasting, financial results, and strategic initiatives, incorporating predictive analytics where applicable. Maintain and govern financial and operational master data, ensuring...Full timeWork at officeLocal areaMaker’s Pride LLC
Downers Grove, IL24 days ago$75k - $93k
...controllers and senior leadership. Support quarterly comparative analysis for MD&A and other external reporting requirements. Strategic & Executive Support Support with the development and updating of highquality presentations for executive committee meetings...Work experience placementSunCoke Energy
Lisle, IL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth Advisor. Be the first to apply!
Related searches
- associate corporate finance Naperville, IL
- financial planner Naperville, IL
- estate planning consultant Naperville, IL
- financial counselor Naperville, IL
- financial advisor development program Naperville, IL
- financial consultant Naperville, IL
- financial associate Naperville, IL
- financial planning assistant Naperville, IL
- financial advisor associate Naperville, IL
- financial planning associate Naperville, IL