Wealth Management Paraplanner & Client Services (Hybrid)
$65k - $85kRight Executive Search, LLC
Right Executive Search, LLC is seeking a Paraplanner / Wealth Management Client Service Associate in North Barrington, IL, to support both advisory relationships and operations within a prestigious financial services firm. The ideal candidate will engage with clients, manage accounts, and contribute to financial planning initiatives. This position offers competitive pay between $65,000 and $85,000 plus bonuses, a comprehensive benefits package including insurance and a 401(k) plan, and opportunities for professional growth within a collaborative environment. #J-18808-Ljbffr Right Executive Search, LLC
- ...seeking a Financial Advisor to build and maintain wealth management relationships. The position involves cultivating client relationships, prospecting new business... ...salary and comprehensive benefits package in a hybrid work environment. #J-18808-Ljbffr Arthur J. Gallagher...Suggested
$102k - $190k
...06/25/2026 Address: 201 S Grove Avenue Job Family Group: Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates...SuggestedContract workPart timeLocal areaShift work- ...to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL would allow you to join the Investment...SuggestedLocal area
$102k - $190k
Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking... .../ expert knowledge of bank products, services and capabilities. Seasoned...SuggestedLocal areaShift work- BMO U.S. is seeking a Relationship Manager to serve high-net-worth clients. This role focuses on delivering a comprehensive wealth management experience by integrating banking solutions, investment strategies, and holistic financial planning. The successful candidate will...Suggested
$125k - $175k
...Sr. Wealth Advisor- Palatine, IL Welcome to Carson Wealth. Where... ...in the world of wealth management. At Carson Wealth, our core values... ...practice, putting our clients' best interests at the center... ...addition to providing advisory services and support to current clients...Temporary workWork at officeFlexible hours- ...Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services... ...and investment management services to clients. Typical Duties and Responsibilities Serve...Work from homeFlexible hours
- A financial planning firm is seeking a Lead Planner / Service Advisor in Buffalo Grove, Illinois. The candidate should have... ...required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing support for a broad...
- ...firm’s commitment to helping clients own their financial futures.... ..., providing them with wealth management and financial planning advice... ...sabbatical after every 5 years of service for eligible positions ~... ...in the finance industry. Our Hybrid Work and Flexibility...
- Globalchannelmanagement in Buffalo Grove, Illinois, is seeking a Lead Financial Planner with over 3 years of client experience. The ideal candidate will manage client relationships, analyze financial planning reports, and utilize tax strategies effectively. Applicants...
- CFS is seeking an Assistant Controller in Hoffman Estates, Illinois. This role offers excellent visibility and a clear path for advancement within a stable and collaborative environment. Key responsibilities include supervising financial transactions, preparing reconciliations...
- ...Buffalo Grove, IL is seeking a Financial Advisor to build strong client relationships and provide strategic financial planning. The... ...approach, prioritizing client interests in a collaborative and growth-oriented culture. #J-18808-Ljbffr Wealth Financial Services & Tax Advisory
- ..., payroll, financial planning, practice management If you post this job on a job board,... ...Job function: Finance Industry: Financial Services Compensation: $101,000 - $150,000 Total... ...financial statements by compiling and analyzing client financial records and reconciling key...Work at office
- ...Associates, LLC. is looking for a Senior Financial Advisor to provide comprehensive financial planning and investment management services to high-net-worth clients. This position entails developing personalized financial plans and investing strategies while ensuring...
- Mercor is in Hanover Park, Illinois, hiring Wealth Transfer Specialists to train AI on estate planning. Candidates should possess 5+ years of experience in wealth management or estate planning and strong expertise in estate, gift, and transfer tax planning. The position...Remote job
- ...Estates is seeking a Financial Advisor to provide personalized financial planning and investment services. The role offers hybrid work flexibility and involves evaluating clients' financial situations, developing investment strategies, and conducting meetings. The ideal...Full timePart time
$60k - $80k
...seeking a Financial Advisor to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL. This role offers the opportunity to support clients throughout their financial journey and take over an existing book of...$125k - $150k
...Job Description Job Description Financial and Management Consultant – Barrington, IL (#AH1003) Location: Barrington, IL Employment... ...preparation . The consultant will play a key role in helping clients streamline financial workflows, improve reporting accuracy,...Full timeWork at office$21 - $28 per hour
...provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses.... ...service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations...Hourly payFull timeTemporary workFlexible hoursShift work$121k - $150k
...Lead Financial Planner / Service Advisor Lead Financial Planner / Service Advisor... ...Associate Level | 1 Opening A well-established wealth management and financial planning firm is seeking... ...growing team. This role is ideal for a client-focused financial planner who is...Full time$28.85 - $33.65 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...Advisors and Wealth Management Client Associates help clients pursue the life...Hourly payTraineeshipWork at officeShift workDay shift- ...Financial Planner needs 3+ years of experience working with clients as a Financial Planner required · Series 65 or Series 66 license... ...point of contact for all assigned clients in our Holistic Wealth Management division. Prepare and analyze various financial planning reports...
- ...Financial And Management Consultant Location: Barrington, IL Employment Type: Full-Time Overview: Ash & Harris Executive Search... ...tax preparation. The consultant will play a key role in helping clients streamline financial workflows, improve reporting accuracy, and...Full time
$24 - $30 per hour
...Algonquin is seeking a Financial Relationship Banker to provide excellent customer service and grow relationships. Responsibilities include resolving customer issues, educating clients about banking products, and identifying growth opportunities. Candidates should have...Hourly pay- ...Barrington is seeking a Senior Relationship Banker to oversee banking center operations in the absence of management. This role entails achieving sales and service goals while providing exceptional customer experiences and mentoring staff. The ideal candidate has 3-4 years...Hourly pay
- ...personalized financial planning solutions. This role involves building a client base and leveraging extensive training and mentorship to provide... ...-motivated spirit, and a successful sales background. Flexible hybrid work schedules and uncapped earnings prospects are part of the...Flexible hours
$90.1k - $167.9k
...Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to... ...A day in the life. As a Senior Account Manager, your role is to ensure the successful delivery...Work at officeRemote workWork from home- ...Must Have: An experienced Paraplanner with 3 - 5 years of experience, or A Service Advisor, Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their role and prefers a full-time position focused on...Full time
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Vernon Hills, Illinois. This role involves offering comprehensive financial planning and advice to a diverse clientele. Successful candidates will demonstrate strong client acquisition skills, a commitment...
$86k - $117k
...join their expanding firm in Schaumburg, Illinois. The ideal candidate will advise clients on financial strategies tailored to their goals while providing exceptional customer service. Qualifications include a CPA or CFP license and a Bachelor’s degree in a related field...
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