Financial Advisor
$86k - $117kLakeshore Financial Group
Do you thrive in a fast‑paced, relationship‑driven environment where your work truly impacts people’s lives? We’re searching for a motivated Financial Advisor who excels at building trust, delivering top‑tier service, and helping clients reach their long‑term financial goals. Responsibilities Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Customize financial plans for each client based on potential life changes and changing financial needs Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications A Bachelor’s degree in business administration, finance, or a related field is required Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66 is required Up‑to‑date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Compensation $86,000 - $117,000 per year #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Schaumburg, IL vacancy
$86k - $117k
...Lakeshore Financial Group - Oakbrook • Schaumburg, IL, US Description Do you thrive in a fast‑paced, relationship‑driven environment where... ...people’s lives? We’re searching for a motivated Financial Advisor who excels at building trust, delivering top‑tier service, and...SuggestedWizeHire
Schaumburg, IL3 days ago$57.5k - $106.5k
...Responsibilities Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed...SuggestedLocal areaBMO U.S.
Schaumburg, IL4 days ago$45k - $100k
...Join to apply for the Financial Advisor role at TieTalent 3 days ago Be among the first 25 applicants Join to apply for the Financial Advisor role at TieTalent Job Overview Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting...SuggestedFull timeTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursTieTalent
Hanover Park, IL4 days ago$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...SuggestedWork at officeFlexible hours
$86k - $117k
...in a fast‑paced, relationship‑driven environment where your work truly impacts people’s lives? We’re searching for a motivated Financial Advisor who excels at building trust, delivering top‑tier service, and helping clients reach their long‑term financial goals....$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Temporary workShift workDay shift$70k - $80k
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Temporary workImmediate startShift workDay shift- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs...
Tri-State Wealth Advisors of Prudential Advisors
Wheeling, IL3 days ago $36k
...Build a Business. Create Your Future. Looking for more than your next job? Join Northwestern Mutual as a Financial Advisor and build a long-term career helping individuals, families, and business owners achieve financial security—while growing a business of your own. No...Work at officeLocal areaBBG Ventures
Wheaton, IL17 hours ago$61k - $119k
Build a Business. Create Your Future. Financial Advisor | Northwestern Mutual Are you looking for more than a job? At Northwestern Mutual, we’re seeking ambitious, entrepreneurial professionals who want to build a long-term career helping individuals and families achieve...Night shift$80k - $100k
Overview Looking to make an impact at a unique and mission-centered financial services organization? Join Covenant Trust as a Financial Advisor! At Covenant Trust, you will be the ambassador and primary driver of our mission to provide trusted and uncompromising financial...$45k - $100k
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your...TraineeshipHome officeFlexible hours$90k - $135k
...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...Full timeWork experience placementLocal areaBerkeley Research Group
Medinah, IL2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Schaumburg, IL1 day ago$120k - $185k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree...Full timeWork experience placementLocal areaBerkeley Research Group
Medinah, IL2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Schaumburg, IL3 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Schaumburg, IL4 days ago- ...Northwestern Mutual in Schaumburg, Illinois, is seeking College Financial Representatives for their internship program. This role provides guidance and resources to build a financial planning practice while developing valuable skills. Students will have the opportunity...Full timeInternship
Northwestern Mutual
Schaumburg, IL4 days ago $66.5k - $129.5k
...your contribution matters and where you can help build a better world of work—think of Gallagher. How You’ll Make An Impact The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan...Live outWork at officeLocal areaFlexible hoursGallagher
Rolling Meadows, IL1 day ago$60k
...for customers who are interested in other banking products. Ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services. Accepting and inputting loan applications to assist...Work at officeThe Symicor Group
Roselle, IL3 days ago$45.38k - $75.63k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
Schaumburg, IL1 day ago$41.71k - $69k
...preferredDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Hoffman Estates, IL17 hours ago$41.71k - $69k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shiftHispanic Alliance for Career Enhancement
Hoffman Estates, IL4 days ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate startAssociated Banc-Corp
Roselle, IL5 days ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate startAssociated Banc-Corp
Roselle, IL17 hours ago$70k - $90k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...visit We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as part of an advisory team, and on...Full timeTemporary workFlexible hours$70k - $100.1k
...for an annual incentive bonus. Benefits At SEKO Logistics, we are committed to supporting your well‑being, professional growth, and financial stability (eligibility requirements apply). Our comprehensive benefits package includes: Health and Welfare Benefits: Medical (...Temporary workWork experience placementInternshipWork at officeLocal areaWorldwideFlexible hours2 days per week3 days per weekSEKO Logistics
Schaumburg, IL3 days ago- ...Financial Representative Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Financial Representative with our agency, your attention to detail, dedication to...For contractorsWork at officeAfternoon shiftWeekday work
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
Modern Woodmen
Arlington Heights, IL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial planning assistant Schaumburg, IL
- financial planning administrator Schaumburg, IL
- jde finance consultant Schaumburg, IL
- financial consultant Schaumburg, IL
- financial advisor development program Schaumburg, IL
- financial counselor Schaumburg, IL
- financial associate Schaumburg, IL
- financial advisor associate Schaumburg, IL
- finance associate Schaumburg, IL
- associate corporate finance Schaumburg, IL