Financial Planner
SGL Financial
A financial planning firm is seeking a Lead Planner / Service Advisor in Buffalo Grove, Illinois. The candidate should have a passion for financial and retirement planning, with at least 3 years of experience as a Financial Planner and a CFP designation required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing support for a broad range of financial needs. This role offers a competitive base salary, performance bonuses, and a supportive work culture. #J-18808-Ljbffr
- ...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...SuggestedFull time
$17 - $29.75 per hour
...The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through...SuggestedFull timeImmediate start$41.71k - $69k
...ServiceDelivers 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...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...ongoing economic well-being of our members.Exclusive interest rate reduction for qualifying loan products.The Job at a GlanceProvides financial and account services to members in a confident and professional manner that assures efficient operations and exceptional service....SuggestedTemporary work
- ...Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office- ...YOUR IMPACT As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated...ApprenticeshipWork experience placementWork at office
- ...Wealth Financial Services & Tax Advisory Financial Advisor Buffalo Grove, IL·Full time Company website Apply for Financial Advisor This job is for a Financial Advisor at Wealth Financial Services & Tax Advisory (WFSTA). The role focuses on building strong client relationships...Full timeTemporary work
- ...A financial services firm in Deerfield is seeking an Associate Advisor to support client relationships with technical expertise in investments and financial planning. This role includes leading client meetings, developing new business opportunities, and preparing customized...
- ...Organization : Name CHICAGO NORTH SHORE IL Default: Location : City BUFFALO GROVE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth...Work at officeLocal area
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension...Work 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. As a Financial Advisor...Work at officeFlexible hours
$65k - $80k
...Job Description Job Description Position Title: Financial Planner Reports to: SVP Department: Simplicity Wealth: Protected Tomorrows Location: Lincolnshire, IL (in-office, full-time) Classification: Full Time/Exempt Summary / Job Objective...Full timeWork at office- ...A financial advisory firm in Deerfield, IL seeks an Associate Advisor. This role involves supporting client relationships, preparing financial plans, and contributing to business development initiatives. Ideal candidates will demonstrate excellent communication skills,...
- ...manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Senior Wealth Advisor embodies MAI's unified culture—...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$70k - $80k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per week$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 areaFlexible hours$151.9k - $173.4k
...of experience in Risk Management or Process Management At least 3 years of experience in Project Management At least 1 year of Financial Services Risk Management Experience Preferred Qualifications 4+ years of experience in Process Management utilizing Lean Six Sigma...Full timePart timeLocal area$115k - $130k
...visibility role supporting U.S. operations Collaborative, employee-focused culture with excellent leadership Key Responsibilities Develop financial models, forecasts, budgets, and long-range plans Partner with business leaders to analyze financial performance and identify...Immediate start$100k - $125k
...SUMMARY: Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role in capturing and reporting all financial reporting. This individual has a focus on financial planning, both short-term and long-term, of business operations...Temporary workWork at officeRemote work- ...analysis for SCS Operations Leadership. Works directly with FP&A regional finance managers and RVPs/DOMs to drive forward the monthly financial forecast, annual operating plan, long range plan, specific project analysis, and various ad-hoc requests. This position requires a...Work experience placementWork at office
$70k - $80k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per week- JPMorganChase is seeking a Private Client Advisor in Vernon Hills, IL to provide comprehensive financial planning and advice. This role includes building client relationships and delivering personalized investment solutions. The ideal candidate has a minimum of 2 years...
- ...and grow your banking career. You will handle transactions, open accounts, and connect clients with specialists for comprehensive financial solutions. The role emphasizes community outreach, digital banking education, and compliance with policies. A high school diploma...
- ...applying for any new position. Acknowledge ( Job Description: 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,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Wintrust Financial Corporation in Glenview, IL is seeking a Relationship Banker to build and retain customer relationships, open and maintain accounts, and assist customers with digital banking products. This on-site role requires 1–3 years in customer service or financial...
$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 start- ...self-service resources Accurately processing cash transactions for clients as needed Having deep conversations to gain knowledge of financial and life priorities Connecting clients to solutions that meet their financial goals Executing the bank's risk culture and striving...
- ...Corp is seeking a Banker to build relationships with customers, provide exceptional service, process transactions, and support their financial needs at our Glenview, IL location. The role includes training through the Banker Roadmap program, opportunities for career growth...
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