Lead Financial Planner & Trusted Client Advisor
Together We Talent
A leading financial services firm in Buffalo Grove seeks an experienced Lead Financial Planner / Service Advisor. This non-sales role offers the chance to provide holistic financial planning services and build long-term relationships with clients. The ideal candidate should have at least 3 years of experience and must hold a Series 65 or 66 license. Competitive base salary plus bonuses, health benefits, a supportive culture, and mentorship opportunities are part of this attractive offer. #J-18808-Ljbffr Together We Talent
- 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... ...within 2 years. Responsibilities include client relationship management, preparing financial plans...Suggested
$121k - $150k
Lead Financial Planner / Service Advisor Buffalo Grove, IL (Onsite) | Full-Time | $121,000 - $150,000 Associate Level... ...team. This role is ideal for a client-focused financial planner who is passionate... ...and enjoys building long-term, trust-based client relationships. The...SuggestedFull time- ...job poster from SGL Financial * NOTE: This position... ...motivated Financial Planner that brings a passion for helping clients with all aspects of... ...Planner or Advisor to join our team as a Lead Planner / Service Advisor... ...well as maintaining trusting, supportive, and strong...SuggestedFull timeWork at officeShift work
$86k - $117k
Lakeshore Financial Group - Oakbrook is seeking an experienced financial advisor to 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....Suggested- 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...Suggested
$113k - $153k
...services firm in Lincolnshire is seeking an experienced Tax Advisor to lead complex real estate tax compliance and consulting engagements... ...partnership taxation. This role involves mentoring team members, client advisory, and driving business growth through strategic...- Northern Trust, based in Lake Forest, IL, is looking for a Personal/Universal Banker to deliver exceptional client service while managing a comprehensive range of banking products. The role involves executing account services, handling transactions, and maintaining accurate...
- Administer and manage OneTrust for website privacy and consent management Configure, apply, and maintain privacy and consent rules across websites Ensure privacy configurations align with regulatory and internal compliance requirements Manage and optimize privacy...
$43.68k - $69.9k
...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow...Work experience placementWork at office- A leading commercial bank in 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...Hourly pay
- 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...
- ...a Relationship Banker in Mount Prospect, IL. In this role, you will represent the Chase brand by providing exceptional service to clients while managing their banking relationships. This position requires sales experience, strong communication skills, and the ability to...
- ...position involves delivering excellent customer experiences, working to drive loyalty, and handling operational tasks in compliance with financial regulations. The role requires a minimum of 3 years of related experience, with a focus on accountability and customer service....
- ...Relationship Banker based in Mount Prospect, Illinois. The role involves building and managing client relationships, showcasing an excellent level of service, and leveraging financial technology to meet their needs effectively. Applicants should have at least one year of...
- A leading financial institution is seeking a full-time Relationship Banker in Arlington Heights, IL. This role involves building and maintaining relationships with customers while providing tailored financial solutions. Ideal candidates will have 1-3 years of experience...Full time
$43.68k - $69.9k
...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow...Work experience placementWork at office$15 - $19.8 per hour
The Customer Service Lead (CSL) plays a critical role in delivering exceptional customer experiences while serving as a trusted leader and operational point person within the service... ...addition to performing all Customer Service Advisor responsibilities at an advanced level,...Hourly payPrice workTemporary workPart timeAll shiftsShift work$41.8k - $57.2k
...Lead Teller At PNC, our people are our greatest differentiator and competitive advantage... ...experience aimed at improving customer financial wellbeing and creating loyalty while... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX),...Full timeTemporary workPart timeWork experience placementWork at officeShift work$23.19 - $28.35 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities we... ...Strong client relationships are based on trust, assessing and attending to customers' banking...Temporary work- ...Job Summary In close coordination with Legal Counsel, the Lead Paralegal applies advanced knowledge of highly complex legal concepts... ...first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers,...Hourly payWork at office
- ...first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients... ...team members and communities. Job ID: 1773618BR Title: Lead Paralegal, Trademarks and Copyrights Company Indicator:...Hourly payContract workWork at officeShift work
$160k - $220k
...community is driven by a culture of courage, trust, and collaboration. Every individual is... ...ecosystem. Serves as the Global Workday Lead, responsible for driving roadmap... ...and business travel accident insurance. Financial and retirement benefits include the Employee...Temporary workLocal areaFlexible hours$105k - $165k
...Description Fortune Brands Innovations, Inc. is an industry-leading home, security and digital products company. We're focused on... ...innovations in all of our products and processes. We're delivering trust, dependability, sustainability, and style. To make it all happen...Flexible hours$90k - $143k
...Description Fortune Brands Innovations, Inc. is an industry-leading home, security and digital products company. We’re focused on exciting... ...in all of our products and processes. We’re delivering trust, dependability, sustainability, and style. To make it all happen...Work at officeWork from homeMonday to FridayFlexible hours- ...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 the technical...Full time
- ...Ameriprise Financial Paraplanner Position At Ameriprise Financial, we're not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture....Full timePart timeWork at office
- Kadima Wealth in Schaumburg, Illinois is seeking a Financial Advisor to lead qualified inbound appointments without the need for cold calling. We... ..., growth-oriented team culture. Join us to leverage strong client demand driven by our effective marketing strategies and...
- Charles Schwab Corporation is seeking a Financial Consultant in Schaumburg, Illinois. In this role, you will empower clients with financial guidance and form lasting relationships built on trust and respect. Your responsibilities will include providing wealth management...
$250k
...build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests... ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...$17 - $27.5 per hour
...Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship... ...- seeks, develops, and maintains trusted relationships with others to achieve business...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Financial Planner & Trusted Client Advisor. Be the first to apply!
- jde finance consultant Buffalo Grove, IL
- financial advisor Buffalo Grove, IL
- financial planner Buffalo Grove, IL
- financial planning assistant Buffalo Grove, IL
- financial advisor associate Buffalo Grove, IL
- financial counselor Buffalo Grove, IL
- financial planning associate Buffalo Grove, IL
- finance associate Buffalo Grove, IL
- estate planning consultant Buffalo Grove, IL
- financial planning administrator Buffalo Grove, IL

