Wealth Advisor
Mariner Finance
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs Effectively work with your team and available resources in support of our clients, executing client requests and updating information Active participant in obtaining new clients in partnership with strategic relationships and community networks Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications Bachelor’s degree required 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Demonstrated talent development experience, training new staff, mentoring interns, etc. Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. EOE M/F/D/V #J-18808-Ljbffr
- ...Mariner-Finance in Oakbrook Terrace is seeking a dedicated Wealth Advisor to collaborate with our wealth management team. This role focuses on creating comprehensive wealth plans tailored to each client's goals and values. The ideal candidate will bring over 5 years of...Suggested
Mariner Finance
Oakbrook Terrace, IL10 hours ago - ...LeoForce is seeking an experienced Senior Financial Advisor in Oakbrook Terrace, Illinois. You will cultivate client relationships, manage a portfolio of high-net-worth clients, and collaborate with a team to provide tailored financial advice and solutions. The successful...SuggestedRemote workFlexible hours
Leoforce
Oakbrook Terrace, IL10 hours ago - ...TwinThread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs. The ideal...Suggested
Aumni
Oak Brook, IL9 hours ago $72k - $145k
...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...other. About the role: CLA is looking to hire four wealth advisors to work with our existing clients. This job can be done in one...SuggestedInterim roleWork at officeFlexible hoursCliftonLarsonAllen
Oak Brook, IL5 days ago$80k - $90k
A leading financial institution in Hinsdale is seeking an Advisor Development Program Financial Advisor to support high-net worth clients in identifying their needs and delivering comprehensive financial recommendations. The ideal candidate will have strong relationship...Suggested- A leading financial institution in Oak Brook is seeking a Financial Advisor to develop a book of business and deliver tailored investment solutions. The ideal candidate will have a minimum of one-year experience in financial services, hold necessary licenses, and demonstrate...Traineeship
$99k - $165k
LPL Financial LLC seeks a Senior Financial Representative in Oak Brook, Illinois, to provide investment solutions to clients. Your role will involve managing a large book of clients, ensuring compliance, and delivering exceptional service while helping clients with their...- Western & Southern Financial Group is seeking a Financial Representative in Oakbrook Terrace, Illinois. This role involves helping middle-income clients by educating them on financial security and risk protection, assessing their needs, and providing tailored solutions...
Western & Southern Life
Oakbrook Terrace, IL9 hours ago $60k - $80k
Job Description Job Description Modern Woodmen has an excellent opportunity for a Financial Representative in the Chicagoland area. Our Financial Representatives help their clients (Modern Woodmen members) plan for their financial security through life insurance, ...Flexible hoursCatalyst Career Group
Oak Brook, IL14 days ago$100k - $130k
Hybrid, Construction Estimator role with Employer Assisted Benefits, 401k, Quarterly Bonuses, Vacation / Sick Time, etc. This Jobot Job is hosted by: Jennifer Sabo Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $...Permanent employmentFull timeFor subcontractorLocal areaJobot
Oakbrook Terrace, IL16 hours 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... ...‑dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Lombard, IL2 days ago$61k - $250k
...Northwestern Mutual is seeking a motivated financial advisor to help clients achieve their financial goals through personalized planning. The position offers extensive training and development, with performance-based earnings ranging from $61K to $250K. The advisor will...Northwestern Mutual
Lombard, IL8 hours ago$80k - $110k
...Job Description: Our client is a boutique wealth management firm located in Oakbrook Terrace, IL. This firm provides comprehensive... ..., and business owners. They are seeking a Financial Advisor that will have an opportunity for rapid advancement to a Private...Summer workFinancial Planner Recruiting, LLC
Oak Brook, IL16 hours ago$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Hinsdale, IL2 days ago$61k - $250k
Northwestern Mutual seeks a Financial Advisor in Oak Brook, Illinois. This role involves growing a client base, building personalized financial plans, and managing them to help clients achieve their goals. Successful candidates are driven, possess a Bachelor’s degree, and...$36k - $75k
...Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work‑life balance with vacation, personal time and paid...TraineeshipHome office$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...Work at office- ...Financial Advisor Location: Western Lombard, IL Job Type: Full Time Position Position (US citizens and those authorized to work in the US are encouraged to apply. We are unable to sponsor H1B Candidates at this time) Ideal Candidate Profile Minimum 1-3 years...Full timeH1b
$17 - $29.75 per hour
...clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving...$100k
...Merrill Wealth Management Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...Shift workDay shift- ...WestPoint Financial Group, located in Lisle, Illinois, is seeking a Wealth Management Advisor to provide comprehensive financial guidance in insurance, investments, and retirement planning. This role includes developing customized solutions and partnering with in-house...
WestPoint Financial Group
Lisle, IL8 hours ago - Northwestern Mutual is seeking College Financial Representatives for their internship program in Lombard, Illinois. Interns will develop their financial planning practice while receiving support from experienced professionals. The role offers opportunities to prospect ...Internship
Northwestern Mutual
Lombard, IL10 hours ago $99.3k - $132.4k
...Incentives and benefits are subject to eligibility requirements.*Salary Range: $99,300 - $132,400+ annually **Position Summary***The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct...Contract workTemporary workWork at officeFlexible hoursMidland States Bancorp, Inc.
Joliet, IL9 hours ago- Northwestern Mutual is offering a college internship as a Financial Representative in Oak Brook, Illinois. The program provides students the opportunity to build a financial planning practice while receiving guidance from industry experts. Students will learn skills in...InternshipFlexible hours
Northwestern Mutual
Oak Brook, IL10 hours ago $300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our...Full timeWork at officeLocal areaAFIN Family Wealth Management Inc
Oak Brook, IL16 hours 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, IL2 days ago- ...your success while helping clients pursue their financial goals. Job Overview: The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over...Work experience placementWork at officeImmediate startWork from home
LPL Financial Holdings, Inc.
Oak Brook, IL1 day ago - ...Join TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client's expectations and be a part...Full timeWork experience placementMonday to Friday
Trust Bank
Wheaton, IL3 days ago $60k
Private Wealth Advisor Job Locations US-IL-Hickory Hills Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2025-18646 Overview Old National Bank has been serving clients...Base plus commissionFull timeOld National Bank
Hickory Hills, IL15 days ago- Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and...Temporary workLocal areaWorldwide
Crowe
Oakbrook Terrace, IL3 days ago
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