Wealth Advisor: Strategic Financial Planner in Chicago
Midland States Bank
Midland States Bank in Chicago is seeking a Wealth Advisor to provide investment recommendations and advice to both perspective and current clients. The ideal candidate will assist clients in identifying their distinct financial needs, recommend plans to meet goals, and maintain strong relationships. This position not only offers a competitive base salary but also additional compensation in the form of bonuses and comprehensive benefits, showing Midland's commitment to its employees and community. #J-18808-Ljbffr Midland States Bank
- Evention LLC, based in Chicago, is hiring an FP&A Associate Specialist to enhance financial planning and reporting functions. This role requires strong analytical capabilities and excellent Excel skills to drive budgeting and provide actionable insights. The candidate...Suggested
- The National Community Investment Fund (NCIF) in Chicago is seeking a Portfolio Management Analyst. This role involves supporting loan... ...assessments, and internal and external reporting in a mission-driven financial institution. Candidates should have a passion for community...SuggestedWork at office
$70k - $160k
...Financial Planner As a Financial Planner, you will be instrumental... ...of our firm's most strategic clients. You will work with advisors to cultivate deep,... ...experience. Across Wealth Management, Goldman Sachs... ...expected base salary for this Chicago, Illinois, United...SuggestedFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office- ...Responsibilities The Strategic FP&A practice is an advisory... ...surrounding operational and financial reporting which commonly emphasizes... ...significant presence in the Chicago and Denver markets; however,... ...services as a genuine trusted advisor. You will have the opportunity...SuggestedPermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
$80k - $95k
A leading financial services company is seeking a Wealth Advisor in Chicago, IL. The Wealth Advisor will utilize a robust array of resources to partner with clients, identifying their financial goals and recommending tailored investment strategies. Candidates should possess...Suggested- A financial services firm is seeking a Wealth Advisor to establish a wealth management presence in Chicago. This role focuses on building client relationships and developing a book of business from scratch. The candidate should have at least 7 years of experience in wealth...
- A prominent wealth management firm seeks a Financial Advisor for its Chicago office. The role focuses on managing client relationships, portfolio management, and assisting... ...licenses, and preferably CERTIFIED FINANCIAL PLANNER™ certification. Knowledge of eMoney software is a...Work at officeRemote work
- TwinThread is hiring a Private Client Advisor in Chicago, IL to lead client financial planning and represent our brand. Candidates will support a broad range of clients, offering tailored investment solutions to meet unique financial goals. The ideal candidate must have...
- Fifth Third Bank is seeking a Wealth Management Advisor II located in Chicago, Illinois. This role involves serving as a trusted advisor to Private Bank clients... ...candidate will have over 8 years of experience in financial services, exceptional communication skills, and must...
$80k - $95k
A leading financial services firm in Chicago is seeking a Wealth Advisor to partner with clients in achieving financial goals. This role involves developing tailored investment strategies and growing a book of business through client referrals. Candidates need a university...$70k - $160k
Your Impact As a Financial Planner, you will be instrumental in helping to shape the... ...futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships... ...expected base salary for this Chicago, Illinois, United States‑based...Work experience placementWork at office$70k
Sr. Personal Banker – To $70K – Chicago, IL – Job # 3519 Who We Are The Symicor Group... ...generation, and loan closing experience at a financial institution. ~Previous experience in... ...through integrity, dedication, and strategic counsel. ~Strong written and oral communication...Work at office$117k - $167k
Financial Analyst, Geo, Revenue, Ads, Search, Strategy, Operations Google New York, NY, USA ; Chicago, IL, USA ; +1 more Apply Note: By applying to this... ...by our leaders to make strategic company decisions. While... ...an important partner and advisor to the business. The US...Full time$90k - $100k
...Analyst, Finance - FP&A job at Verano. Chicago, IL. Compensation Data Verano Base Pay Range... ...function and oversee the development of financial reporting & forecasting to help drive... ...including periodic forecasting, budgeting, and strategic initiative development. The role will...Temporary workBank staffWork at officeFlexible hours- ...Safety And Security Analyst - Chicago Date: May 8, 2026 Location... ...Pattern recognition and strategic thinking skills. Possess excellent... .... Health and Wellbeing Financial and Retirement Work and... ...Assistance Program No-cost Financial Advisor Sessions Commuter and...Hourly payTemporary workWork experience placementWork at officeLocal areaFlexible hours
$75k - $90k
Rewards Network in Chicago is looking for an Analyst in Financial Planning & Analysis. You will support strategic planning by delivering in-depth analysis and reporting to senior leadership. Responsibilities include preparing financial reports, assisting with month-end...- Motorola Solutions in Chicago is seeking an experienced Senior Financial Analyst to support the Command Center Solutions Services team. The role involves forecasting, budgeting, and strategic financial analyses with a hybrid work schedule requiring on-site presence two...2 days per week
$60k
Personal Banker - To $60K - Chicago, IL - Job # 3210 Who We Are The Symicor Group is a boutique... ...are achieved by conducting a thorough financial needs assessment and offering the most... ...through integrity, dedication, and strategic counsel. Strong written and oral communication...Work at office$150k
...Trajan Wealth LLC is seeking an entrepreneurial Financial Advisor in the Chicago market. This W2 role is designed for advisors who want to expand their local presence and scale their business with resources from an established firm. Responsibilities include hosting educational...Local area- ...in-a-generation shift in how wealth, work, and security are structured... ...60/40 portfolio or a robo-advisor. They want someone who... ...real results. Personalized financial advisory aligned with the AI... ...feed it back into the firm’s strategic thinking. Who You Are Experience...Full timeContract workFor contractorsFor subcontractorWork at officeRemote workShift work
- GATX is looking for a Sr. Analyst or Manager of Portfolio Management in Chicago. The selected candidate will manage the leasing process for railcars, negotiate terms, and perform analyses to support operational decisions. Candidates should have 5+ years in the rail industry...Work at office
$95k - $140k
JustinBradley’s client, a national wealth management firm, is adding a Financial Advisor to their Chicago team. The firm’s financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady growth and community recognition....$51.8k - $95.9k
...for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire... ...on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders...Local area- BCG Attorney Search is seeking a mid-level associate to join its Financial Restructuring Practice Group in Chicago, IL. The ideal candidate will have at least four years of experience in complex business restructurings, including out-of-court negotiations. Responsibilities...
$150k
...bank-only talent acquisition firm based in Chicago. Our nationally unique value proposition centers... ...an 85-year-old company focused on clients, financial planning, and investment management, is seeking to fill Financial Advisor roles based in the Chicago, IL market. The...Work at office$60k - $90k
Nuveen is seeking an Internal Advisor Consultant in Chicago to proactively develop business partnerships with advisors in a defined territory. This role entails working closely with internal teams to drive sales, maintain client relations, and achieve daily outreach goals...$310k
...Chief Risk Officer – To $310K – Chicago, IL – Job # 3760 Who We Are The Symicor... ...IL area. The position is responsible for strategic planning and oversight of enterprise-wide... ...risk exposure derived from all banking and financial services activities. This position...$190k - $220k
...analysis, ratings, research, and commentary to financial market participants. For over 100 years,... ...that prioritizes and advances Fitch's strategic goals. Requirements: ~10+ years... ...by law. FOR NEW YORK AND CHICAGO ROLES ONLY: Expected base pay rates for...Temporary workWork at officeLocal areaImmediate startFlexible hours3 days per week$95k - $110k
...analysis, ratings, research, and commentary to financial market participants. For over 100 years,... ...in insurance analysis or in a strategic planning, financial management or actuarial... ...protected status. FOR NEW YORK AND CHICAGO ROLES ONLY: Expected base pay rates for...Work at officeShift work2 days per week3 days per week- ...Manager Global Risk & Controls - Chicago, IL Role Overview The... ...Manager acts as a trusted advisor, balancing rigor and... ...models, process redesigns, and strategic initiatives. What Success... ...of progressive experience in financial controls, controllership, audit...Hourly payWorldwideFlexible hours
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