Client-Focused Personal Banker & Advisor
Northern Trust
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 client records. Candidates should have 3–5 years of experience in banking operations, possess strong analytical and communication skills, and demonstrate proficiency in managing client inquiries and account servicing tasks efficiently. The position is onsite and offers competitive salary and benefits. #J-18808-Ljbffr Northern Trust
- ...Hispanic Alliance for Career Enhancement seeks a licensed Financial Advisor to provide holistic banking solutions and build relationships... .... This role requires expertise in banking products and a focus on client acquisition, working collaboratively with internal teams to...Suggested
- ...seeking a motivated Financial Representative to engage with clients and provide personalized financial solutions, including life insurance. The ideal... ...possesses strong interpersonal skills and a customer-focused attitude. This full-time role offers engagement with community...SuggestedFull time
- A global financial services firm is hiring a Private Client Advisor to offer financial planning and investment solutions. You will engage with clients to establish relationships while delivering personalized service and utilizing your financial expertise. The role requires...Suggested
- ...leading financial institution is seeking a Financial Solutions Advisor Stage I in Northbrook, Illinois. This role involves obtaining relevant... ...and offers dedicated training. As an advisor, you will build client relationships and provide tailored financial solutions....Suggested
$120k - $200k
...meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients,... ...Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork...SuggestedTemporary workWork experience placementLocal areaFlexible hours- A leading global financial services firm is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will build strong client relationships and utilize your expertise to support a diverse client base, ensuring...
$55.8k - $89.4k
Northern Trust in Winnetka, Illinois is seeking a Personal/Universal Banker. This role focuses on delivering exceptional client service while managing a full range of banking products. Responsibilities include executing transactions, mentoring team members, and maintaining...- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team... ...a culture-driven, resilient, results‑focused community. The Advisor Development...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$17 - $19 per hour
...local insurance agency is looking for an Insurance and Account Representative in Waukegan, IL. The role focuses on providing exceptional customer service to clients, establishing relationships, and educating them about their insurance options. Candidates should have great...Hourly payFull timeLocal areaFlexible hours$57.5k - $106.5k
BMO U.S. is seeking a licensed financial advisor in Gurnee, Illinois. The ideal candidate will provide comprehensive banking and investment solutions while fostering relationships with clients and achieving sales targets. Required qualifications include the SIE Exam and...- 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...
- ...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...
- A financial planning firm is seeking a Lead Planner / Service Advisor in Buffalo Grove, Illinois. The candidate should have a passion... ...designation required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing...
- JPMorganChase is seeking a Relationship Banker in Highland Park, IL. The successful candidate will excel in client interactions, manage assigned accounts, and provide tailored financial solutions while using advanced banking technologies. This role requires excellent sales...
$54.1k - $75.5k
Citi is seeking a Personal Banker SAFE Act in Buffalo Grove, Illinois. This entry-level role involves assisting with sales and services, fostering customer relationships, and growing small business clients. Key responsibilities include executing sales strategies, delivering...- Old National Bank is seeking a Relationship Banker in North Chicago, IL. The ideal candidate will possess strong client relationship management skills and at least one year of consultative sales experience. Key responsibilities include developing client relationships and...
$54.1k - $75.5k
Citigroup Inc. is seeking a Personal Banker for an entry-level role in Buffalo Grove, Illinois. This position is responsible for supporting customer service teams and increasing sales to individual clients. Candidates should have 0-2 years relevant experience, preferably...Full time$120k - $200k
A national registered investment advisory firm is seeking a passionate Wealth Advisor to offer comprehensive wealth planning advice and grow client relationships. This role requires a Certified Financial Planner designation, five years of wealth management experience, and...- A leading financial institution in Lake Forest, Illinois, is seeking a Financial Advisor under the Advisor Development Program. In this role, you will work with high-net-worth clients to identify their needs, develop relationships, and deliver tailored financial recommendations...Full time
- JPMorganChase is seeking a Private Client Advisor in Northbrook, Illinois. This role focuses on providing comprehensive financial planning and advice, supporting a range of clients from novice savers to high-net-worth individuals. The ideal candidate has at least 2 years...
$164.6k - $288k
A leading financial institution in Lake Forest, IL is seeking a Senior Portfolio Advisor to manage complex investment portfolios for high net worth clients. The role involves generating new business and developing tailored investment strategies while leveraging over 12...- TwinThread in Lake Forest, Illinois, is seeking a Financial Advisor to champion client success and deliver tailored investment solutions. The ideal candidate has at least 2 years' experience in financial services, excels in client relationship management, and possesses...
- JPMorganChase is seeking a Private Client Advisor in Vernon Hills, IL to provide comprehensive... ...client relationships and delivering personalized investment solutions. The ideal candidate... ...in a financial advisor role, is client-focused, and possesses relevant financial licenses...
$61k - $250k
Northwestern Mutual is hiring a Financial Advisor in Vernon Hills, Illinois. This unique... ...allows you to build a practice focusing on client financial planning. Responsibilities include... ...growing a client base, creating personalized financial plans, and managing client relationships...$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where... ...first. With over 9 million clients and 20,000 financial advisors... ...privately-owned, placing the focus on our clients rather than... ...that you need to balance your personal and professional lives the best...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$55k - $60k
...Lincolnshire, IL. The role involves assisting financial advisors in preparing financial plans, engaging with clients, and managing business operations. Candidates... ...salary between $55,000 to $60,000 annually with a focus on client relationship support and effective...Work at office- Client Relationship Representative (Universal Banker) Job Category: Branch Banking Requisition Number: CLIEN012341 Posted... ...experience while exceeding personal production goals. Responsibilities... ...needs in a fast‑paced, relationship‑focused banking center environment....Full timeFlexible hoursNight shift
$52.8k - $79.2k
...Personal/Universal Banker Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been... ...over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. This...Work experience placementH1bWork at officeFlexible hours$46.75k - $63.25k
...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC... ...expect our employees to be: Customer Focused - Knowledgeable of the values and practices...Full timeTemporary workPart timeWork experience placementWork at officeShift work$35.65k - $66.13k
...Personal Banker Position At PNC, our people are our greatest differentiator and competitive... ...expect our employees to be: Customer Focused - Knowledgeable of the values and... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX),...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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