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
- ...complete Thrivent’s comprehensive advisor onboarding program. After... ...of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs... ...unique needs of our customers. We focus on their goals and priorities, guiding...SuggestedLocal area
$55.8k - $89.4k
Northern Trust Corp in Lake Forest, IL is seeking a Sr Personal Banker to deliver exceptional client service and manage banking products. The role involves client account servicing, cross-selling financial products, and maintaining compliance with banking guidelines. Successful...Suggested$100 per hour
...a clear purpose: to provide clients with understandable, long-term... ...seeking a highly motivated Wealth Advisor to join our team. This... ...opportunity for a business development focused advisor who thrives on... ...situations with highly personalized solutions tailored to their unique...SuggestedWork at officeLocal area$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...
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSAI) is a role that supports Bank of America... ...and training, and then moving into client‑facing activities within a financial center... ...in advisory, account management, client focus, oral/written communication, risk management...Hourly payShift workDay shift- 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...
- ...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...Full time
- Focus Financial Partners is looking for a motivated Wealth Advisor in Lake Forest, Illinois. The role involves driving new business growth while supporting client servicing. Candidates should have a Bachelor’s Degree and 5+ years of experience in wealth management, with...Full time
$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...$80k - $90k
...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... ...culture driven, resilient, results focused and effective. The Advisor...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- Bank of America is seeking a Financial Solutions Advisor Stage I in Lake Forest, Illinois, focused on enhancing clients' financial lives through tailored solutions. The role involves obtaining necessary licenses and engaging in client-facing activities within a financial...
$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...
- 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...
- ...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...
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're... ...to be privately-owned, placing the focus on our clients rather than shareholder... ...that you need to balance your personal and professional lives - the best of...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...business where you can help your clients achieve their goals through... ...as a financial representative focused on client-building and... ...great client experience Build personalized, holistic financial plans tailored...Full timeContract workFor contractorsWork at office- 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...
- 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...
$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...$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...- 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...
$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...$17 - $29.75 per hour
...Market Relationship Banker Job Locations US-IL-North... ...National Bank has been serving clients and communities since 1834.... ...growing, community and client-focused company that is firmly rooted... ...the opportunity to know the personalities at each location. The Relationship...Full timeImmediate start$74k - $138k
...worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth... ...deep, trusted relationships and delivers personalized advice aligned with clients' goals. Provides... ...documents), laws and regulations. Focus is primarily on business/group within...Part timeLocal area$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning... ...planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the...Full timeWork at officeLocal area- ...JOB DESCRIPTION The Senior Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering... ...a world-class client experience through personalized financial planning, investment management...
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