Strategic Client Wealth Advisor
$57.5k - $106.5kBank of Montreal
Bank of Montreal is seeking a motivated individual for a role focused on providing holistic banking and investment solutions. As a primary client contact, you'll work to uncover financial needs and develop strategies for client acquisition and retention. Candidates should have 3+ years of financial services experience, relevant licenses, and a strong background in banking products. The position offers a competitive salary range of $57,500 - $106,500, with opportunities for performance-based incentives and benefits. #J-18808-Ljbffr Bank of Montreal
$70k - $80k
...is seeking a dedicated professional in Woodridge, Illinois, responsible for delivering customized financial solutions tailored to clients' needs. Key responsibilities include triaging client requests, building financial plans, and recommending appropriate brokerage products...Suggested- ...Therapy is looking for a Financial Analyst in Oak Brook, Illinois. The role focuses on providing analytics, insights, and support for strategic plans while handling budgeting, forecasting, and financial reporting. The ideal candidate will have a bachelor's degree in...Suggested
$75k - $85k
Athletico is seeking a Financial Analyst in Oak Brook, Illinois. The role involves providing analytics and financial insights to support strategic planning and budgeting. Responsibilities include developing budgets, analyzing revenue drivers, and preparing financial reports....Suggested- First Financial Bank is seeking a Wealth Advisor to serve as the primary contact for wealth clients. The role involves maintaining client relationships and developing new ones, while also implementing investment strategies tailored to clients' financial and family situations...Suggested
$74k - $138k
...retain and grow a portfolio of prospect and client relationships and deliver an exceptional... ...matter experts to the client. Shares wealth solutions expertise and product knowledge... ...analysis and assessment to resolve strategic issues. Builds effective relationships...SuggestedContract workPart timeLocal area$74k - $138k
...primary Relationship Manager for assigned client relationships. Leads / assists with... ...subject matter experts to the client. Shares wealth solutions expertise and product knowledge... ...independent analysis and assessment to resolve strategic issues. Builds effective relationships...Local area$95k - $115k
IPS Corporation in Downers Grove, Illinois, is seeking a detail-oriented Financial Analyst to support financial planning and analysis. The role involves collaborating with the Finance team on budgeting, forecasting, and reporting, utilizing strong analytical skills to deliver...$100k - $120k
Creative Financial Staffing, LLC is looking for a Senior FP&A Analyst in Oak Brook, Illinois. The ideal candidate will support budgeting, forecasting, and financial planning, working closely with executives and cross-functional teams. This role offers a hybrid schedule,...- ...planning and analysis activities. The role involves partnering with executives to provide financial modeling, performance analysis, and strategic decision support while being fully remote. Candidates should have 5-7 years of FP&A experience, a Bachelor's degree in Finance or...Remote job
$85k - $105k
...Thunderbird Manufacturing LLC is seeking a highly analytical Strategic Finance Analyst to support financial planning, forecasting, and... ...planning support Partner with leadership and external advisors during transaction evaluation and diligence processes Cash...Temporary work$75k - $125k
Fairygodboss is seeking a candidate for a role that involves consulting on investment and insurance strategies while managing client relationships at PNC. The successful candidate will have a background in finance with a strong emphasis on client satisfaction and business...- U.S. Bank is seeking a Wealth Management Advisor to join their team in Glen Ellyn, Illinois. This role requires engaging with affluent clients to assess financial needs and provide tailored investment solutions. Candidates should have a strong sales background and experience...Flexible hours
- Fairygodboss is looking for a Financial Advisor in Batavia, Illinois. The role involves building client relationships and providing investment solutions tailored to their financial needs. Candidates should have 2+ years of experience, relevant licensing, and a commitment...
- JPMorganChase is seeking a Private Client Advisor in Glen Ellyn, Illinois. In this role, you will provide personalized financial planning and investment solutions to clients. Responsibilities include fostering client relationships, educating clients about digital tools...
- A leading financial services firm in Illinois is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role focuses on relationship management, advising clients from various backgrounds to meet their financial needs....
- Fairygodboss is hiring a Financial Advisor in New Lenox, Illinois. The role emphasizes building strong client relationships while offering innovative investment solutions tailored to meet their financial needs. Successful candidates will have at least 2 years of experience...
- J.P. Morgan Chase is looking for a passionate Financial Advisor in Naperville, IL, who can build client relationships and provide tailored investment solutions. The role requires strong interpersonal skills, at least 2 years of experience, and various financial licenses...
- Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment solutions. The position requires a strong understanding of client needs and an ability to build lasting relationships. With at least 2 years of...
- Consolidated Electrical Distributors is seeking a Credit Analyst in Woodridge, Illinois, to manage financial assets and relationships. The role requires proficiency with MS Excel and strong negotiation skills, along with the ability to handle a large portfolio of accounts...
$85.79k - $128.68k
...provide analytical back-office support. Manage and support projects related to budgeting, forecasting, financial results, and strategic initiatives, incorporating predictive analytics where applicable. Maintain and govern financial and operational master data, ensuring...Full timeWork at officeLocal area$85.5k - $139.35k
...function. A successful incumbent is expected to (i) Support the preparation and consolidation of the company-wide annual budget, strategic plan, and monthly/quarterly forecasting processes and (ii) Provide proactive insightful financial analytic business support to assigned...Temporary workWork at officeWorldwide3 days per week- Louis Vuitton Oakbrook is hiring a dedicated Part-Time Client Advisor to enhance customer experiences. The role emphasizes achieving sales... ...customer focus, relationship building abilities, and a strategic sales mindset. Louis Vuitton promotes professional equality and...Part time
- Gordon Food Service is seeking an Outside Food Sales Representative based in Orland Park, IL. This role involves developing and managing relationships with existing and new customers, utilizing effective sales strategies tailored to the food service industry. Candidates...
$120k - $185k
...Finance practice specializes in providing strategic, operational, and financial advice to... ...professionals who understand the challenges clients face making it well-equipped to help... ...clients to become a trusted and reputable advisor Qualifications: ~ Bachelors...Full timeWork experience placementLocal area- ...Summary Part-time Client Advisor role focused on delivering exceptional, personalized service to a luxury clientele at the Oak Brook store... ..., or strong background in a customer‑centric role Strong strategic sales and commercial mindset Excellent interpersonal and relationship...Part time
- ...As a wealth advisor you will work directly with the wealth management team to create comprehensive... ...strategy that aligns with each client’s goals and values. Our focus is to partner... ...new clients in partnership with strategic relationships and community networks Commitment...
$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial... ...personalized, hands-on service. We educate our clients about financial concepts and products... ..., and risk management. Provide strategic advice across a variety of financial...Full timeWork at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...business where you can help your clients achieve their goals through... ...SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (... ...Company commissions and fees, Strategic Employee Benefits Services...Full timeContract workFor contractorsWork at office$74k - $100k
...things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!... ...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...InternshipLocal area$74k - $79k
Athletico is seeking a Financial Analyst in Oak Brook, Illinois. The role focuses on providing analytics and insights to support strategic plans. Key responsibilities include annual budgeting, financial forecasting, and monthly reporting. The ideal candidate should have...
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