135 client advisor jobs at 36 companies in DeKalb, IL
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Client Care Advisor
Chicago or DuPage County or Will County or Lake County or Cook County
$80k-$88k/yrFieldFull Time
Honor Technology, Inc.: Private health-tech providing non-medical home care and technology services for older adults and home-care agencies.
1+ YOERequires 1+ year in a consultative client-facing role, measurable client outcomes, relationship management, structured conversations, cross-functional collaboration, accurate documentation, reliable transportation, and 75% field work.
Patrick Hyundai: Family-owned automotive dealership group serving Chicagoland with new and used vehicle sales, service, financing, and collision repair.
Proven automotive sales experience, excellent communication and interpersonal skills, valid driver's license (licensed 3+ years), ability to pass drug screen and background check, must be 19+.
Patrick Hyundai: Family-owned automotive dealership group serving Chicagoland with new and used vehicle sales, service, financing, and collision repair.
Proven automotive sales experience, valid driver's license (3+ years licensed), strong communication and customer service skills, willingness to complete background/drug screen, able to meet sales targets.
Patrick BMW: Family-owned automotive dealership group serving Chicagoland with new and used vehicle sales, service, financing, and collision repair.
Proven automotive sales or customer service experience (luxury brand preferred), strong communication and organizational skills, flexible schedule including evenings/weekends, valid driver’s license and clean driving record.
Armani Exchange: Italian luxury fashion and lifestyle group.
Retail experience preferred; high school diploma/GED preferred. Requires strong communication, teamwork, client outreach skills, flexible availability, and a passion for luxury retail.
J.P. Morgan Wealth Management - Private Client Advisor - Deerfield, IL
Deerfield, Illinois, United States
$48k/yrOnsiteFull Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or 63/65 within 60 days); life, health and long-term care insurance license; goals-based planning and digital client education.
TAG HeuerEuronext Paris: MC: Global luxury goods conglomerate operating over 75 prestigious brands.
2+ YOEMinimum 2 years luxury retail experience, passion for watches, sales and clienteling skills, fluent English, digital tool proficiency, knowledge of retail procedures and KPIs.
Des Moines or Chicago or Oak Brook or Schaumburg or Overland Park or Bloomington or Des Peres or Omaha or Brookfield or Kimberly
$85k-$100k/yrOnsiteFull Time
USI Insurance Services: Insurance brokerage and risk management consulting firm.
8+ YOERequires 8 years of personal lines property and casualty insurance experience, a state property and casualty insurance license, high school graduation, and strong communication skills. Industry designation preferred.
AO Garcia Agency: Independent insurance sales agency recruiting funnel.
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and interest in professional growth and development.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOEProvide client service support to financial advisors; strong client focus, attention to detail, ability to learn technology platforms; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience required. Requires professionalism, confidentiality, client communication, multitasking, and understanding of financial advisor practices.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
Provide client service support to Financial Advisors; client-centric, self-starter able to learn new technology platforms; High School Diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Chicago or Downers Grove or Elmhurst or Park Ridge or Arlington Heights or Schaumburg or Naperville or Lombard or Woodridge or Shelby Township or Milwaukee
$70k-$95k/yrOnsiteFull Time
ProducifyX: Tech-enabled recruitment services for modern businesses.
Strong communication, interpersonal, analytical, and relationship-building skills; willingness to obtain state insurance licenses. Bachelor's degree preferred; prior financial or business development experience beneficial but not required.
Advyzon Investment Management: Private wealth-management technology platform for financial advisors, wealth-management firms, broker-dealers, and family offices.
7+ YOEBachelor’s degree, 7+ years of investment experience, advisor communication experience, financial markets and portfolio construction knowledge, strong analytical and communication skills, and Excel and PowerPoint proficiency.
Kestra Financial: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
2+ YOE2+ years in financial services, active Series 65, experience with tax return review, eMoney and Salesforce proficiency, strong client service, analytical and communication skills.
eMoney, Salesforce, Black Diamond, Microsoft Office
Kestra Financial: Privately held wealth management platform acquiring and supporting independent advisory firms for entrepreneurial financial advisors and founders.
2+ YOE2+ years in financial services, Series 65 required, experience with eMoney, tax return review, retirement account knowledge, strong client service and analytical skills.
eMoney, Salesforce, Black Diamond, Microsoft Office
Northwestern Mutual: Financial security offering insurance and wealth management services.
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yrOnsiteFull Time
TIAA: Financial services and retirement solutions for academic and research professionals.
3+ YOE3+ years financial services experience required; Series 7, 63 and 65 (or 66) required within 120 days; university degree preferred; client relationship and business development skills.