1w
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J.P. Morgan Wealth Management - Private Client Advisor - Roscoe, IL
Roscoe, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 required (or obtained within 60 days), life/health/long-term care insurance license required (or obtained within 60 days); CFP and bachelor’s degree preferred.
6d
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Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Salesforce
1w
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Tax Strategy Advisor
Rockford or Chicago or Lincolnshire or Middleton or Satellite Beach or Westwood
$100k-$135k/yr HybridFull Time
6+ YOEProvide advanced tax planning and advisory services for high-net-worth clients; prepare complex returns; research tax issues; client-facing experience and strong communication required.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Part-Time Beauty Advisor - Sephora
Rockford, Illinois, United States
$16-$20/hr OnsitePart Time
Authentic passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills.
multiple frequency devices, handheld scanners
1w
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Senior Tax Strategy Advisor
Rockford or Beaverton or Fullerton or Los Gatos or Walnut Creek or Westlake Village
$140k-$180k/yr HybridFull Time
10+ YOECPA or EA required, Bachelor's in Accounting/Finance/Business required, CFP/PFS required within 1 year, 10+ years tax and financial planning experience with high-net-worth clients, proficiency in tax software and Microsoft Office.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Branch Office Administrator - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Provide administrative and client support to financial advisors; manage accounts, process transactions, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Oregon, IL
Oregon, Illinois, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; account processing and documentation; strong computer literacy, attention to detail, analytical thinking, and communication skills.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator - Mt Horeb, WI
Mount Horeb, Wisconsin, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and branch business planning; proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, support marketing/events, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Director of Mass Affluent Solutions
Rockford or Rockford
$190k-$230k/yr HybridFull Time
5+ YOE5+ MgmtBachelor's degree required; MBA or CFP preferred; Series 65 required; 5+ years leadership in wealth management; proven client segmentation, advisor leadership, and process optimization experience.
6d
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Block Advisors Bookkeeper
Rockford, Illinois, United States
$15-$58/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, minimum 1 year related experience; duties include bookkeeping, reconciliations, payroll preparation, and maintaining client records.