1mo
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Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Chicago, Illinois, United States
$27-$29/hr OnsiteFull Time
Phone-based client service focused on referral-based sales; must be client-focused, self-motivated, strong communicator, able to multitask, prepared to pass SIE, Series 7 and Series 66 exams; high school diploma or GED minimum.
3mo
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VP Portfolio Specialist
Naperville, Illinois, United States
$145k-$175k/yr OnsiteFull Time
5+ YOE5+ years in investment, CFA and/or MBA preferred; SIE and Series 7 license required; strong presentation and communication skills; Excel proficiency.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Outlook
2mo
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Premier Client Specialist
Darien, Illinois, United States
$58k-$107k/yr OnsiteFull Time
3+ YOE3+ years in financial services; SIE/Series licenses; knowledge of banking products; ability to meet sales targets and manage client relationships.
2mo
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Senior Manager, Risk Advice
Minneapolis or Chicago or Phoenix or Charlotte
OnsiteFull Time
6+ YOE6+ years in strategic risk/compliance or product management; strong communication; leadership; organized; SIE exam or able to obtain within 180 days.
6d
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VP Investment Banking - ESOP
Saint Petersburg or New York City or Chicago
$130k-$250k/yr OnsiteFull Time
15+ YOEBachelor's in Accounting, Business Administration, or Finance required; SIE certification required; more than 15 years' experience; strong regulatory, risk, and relationship management skills.
2mo
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Investment Banking Industrials Associate
Chicago, Illinois, United States
$175k-$200k/yr HybridFull Time
3+ YOEAssociate on Industrials M&A and financing; 3-5 years IB experience in industrials; SIE, Series 79 and 63; strong financial modeling; MS Office proficiency.
Microsoft Office, Financial Modeling, Pitch and Marketing Materials
5d
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Private Client Banker - Park Ridge Branch - Park Ridge, IL
Park Ridge, Illinois, United States
$23-$30/hr OnsiteFull Time
1+ YOEManage and deepen affluent client relationships, acquire new clients, meet regulatory requirements (NMLS/SIE/Series), and work branch hours including weekends and evenings.
4d
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Sales Practice Principal
Chicago or St. Petersburg or Tampa or Tempe
$96k-$162k/yr OnsiteFull Time
3+ YOE3+ years financial services experience with supervisory background; required or willing to obtain FINRA registrations (SIE, Series exams); strong regulatory, compliance, analytical and leadership skills.
5d
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
2mo
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Client Associate
Chicago, Illinois, United States
$60k-$70k/yr OnsiteFull Time
Requires SIE, Series 7 and 66 licenses; bachelor's degree preferred; strong communication, attention to detail, and proficiency in Microsoft Office; client service and record maintenance experience.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
3w
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Financial Advisor - Glen Ellyn & Surrounding Areas
Glen Ellyn or Lombard or Wheaton
FieldFull Time
Bachelor's degree or equivalent experience; attainment of FINRA SIE, life & health insurance licenses and securities registrations before contracting; satisfactory background check, fingerprinting, and licensing verification.
3d
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Financial Representative - Entry Level
Naperville, Illinois, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and life/health licenses, sales orientation, team spirit, competitive drive, strong communication and community leadership; willingness to recruit and develop others.
2mo
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Sr. Manager, Active Trader Relationship Management
Chicago or Sandy or Gilbert or Tampa or Jersey City or Alpharetta
$110k-$190k/yr OnsiteFull Time
5+ YOE2+ MgmtBachelor’s degree preferred; 5+ years relevant experience, 2+ years leading managers; SIE, Trader Certification, Series 7, 63, and 9/10; authorized to work in the United States.
Salesforce, MS Office, PowerPoint, Excel, Trading platforms
1w
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Financial Advisor - River Forest, IL - Market 22, Region 281
River Forest, Illinois, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain SIE/Series 7/Series 66 and state insurance licenses, strong sales or financial-services experience, critical thinking, and commitment to training program.
2mo
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Financial Consultant – Retirement Benefits Group - IL, Springfield (2355)
Springfield or Oak Brook
$24k/yr HybridFull Time
Licensing (State Life & Health, SIE, Series 7, Series 66); Bachelor's degree or equivalent; US work authorization; strong communication and entrepreneurial mindset; ability to work with top performers.
1w
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Financial Analyst
Chicago, Illinois, United States
$60k-$90k/yr OnsiteFull Time
1+ YOE1+ year finance experience; proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook), Python, VBA, Oracle, and Monday.com; strong analytical, reconciliation, and deadline-management skills; SIE required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Python, VBA, Oracle, Monday.com
1w
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Investment Banking Associate I or II
Charlotte or Chicago or Cleveland or New York City or Atlanta
$71k-$146k/yr OnsiteFull Time
3+ YOEBachelor's in finance/accounting/economics,3+ years M&A or investment banking experience,SIE/Series 79/63 (or ability to obtain),advanced Excel/PowerPoint,financial modeling and credit skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Bloomberg, Capital IQ
3w
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College Financial Representative, Internship Program
Crown Point, Indiana, United States
$500-$1k/yr OnsiteInternship
Full-time student interns (juniors/seniors preferred); entrepreneurial, campus involvement, time-management, interest in financial planning; opportunity for licensing support (life/health) and Series/SIE/CFP preparation.
3w
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Financial Planning Analyst/Financial Planning Associate
Vernon Hills, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years in wealth management/financial planning, bachelor's degree in finance/economics/accounting, SIE/Series 6/63/7 required, CFP preferred, strong investment and retirement planning skills.
Microsoft Office
1mo
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Financial Planning Administrator
Chicago or Alpharetta
RemoteFull Time
0+ YOEBachelor's degree required; 0-2+ years in wealth management; CFP preferred; experience with eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com, and Salesforce; investment licensing (SIE, Series 7, 66) encouraged.
eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com, Salesforce
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