2mo
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Financial Services Representative - SIE (Chicago, IL)
Chicago, Illinois, United States
$24/hr HybridFull Time
2+ YOEPassed SIE exam, bachelor’s degree or equivalent, 2+ years customer-facing experience, flexible for hybrid schedule (3 days in office). Morgan Stanley will pay for Series 7 & 63 training.
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.
2mo
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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.
3mo
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Asset & Wealth Management, Private Wealth Management, Business Unit Manager, Vice President - Chicago
Chicago, Illinois, United States
$85k-$240k/yr OnsiteFull Time
Bachelor’s degree; strong leadership and strategic planning; SIE and Series 7, 9, 63, 10 within 3 months; excellent communication and governance skills.
2w
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Financial Advisor
Chicago, Illinois, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial and client-building experience, must obtain SIE, Series 6,7,63 and Life/Accident & Health certifications; US work authorization required.
2d
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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.
1d
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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.
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
1mo
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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.
4w
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Financial Representative - Entry Level
Oak Park, Illinois, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and life/health (state insurance) licenses; sales orientation, team-focused, competitive, willing to obtain state licensing and participate in training and development.
1w
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Investment Banking Analyst Syndicate - Equity Capital Markets
Chicago or New York
$115k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ years related experience, obtain SIE/Series 79 and 63 within 150 days, detail oriented with strong analytical, math, writing and computer skills.
3mo
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Quantitative Trader (Equities - Chicago)
Chicago or London or New York
$100k-$200k/yr OnsiteFull Time
1+ YOE1–3 years in quantitative trading/research; active SIE and Series 57; strong Python skills; solid equity market structure knowledge; experience with statistics or machine learning.
Python, C++, Java
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.
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
6d
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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
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.
6d
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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
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