Top 655 Financial Risk Specialists Jobs in Chicago, IL

Wealth Management Associate Advisor
Porte Brown, LLC —Elk Grove Village, IL
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Tier 3 Engineer
Proven Business Systems LLC —Schaumburg, IL
- $75,000 - $100,000 a year
- Full-time
- Computer science
- 7 years
- Azure
- Paid parental leave
- Health savings account
Finance Manager - CPA Preferred
James Walker North America —Glenwood, IL
- From $140,000 a year
- Full-time
- Background check
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Admissions Representative
MyFootpath —Chicago, IL
- $40,000 - $50,000 a year
- Full-time
- Sales
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Electrical Discipline Lead
Stantec —Chicago, IL
- $141,500 - $212,200 a year
- Full-time
- Engineering
- Travel
- Mentoring
- Wellness program
- Health savings account
Premier Client Specialist
BMO Financial —Evergreen Park, IL
- $57,500 - $106,500 a year
- Part-time
- Office
- Mentoring
- Organizational skills
- Health insurance
- Tuition reimbursement
LPN / Clinical Support Specialist, Home Health
AccentCare, Inc. —Rosemont, IL
- $60,000 - $65,000 a year
- Monday to Friday
- CPR Certification
- LVN
- BLS Certification
- Health savings account
- Paid holidays
Quick Apply
Premier Client Specialist
BMO Financial —Orland Park, IL
- $57,500 - $106,500 a year
- Part-time
- Office
- Mentoring
- Organizational skills
- Health insurance
- Tuition reimbursement
Senior Private Banker, Ultra High Net Worth
BMO Financial —Chicago, IL
- $102,000 - $190,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Premier Client Specialist
BMO Financial —Darien, IL
- $57,500 - $106,500 a year
- Part-time
- Office
- Mentoring
- Organizational skills
- Health insurance
- Tuition reimbursement
Underwriting Specialist OR Executive Underwriter - Management Liability PNP
Zurich Insurance Company Ltd. —Chicago, IL
- $83,400 - $180,500 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
3d
Assistant Project Manager
Brooksource —Chicago, IL
- $55 - $65 an hour
- Contract
- Background check
- Mid-level
- Finance
- Health savings account
- Health insurance
Quick Apply
8d
Community Manager
ELDERLY HOUSING DEVELOPMENT AND OPERATIONS CORPORATION —Chicago, IL
- $60,000 - $62,500 a year
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Senior Portfolio Banker - Private Equity
BMO Financial —Chicago, IL
- $102,000 - $190,000 a year
- Part-time
- 7 years
- Office
- Databases
- Health insurance
- Tuition reimbursement
Director of Investments
Empowered Staffing —Skokie, IL
- Full-time
- CPA
- Office
- Finance
- Health insurance
Quick Apply
8d
Tax Provision Specialist
Jefferson Wells —Chicago, IL
- $45 - $55 an hour
- Contract
- Remote
- Finance
- Bachelor's degree
- GAAP
Quick Apply
IS Specialist
ITASCA BANK & TRUST Company —Itasca, IL
- $52,700 - $79,100 a year
- Weekends as needed
- Computer Science
- Mid-level
- Office
Director, Private Credit Special Assets Management
BMO Financial —Chicago, IL
- $112,200 - $209,000 a year
- Part-time
- 7 years
- Customer service
- Office
- Health insurance
- Tuition reimbursement
1d
US Relationship Manager - Special Account Management (SAMU)
BMO Financial —Chicago, IL
- $81,400 - $151,800 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
3d
VP, Financial Consultant - Northbrook, IL
Charles Schwab —Northbrook, IL
- $75,000 - $95,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
8d

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Financial Risk Specialists jobs near Chicago, IL

Wealth Management Associate Advisor

Porte Brown, LLC
Elk Grove Village, IL

Quick Apply

Job Details

Permanent | Full-time
$80,000 - $120,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Financial planning software
Series 66
Series 7
Bachelor's degree
Attention to detail
FINRA License
Financial services
Time management

Full Job Description

Position Summary:

The Associate Advisor is a client-facing advisory role within our wealth management team. The position works closely with senior advisors to support the delivery of comprehensive financial planning and a high-quality client experience. This role is intended for a professional looking to expand their involvement in financial analysis, client relationships, and advice implementation while continuing to develop as a trusted advisor.

Key Responsibilities:

Prepare for client meetings by gathering and organizing data, updating planning software, building meeting materials, and documenting action items and follow-up tasks.
Respond to client inquiries and collaborate with operations, compliance, and internal specialists to ensure accurate and timely execution.
Partner with senior advisors to develop and deliver comprehensive financial planning strategies tailored to client goals and long-term objectives.
Analyze client financial situations, including retirement readiness, tax-efficient strategies, investment allocation, estate considerations, and risk management needs.
Participate in client meetings and contribute to relationship management through proactive planning discussions and strategic guidance.
Collaborate with advisory team members to enhance the client experience, improve planning processes, and support firm growth initiatives.
Conduct investment and market research to support portfolio construction, asset allocation decisions, and ongoing planning recommendations.

Over time, this role will take on increased responsibility for managing client relationships, serving as a key point of contact for many of the firm’s emerging and smaller client households while continuing to collaborate with the broader advisory team.

Qualifications

Active FINRA Series 7 and Series 66 licenses required.
2+ years of experience in wealth management, advisory support, financial planning, or client-facing financial services.
Strong written and verbal communication skills with high attention to detail, sound judgement and effective time management.
Working knowledge of Redtail, Nitrogen, MoneyguidePro.
Ability to obtain Illinois Life and Health insurance licenses within 6 months of employment.
CFP® designation preferred but not required.
Bachelor's degree in a business-related field preferred.

Pay: $80,000.00 - $120,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Financial Risk Specialists jobs in Chicago, IL

Wealth Management Associate Advisor

Tier 3 Engineer

Finance Manager - CPA Preferred

Admissions Representative

Electrical Discipline Lead

Premier Client Specialist

LPN / Clinical Support Specialist, Home Health

Premier Client Specialist

Senior Private Banker, Ultra High Net Worth

Premier Client Specialist

Underwriting Specialist OR Executive Underwriter - Management Liability PNP

Assistant Project Manager

Community Manager

Senior Portfolio Banker - Private Equity

Director of Investments

Tax Provision Specialist

IS Specialist

Director, Private Credit Special Assets Management

US Relationship Manager - Special Account Management (SAMU)

VP, Financial Consultant - Northbrook, IL

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