Top 1234 Financial planning advisor Jobs in Chicago, Il

Financial Advisor
Ameriprise Financial - Creative Wealth Group Franchise —Chicago, IL
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Paid training
- Health insurance
Quick Apply
Network Planning Advisor
bp —Chicago, IL
- $75,000 - $139,000 a year
- Writing skills
- Pass drug screening
- Mid-level
- Paid parental leave
- Paid holidays
Financial Advisor/Wealth Manager - Chicago
Tristate Financial Advisors —Chicago, IL
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Chicago, IL
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Compensation Manager - On Site
Ace Hardware Corporation —Oak Brook, IL
- $137,700 - $175,600 a year
- Full-time
- 5 years
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
3d
Asset & Wealth Management, ETF Investment Strategy, Analyst - Wheaton, IL
Goldman Sachs —Chicago, IL
- $70,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Asset & Wealth Management, Marketing, Analyst - Chicago
Goldman Sachs —Chicago, IL
- $70,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Disability insurance
- Health insurance
12d
Associate Wealth Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
- Health insurance
- Dental insurance
2027 | Americas | Chicago Metro Area | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Chicago, IL
- Seasonal
- Internship
- Entry level
Associate Relationship Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Mid-level
- Office
- Business development experience
- Health insurance
- Dental insurance
12d
Firm Account and Engagement Finance Services Specialist
Deloitte —Chicago, IL
- $66,200 - $121,800 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Asset & Wealth Management, Institutional Marketing, Associate - Chicago
Goldman Sachs —Chicago, IL
- $80,000 - $125,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Disability insurance
- Health insurance
Private Wealth Associate
AllianceBernstein —Chicago, IL
- $68,000 - $73,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Relationship/Trust Advisor, WM
Northern Trust Corp. —Chicago, IL
- $114,500 - $194,700 a year
- Full-time
- 7 years
- Business development experience
- Mentoring
- Health insurance
- Dental insurance
Visiting Transition Coach - Academic Center for Excellence
University of Illinois —Chicago, IL
- $62,000.00 - $64,369.50 a year
- Weekends as needed
- Mid-level
- University
- Bachelor's degree
- Health insurance
- Dental insurance
4d
Noviam Investment Analyst
Noviam Inc. —Chicago, IL
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Internal Integration Associate
HighTower Advisors —Chicago, IL
- Up to $75,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Manager - Client Events, US
Latham & Watkins LLP —Chicago, IL
- $140,000 - $155,000 a year
- Full-time
- Hospitality
- 6 years
- Office
- Paid holidays
- Disability insurance
Technology Strategy Senior Associate
Grant Thornton —Chicago, IL
- $110,400 - $140,670 a year
- Full-time
- Hybrid work
- Computer Science
- Mid-level
- Office
Associate Director of Academic Advising & Academic Services
The University of Chicago —Chicago, IL
- $84,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Paid time off
6d

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financial planning advisor jobs near chicago, il

Financial Advisor

Ameriprise Financial - Creative Wealth Group Franchise
Chicago, IL

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Job Details

Full-time
$60,000 - $100,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Referral program

Qualifications

Financial sales
Sales
Series 66
Series 7
Financial concepts
Delegation

Full Job Description

The Creative Wealth Group franchise of Ameriprise Financial is seeking an Associate Financial Advisor to help take our growing practice to the next level. We are a tight-knit team that takes care of each other and produces at an extremely high level, and the ideal candidate for the role would have these qualities as well.

We hold true to our credo and guiding principles that the client always comes first, integrity always, striving for excellence, and serving our community.

Helping our clients achieve their financial goals is our top priority, and we have been accomplishing this for more than 25-years.

The primary function of this role is to help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) to help clients achieve their financial goals. The franchise owner will lead you to hone your skills, build a base of clients, and create a unique client experience for the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements. We are specifically looking for someone with a strong business development acumen.

This role provides client and practice support through managing client data, preparing financial plans and other deliverables, coordinating/tracking projects, organizing client seminars and other practice management tasks as needed.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position functions:

Marketing and client acquisition

Develop and implement annual marketing plan to meet client acquisition goals
Drive client acquisition using referral program, network marketing and natural markets
Contact clients and prospects to set up meetings or appointments
Coordinate seminars and client appreciation events
Implement online marketing initiatives (website, social media)
Implement local advertising and media relations

Financial planning and advice

Identify clients to engage in planning relationships
Prepare planning discussions and deliverables for client meetings
Gather and enter client data into Financial Planning Tool Suite
Perform case analysis and develop recommendations
Conduct and participate in client meetings to deliver recommendations and advice
Answer questions for clients and hold clients accountable

Product solutions

Assess the client’s risk tolerance, goals and time frame
Recommend portfolio and product solutions that persuade clients based on their needs
Develop product deliverables
Conduct transactions and execute trades to align with portfolios on behalf of clients
Monitor economy, markets, and world events to determine strategic rebalancing
Manage wholesaler relationships

Business management and client care

Review and implement work methods and procedures for quality improvement
Delegate work and provide feedback, training and technical/general support
Set up and maintain files, records and client management system
Ongoing communication with clients including email, phone calls and letters

Key traits of a successful associate financial advisor:

Acquire and develop new business by sourcing prospective clients and presenting planning strategies
Ability to recommend suitable investment products and services
Success at planning/managing resources and high level of interpersonal skills
Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
Ability to support and provide guidance for compliance
Current client database preferred

Education and other designations:

College degree or higher
2+ years of related experience
Have or be able to obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses

Benefits:

Competitive base salary + performance incentives
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Compensation Package:

Bonus opportunities

Work Location: Hybrid remote in Chicago, IL 60657

Quick Apply

Refine Your Search

financial planning advisor jobs in chicago, il

Financial Advisor

Network Planning Advisor

Financial Advisor/Wealth Manager - Chicago

Financial Advisor - AI Trainer

Compensation Manager - On Site

Asset & Wealth Management, ETF Investment Strategy, Analyst - Wheaton, IL

Asset & Wealth Management, Marketing, Analyst - Chicago

Associate Wealth Advisor

2027 | Americas | Chicago Metro Area | Wealth Management, Financial Planning | Summer Analyst

Associate Relationship Advisor

Firm Account and Engagement Finance Services Specialist

Asset & Wealth Management, Institutional Marketing, Associate - Chicago

Private Wealth Associate

Relationship/Trust Advisor, WM

Visiting Transition Coach - Academic Center for Excellence

Noviam Investment Analyst

Internal Integration Associate

Manager - Client Events, US

Technology Strategy Senior Associate

Associate Director of Academic Advising & Academic Services

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