Top 77 Financial services associate Jobs in Chicago, Il

Private Wealth Associate
AllianceBernstein —Chicago, IL
- $68,000 - $73,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Part Time Associate Banker Chicago Far North (30 Hours)
JPMorganChase —Chicago, IL
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
6d
Part Time Associate Banker Chicago Central South - Chicago Southside (30 Hours)
JPMorganChase —Chicago, IL
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Part Time Associate Banker Chicago Near North (30 Hours)
JPMorganChase —Chicago, IL
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
4d
Financial Representative - Associate
Mutual of Omaha Advisors —Oakbrook Terrace, IL
- Up to $98,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
Financial Planning Associate - Chicago, IL
The Mather Group —Chicago, IL
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid parental leave
Financial Institutions Group - Payments - Sales Associate
JPMorganChase —Chicago, IL
- $95,000 - $125,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Health insurance
- Tuition reimbursement
13d
U.S. Private Bank - Client Service Associate
JPMorganChase —Chicago, IL
- $65,000 - $83,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
8d
Associate Banker I
REPUBLIC BANK OF CHICAGO —Chicago, IL
- $20 - $23 an hour
- Full-time
- Computer literacy
- Basic math
- Office
- Health savings account
- AD&D insurance
Quick Apply
Associate Relationship Banker - Orland Park Harlem - Orland Park, IL
JPMorganChase —Orland Park, IL
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
7d
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
14d
Registered Private Wealth Client Associate
Bank of America —Chicago, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Wealth Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
- Health insurance
- Dental insurance
Financial Services Operations Associate - Third Party Managers
Advyzon —Lisle, IL
- $65,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Organizational skills
Quick Apply
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - Deerfield
Goldman Sachs —Deerfield, IL
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Part Time Associate Banker Chicago Northshore (30 Hours)
JPMorganChase —Northbrook, IL
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate - Financial Advisory Services
Huntington Bank —Chicago, IL
- $114,000 - $125,000 a year
- Full-time
- Background check
- Up to 50% travel
- Bachelor of Science
- Wellness program
- Paid holidays
2d
Associate Financial Advisor
Clarendon Capital Management LLC —Chicago, IL
- Mid-level
- Bachelor's degree
- Accounting
Quick Apply
Associate Banker
BMO Financial Group —Burr Ridge, IL
- $41,714 - $50,500 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
5d
Associate Financial Advisor
Wealth Enhancement Group —Itasca, IL
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave

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financial services associate jobs near chicago, il

Private Wealth Associate

AllianceBernstein -
Chicago, IL

Apply Now

Job Details

Full-time
$68,000 - $73,000 a year

Benefits

Opportunities for advancement

Qualifications

Customer communication
Customer relationship building
Word embeddings
Bachelor's degree
Customer relationship management
Productivity software
Analytics

Full Job Description

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

An Associate will:

Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support

Our Comprehensive Development Program

Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.

Components of the Associate Development Program (ADP) Include:

In-depth industry training on proprietary investments, services, policies and procedures
Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
Behavioral training geared toward the development of communication, leadership, and other professional skills
Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.

Job Qualifications

We Are Seeking:

People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required

Desired Qualifications

1-2 years client service experience, financial services industry experience a plus
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

Company Overview

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $68,000-$73,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.

#BernsteinPWM

Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com

To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html

Chicago, IL

Apply Now

Refine Your Search

financial services associate jobs in chicago, il

Private Wealth Associate

Part Time Associate Banker Chicago Far North (30 Hours)

Part Time Associate Banker Chicago Central South - Chicago Southside (30 Hours)

Part Time Associate Banker Chicago Near North (30 Hours)

Financial Representative - Associate

Financial Planning Associate - Chicago, IL

Financial Institutions Group - Payments - Sales Associate

U.S. Private Bank - Client Service Associate

Associate Banker I

Associate Relationship Banker - Orland Park Harlem - Orland Park, IL

Associate Relationship Advisor

Registered Private Wealth Client Associate

Associate Wealth Advisor

Financial Services Operations Associate - Third Party Managers

Asset & Wealth Management, Private Family Office, Financial Planner, Associate - Deerfield

Part Time Associate Banker Chicago Northshore (30 Hours)

Associate - Financial Advisory Services

Associate Financial Advisor

Associate Banker

Associate Financial Advisor

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