Top 378 Financial advisor Jobs in Wheeling, 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
Wealth Management Advisor
Northwestern Mutual —Skokie, IL
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
UIT & Structured Products Trader
Financial Sector —Wheaton, IL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- AD&D insurance
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Financial Services Professional
WestPoint Financial Group —Lisle, IL
- $51,000 - $90,000 a year
- Full-time
- Hybrid work
- Customer service
- Data analysis skills
- HIPAA
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Chicago, IL
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
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Financial Advisor
Taos Global Group Inc —Chicago, IL
- $20,000 - $60,000 a year
- Communication skills
- Entry level
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Financial Advisor/Financial Representative
Northwestern Mutual —Chicago, IL
- $61,000 - $119,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
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Sales Development Representative - Finance
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
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1d
Financial Advisor
Northwestern Mutual —Vernon Hills, IL
- $10,000 - $104,264 a year
- Full-time
- Office
- High school diploma or GED
- Business development
- Paid training
- Health savings account
Quick Apply
2d
Financial Advisor
Northwestern Mutual Chicagoland —Downers Grove, IL
- $75,000 - $100,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Health savings account
- Disability insurance
Quick Apply
Director, Wealth Strategist
Forvis Mazars —Chicago, IL
- Full-time
- CPA
- Bachelor's degree
- Travel
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Estate Planning & Wealth Transfer Partner - Hybrid (195)
Denovo Review —Chicago, IL
- Full-time
- Hybrid work
- CPA
- Finance
- Accounting
- Flexible schedule
Quick Apply
Director of Insurance
Lead Advisor, LLC —Skokie, IL
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- SQL
- Life insurance
Quick Apply
2d
Financial Advisor
Northwestern Mutual —Gurnee, IL
- $10,000 - $104,264 a year
- Full-time
- Office
- High school diploma or GED
- Business development
- Paid training
- Health savings account
Quick Apply
2d
Team Lead Solutions Consultant, Financial Services
Braze —Chicago, IL
- $121,100 - $237,000 a year
- Up to 50% travel
- Office
- Supervising experience
- Paid parental leave
- Health insurance
Quick Apply
Financial Advisor (Sales Training + Development Provided)
Northwestern Mutual —Schaumburg, IL
- From $75,000 a year
- Full-time
- Sales
- Military
- Mid-level
- Paid training
- Health insurance
Quick Apply
11d
Financial Consultant – Retirement Benefits Group (Oak Brook, IL)
Equitable Advisors —Oak Brook, IL
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Advisor
HighTower Advisors —Oak Brook, IL
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor - (Career Changers Encouraged)
Northwestern Mutual Lombard —Lombard, IL
- $81,257.22 - $159,000.00 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Chicago, IL
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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financial advisor jobs near wheeling, 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 advisor jobs in wheeling, il

Financial Advisor

Wealth Management Advisor

UIT & Structured Products Trader

Financial Services Professional

Financial Advisor - AI Trainer

Financial Advisor

Financial Advisor/Financial Representative

Sales Development Representative - Finance

Financial Advisor

Financial Advisor

Director, Wealth Strategist

Estate Planning & Wealth Transfer Partner - Hybrid (195)

Director of Insurance

Financial Advisor

Team Lead Solutions Consultant, Financial Services

Financial Advisor (Sales Training + Development Provided)

Financial Consultant – Retirement Benefits Group (Oak Brook, IL)

Wealth Advisor

Financial Advisor - (Career Changers Encouraged)

Lenox Advisors - Financial Advisor

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