financial consultant jobs in Chicago, IL
COUNTRY Financial —Arlington Heights, IL
We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments…
Estimated: $71.3K - $90.3K a year
Thrivent —Chicago, IL
Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
Up to $150,000 a year
Taos Global Group Inc —Chicago, IL
Sells commerical/personal lines insurance and investments products to small and mid-size business owners; Holds excellent communication skills;
Estimated: $20,000 - $60,000 a year
AMG NATIONAL TRUST —Chicago, IL
Prepare federal and state estimated income tax vouchers. Send follow up letters to clients and respond to client calls, when appropriate.
Estimated: $50,000 - $75,000 a year
Edward Jones —Evanston, IL
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional…
Estimated: $58.3K - $73.9K a year
Intesa Sanpaolo —United States
Stay abreast of new rules and regulatory initiatives and advising the front office (and support departments) appropriately.
Estimated: $99.1K - $126K a year
ITASCA BANK & TRUST Company —Itasca, IL
BS degree in Finance or related field. Assess clients’ overall financial picture, understand their needs and develop a solid financial plan.
Estimated: $62.3K - $78.9K a year
Northwestern Mutual Oak Brook —Oak Brook, IL
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$80,000 - $150,000 a year
Phillip Capital Inc. —Chicago, IL
Series 7 license required; 4 and (or) 24 to be obtained. Strong analytical skills and ability to recognize and mitigate issues with process and tools.
Estimated: $100K - $127K a year
Northwestern Mutual Lombard —Lombard, IL
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more. Commission structure to support early development. Job Types: Full-time, Contract.
$100,000 - $242,000 a year
PNC Financial Services Group —Chicago, IL
Responsibilities require time in the office or in the field on a regular basis. Demonstrates value for customers to achieve greater financial well-being by…
Estimated: $57.5K - $72.8K a year
Lenox Advisors —Chicago, IL
Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and…
Estimated: Up to $75,000 a year
Savvy —Chicago, IL
In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing…
Estimated: $100,000 - $500,000 a year
Strive Health —Chicago, IL
Comfortable presenting to Providers and driving the conversation, answering unscripted questions, and building relationships based on subject matter expertise.
Estimated: $72,800 - $88,300 a year
Wealth Planning Network —Oakbrook Terrace, IL
Health and Life licensed (or willing to obtain license within 6 months of employment). *Document Management*: Efficiently handle document preparation, data…
Estimated: $70,000 - $80,000 a year
New York Life - Todd Couture —Chicago, IL
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are…
Estimated: From $65,000 a year
Northwestern Mutual —Chicago, IL
*Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$80,000 - $200,000 a year
Lakeshore Financial Group —Chicago, IL
You must obtain a Health and Life license to be a Financial Advisor. It is primarily commission-based, with unlimited income potential and a full suite of…
Estimated: $40,000 - $60,000 a year
Focus Management Group —Chicago, IL
From a technical perspective, the consultant will prepare technical analysis and interpretive analysis of business operations and financial results using a…
Estimated: $101K - $128K a year
Morgan Stanley —Chicago, IL
As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via…
Estimated: $50.5K - $63.9K a year