Top Financial Advisor Jobs in Chicago, IL

Reposted 5 Hours AgoSaved
In-Office or Remote
Chicago, IL
48K-100K Annually
Senior level
48K-100K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.
Reposted 2 Days AgoSaved
In-Office
Chicago, IL
75K-85K Annually
Mid level
75K-85K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role involves providing personalized financial advice to high-net-worth clients, developing relationships, assessing financial goals, and recommending investment strategies to help clients succeed financially.
Top Skills: Banking SolutionsFinancial Planning SoftwareInvestment Products
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor Stage I, you will obtain licenses, build client relationships, and provide financial solutions while completing training programs.
Top Skills: Securities Industry EssentialsSeries 66Series 7
3 Days AgoSaved
In-Office
Chicago, IL
58K-107K Annually
Mid level
58K-107K Annually
Mid level
Financial Services
The Financial Advisor role involves providing financial and investment planning solutions, achieving sales targets, managing client relationships, and advising on banking products and services. Responsibilities include business development, collaborating with team members, and ensuring compliance with regulations.
Top Skills: Data Analysis ToolsFinancial Planning Software
Senior level
Fintech
The Investment Executive guides and develops licensed bankers in selling securities products, coaching them on investment strategies, and ensuring client satisfaction while achieving sales goals.
Top Skills: Financial ProductsInvestment StrategiesSecurities Products
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Solutions Advisor Trainee will undergo training to obtain necessary industry licenses and develop skills to manage client relationships and provide financial guidance in a phone-based role.
Reposted 9 Days AgoSaved
In-Office
Chicago, IL
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor Registration Candidate, you will obtain required securities licenses and learn to manage client relationships while providing financial advice and solutions.
Top Skills: FinraSeries 66Series 7Sie
Reposted 9 Days AgoSaved
In-Office
Chicago, IL
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor, you will obtain necessary securities licenses, manage client relationships, provide financial advice, and support clients' financial goals through Bank of America's solutions.
Reposted 9 Days AgoSaved
In-Office
Chicago, IL
80K-90K Annually
Junior
80K-90K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Merrill Advisor, you'll develop client relationships, provide financial advice, recommend investment strategies, and manage a book of business while meeting established performance goals.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
Reposted 10 Days AgoSaved
In-Office
Chicago, IL
50K-62K Annually
Mid level
50K-62K Annually
Mid level
Fintech • Information Technology • Marketing Tech • Financial Services
The Financial Advisor builds client relationships, retains clients, assesses financial needs, develops plans, and ensures compliance with regulations while meeting sales quotas.
Top Skills: BondsFinancial ProductsFinraMutual FundsSecStocks
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11 Days AgoSaved
In-Office
Chicago, IL
70K-90K Annually
Junior
70K-90K Annually
Junior
Financial Services
The Associate Financial Advisor will support senior advisors in managing client relationships, preparing financial plans, and analyzing investments while ensuring excellent client service.
Reposted 11 Days AgoSaved
In-Office
Chicago, IL
80K-90K Annually
Junior
80K-90K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves developing client relationships, providing investment recommendations, and managing a personal client portfolio while collaborating with advisors and adhering to compliance expectations.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
Reposted 11 Days AgoSaved
In-Office
Chicago, IL
80K-90K Annually
Junior
80K-90K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Merrill Advisor, you will develop client relationships, recommend financial solutions, and grow a book of business through personalized service and collaboration.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
Reposted 11 Days AgoSaved
In-Office
Chicago, IL
80K-90K Annually
Junior
80K-90K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Advisor in the Advisor Development Program, you will seek to build relationships with clients, assess their financial needs, and deliver personalized investment recommendations while developing a book of business.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
Reposted 13 Days AgoSaved
In-Office
Chicago, IL
70K-80K Annually
Junior
70K-80K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive financial advice and customized solutions to clients, build financial plans, make referrals, and review investment goals.
Reposted 14 Days AgoSaved
In-Office
Chicago, IL
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor Trainee, you'll undergo training to obtain licenses and develop client relationships, providing tailored financial advice aligned with client goals.
Top Skills: Securities Industry EssentialsSeries 66Series 7
Reposted 14 Days AgoSaved
In-Office
Chicago, IL
Senior level
Senior level
Insurance
As a Senior Advisor, you will manage client relationships, provide comprehensive financial planning, and construct investment portfolios aligned with client goals while adhering to fiduciary standards.
Top Skills: ExcelMs Office - WordOutlookPowerPoint
Reposted 7 Days AgoSaved
Remote
Chicago, IL
Mid level
Mid level
Fintech • Financial Services
As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.
Top Skills: Collaboration ToolsFintechMarketing ToolsWealth Management
Reposted 20 Days AgoSaved
In-Office
Chicago, IL
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor Stage I, you will learn to obtain securities licenses and assist clients with financial solutions while managing relationships. This role involves extensive training and opportunities for advancement.
Top Skills: Securities Industry EssentialsSeries 66Series 7
22 Days AgoSaved
In-Office
Chicago, IL
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor, you will build client relationships, provide financial advice, and achieve industry licenses while training and working in a financial center.
Top Skills: Securities Industry EssentialsSeries 66Series 7
Reposted 15 Days AgoSaved
Remote
Chicago, IL
Senior level
Senior level
Fintech • Financial Services
Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.
Top Skills: Financial Planning ToolsWealth Management Technology
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