Top Tech Jobs & Startup Jobs in Chicago, IL

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, risk, and investment strategies, executing trades and tax-loss harvesting with Portfolio Management, managing client communications and CRM records, performing billing reviews, and participating in team business planning. Hybrid role with some in-person client meetings and occasional travel.

Support Wealth Advisors in building and implementing holistic financial plans covering retirement, tax, estate, risk, and investments. Manage client communications, maintain CRM records, collaborate with portfolio management on trades and tax loss harvesting, lead select client relationships, and contribute to business planning and advisory team operations.

Support Wealth Advisors by creating and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, monitoring portfolios, documenting client interactions, executing trades with Portfolio Management, handling billing and compliance, and serving as a day-to-day client contact while mastering firm technology and investment philosophy.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades with portfolio management, managing client communications and billing, and maintaining CRM records. Hybrid role requiring in-person client meetings and collaboration across advisory teams.

The VP of Compensation leads compensation programs across a multi-entity organization, focusing on design, implementation, and management of compensation strategies and structures, ensuring market competitiveness and internal equity.