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Financial Advisor Assistant jobs in Illinois

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ASSISTANT TO A FINANCIAL ADVISOR

Handling case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork Responding to home office account inquiries. Monitoring and stocking marketin...

CompanyNorthwestern Mutual - Greater Chicago
AddressLombard, IL
CategoryAccounting/Finance
Salary$45.5K - $57.6K a year
Job typeFull-time
Date Posted 2 months ago See detail

Assistant to a Financial Advisor

Northwestern Mutual - Greater Chicago

Lombard, IL

$45.5K - $57.6K a year

Handling case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork Responding to home office account inquiries. Monitoring and stocking marketin...

2 months ago seen See more...

Financial Advisor

Lincoln Investment

Lombard, IL

Work with an established client base to set, evaluate, and strategize client portfolios for their 403(b) retirement savings plan. Display the ability to be an independent, self-starter who is able to remain motivated to grow the b...

4 days ago seen See more...

Assistant Director of Financial Aid

Triton College

River Grove, IL

Assistant Director of Financial AidRiver Grove, ILThe Assistant Director of Financial Aid will possess a strong knowledge of all aspects of Financial Aid services and provide training and supervision to the Financial Aid team.The...

2 weeks ago seen See more...

Financial Advisor

Gpac Talent Network

Freeport, IL

Bachelors in finance or related field. CFP Designation. Series 7 & 66 license within 6 months of hire date, if not already held. Understanding of and compliance with industry rules and regulations. Excellent written and oral commu...

3 weeks ago seen See more...

Financial Advisor

Ameriprise Financial - Wisconsin

Rockford, IL

Capital Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial, is seeking licensed Financial Advisor to join our innovative and dynamic team to service existing clients as well as any clients they addit...

3 weeks ago seen See more...

Financial Services Advisor

Financial & Tax Architects Llc

Edwardsville, IL

Compensation: Base + Commission. On-target earnings up to $200,000+. Unlimited earning potential! Location: St. Louis, MO (Onsite work required). Work Hours: Business Hours Monday - Friday, plus availability for leading evening se...

2 weeks ago seen See more...

Administrative Assistant to Financial Representative Sanjay Arora

Northwestern Mutual - Greater Chicago

Skokie, IL

OVERALL FUNCTIONOpen to this being a full-time or part-time role.The Financial Representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to fo...

3 weeks ago seen See more...

Financial Advisor

Gpac Talent Network

Decatur, IL

Bachelors in finance or related field. CFP Designation. Series 7 & 66 license within 6 months of hire date, if not already held. Understanding of and compliance with industry rules and regulations. Excellent written and oral commu...

4 weeks ago seen See more...

Financial Advisor

Gpac Talent Network

Carbondale, IL

Bachelors in finance or related field. CFP Designation. Series 7 & 66 license within 6 months of hire date, if not already held. Understanding of and compliance with industry rules and regulations. Excellent written and oral commu...

4 weeks ago seen See more...

Financial Advisor

Gpac Talent Network

Bloomington, IL

Bachelors in finance or related field. CFP Designation. Series 7 & 66 license within 6 months of hire date, if not already held. Understanding of and compliance with industry rules and regulations. Excellent written and oral commu...

4 weeks ago seen See more...

Financial Advisor Representative

York Life - Todd Couture

Chicago, IL

DescriptionOur firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a...

4 weeks ago seen See more...

Financial Advisor

Gpac Talent Network

Effingham, IL

Bachelors in finance or related field. CFP Designation. Series 7 & 66 license within 6 months of hire date, if not already held. Understanding of and compliance with industry rules and regulations. Excellent written and oral commu...

a month ago seen See more...

Financial Advisor

Gpac Talent Network

Kankakee, IL

Bachelors in finance or related field. CFP Designation. Series 7 & 66 license within 6 months of hire date, if not already held. Understanding of and compliance with industry rules and regulations. Excellent written and oral commu...

a month ago seen See more...

Financial Advisor

Gpac Talent Network

Rockford, IL

Bachelors in finance or related field. CFP Designation. Series 7 & 66 license within 6 months of hire date, if not already held. Understanding of and compliance with industry rules and regulations. Excellent written and oral commu...

a month ago seen See more...

Tax and financial advisor

Urban Financial Advisory Corp

Chicago, IL

$92.4K - $117K a year

Review and finalize federal and state individual, fiduciary, partnership, S-Corporation and estate and gift tax returns and prepare these types of returns for more complex clients. Prepare tax planning projections for individuals...

2 months ago seen See more...

Financial Advisor-Training Provided

Northwestern Mutual

Rockford, IL

$56,000 - $112,000 a year

Personalized mentoring and award-winning training programs. Stipends for training and licensing to help you get started. 100% uncapped commission (Commission structure to support early development). Renewable income. Comprehensive...

2 months ago seen See more...

Financial Advisor - PNC Investments

Pnc Financial Services Group, Inc.

Carol Stream, IL

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and...

2 months ago seen See more...

Automotive Service Advisor/ Assistant Service Manager

Ford Of Galesburg

Galesburg, IL

$46,000 - $96,000 a year

401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Vision insurance. Monday to Friday. 8 hour shift. Driver's License (Preferred). Galesburg, IL 61401: Relocate before starting work (Required)....

2 months ago seen See more...

Advisor Development Program - Financial Solutions Advisor Trainee: Carpentersville Financial Center

Bank Of America

Carpentersville, IL

Sets and accomplishes goals, achieving whatever you put your mind to. Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.. Communicates clearly and confidently with clients from a...

4 weeks ago seen See more...

Block Advisors - Tax Advisor Assistant

H&R Block, Inc.

Lincolnwood, IL

What you'll bring to the team...* Experience in accounting, finance, bookkeeping or tax* Experience completing individual returns* Experience working in a fast-paced environment* Comfort working with virtual tools - video, phone a...

a month ago seen See more...

Financial Center Assistant Manager

Bank Of America

O Fallon, IL

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Job expe...

a month ago seen See more...

Financial Services Assistant – State Farm Agent Team Member

Josh Brown - State Farm Agent

Glenview, IL

$45,000 - $65,000 a year

Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and providing personalized insurance solutions that align with their unique requirements. Lead Generation: Proactively seeking o...

2 months ago seen See more...

Assistant or Associate Director of Student Financial Services

Knox College

Galesburg, IL

Knowledge, Skills, and Abilities:Exceptional interpersonal, communication, and public speaking abilities; and talent for developingrelationships with multiple constituencies.Excellent organizational skills and ability to manage m...

2 months ago seen See more...

Assistant Director International Admissions and International Student/Scholar Advisor (ISSA)

Illinois Wesleyan University

Bloomington, IL

Create and execute an international student recruitment plan that will meet enrollment goals; process decisions regarding admitting, denying or waitlisting applicants; chairs the International Admissions Committee; communicates wi...

2 months ago seen See more...

Student Financial Services Advisor

The Art Institute Of Chicago

Chicago, IL

$44.4K - $56.3K a year

Generous paid time off. Paid holidays (up to 14 days). Medical, dental, and vision insurance. Generous parental, caregiver, and medical leave benefits. Competitive retirement plan (up to 9% matching contribution). Tuition remissio...

2 months ago seen See more...

Assistant Director, Financial Aid Business Analysis

University Of Illinois At Chicago

Chicago, IL

$70,000 - $75,000 a year

403(b). Dental insurance. Employee assistance program. Flexible spending account. Health insurance. Health savings account. Life insurance. Paid time off. Parental leave. Retirement plan. Tuition reimbursement. Vision insurance. C...

2 months ago seen See more...

What should I search to find Financial Advisor Assistant jobs in Illinois?

People who searched for Financial Advisor Assistant jobs in Illinois also searched for Seasonal Office Assistant, Assistant Account Executive, Customer Service Advisor, Data Entry Assistant, Medical Laboratory Assistant, Assistant Facilities Manager, Teacher Assistant, Executive Office Assistant, Account Executive Assistant, Assistant Teacher, Assistant Manager Optical, Outlet Assistant Manager, Assistant Account Manager, Physicians Assistant, Vans Assistant Store Manager, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in Illinois

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What companies are hiring for Financial Advisor Assistant jobs in Illinois?

The top companies hiring now for Financial Advisor Assistant jobs are The Office of Linda Sokol Francis,

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