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      4419 Wealth Analyst jobs in Chicago,IL

      Higher-Hire

      Accounts Receivable Representative - Full Time - Work From Home

      Versant Health

      Chicago, IL 60629

      Remote
      New, Posted 7 hours ago

      Online Order Filling Team Supervisor

      Walmart

      Chicago, IL 60629

      Remote
      New, Posted 21 hours ago
      Easy Apply

      Remote Customer Service/Advisor

      Rowan Agencies

      Chicago, IL

      RemoteFlexible Schedule

      • State and federal laws require licensing to sell certain insurance products.
      • Ability to obtain a license is required.
      SmartExplore AI is experimental.
      View now
      New, Posted 13 hours ago

      Front Desk Clerk

      The Marcus Corporation

      Chicago, IL 60629

      Easy Apply

      Senior Trust and Wealth Advisor

      TrustBank

      Wheaton, IL 60187

      Retirement Benefit

      • REQUIRED SKILLS and ABILITIES
      • Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
      • A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients.
      • Stay up to date with financial software and applications and fully understand how technology supports the role and TrustBank's high standards of servicing.
      • TECHNICAL SKILLS
      • Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.
      • EDUCATION and/or EXPERIENCE
      • Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience.
      • Effective communicator and collaborative professional.
      • Requires a university/college degree in finance, economics, or related areas.
      • QUALIFICATIONS and KEY ATTRIBUTES
      • To perform this job successfully, an individual must be effective in client relationship servicing and development.
      • You must be able to effectively engage clients, to determine their needs.
      • You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision.
      • Will require travel across regional locations.
      SmartExplore AI is experimental.
      View now
      New, Posted 19 hours ago

      Client Service Associate

      The Bank of America Corporation

      Chicago, IL 60629

      Higher-Hire

      Accounting Assistant [FT - Work From Home]

      Vecna

      Cicero, IL 60804

      Remote
      Higher-Hire

      Production Associate

      Bimbo Bakeries

      Cicero, IL 60804

      Easy Apply

      Wealth Management Advisor

      MJT & Associates

      Lombard, IL 60148

      Hybrid~ 32 minUrgently HiringHealth InsurancePaid Time OffRetirement Benefit

      • 3-5+ years of experience in financial planning or wealth management
      • Series 7 and Series 66 licenses
      • Strong knowledge of investment trading and operational workflows
      • Excellent communication skills and comfort working with clients both in-person and virtually
      • Ability to manage sensitive information with discretion and professionalism
      SmartExplore AI is experimental.
      View now
      New, Posted 1 day ago
      ResumeLibrary

      Manager, Data Scientist - Model Risk Office

      Capital One

      Chicago, IL 60695

      1. Chicago,IL Jobs
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      3. Wealth Analyst Jobs

      What companies are hiring Wealth Analyst jobs in Chicago,IL?

      1. Versant Health
      2. Walmart
      3. Rowan Agencies
      4. The Marcus Corporation
      5. TrustBank
      6. The Bank of America Corporation
      7. Vecna
      8. Bimbo Bakeries
      9. MJT & Associates
      10. Capital One

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