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Wealth Analyst

Chicago,IL

3640 Wealth Analyst jobs in Chicago,IL

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PLATINUM SUPPLEMENTAL INSURANCE - Stickney, IL

Sales Representative - 4 Day Work Week
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New, Posted 19 hours ago
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Financial Advisor - PNC Wealth Management

PNC Bank

Chicago, IL 60614

New, Posted 13 hours ago
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Wealth Solutions - Investment Advisor

Empower

Chicago, IL 60602

RemoteFlexible ScheduleEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

$50,300.00 - $69,125.00
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Other necessary computer equipment, will be provided.
Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
Active FINRA Series 7 license required
Active FINRA Series 63 and Series 65 licenses, or Series 66, required
FINRA Fingerprinting required
Experience using CRM systems, preferably Salesforce, and financial planning technology
Applicants must be authorized to work for any employer in the U.S.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
State Life and Health Insurance License preferred
Candidates who possess the required FINRA licenses and prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles are strongly preferred
Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable
Experience in wealth management, investment advisory services, retirement planning, or financial planning
New, Posted 18 hours ago
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Vice President of Sales – Wealth Management

Fisher Investments

Chicago, IL 60695

RemoteHealth InsurancePaid Time OffRetirement Benefit

This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year's management fees.
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
5+ years experience working in financial services
Experience in high-volume phone activity and in-person meetings
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
New, Posted 1 day ago
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Plant Manager

Maker's Pride

Carol Stream, IL 60188

$160,266-$240,400/yr
OnsiteUrgently HiringHealth InsuranceRetirement Benefit

$160,266.00-$240,400.00/year.
Discretionary annual incentive based on company and individual performance.
Comprehensive benefits package including health, dental, 401k and wellness benefits beginning on the first day of employment.
Full-time
Bachelor's degree in Engineering, Operations Management, Business Administration, or a related field;
Proven experience (10+ years) in a managerial role within a co-manufacturing or food production environment.
Strong understanding of manufacturing processes, quality standards, and regulatory requirements.
Proficiency in ERP systems and Microsoft Office Suite;
Master's degree preferred.
Experience with manufacturing software (e.g., SAP, Oracle) is a plus.
Certification in Lean Manufacturing, Six Sigma, or other relevant certifications is desirable.
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Wealth Analyst Intern

Rothschild Wealth Partners

Chicago, IL 60290

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Senior Partner/Wealth Advisor

WestPoint Financial Group

Chicago, IL 60290

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Single Family Office - Wealth Advisor

ECG Resources

Chicago, IL 60290

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Product Marketing Specialist, Wealth Management

YCharts

Chicago, IL 60290

New, Posted 16 hours ago
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Distributer Operations Management Analyst

Constellation Brands

Chicago, IL 60604

OnsiteHealth InsurancePaid Time OffRetirement Benefit

$69,500.00 - $102,100.00
Comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.
Full time
Bachelor's degree or equivalent experience.
2+ years of experience in logistics, supply chain, operations, internal controls, audit support, or related administrative/analytical work.
Proficient in spreadsheets and basic data analysis; comfortable working with reports extracted from ERP/WMS/Shipment Visibility TMS tools.
Ability to sit/stand for extended periods and work on a computer; occasional lifting may be required.
Experience supporting audits and/or internal controls testing and evidence management.
Working knowledge of end-to-end supply chain processes (replenishment planning, warehousing, fulfillment, transportation, claims/damages, Distributor/Customs) and common system transactions.
Experience coordinating access reviews and/or segregation of duties activities for business applications.

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Wealth Management Associate

Stenger Family Office

Chicago, IL 60290

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