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Wealth Management Trainer

Chicago,IL

3374 Wealth Management Trainer jobs in Chicago,IL

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Wintrust Financial Logo

Wintrust Financial - Cicero, IL

Relationship Banker (Near West) - Chicago, IL
~ 16 min OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit
New, Posted 5 hours ago
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Financial Advisor - PNC Wealth Management

PNC Bank

Chicago, IL 60629

New, Posted 3 hours ago
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Relationship Banker (Near West) - Chicago, IL

Wintrust Financial

Chicago, IL 60682

OnsiteUrgently HiringEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

Competitive pay and annual discretionary bonus eligible
The estimated hourly rate for this role is $22.00 - $28.00 along with eligibility to earn an annual bonus.
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Medical Insurance
Dental
Vision
Life insurance
Accidental death and dismemberment
Short-term and long-term Disability Insurance
Parental Leave
Employee Assistance Program (EAP)
Traditional and Roth 401(k) with company match
Flexible Spending Account (FSA)
Employee Stock Purchase Plan at 5% discount
Critical Illness Insurance
Accident Insurance
Transportation and Commuting Benefits
Banking Benefits
Pet Insurance
Full-time
Family-friendly work hours
1-3 years of experience in a customer service, financial service, or sales role
High School Degree or equivalent
Intermediate computer skills
Must be able to lift up to 50 lbs
New, Posted 1 day 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 17 hours ago
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Financial Advisor/Wealth Manager - Chicago, IL

Tristate Financial Advisors

Chicago, IL 60290

New, Posted 17 hours ago
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Data Architect, Wealth Management

Swoon

Chicago, IL 60606

New, Posted 17 hours ago
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Wealth Management Associate

Stenger Family Office

Chicago, IL 60290

New, Posted 17 hours ago
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Product Marketing Specialist, Wealth Management

YCharts

Chicago, IL 60290

New, Posted 1 day 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 17 hours ago
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Wealth Advisor

Cypress HCM

Chicago, IL 60290

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