Senior Financial Reporting Advisor - Chicago, IL

We're partnering with a leading global organization that is seeking a Senior Financial Reporting Advisor to join its corporate accounting team. · This role is ideal for a CPA with strong technical accounting experience who enjoys working on complex transactions, · M&A initiatives ...

Description · Position: Wealth Management Field Integration Vice President · Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal A ...

Your opportunity to lead and inspire a high-performing team in a business-to-business (B2B) sales environment. · ...

Halo is expanding its Life and Long-Term Care division. · Promote and educate advisors on life insurance and long-term care planning strategies across multiple carriers. · Drive life insurance and LTC sales through consultative advisor education, · ...

We are seeking a highly organized Compliance Supervisor to help support our regulatory efforts. · Bachelor's degree or experience equivalent · FINRA Series 7 and FINRA Series 24 required · ...

+We're working with BP Energy on this exciting opportunity. As a Senior Finance Advisor, you will play a critical role in shaping BP Energy's financial strategy... · ...

We have an immediate opening for a Senior Wealth Advisor with a Family Office Specialty. In this elevated role, you will serve as the primary advisor to a select group of complex high-net-worth and family office clients. · ...

The Marketing team at Hightower delivers strategic guidance, executional support, and brand stewardship across advisor businesses. Reporting to the Director Hightower Signature Wealth, you will assist with the execution of marketing initiatives for advisor practices. · ...

We're looking for an experienced Epic Clarity and Caboodle Developer/Administrator to join our team of healthcare technology professionals. · ...

Our Story · Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital s ...

Job summary · Supports Financial Advisors by providing fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients investment and financial planning needs. · Responsibilities:Provide phone-based support to ...

As a Senior M&A Integrations Analyst at Hightower, you will ensure that newly acquired advisor practices experience a smooth transition onto the Hightower platform. · ...

The Assistant Director of Advising Operations, Retention, and Data Integrity provides operational leadership for academic advising, student tracking, and retention initiatives across the campus. Working in close partnership with the Director of Advising & Retention, this role ens ...

The Director of Operations will play a pivotal role in shaping the advisor new account onboarding (NAO) and integration experience at our firm. · Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individ ...

We are working with BP Energy on this exciting opportunity. · Advanced experience using Microsoft Office Products including Microsoft Excel, PowerPoint and Word. · Extensive experience with financial reporting and analysis including a strong understanding of accounting and financ ...

United Benefit Advisors (UBA) is seeking a Director of Partner Recruitment in a business development role focused on building and managing key relationships with prospective independent employee benefits advisory firms and current UBA Partner Firms. · ...

Title: · Lead HR Operations Analyst Consultant · Location: · Chicago, IL (Hybrid, 3x per week) · Duration & Type: · 6 Month Contract to Start · Compensation: · Competitive W2 Hourly Rate ($45 - $51), 401K, Access to Healthcare and Dental Insurance Plan of Choice (Benefit Plans ca ...

San Blas Securities is seeking a Senior Operations Principal to serve as a senior operational resource for the firm and its financial advisors. · ...

A well-established investment and wealth management firm seeks a Client Services Associate to support senior advisors serving sophisticated families. · ...

Serve as the primary point of contact between the client and the Workday AMS provider. Build and maintain strong, collaborative relationships with senior business stakeholders. · ...