Financial Advisor - Greater Chicago Area

This is a full-time hybrid role for a Financial Advisor based in the Greater Chicago Area with flexibility to work from home part-time. · Assist clients in developing tailored financial plans. · Manage investment portfolios and advise on retirement planning strategies. · ...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. · Responsibilities · Provide ...

Wealth advisor for high-net-worth clients. · Support Senior Wealth Advisors in delivering customized wealth management strategies · Conduct research and analysis to develop personalized financial plans and investment portfolios · Assist in managing client relationships by address ...

We're seeking a proactive, entrepreneurial Growth & Business Development Advisor to fuel firm expansion by recruiting talented advisors and attracting clients, while also building their own advisory practice over time. · This role blends front-end pipeline creation with client en ...

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. · ...

Wealth Advisor, UHNW · Succession Planning · Chicagoland · Overview · Independent, multi-billion-dollar multi-family office / registered investment advisor in the Chicago metro area is seeking a Senior Wealth Advisor to serve as a trusted partner and primary relationship manager ...

The Vice President of Finance is a key member of the executive leadership team responsible for the strategic direction, oversight, and integrity of all financial operations. · ...

Company Overview · The Company is a global manufacturer and supplier of electrical equipment and products, is looking to establish its presence in the North American market under its own brand name. · Position Overview · The Tax Manager will be responsible for end-to-end tax matt ...

The Regional Sales Director is responsible for generating new retirement plan sales through financial advisors within a defined geographic territory. · ...

The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. · Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies ...

An established Chicago-based real estate development firm is seeking an Accounting Manager to support its growing platform. · ...

We are seeking a dynamic transformational CFO to assist the CEO in achieving company performance objectives. · The ideal candidate will have significant FP&A experience with a heavy focus on integration of acquisitions in a growth environment. · ...

We are working with a Chicago-based private equity firm focused on investing in lower middle market companies across the industrials sector. The team partners closely with management teams to drive operational improvements, execute strategic growth initiatives, and build long-ter ...

Accounting Manager – Real Estate Platform · Location: · Chicago, IL (Hybrid) (Only local candidates to the Chicago market will be considered at this time.) · Industry: · Real Estate Development & Investment · Overview · An established Chicago-based real estate development firm is ...

The Senior Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. · The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. · We are seeking an individual with a ...

We are a comprehensive financial services group comprised of highly experienced and dynamic intellectual individuals. We pride ourselves on the value we deliver to our clients and the culture we foster for everyone. That being said, we are looking for the next member of our ever- ...

Sands Investment Group (SIG) is hiring a high-performing · Senior Commercial Real Estate Advisor · to join our Chicago team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multi ...

Operating Partner - AI & Digital Transformation · $300k - $450k total cash compensation plus carry · Boston, MA - role can be mostly remote with travel to portfolio companies · Private Equity Firm | Fund-Level Role · Our client is seeking an experienced · Operating Partner – AI & ...

We are looking for a dedicated and compassionate Estate & Trust Attorney to join our team. This full-time position is ideal for a licensed Illinois attorney who is passionate about estate and trust law and values building meaningful relationships with clients. · The ideal candida ...

I'm working with a premier, privately held bank in the · Western Suburbs of Chicago · seeking a Client Advisor to serve high-net-worth clients. · Join a growing Wealth Management team as the primary relationship lead for high-net-worth clients. You'll deliver comprehensive, goals ...