- Has entrepreneurial spirit and a desire to be successful;
- Be eager to help people, and cultivates and builds a long-term relationship with your clients;
- Sells commercial/personal insurance and investment products to small and mid-size business owners;
- Holds excellent communication skills;
- Must have bilingual skills--English/Chinese
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Financial Advisor
2 weeks ago
Pure Financial Advisors, LLC Chicago, United StatesPure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of Mar ...
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Financial Advisor
1 week ago
Lakeshore Financial Group Chicago, United StatesAre you a driven, client-focused professional seeking career growth and unlimited income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Advisors. You'll build lasting client relationships, develop your expertise, and ga ...
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Financial Advisor
6 days ago
Raymond James Chicago, United StatesRaymond James is currently seeking a Financial Advisor to join their full-service financial services staff, in the Greater Chicago Illinois. · This is a hybrid role in the Greater Chicago area. · If you have a portable book of Business and would like to take the next step in you ...
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Financial Advisor
4 weeks ago
Northwestern Mutual Chicago, United StatesFinancial Representatives at Northwestern Mutual (Chicago, Downers Grove, Naperville and Schaumburg and Barrington) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele ...
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Financial Advisor
2 weeks ago
Pure Financial Advisors Chicago, United StatesPure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of Mar ...
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Financial Advisor
2 weeks ago
Wintrust Financial Chicago, United StatesWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards o ...
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Financial Advisor
2 weeks ago
RK Partners Chicago, United StatesFinancial Advisor · You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. If you ...
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Financial Advisor
2 weeks ago
Wintrust Financial Chicago, United StatesWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards o ...
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Financial Advisor
2 weeks ago
Wintrust Financial Chicago, United StatesWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards o ...
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Senior Financial Advisor
1 week ago
Moneta Chicago, United States Full timeJob Description · As a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make ...
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Financial Advisor Assistant
20 hours ago
MAP Wealth Management Chicago, United StatesFinancial Advisory Assistant / Client Service Associate Job Description $60k-$90k · MAP Wealth Management, a growing wealth management firm, is seeking a client service associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to ...
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Financial Aid Advisor
2 weeks ago
SAE Institute Chicago, United StatesThe Financial Aid Advisor works closely with students, and their families, to ensure student is properly funded for their education. Advises student about the different types of funding methods available, and provides information regarding all the procedures and requirements of a ...
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Financial Aid Advisor
2 weeks ago
Loyola University Chicago, United StatesPosition Details · Position Details · Job Title · Financial Aid Advisor · Position Number · Job Category · University Staff · Job Type · Full-Time · FLSA Status · Non-Exempt · Campus · Rogers Park-Lake Shore Campus · Department Name · STUDENT FINANCIAL ASSISTANCE · Location Code ...
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Senior Financial Advisor
3 weeks ago
Cooper White Group Chicago, United StatesRole: Senior Financial Advisor - USA (SVP/Principal) · Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest compensation models in North America. Renowned for its commitment to excellence, integrity, a ...
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Senior Financial Advisor
2 days ago
Moneta Chicago, United StatesJob Description · Job DescriptionCompany Description · Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic commu ...
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Financial Aid Advisor
3 weeks ago
SAE Institute Chicago, United StatesThe Financial Aid Advisor works closely with students, and their families, to ensure student is properly funded for their education. Advises student about the different types of funding methods available, and provides information regarding all the procedures and requirements of a ...
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Senior Financial Advisor
2 weeks ago
Moneta Corporation Chicago, United StatesCompany Description · Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your ...
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Financial Aid Advisor
1 week ago
TCS Education Chicago, United StatesJob Description: · The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education including establishing financial aid eligibility, clarifying policies, and providing accurate information on all financing options. · Po ...
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Associate Financial Advisor
3 weeks ago
Claire Myers Consulting Chicago, United StatesCompensation & Benefits- $90-110K base salary plus $8-15K additional bonus and 'on-call' compensation · Our client is a mission-driven women-owned fee-only financial planning practice who is looking for a CERTIFIED FINANCIAL PLANNER to manage day-to-day client service. When we s ...
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Financial Aid Advisor
3 weeks ago
ATS Institute of Technology, Nursing School Chicago, United StatesATS Institute Of Technology has been successfully helping students achieve their educational goals since 1998. Accredited nationally by the Accrediting Bureau of Health Education Schools (ABHES). We are currently seeking a full-time Financial Aid Advisor to join our team of excep ...
Financial Advisor - Chicago, United States - Taos Global Group
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Description
Pay: $20,000----$100,000 (commission)