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Career Opportunities
Welcome to FPA of Illinois and thank you for using the Job Bank. We hope you find this service beneficial. Good luck in your search.
Please contact us if you wish to post a position...or a resume.
FINANCIAL PLANNER
Balasa Dinverno Foltz LLC, a nationally recognized private wealth management firm located in Itasca, Illinois, has an opening for a motivated financial planner to join our Team.
Our core values are: honesty and integrity, client service excellence, a positive attitude in all we do, genuine care for others, and team orientation. If your values match ours, our clients will benefit from your project assistance in data gathering, financial plan preparation and investment portfolio oversight.
Our goal is to find team members who have demonstrated attention to detail, first-rate problem-solving skills, analytical curiosity, and the ability to work alone and in teams. Excellent communication, organization, and time management skills, along with the highest degrees of integrity and honesty are required. In addition, we expect our team members to have an understanding of financial planning, tax laws, plan development, and the markets.
This is an entry-level position requiring a minimum of 2 years of experience preferably with completion of the comprehensive CFP exam.
Future career growth includes direct client contact, investment research, and business development. We want your accomplishments to speak for themselves so send us a copy of your resume along with a half-page write-up of your most significant accomplishment to date. You may fax this along with your salary history to: Balasa Dinverno Foltz LLC at 630-875-1150 or send an e-mail to: humanresources@bdfllc.com.
Experienced Financial Service Assistant Looking for Part Time Employment
I am interested in working for a financial planning group where I provide support by using my skills to build relationships with clients and assist planners. I have experience working with clients as well as portfolio construction and account maintenance.
Client Relationship Officer Recruiting Qualifications & Parameters
Vestor Capital, www.vestorcapital.com, is interested in recruiting select Investment Professionals who are highly skilled, knowledgeable and have portable client assets of at least $25 Million. Qualified candidates will benefit from associating in a firm that offers superior turnkey investment management services, encourages an entrepreneurial work environment and opportunities to build business value. These individuals should be capable of increasing their assets under management by at least 10% annually excluding Vestor Capital prospective client opportunities. Click here for additional characteristics that individuals must demonstrate.
MBA SEEKING ENTRY INTO
FINANCIAL PLANNING
Transitioning from 22 years of military service, I am excited to be following my lifelong passion of personal finance and embarking on a new career. My well-qualified background from working in a disciplined and dynamic military environment enables me to fill a variety of positions and provide value to my next employer. Please see resume for more details.
INDEPENDENT SALES CONTRACTOR
Borthwick Associates, a boutique Chicago Investment Advisor, seeks Independent Sales Contractor. Combine your strong selling skills with our excellent long-term performance record to introduce new business to Borthwick. We offer a generous revenue sharing compensation plan. Previous experience in financial markets is preferred.
Independent Sales Contractors are responsible for identifying and pre-qualifying potential new clients. Once a potential client has been screened, Contractors arrange for an initial meeting with the partners/portfolio managers of Borthwick Associates. At this meeting the portfolio managers will convey our firm’s investment philosophy and answer any questions in detail.
Contractors receive 25% of the annual management fee for each new account. This will continue for as long as the account remains with Borthwick. Contractors are responsible for maintaining an ongoing rapport with the client to add an additional layer of comfort and communication to the client relationship. Borthwick Associates takes full responsibility for the management and administration of all accounts.
Ideal candidates possess proven marketing and sales skills as well as a working knowledge of the financial markets. Appropriate work histories may include broker, financial advisor, accountant, attorney, real estate or insurance sales. Candidates must be motivated to set up meetings with individuals and small businesses. Please visit our website at www.borthwickassociates.com for more information about our company. Resumes may be emailed to joriepitt@ameritech.net or faxed to 312-630-0182. No phone calls, please.
FINANCIAL SERVICES PROFESSIONAL
We need a financial services professional to help us grow our business!
Do you…
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Have a current Illinois Life and Health Insurance license or Securities 6, 63, 65, 7 registrations?
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Have at least two years experience working for a financial institution, bank or insurance company?
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Live in or near the western suburbs?
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Have a BS in either accounting or finance?
Are you looking for the opportunity …
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To work for a leading provider of financial products, including life insurance, annuities, mutual funds and retirement plans?
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For ongoing education and training?
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To work full time with flexible hours?
Then we may be looking for you!
We are an independent financial services firm in Plainfield, Illinois. We provide insurance products, investment services and financial planning solutions to our clients. We are looking for a person to work and partner with us to help area residents protect their financial future, often meeting with them at their homes and/or businesses. This is a commission-based position through ING Financial Partners, but does not involve cold calling. Individual will be working closely with advisor’s current clients and referral clients. ING Financial Partners is a world-class broker-dealer backed by the strength and recognition of the ING brand.
If you would like to grow with us, please submit a letter of interest and resume to: www.financialchoices.biz
Registered Representative of and securities and investment advisory services offered through ING Financial Partners, Inc. Member SIPC.
Financial Choices is not a subsidiary of, nor controlled by, ING Financial Partners.
POSITIONS AVAILABLE
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FINANCIAL ADVISOR
Looking for dynamic financial advisor who has 3 - 5 years experience with advising clients on financial planning and investment management. Must be organized and able to relate well with the public. Series 7, 63, 65 or 66 req. CFP preferred.
Skills
Experience with financial planning software (Sunguard), computer skills MS word, excel, PowerPoint. Able to speak in front of audiences and must have good interpersonal communication skills.
Company Description
A family-owned firm offering full planning and investment management services. Primary focus on high net worth individuals and businesses. Offices in Lake and McHenry county.
Pay Description:
Base salary incentives + profit sharing
Accounting/Finance
VICE PRESIDENT
PRIVATE CLIENT ADVISOR
Public Accounting Background Required
With Tax/Estate/Financial Planning Experience
Our client, a sophisticated and growing family office, for an old and substantial Chicago based family seeks a wise, self confident and engaging professional to join their “think tank” and collaborate with other professionals on behalf of the family. This office serves significant trusts, complex investment partnerships, foundations and four family lines, totaling 49 adult households. The VP-Client Services will assist and consult the family members with a wide variety of planning needs:
Tax planning- income, gift and compliance
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Financial Planning- consolidated personal financial statements, assets and individual investments, cash planning management, planning for home purchases
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Estate Planning- general planning ideas & co-ordinate with outside advisors, wealth transfer planning
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Individual annual meetings to discuss personal plans, concerns & issues
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Insurance oversight and co-ordination
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Philanthropy
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Estate administration- Co-ordinate with legal counsel regarding certain estate matters
Requirements:
BA/BS and MBA or MST, CPA and/or CFP certifications are preferred. Minimum 15+ years relevant experience within Wealth Management, Private Client Services- Public Accounting environments most desirable. The ideal candidate must have outstanding planning skills in tax, estate and financial planning.
Excellent communication skills, a high level of initiative, the ability to foster the trust of the family members through your interpersonal skills, knowledge and integrity are imperative for success in this role. The positive planner who enjoys generating new ideas and has the ability to multi-task with ease in a fast paced environment will be valued and rewarded here. Please submit resume, in confidence, to our exclusive recruiter.
Word Document Only:
Jill @cmcconsult.com
CLIENT SERVICE MANAGER (CSM)
SOUTH SUBURBAN FINANCIAL SERVICES FIRM
Do you consider yourself a self starter? Do you derive satisfaction from completing tasks in a timely manner? Are you good at coordinating multiple tasks simultaneously? If so, our CSM position may be ideal for you.
| Location: |
Southwest Suburbs – Chicago |
| Experience: |
Experience in the securities industry is a plus. At a minimum, a Series 6 securities license is required. |
| Salary: |
Based on experience and qualifications; full benefits |
| Employee Type: |
Full-time employee |
The company paid, comprehensive benefit program includes:
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Health Insurance
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401(k) plan with company match
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Life insurance/disability/long term care coverage
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Paid vacation, holidays, and personal days
The responsibilities of this job would include customer service, administrative duties, preparing client reports, processing client transactions, and helping the financial planners maintain client relationships. The financial planner will often depend on the CSM to assist clients with their questions. This position calls for a well-organized person who enjoys multi-tasking, working with technology and assisting financial planners.
Send resumes to Krichards96@gmail.com
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INVESTMENT STAFF ACCOUNTANT - FAMILY OFFICE
This Investment Staff Accountant will be responsible for accounting and bookkeeping for the Family Office. The Family Office provides financial, accounting and tax services to six Partners and related entities. These services cover the Partners’ individual finances as well as investment partnerships. This unique Family Office does not get involved with daily small business accounting. Specific duties include:
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Bank and brokerage account reconciliations
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Cash management
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Preparation of monthly financial reports and quarterly financial statements, etc.
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The candidate will also help administer/control the filing of income tax returns.
The ideal candidate will have a minimum of 2 years of accounting/bookkeeping experience. Experience with Partnership Accounting/Investment Banking/Hedge Funds/Income Taxes is a huge plus! Previous experience with QuickBooks, Quicken, and Microsoft Office is required. Strong organizational skills are a must.
Accounting/Investment Banking/Hedge Funds/Income Taxes is a huge plus! Previous experience with QuickBooks, Quicken, and Microsoft Office is required. Strong organizational skills are a must.
An accounting degree would be beneficial but is not required.
The individual must possess the ability to multitask and have an eye for detail.
A compensation and benefits package will be provided based on the individual’s proven track record and level of accomplishments.
Click for details.
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FINANCIAL ADVISOR
Chicagoland area and national opportunities available
A Career as a Financial Advisor with Waddell & Reed. Personalized for You. Personalized by You.
PERSONAL FINANCIAL PLANNER
Wealth Management – Family Office
Our client, a sophisticated office for an old and substantial Chicago family, seeks a good listener with excellent interpersonal and communication skills to join their “think tank” and collaborate with other professionals on behalf of the family. This office serves numerous trusts, complex investment partnerships, foundations and 48 adult family households. The Vice President of Client Services will be responsible for the financial, tax and estate planning for approximately 12 fourth generation family members.
- Individual annual meetings to discuss personal plans, concerns & issues
- Financial planning- consolidated personal financial statements, asset allocations & investments, cash planning & management, planning for home purchases.
- Income & gift tax planning & compliance
- Estate planning –general planning ideas & co-ordinate with outside advisors, wealth transfer planning.
- Insurance oversight and co-ordination
- Philanthropy
Estate administration- Co-ordinate with legal counsel regarding certain estate matters.
Requires: Minimum 10 years experience. Bachelors Degree with advanced degree such as MBA or MST is desirable. CPA and/or CFP certification are preferred. Big Four-Wealth Management plus Investment environment background considered helpful. The ideal candidate will have outstanding planning skills in one or more areas that include financial/investment advisory, tax or estate. We believe this to be a wonderful opportunity for an individual with a high level of initiative who works well within an team environment and who can foster the trust of family members through knowledge and integrity. An inquisitive planner who enjoys generating new ideas and has the ability to multi task with ease and thrive in a fast paced office, will be valued and rewarded here. A work/life balance and great satisfaction await a hardworking, bright contributor.
Send resume in Word Doc Only to:
Debbie@cmcconsult.com
VICE PRESIDENT - CLIENT SERVICES
• FINANCIAL PLANNING EXPERTISE•
Our client, a sophisticated family financial investment office serving 3 family lines of a Chicago based family seeks a smart, personable individual to take the lead in developing strategies to accomplish each family’s goals while assisting and consulting the family members with all financial, tax and estate planning issues. This person will be a trusted advisor and an integral part of the executive team.
Responsibilities:
- Global family planning for each family line which incorporates that family’s strategy for estate and gift planning, asset allocation, wealth transfer and cash flows.
- Regular interaction with individual family members to discuss personal plans, concerns or issues.
- Financial planning - collaboration with investment & accounting group in coordinating consolidated personal financial statements, assets & investments, cash planning & management, nuptial planning for adult children, planning for home purchases.
- Income and gift planning & compliance (in coordination w/ V.P.-Taxes)
- Estate Planning & Administration – generate ideas & coordinate with outside advisor.
- Specialized services
- Insurance oversight and coordination
- Philanthropy & Education
Requires:
Minimum 8-10 yrs relevant experience – Family office, private client services within Big Four or Banking and/or Estate Planning within Insurance will be considered. Bachelor’s degree, CPA and/or CFP certification are preferred. The ideal candidate will have sophisticated skills in personal financial, estate and tax planning with emphasis on multi generational trusts, well developed listening/ interpersonal skills, with an innate flexible nature and strong collaborative expertise to work in a team oriented environment. A creative planner who enjoys generating new ideas and has the ability to multi task and thrive in a fast paced office will be valued and rewarded here. A work/life balance and career opportunity await a dedicated, hardworking contributor.
Send in word Doc Only to:
Jill@cmcconsult.com
FINANCIAL PLANNER
The Ayco Company, L.P., a Goldman Sachs Company, is one of the nation’s leading financial counseling firms. We are looking for a bright, energetic, client-oriented person with a strong work ethic. The Financial Planner will work in our Lake Forest, IL office.
Responsibilities:
- Work one-on-one with individual clients providing fee-based personal financial planning, investment planning and tax services to corporate executives and other high net worth individuals;
- Prepare tax projections, asset allocation, retirement, education funding, insurance and estate-planning analyses;
- Prepare complex tax returns;
- Experienced financial planners will also have the opportunity to bring new business to the company.
Qualifications:
Visit our website at www.ayco.com. We offer a competitive salary; a comprehensive benefits package and a high quality work life. Interested applicants should submit cover letter, resume, transcripts and salary requirements to:
Corporate Human Resources (FP - IL)
The Ayco Company, L.P.
P. O. Box 860
Saratoga Springs, NY 12866
EOE/M/F
Fax: 518-886-4350
E-mail: hresources@ayco.com
APPLICANTS
FINANCIAL ADVISOR
I am actively seeking a full time position that will allow for me to apply my background and skills to the financial planning arena. I have 12 years of experience in the financial sector with the most recent as a financial advisor at RMB Capital Management.
CFP, MBA, CPA LOOKING FOR THE RIGHT FINANCIAL PLANNER / ADVISOR OPPORTUNITY
CFP, MBA, CPA specializing in financial & business planning to achieve client goals. Demonstrated ability to identify client goals; develop plans and present recommendations to clients. Creative in reviewing alternatives and determining appropriate action steps to help clients achieve their goals. Focused on achieving new client and referral client generation goals. Excels in working one on one or in a team environment to achieve the highest level of customer satisfaction. Looking for an independent financial planning / investment firm seeking a financial planner / advisor or junior partner. Click on link to view resume and contact information!
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