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Wanderlust Adventures
Chicago, IL, United States
Company Description Our company is family owned and operated! We truly strive to keep an upbeat and positive environment. We love to see our agents succeed and our clients enjoy the smooth process of allowing us to book their vacation! Job Description Our company is looking for remote Tourism Advisors! As a Tourism Advisor, you are responsible
Job Source: Wanderlust AdventuresBillingsley Travel
Chicago, IL, United States
Are you passionate about exploring new places and creating unforgettable experiences for others? Do you dream of turning your love for travel into a lucrative and flexible career? If so, we have an exciting opportunity for you to become a Remote Destination Advisor. Opportunity Overview: As a Remote Destination Advisor, you have the chance to lever
Job Source: Billingsley TravelBillingsley Travel
Chicago, IL, United States
Unlock Your Passion: Become a Remote Tourism Advisor Today! Are you ready to turn your love for travel into a fulfilling career? Imagine waking up every day excited to help people discover the world's most incredible destinations, all while working from the comfort of your own home. Welcome to the exciting world of Remote Tourism Advisors – where a
Job Source: Billingsley TravelNAPFA Consumer Group
Chicago, IL, United States
Associate Advisor (remote) - Ground Floor of Growing Firm Available: 1/13/2024 Company: Impact Financial Contact: Brett Spencer 3223 N Albany Ave Chicago, IL 60618 Phone: 3123326589 Impact Financial is a young, growing, fee-only independent wealth management firm with lots of opportunity for the right candidate. We are based out of Chicago
Job Source: NAPFA Consumer GroupTCS Education System
Chicago, IL, United States
Job 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. Position responsibilities include, but are not limited to: Serves as the pri
Job Source: TCS Education SystemChapter
Chicago, IL, United States
Why We Exist Every morning, 11,000 Americans wake up and begin their first day of retirement. While retirement should be an exciting, empowering, and fulfilling part of one's life, the reality today is that retirement brings along with it a fundamentally new set of challenges that make it an overwhelming time for many. At Chapter, we believe that
Job Source: ChapterBooking with Brooke
Chicago, IL, United States
Are you passionate about travel and enjoy helping others plan their dream vacations? Here's an exciting business opportunity tailored just for you! Become a Remote Travel Advisor Specialist working from home and embark on a fulfilling journey in the dynamic travel industry. No prior experience is necessary - we offer comprehensive training, certifi
Job Source: Booking with BrookeNorthern Trust
Chicago, IL, United States
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our end
Job Source: Northern TrustChicago, IL, United States
Brett Spencer 3223 N Albany Ave Chicago, IL 60618 Phone: 312-332-6589 Fax: 872-804-0195
Impact Financial is a young, growing, fee-only independent wealth management firm with lots of opportunity for the right candidate.
We are based out of Chicago and Boston but work virtually with most clients. We help clients manage their financial complexities so they can focus on living their lives to the fullest with financial confidence.
Our work includes financial planning, investment management & tax services. In addition, we offer a few areas of “specialization” including cross-border financial planning, business owner services & impact investing.
Position Overview
We are seeking a Full-Time Advisor Associate to assist with a range of planning, investment, tax, marketing, and client-related tasks. The candidate will also grow into or may already be experienced enough to manage client communication. The position is a remote/virtual position but may include travelling to client meetings which will be local.
This role will provide experience and opportunity in a wide range of tasks and responsibilities. This will give you the experience and opportunity to then pursue the path of most interest to you as your role and the company grow.
This is a rare career opportunity at a growing fee-only financial planning firm.
Required Qualifications
• Undergraduate degree in Financial Planning, Accounting, Business, Economics or a related degree.
• Currently holding or on the path to obtain one of the following designations: CFP, CPA, EA.
• Strong analytical skills with attention to detail.
• Creative thinking and problem-solving abilities.
• Exceptional written and verbal communication skills.
• Organized & self-sufficient in managing tasks to meet deadlines.
• Ability to cultivate harmonious relationships with a diverse range of perspectives and differences.
• Proficient baseline in using technology (computer access, web calls, virtual fax, virtual phone systems, etc.).
• Ability to travel to client meetings.
• Legally able to work in the United States
Preferred Qualifications
• Live in the Chicago-land area. Clients will be throughout Chicago and the suburbs. A location in which you are able to travel to meet clients throughout the region will be ideal.
• Bilingual – Given the focus of working with cross-border clients, being able to communicate in multiple languages will be a big benefit.
Programs Used
• Morningstar
Compensation and Benefits:
We offer a competitive compensation package along with a comprehensive benefits package. Any travel costs will be re-imbursed and we will assist in providing the technology where needed.
This is an exciting opportunity to grow with the company, with potential for leadership and partnership roles.
The perfect career or internship is just a click away, give it a try!
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Email Alert for Associate Advisor (Remote) jobs in Chicago, IL, United States
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