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NAPFA Consumer Group
Chicago, 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 complexiti
Job Source: NAPFA Consumer GroupEquitable Advisors
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Job Source: Equitable AdvisorsMaxtechtalent
Chicago, IL, United States
Summary Would you like to join a rapidly expanding Chicago Fintech/Online Consumer Lender? This is truly a great opportunity for anyone looking to quickly establish themselves in an organization and move into a more senior role. This company will provide you with an excellent pay/benefits package and give you a clear path toward upward mobility. T
Job Source: MaxtechtalentZwelling Law, PLLC
Chicago, IL, United States
Job Description Job Description Associate Attorney Zwelling Law, PLLC is looking for an Associate Attorney to help with our high volume of litigation cases. Candidates should have 3-5 years civil litigation experience, preferably in the area of medical malpractice and/or nursing home litigation. Duties will include managing files from commencemen
Job Source: Zwelling Law, PLLCEquitable
Oak Brook, IL, United States
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Job Source: EquitableThe Judson Group
Downers Grove, IL, United States
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Job Source: The Judson GroupBaker Tilly US, LLP
Chicago, IL, United States
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker
Job Source: Baker Tilly US, LLPBillingsley 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 TravelChicago, 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 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) - Ground Floor of Growing Firm jobs in Chicago, IL, United States
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