Trusted Advisor Jobs in Chicago, IL

9,421 open positions · Updated daily

Looking for Trusted Advisor jobs in Chicago, IL? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Chicago, IL area.

Insurance Agent

Company: COUNTRY Financial

Location: Plainfield, IL

Posted Jan 23, 2025

COUNTRY Financial is seeking insurance sales agents dedicated to building customer relationships and ensuring their financial security. The role involves proactive communication, transparency, and understanding customer needs. Successful agents will receive a competitive compensation plan, benefits, and comprehensive training. COUNTRY Financial is a respected organization with a strong history and commitment to customer service, offering opportunities for growth and flexibility.

Registered Client Service Associate

Company: Morgan Stanley

Location: Lake Zurich, IL

Posted Jan 23, 2025

The Registered Client Service Associate role at Morgan Stanley involves providing exceptional service to clients and supporting Financial Advisors/Private Wealth Advisors. Key responsibilities include client support, administrative tasks, and contributing to the FA/PWA's marketing strategy. The ideal candidate should have strong interpersonal skills, a client-first mindset, and relevant financial services knowledge. A high school diploma or equivalent is required, with a college degree preferred. Relevant certifications (Series 7, 66, 63, 65) and industry experience are also needed. The role offers a competitive salary range and comprehensive benefits package.

Branch Office Administrator

Company: Edward Jones

Location: Champaign, IL

Posted Jan 23, 2025

Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position in Champaign, IL. The role involves working closely with Financial Advisors to help clients achieve their long-term financial goals. BOAs are valued members of the client team, with responsibilities including delivering exceptional service, participating in annual business planning, and identifying opportunities for additional services. The company offers comprehensive training, a supportive network, and competitive benefits. Key skills required include relationship building, problem-solving, critical thinking, and proficiency in office technology.

Commercial Real Estate Senior Lead Transaction Manager

Company: Wells Fargo

Location: Chicago, IL

Posted Jan 23, 2025

Wells Fargo is seeking a CRE Lead Transaction Manager with 7+ years of Capital Markets Document Negotiation experience. The role involves strategic planning, problem-solving, and leadership. Key responsibilities include advising senior leadership, leading complex challenges, delivering long-term solutions, and managing legal agreements. The ideal candidate should have a strong understanding of lending products, loan lifecycles, and deal structures. They must be process-focused, proactive, adaptable, and capable of collaborating with senior management. The position offers a competitive salary range of $144,400 - $300,000 and comprehensive benefits.

Business Strategy Insurance Manager

Company: Accenture

Location: Chicago, IL

Posted Jan 23, 2025

Accenture Strategy offers an opportunity to transform leading organizations globally, with a focus on innovation and growth. The role involves developing operational and growth strategies, managing client engagements, and delivering value at the intersection of business and technology. Accenture invests heavily in training and development, fostering a team-oriented environment and promoting diversity. The Insurance Strategy Manager will work closely with senior clients, shaping business strategies, and managing transformation engagements. Bonus points for candidates with an MBA and relevant industry experience.

Payments Tech Lead Software Engineer - Java

Company: JPMorgan Chase

Location: Chicago, IL

Posted Jan 23, 2025

JPMorgan Chase is offering a Lead Software Engineer position in the Payments Technology team. The role involves working in an agile team to enhance, build, and deliver trusted market-leading technology products. Key responsibilities include executing creative software solutions, developing secure high-quality production code, and leading evaluation sessions with external vendors. The ideal candidate should have formal training in software engineering, 5+ years of applied experience, and advanced skills in Core Java, Object Oriented, RDBMS (Oracle), SQL, Spring, and Unix Scripts. Familiarity with container-based development, orchestration, and microservices frameworks is advantageous. JPMorgan Chase offers a competitive total rewards package, comprehensive health care coverage, and a diverse and inclusive work environment.

Branch Office Administrator

Company: Edward Jones

Location: Bloomington, IL

Posted Jan 23, 2025

Client Service Senior Associate

Company: JPMorgan Chase

Location: Chicago, IL

Posted Jan 23, 2025

The job posting is for a Client Service Senior Associate in the Commercial Bank at JPMorgan Chase. The role involves being a trusted advisor to clients, managing multiple relationships, and resolving client requests. The associate will work in partnership with various teams and serve as the primary point of contact for assigned clients. Key responsibilities include leading medium to complex clients, developing long-term relationships, and proactively determining service improvements. Required qualifications include comprehensive knowledge of Treasury Services and/or Custom Card products, data analytics, change management, and project management skills. The role involves some travel and offers a competitive total rewards package.

Pharmacy Technician

Company: CVS Health

Location: Chicago, IL

Posted Jan 23, 2025

CVS Health emphasizes its commitment to human-centric health care, guided by a single purpose: 'Bringing our heart to every moment of your health.' The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. Technicians are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. They must comply with all relevant laws and regulations, and complete necessary training and certification requirements.

Frequently Asked Questions

What are the typical salary ranges for Trusted Advisor positions by seniority?
Entry‑level Analysts earn $90,000–$110,000, mid‑level Consultants $120,000–$150,000, and Senior Directors or VP‑level Advisors $160,000–$200,000, with additional equity or bonus components in larger firms.
Which skills and certifications are essential for a Trusted Advisor?
Core skills include risk‑assessment modeling, policy design, stakeholder engagement, and data‑governance strategy. Certifications such as CISSP, CISA, ISO 27001 Lead Implementer, PMP, or CFP add credibility and unlock higher‑pay roles.
Is remote work available for Trusted Advisor roles?
Yes—most listings allow up to 3 remote days per week, and several firms offer fully remote positions, especially for digital‑transformation or ESG advisory roles that rely on cloud tools.
What career progression paths exist for Trusted Advisors?
Typical routes move from Analyst → Consultant → Manager → Director → VP/Chief Advisory Officer, with each step adding responsibility for larger client portfolios, cross‑functional teams, and strategic decision‑making.
What industry trends are shaping the Trusted Advisor landscape?
Key trends include AI‑driven risk analytics, real‑time regulatory tech, ESG reporting mandates, and the shift to cloud‑native risk frameworks—all driving demand for advisors who can translate data into actionable compliance and strategy.

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