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.
Wealth Management Client Associate
Company: Merrill
Location: Northbrook, IL
Posted Dec 03, 2024
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a client service support role. The position involves supporting multiple Financial Advisors, ensuring operational excellence, and customizing solutions based on their specific needs. Key responsibilities include providing excellent client service, managing client relationships, and aligning practices with bank policies. The role requires strong account management, client management, and communication skills. The company values diversity and fosters a culture-driven, resilient, and results-focused work environment.
Branch Office Administrator
Company: Edward Jones
Location: Lake Zurich, IL
Posted Dec 03, 2024
Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position. The role involves working closely with Financial Advisors to help clients achieve their long-term financial goals. BOAs are crucial in delivering exceptional service, understanding client needs, and driving marketing activities. The company offers comprehensive training, a supportive network, and competitive benefits including health insurance, retirement plans, and paid time off. The ideal candidate should have strong relationship-building skills, ability to work independently, and proficiency in office technology.
Branch Office Administrator
Company: Edward Jones
Location: Lake Forest, IL
Posted Dec 03, 2024
Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position in Lake Forest, 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.
Federation Product Owner
Company: Caterpillar
Location: Peoria, IL
Posted Dec 03, 2024
The job description is for a Federation Product Owner position at Caterpillar Inc. The role involves setting direction and overall management of the federations within Entra ID, providing leadership to several Federation Service practitioners, and developing Entra skills within the team.
Senior Consultant, NetSuite
Company: West Monroe
Location: Chicago, IL
Posted Dec 03, 2024
West Monroe is currently hiring a Senior Consultant for their Financial Management team within Operations Excellence practice. The ideal candidate will have experience deploying NetSuite software and a proven track record in leading successful NetSuite implementation projects. The role involves serving on client delivery teams, executing NetSuite implementations, and contributing to methodologies and project assets. The company values inclusion, diversity, and continuous growth, offering competitive rewards and benefits.
Business Service Officer
Company: Morgan Stanley
Location: Chicago, IL
Posted Dec 03, 2024
The Business Service Officer (BSO) role involves shaping the future of service by modernizing client experience and elevating care standards. The BSO reports to the Complex Business Service Officer (CBSO) and manages Support Professionals, executing all business and service functions within assigned branches. Key responsibilities include leading people management, communication, and operational oversight. The BSO facilitates training, partners with sales and risk teams, and ensures execution in all business aspects. They also manage travel and entertainment expenses, resolve client inquiries, and identify process improvements for productivity and efficiency.
Branch Office Administrator
Company: Edward Jones
Location: Ottawa, IL
Posted Dec 03, 2024
Edward Jones is seeking a Branch Office Support Professional to join their team. The role involves being a critical member of a team with a Financial Advisor, focusing on client relationships and helping them achieve financial goals. The company offers comprehensive training, a wide support network, and a culture of continuous improvement. Benefits include medical, dental, vision coverage, 401k, and paid time off. The hiring range is from $20.04 to $23.43. Key skills include relationship building, efficiency identification, independent work, priority management, and technological proficiency.
Project Engineer
Company: Jabil
Location: Gurnee, IL
Posted Dec 03, 2024
Jabil, a global leader in engineering, manufacturing, and supply chain solutions, is seeking a Project Engineer I. The role involves supporting operational engineering projects, driving continuous improvement, and ensuring project results meet technical quality, reliability, schedule, and cost requirements. The ideal candidate should have a Bachelor's degree in engineering or a related field, 2-4 years of work-related experience, and proficiency in Microsoft Office products. Jabil is an equal opportunity employer committed to fostering a diverse and sustainable work environment.
Advisor Development Program - Financial Solutions Advisor Trainee-Chicago - Cermak & Western Financial Center
Company: Bank of America
Location: Chicago, IL
Posted Dec 03, 2024
The Merrill Returning Talent Program is a hiring initiative for professionals who have taken a career break and wish to rejoin the corporate world as financial advisors. The program includes professional licensing, on-the-job learning, skills training, and mentorship. As an ADP FSA I, one will obtain Securities Industry licenses, learn foundational advisor skills, and eventually transition to a Merrill Wealth Management office. The role requires strong sales skills, relationship building, clear communication, and the ability to work in a fast-paced environment. Bilingual Spanish is required.
Revenue Operations Director - CVS Media Exchange (CMX)
Company: CVS Health
Location: Chicago, IL
Posted Dec 03, 2024
CVS Health is seeking a Director of Revenue Operations for its CVS Media Exchange (CMX) division. The role involves setting the vision for the RevOps function, collaborating with various leadership teams, and optimizing strategies, processes, and systems to accelerate the company's potential. Responsibilities include driving annual operating and revenue planning, capacity planning, territory assignments, sales/compensation plans, and quotas. The ideal candidate should have 8+ years of experience in Financial/Revenue Operations in Media or Advertising, proficiency in BI tools like Tableau, and experience in architecting and running business reviews. The position is hybrid, with the option to work from one of CVS Health's corporate hubs. The pay range is $100,000.00 - $231,540.00, and the company offers comprehensive benefits.
Operations Manager- US Pest
Company: Rentokil Terminix
Location: Park Ridge, IL
Posted Dec 03, 2024
The text describes a job opportunity for an Operations Manager at Rentokil, a global leader in Pest Control and other services. The role involves managing daily operations, leading a team of specialists, achieving sales and revenue goals, and ensuring exceptional client service. The company offers a comprehensive benefits package starting on the first day, including health, dental, vision, disability, and life insurance, a 401(k) retirement plan with company matching, and opportunities for professional growth and development. Rentokil emphasizes a work-life balance, offering vacation days, sick days, company-paid holidays, and a flexible schedule.
Registered Client Service Associate
Company: Morgan Stanley
Location: Deerfield, IL
Posted Dec 03, 2024
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 educating clients on digital tools. The ideal candidate should have strong interpersonal skills, a client-first mindset, and relevant industry experience. Required qualifications include a high school diploma, financial services knowledge, and proficiency in Microsoft Office. Morgan Stanley is committed to diversity and equal employment opportunities.