Trusted Advisor Jobs in Chicago, IL
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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.
Registered Client Relationship Analyst
Company: Morgan Stanley
Location: Chicago, IL
Posted Jan 24, 2025
The Registered Client Relationship Analyst plays a crucial role in shaping the future of service by modernizing client experiences. This role involves assisting Financial Advisors in developing financial strategies, cultivating client relationships, and providing comprehensive support including account onboarding, order processing, and performance reporting. The analyst also collaborates with the team to prepare marketing materials and participates in firm initiatives. Essential skills include strong computer skills, excellent interpersonal and client service abilities, and the capacity to work in a fast-paced environment.
Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments - Aurora Financial Center
Company: Bank of America
Location: Aurora, IL
Posted Jan 24, 2025
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to join their Advisor Development Program. The role involves obtaining Securities Industry licenses, learning foundational skills for client relationship management, and providing comprehensive financial advice. The bank offers world-class training, on-boarding programs, and continuous development opportunities. The position is subject to SAFE Act registration requirements. Required qualifications include goal-setting, sales skills, clear communication, teamwork, complexity management, adaptability, time management, and thoroughness. Desired qualifications include strong computer skills, a bachelor's degree, and experience in financial services or sales.
Pharmacy Technician
Company: CVS Health
Location: Peoria, IL
Posted Jan 24, 2025
CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of '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. They are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. The role involves completing basic inventory activities, delivering additional health care services, and adhering to all relevant laws and regulations.
Prisma Cloud Solutions Architect, Majors
Company: Palo Alto Networks
Location: Chicago, IL
Posted Jan 24, 2025
Palo Alto Networks is a cybersecurity company committed to being the partner of choice, protecting the digital way of life. They value innovation, collaboration, and execution, with a focus on disruptive ideas and integrity. The company offers a range of benefits including FLEXBenefits, mental and financial health resources, and personalized learning opportunities. As a Solutions Architect, you'll build relationships with customers, educate them on security trends, and showcase best practices. The role requires a degree in CS or equivalent, 4+ years of technical sales experience, and hands-on experience with IaC and CI/CD tools. The team is part of the Core Palo Alto Networks account team, with a focus on end-to-end customer relationships. Compensation is competitive, with a range of $198,000 - $273,000/YR.
Registered Wealth Management Client Associate
Company: Bank of America
Location: Northbrook, IL
Posted Jan 24, 2025
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 clients' needs. Key responsibilities include providing excellent client service, managing client materials, aligning practices with bank policies, and deepening client relationships. The ideal candidate should have advanced industry knowledge, excellent communication skills, and be detail-oriented. Qualifications include FINRA certifications, Microsoft Office proficiency, and Salesforce experience. The role offers a pay range of $26.00 - $40.50 hourly, discretionary incentive eligibility, and benefits.
Manufacturing Engineering Manager (Injection Molding)
Company: Jabil
Location: Gurnee, IL
Posted Jan 24, 2025
AMS Solution Sales and GTM Director-Operational Technology
Company: ServiceNow
Location: Chicago, IL / Remote
Posted Jan 24, 2025
Part Time Branch Office Administrator
Company: Edward Jones
Location: Mundelein, IL
Posted Jan 24, 2025
Edward Jones is seeking a Branch Office Support Professional for a part-time role in Libertyville, IL. The role involves being a critical member of a small team, serving as the first point of contact for clients, and working closely with a financial advisor to help clients achieve their financial goals. The company offers comprehensive training, a supportive network, and opportunities for professional development. Key responsibilities include delivering exceptional service, participating in business planning, identifying client needs, and driving marketing activities. The role also offers competitive compensation and benefits, including health coverage and a retirement plan. Edward Jones values diversity and inclusivity, and associates are seen, heard, respected, and supported.
Financial Solutions Advisor Registration Candidate-Consumer Investments - Northbrook Financial Center
Company: Bank of America
Location: Northbrook, IL
Posted Jan 24, 2025
Bank of America is seeking Financial Advisors for its Advisor Development Program. Successful candidates will join as Financial Solutions Advisor Stage I (FSA I), receiving comprehensive training and support. They will obtain necessary licenses, learn foundational skills, and work in a financial center. With progress, they can advance to Financial Solutions Advisor Stage II and other roles within Bank of America and Merrill. The role offers unlimited financial growth potential, robust marketing support, and ongoing professional development. Required qualifications include goal-setting, sales skills, clear communication, teamwork, and adaptability.
Senior Financial Analyst - Corporate OPEX
Company: Suntory Global Spirits
Location: Chicago, IL
Posted Jan 24, 2025