FINRA Licensed Financial ConsultantVirtualVocations • Lincolnwood, Illinois, United States

FINRA Licensed Financial Consultant

VirtualVocations • Lincolnwood, Illinois, United States

[job_card.30_days_ago]

[job_preview.job_type]

[job_card.full_time]

[job_card.job_description]

A company is looking for a Financial Benefits Consultant to assist clients with financial wellness and investment strategies.

Key Responsibilities

Build and maintain relationships with participants, coordinating meetings with planners

Assist in creating comprehensive financial plans and respond to participant inquiries

Implement and review investment strategies while staying informed about market trends

Required Qualifications

Bachelor's degree in Finance, Economics, Business Administration, or related field

Minimum of 3 years of experience in financial planning or wealth management

Registrations / Licensing : FINRA Series 7, NASAA Series 63 and Series 65 required

FINRA fingerprinting required

Knowledge of financial wellness and investment management strategies

[job_alerts.create_a_job]

Financial Consultant • Lincolnwood, Illinois, United States

[internal_linking.similar_jobs]

Finance Functional consultant - Chicago, IL

Staffing • Chicago, IL, US

[job_card.full_time] +1

Position Type : Full Time (NO C2C).Salary + Benefits US Citizen, Green Card and GC EAD preferred.No sponsorship available for this job, direct hire Local candidates preferred.Technical / Functional Sk...[show_more]

[last_updated.last_updated_30] • [promoted]

Financial Consultant

Empower • Chicago, IL, US

[job_card.full_time]

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...[show_more]

[last_updated.last_updated_30] • [promoted]

Oracle EBS Finance Techno-Functional Consultant – Fixed Assets (FA) Module

IT America Inc • Chicago, Illinois, USA

[job_card.full_time] +1

Position : Oracle EBS Finance Techno-Functional Consultant Fixed Assets (FA) Module.Note : Looking for Permanent / Visa independent consultants. We are seeking a skilled Oracle EBS Finance Functio...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Workday Certified Financials Consultant, Grants Management

Intecrowd • Chicago, IL, US

[job_card.full_time]

Founded by former Workday clients, we value partnership and engagement as a cornerstone of our business.With years of functional and technical experience in all phases of Workday's deployment l...[show_more]

[last_updated.last_updated_30] • [promoted]

Senior Microsoft Dynamics 365 Finance Consultant (Contract)

Babich & Assoc. • Chicago, IL, US

[job_card.full_time]

Position : Senior Microsoft Dynamics 365 Finance Consultant (Contract).Type : Independent Contractor (1099).Duration : 3 to 6 months (Full-Time Contract). Location / Travel : Monday–Friday, On-Site ...[show_more]

[last_updated.last_updated_30] • [promoted]

Financial Consultant - Highland Park, IL

Fidelity Investments • Highland Park, IL, United States

[job_card.full_time]

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...[show_more]

[last_updated.last_updated_30] • [promoted]

Financial Analysis Consultant II

Allstate Insurance • Northbrook, IL, United States

[job_card.full_time]

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ...[show_more]

[last_updated.last_updated_30] • [promoted]

Financial Planning Associate

The Mather Group, LLC • Chicago, IL, United States

[job_card.full_time]

The Mather Group (TMG) is seeking a detail-oriented Financial Planning Associate to support our growing wealth management team. We are looking for a professional who combines strong analytical skill...[show_more]

[last_updated.last_updated_variable_hours] • [promoted] • [new]

Principal Consultant - Finance

Doppio Group • Chicago, IL, United States

[job_card.full_time]

Doppio – a leading Infor Alliance and Delivery Partner in North America – is seeking a Principal Consultant - Finance to join our solutions delivery team. This person will play a critical role in he...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Financial Reporting Specialist, 81229 AM

BuiltIn Integration Sandbox • Chicago, Illinois, USA

[job_card.full_time]

Headways mission is a big one to build a new mental health care system everyone can access.Weve built technology that helps people find great therapists with the first software-enabled national ne...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Join our Community : Fiscal / Programmatic Monitoring, Fraud Expertise

Vander Weele Group LLC • Highland Park, IL, US

[job_card.full_time]

Join Our Grants Oversight Talent Community.At the Vander Weele Group, we specialize in monitoring large-scale federal grant programs nationwide, combining grants monitoring expertise with industry-...[show_more]

[last_updated.last_updated_30] • [promoted]

Financial Advisor - Licensed

RK Partners • Chicago, IL, US

[job_card.full_time]

As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products.You’ll have acce...[show_more]

[last_updated.last_updated_30] • [promoted]

Underwriting Consultant Financial Institutions

CNA • Chicago, Illinois, USA

[job_card.full_time]

You have a clear vision of where your career can go.And we have the leadership to help you get there.At CNA we strive to create a culture in which people know they matter and are part of something ...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Licensed Financial Advisor

STRIDE Financial • Chicago, IL, United States

[job_card.full_time]

Job Title : Licensed Financial Advisor.Location : Lincoln Park - Chicago, IL.About Us : STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptio...[show_more]

[last_updated.last_updated_variable_hours] • [promoted] • [new]

Financial Due Diligence Director

Grant Thornton International Ltd • Chicago, IL, United States

[job_card.full_time]

At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional servic...[show_more]

[last_updated.last_updated_30] • [promoted]

Sr. Consultant Workday Financials - Contracts to Cash focus

EisnerAmper • Chicago, IL, United States

[job_card.full_time]

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]

[last_updated.last_updated_30] • [promoted]

Financial Analyst 9-12, Consultation & Contract Management Section

State of Michigan • Lansing, Illinois, USA

[job_card.full_time]

The MDHHS mission is to provide opportunities services and programs that promote a healthy safe and stable environment for residents to be self-sufficient. We are committed to ensuring a diverse wor...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Lead Implementation Consultant (Government Finance)

OpenGov • Chicago, IL, United States

[job_card.full_time]

OpenGov is the leader in AI and ERP solutions for local and state governments in the U.More than 2,000 cities, counties, state agencies, school districts, and special districts rely on the OpenGov ...[show_more]

[last_updated.last_updated_30] • [promoted]