Financial Associate Salary in Chicago, IL

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewPromote from within cultureWhy join this team? We employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves to the highest standard of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You Will DoFinancial Associate will support one Financial Advisor who covers multiple Wintrust Bank locations throughout Chicago's North/Northwest neighborhoods. The primary location will be Ravenswood.Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables and is able to work independently.Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the Financial Advisor is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Order supplies, keep marketing materials up to date, and keep the office running smoothly. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system. Cultivate a service environment targeted towards enhancing the client experience.Participate in monthly Financial Associate calls/meetings.Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Qualifications3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook;  knowledge of Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to startRelationship management skillsA thorough understanding of a client service environmentE.O.EFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target company's reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelor's or Master's degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1

Financial Consultant (Commission-statutory W-2 with residual income 2nd year, No immigration sponsorship )We are looking to hire 10 highly talented individuals to join our Team as Financial Advisors.We will start interviewing May 27th and plan to make all selections on June 17th*Commission role plus residual income role*During the selection process you will be expected to meet with the Director of Recruitment, Managing Director, Associate Managing Director, and Associate Director of Development.If you believe your purpose revolves around educating others to improve, sustain or grow their wealth we ask that you submit your resume for consideration.(Similar to owning a business, which is based on revenue generated. This is NOT a salary position)About usAt Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices.Our website: https://www.northwesternmutual.com/office/il/hyde-park/87809909/Financial Advisors at Northwestern Mutual Chicago help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs AnalysisAs a Northwestern Mutual Financial Advisor:1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Compensation & Benefits• Commission structure to support early development• Renewable income• Bonus programs and expense allowances• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more• Retirement Package and Pension Plan• Medical, Dental, Vision, Life Insurance and Disability Income Insurance• Family PlanningYou could be right for this opportunity if you have:• 4-year degree; or equivalent professional work experience• Entrepreneurial ambitions, or a desire to own something that you can past down to family someday.• History of success in sales, athletics, military, client services, or client-facing roles• Excellent time-management skills• Desire for continuous learning• Legal authorization to work in the US without ever needing sponsorship. Leaving a lasting legacy for generations to come. The desire to be compensated based on how hard your work not based on how someone feels about you.Pay rangeExact compensation may vary based on skills, experience, and location.Income range (Similar to owning a business, which is based on revenue generated. This is NOT a salary position)Revenue average1-4year| $92,597/yr - $183,762/yr5+yrs| $740,000-$2,434,435Featured benefitsEmployer-providedMedical insuranceVision insuranceDental insurancePension planDisability insurance401(k)Flexible scheduleHealth insuranceHealth savings accountLife insuranceParental leaveProfessional development assistanceCompensation package:CommissionResidual income starting the 2nd yearBonus opportunitiesWeekly schedule:Monday to FridayWork setting:In-personIn the fieldOfficeEducation:Bachelor's (Preferred)

Job Summary:This position directs a team of finance/accounting professionals driving financial reporting and strategic planning processes for the UIC MSP. The MSP prepares financial statements, including clinical patient revenue & related contractual allowances, for the Clinical Departments, the regional campuses of Rockford and Peoria, the Dean’s office and MSP related entities/groups on a monthly basis. The Associate Director leads the monthly and annual reporting, reviewing, and analysis of patient profee revenue, as well as coordinates related annual audits, both internal and external. Responsible for monthly account entries related to the financial closes, review and analysis of reported data, and coordination with EPIC reports. Coordination of all components related to the publication of the Monthly Operating Review (MOR) for the MSP is an essential component of this role.Job Responsibilities:Accounting of patient revenue• Coordinate all components of the monthly revenue activity related to patient clinical revenue• Manage and coordinate preparation and responsiveness for corresponding compliance audits that occur, whether for internal or external audits, related to patient revenue.• Benchmark accounting and reimbursement performance versus peers, and recommend policies and procedures for superior financial results.Reimbursement reporting and analysis• Coordinate the monthly computation of contractual allowances and bad debt for the net patient revenue reporting.• Analyze and apply the zero-based AR reporting from EPIC to ensure contractual allowances are accurate and appropriate representation of accrued net patient revenue.• Full responsibility for the generating of the Monthly Operating Revenue (MOR) packet, synopsizing MSP financial & reimbursement activity for Leadership.• Supports, trains, and assists Finance Director in the management of accounting team, as well as process improvement initiatives, including the preparation and updating process/procedure manuals.• Work and consult with colleges, schools and administrative units regarding accounting & reimbursement needs, apply judgment and analytical techniques to evaluate appropriate distributions of revenue, contractual and bad debt allowances and other expenses.• Reconcile patient accounts receivables.• Analyze and monitor Medicaid Supplemental Payments (Enhanced Medicaid Dollars) for appropriate distribution and adjustment of accrued.• Oversee bank reconciliation(s) for all above mentioned entities.• Perform other related duties and participate in special projects as assigned.Job Knowledge, Skills, Education, and Experience:A minimum of a Bachelor's Degree in a related Healthcare field, Business Administration, Finance or Accounting required.A minimum of five years of directly related experience in an institution of higher learning, a campus environment or other complex organization (i.e. education, business, hospital type complex).Healthcare financial experience, particularly in physician services, preferably in Academic setting.Substantial understanding of contractual allowance & bad debt computations for accrual based reserves, utilizing zero-based AR reports, for large ($500+ million) medical groups.Experience preparing monthly financial entries utilizing EPIC output files, report running & data extraction.Proficient with systems: EPIC, Banner software, healthcare banking relationships, University Security applications and related software and other database products, Access, Excel, PowerPoint & Word.Excellent analytical, communication and presentation skills.Must be able to work effectively with all levels of executive management and personnel, both internally and externally, both independently on assigned duties and projects, as well as part of the leadership team.The University of Illinois Chicago is an affirmative action, equal opportunity employer that has a strong institutional commitment to the principle of diversity and is particularly interested in receiving applications from a broad spectrum of people. We are committed to equal employment opportunities regardless of sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.The University of Illinois System is an equal opportunity employer, including but not limited to disability and/or veteran status, and complies with all applicable state and federal employment mandates. Please visit Required Employment Notices and Posters to view our non-discrimination statement and find additional information about required background checks, sexual harassment/misconduct disclosures, COVID-19 vaccination requirement, and employment

Client Service AssociateRiverpoint Wealth Management is a boutique financial planning firm serving high-net-worth clients. We are an independently owned and nationally registered investment advisory (RIA) firm. Riverpoint specializes in comprehensive planning including investments, insurance, taxes, and estate planning. We are looking for a highly motivated, detail oriented individual to join our team.Responsibilities include:Assist Advisors in preparing client materials for meetings.Participate in client meetings.Help generate financial plans and investment reports for clients.Respond to requests by clients for information or services needed.Develop tracking systems for client tasks that need to be completed.Conduct investment research, performance reporting, and monitoring of current investments.Skills & Competencies:Excellent verbal and written communication skills.Customer service oriented/Demonstrate a client-first attitude.Actively work to meet and anticipate the needs of the Advisors and their clients.Assist with all facets of new client onboarding process including opening accounts, client paperwork and online access.Manage client relationship management (CRM) records by maintaining client profiles, information, and activities.Serve as a liaison between client, custodian, investment managers, and any third parties.Troubleshoot client issues.Support the preparation of client presentations and other meeting materials.Work well under pressure and time constraints.Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.Be organized, detail-oriented, and able to multitask and prioritize workflow in a changing work environment,Qualifications: Bachelor's DegreeMinimum 2 years experience in financial services/investment management industry.CFP® designation preferred or expected to be obtained within 12 months of employment.Proficiency in business correspondence Knowledge of financial planning and investments.Experience with MS Office, CRM software, and Dropbox.Benefits:Competitive compensation based on experience.Benefits included retirement account with matching, 100% paid health insurance for employee, disability insurance, and paid time off.This position is hybrid - remote/downtown Chicago office located on Wacker and Adams 60606.Why Riverpoint Wealth Management?Joining Riverpoint Wealth Management means becoming part of a team dedicated to excellence and personalized client service. We offer a collaborative and supportive work environment where your contributions are valued and your professional growth is encouraged. If you are passionate about financial planning and client service, we invite you to apply and become part of our success story.

Invenergy drives innovation in energy. Powered by decades of entrepreneurial experience and unparalleled execution, we solve the energy challenges facing our customers and communities. We provide power generation and storage solutions at scale around the world to create a cleaner energy future. We develop. We build. We own. We operate. We are Invenergy.Job DescriptionPosition Overview: As an Associate, Finance and Capital Markets, you will support the creating and updating complex financial models, supporting transaction closings/funding's, and supporting compliance with covenants in finance documents. You work closely with other Invenergy teams including: Thermal and Renewable Development, Asset Management, Engineering, our Legal group, and external stakeholders. This position is located at Invenergy's headquarters in downtown Chicago, Illinois.Responsibilities:Manage project and portfolio-level financings for operating projects, including lender relationships and reporting activities. Interpret terms in operating agreements, financing agreements, and power hedge agreements and communicate findings to management. Develop and manage financial models to analyze the economic merits and risks associated with wind, solar, storage and natural gas projects. Contribute to the development of project financing structures and analyze alternative approaches. Collaborate with tax, accounting, and treasury teams for disbursements, tax returns, valuations, and project models. Assist in due diligence processes for project finance, corporate finance and merger & acquisition transactions. Support closings for construction financings, term conversions, and tax equity funding.Required Skills: Bachelor's degree infinance, accounting or engineering. 3+ years of experience in finance or banking. Demonstrated ability to develop complex financing models in Excel. Familiarity with project or corporate finance transactions and documentation. Eligible to work in the United States without the need for employer visa sponsorship now or in the future.Preferred Skills: Experience with project or corporate finance equity transactions in power generation or energy/utilities sector preferred. Exceptional analytical and quantitative problem-solving skills. Excellent verbal and written communication skills. Possesses self-starter qualities with the ability to work independently with minimal direction. Ability to work collaboratively in a team environment. Ability to prioritize several concurrent tasks in a fast-paced environment. BenefitsEligible for medical, dental, vision, 401(k), bonus, paid time off, etc.Invenergy LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Working as a Associate Sales Consultant at Michael Page, you will own a role which is varied, stimulating and challenging on a daily basis. This career will further develop your interpersonal and commercial skills, giving you real opportunity for personal and professional growth.As a Associate Sales Consultant:Be responsible for "hunting" new business opportunities and lead generationManage the process from interview through offer stage and close of saleManage your own portfolio of candidates and clients, both existing and newSearch, source, and screen potential candidates, utilizing multiple online resourcesBuild close partnerships with clients and help their business grow by developing and delivering the best solutions for attracting candidatesConduct in-person interviews to thoroughly evaluate candidatesMentor and develop entry level sales consultants across the officeHave an involvement in proposal process by developing and pitching proposalsNegotiate Commercial Terms of business and ratesMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Being an industry leader is not easily achieved, so we need the best and brightest professionals who are ready to bring the energy, passion and determination it will take to maintain this reputation.Our ideal candidate will have:MUST have 6+ months of experience in sales or recruitmentExperience with client prospecting / lead generation Has successfully built + maintained strong relationships with a client or candidate base Experience with cold outreach (via calling, email & linkedin)Successful track record with breaking into cold accounts High energy, determination and resilienceResult oriented mindsetProven track record of successStrong desire to be a top performer within a winning team

DepartmentBooth Financial AidAbout the DepartmentThe University of Chicago Booth School of Business is the second-oldest business school in the U.S. and second to none when it comes to influencing business education and business practices. Since 1898, the school has produced ideas and leaders that shape the world of business. Their rigorous, discipline-based approach to business education transforms students into confident, effective, respected business leaders prepared to face the toughest challenges. Chicago Booth has the finest set of facilities of any business school in the world. Each of the four campuses (two in Chicago, one in London, and one in Hong Kong) reflects the architectural traditions of its environs while offering a state-of-the-art learning environment. Chicago Booth is proud to claim: -an unmatched faculty. -degree and open enrollment programs offered on three continents. -a global body of nearly 56,000 accomplished alumni. -strong and growing corporate relationships that provide a wealth of lifelong career opportunities. As part of the world-renowned University of Chicago, Chicago Booth shares the University's core values that shape the distinctive intellectual culture. At Booth, they constantly question and test ideas, and seek proof. This extraordinarily effective approach to business leads to new ideas and innovative solutions. Seven of the Booth faculty members have won Nobel Prizes for these ideas - the first business school to achieve this accomplishment.For more information about the University of Chicago Booth School of Business, please visit: http://www.chicagobooth.edu/.Job SummaryThe Associate Director of Financial Aid is primarily responsible for managing the financial aid awarding process for a cohort of students-all three Executive MBA programs as well as both new one-year Masters programs-and will ensure compliance by resolving aid processing errors. Will advise students regarding financial aid processes and eligibility. Collaborates with university IT, the Department of Education, and private lenders to identify and resolve issues preventing loan origination and disbursement. Responsible for entering and maintaining financial aid application materials housed within financial aid software system.ResponsibilitiesOwns and manages the entirety of the financial aid processing lifecycle for the new Masters and Management and Masters in Finance programs.Oversees the processing of all veterans benefits for all benefit-eligible veterans across Booth's degree programs.Evaluates financial aid applications and processes financial aid awards for all three Executive MBA programs, from application to disbursement. Requests appropriate loan documents required for loan processing. Reaches out to students as needed to ensure all documents are submitted. Oversees reconciliation and validation processes, ensuring regulatory compliance of all financial aid awards and rectifying system errors in aid processing. Collaborates with University IT, the Department of Education, and private lenders to identify and resolve issues preventing loan origination and disbursement. Counsels students on financial aid availability, eligibility, application procedures, deadlines and requirements. Troubleshoots undistributed financial aid awards; then makes changes in the financial aid system and/or contact students or staff to inform them of steps required for resolution. Prepares student's records for student loan counseling and repayment information sessions prior to Convocation. Provides detailed information to inquiries about all financial aid programs, as well as explains loan application process and procedures. Enters and maintains financial aid application materials housed within financial aid software system. Prepares loan application files to be evaluated by other members of the financial aid team. Provides superior customer service to all internal and external stakeholders and manages inquiries to the financial aid office on all inbound fronts (e.g., email, phone and in person). Assists students with a range of complex enrollment and billing problems by analyzing possible solutions using standard procedures.Communicates financial aid policies and programs to currently enrolled students with moderate guidance.Performs other related work as needed.Minimum QualificationsEducation:Minimum requirements include a college or university degree in related field.---Work Experience:Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.---Certifications:---Preferred QualificationsEducation:Master's degree.Experience:Experience in financial aid, university administration, or related field.Technical Skills or Knowledge:Demonstrated proficiency using an automated system.Previous experience using an automated financial aid awarding system.Knowledge of federal and state regulations regarding eligibility for federal student financial aid.Demonstrated proficiency with MS Office (Word, Excel, PowerPoint, and Outlook) required, familiarity with Oracle's PeopleSoft program.Preferred CompetenciesApply financial aid regulations objectively and equitably.Adaptability to new processes and technologies.Outstanding verbal, written, and presentation skills, as well as organizational skills.Handle multiple detailed tasks/projects simultaneously with strong attention to detail and meet strict deadlines with frequent interruptions. Work independently with little supervision; possess a self-motivated disposition; identify opportunities for improvement and recommend effective changes, all while achieving key objectives resulting in desired outcomes. Demonstrated ability to work effectively and diplomatically with colleagues, as well as with students, faculty and corporate contacts in a multitude of communication methods i.e., in person, email, phone.Professional demeanor, including tact, discretion, and a customer service-oriented approach.Working ConditionsThis position is currently expected to work a minimum three days per week in the office.Application DocumentsResume/CV (required)Cover Letter (required)When applying, the document(s) MUSTbe uploaded via the My Experience page, in the section titled Application Documents of the application.Job FamilyStudent Affairs & ServicesRole ImpactIndividual ContributorFLSA StatusExemptPay FrequencyMonthlyScheduled Weekly Hours37.5Benefits EligibleYesDrug Test RequiredNoHealth Screen RequiredNoMotor Vehicle Record Inquiry RequiredNoPosting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at:http://securityreport.uchicago.edu.Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.

Raymond James is currently seeking a Financial Advisor to join their full-service financial services staff, in the Greater Chicago Illinois. This is a hybrid role in the Greater Chicago area.If you have a portable book of Business and would like to take the next step in your career with the opportunity to make 40% more in the future, we would like to speak with you! Please apply! The Financial Advisor will offer a full line of investment products, including mutual funds, annuities, insurance, equities, and fixed income securities in a financial planning setting. This position requires you to conform to legal and regulatory requirements and guidelines associated with securities regulators, FINRA, the SEC and Raymond James Financial Services. Responsibilities: • Identify client needs, analyze portfolio information, define investment goals, build plans and make recommendations for clients to achieve their investment objectives through individual investment strategies while meeting your asset and revenue targets. • Prospect for and retain clients by enabling them to reach their financial planning goals based on their objectives, time horizon, and risk tolerance. • Evaluates prospects and clients in terms of their financial needs, current holdings, and available investment capital and guides them in identifying their investment objectives. • Advises clients and prospective clients with information on investment products and services, in addition to providing suitable recommendations. • Seeks business on a continual basis for broker-dealer through customers and potential customers. • Obtains and verifies the customer's purchase and sale instructions, enters orders and follows up on completion of transactions. • Monitors the client's portfolio and makes recommendations consistent with changes in economic and financial conditions as well as the customer's needs and objectives, taking newly offered investments into consideration. • Demonstrates technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills, as well as provides exceptional service throughout the investment process. Requirements: • Bachelor's Degree (B.A.) from a four-year college or university with a minimum of 3 to 4 years of Financial Advisor experience. • Series 7, 63, 65, 66 and appropriate insurance licenses • Strong Compliance Record and exceptional ability to grow revenue, assets and client base• Ideally seeking at least $300,000 in T12 or $50mm in AUM.

Locations: New York | Boston | Brooklyn | Chicago | Minneapolis | Detroit | Summit | Washington | Philadelphia | Pittsburgh | Atlanta | Miami | Durham | Austin | Dallas | Houston | Nashville | San Francisco | Denver | Los Angeles | San Diego | SeattleWho We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.What You'll DoWe accept online applications from exceptional business school, engineering, science, law, and humanities students who are nearing completion of their undergraduate or graduate studies. Like our full-time staff, you'll work alongside some of the world's top minds on cases that reshape business, government, and society. Consulting work is varied and rigorous, much of it performed at our client sites. Projects can vary in length, size, and location, depending on the client's challenge. You'll collaborate on challenging projects with team members from many backgrounds and disciplines, increasing your understanding of complex business problems from diverse perspectives and developing new skills and experience to help you in the future, be that at BCG or beyond.Additional infoYou must live within a reasonable commuting distance of your home office. As a member of that office, it is expected you will be in the office as directed. This role puts you on an accelerated path of personal and professional growth and development and so, at times, requires extended working hours. Our work often requires travel to client sites. Therefore, our expectation is that you will obtain a valid driver's license and passport within six months of employment.FOR U.S. APPLICANTS: Boston Consulting Group ("BCG") is an Equal Opportunity/Affirmative Action employer. All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.The first year base compensation for this role is:Associate: $110,000 USDIn addition to your base salary, you will also be eligible for an annual discretionary performance bonus and BCG's Profit Sharing and Retirement Fund (PSRF) contribution. BCG also provides a market leading benefits package described below.At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members.* That's zero dollars in premiums taken from employee paychecks. All our plans provide best in class coverage:Zero dollar ($0) health insurance premiums for BCG employees, spouses, and childrenLow $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugsDental coverage, including up to $5,000 (USD) in orthodontia benefitsVision insurance with coverage for both glasses and contact lenses annuallyReimbursement for gym memberships and other fitness activitiesFully vested retirement contributions made annually, whether you contribute or notGenerous paid time off including vacation, holidays, and annual office closure between Christmas and New YearsPaid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement*Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.