Financial Solutions Advisor Salary in Illinois, USA

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.Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 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 fewFamily-friendly work hoursPromote from within cultureWhy join this team? We offer advisors the best of both worlds—the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firmWe hold ourselves to the highest standards of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You'll DoBuild rapport and professional relationships with clients, prospects, and colleaguesBe committed to client retention, client recruiting, and superior customer serviceGather assets for fee-based and traditional brokerage accountsGo on calls with clients and potential clientsMaintain a high level of compliance with FINRA, SEC, and firm rules and regulationsMeet sales quotasAssess client's overall financial picture, truly understand their needs and then develop a relevant, solid financial planOversee the course of financial plans and updating it if necessary, to ensure profitsCultivate our client base and build win-win relationshipsAdhere to compliance with all industry rules and regulationsAdminister presentations for new prospects and referralsWork collaboratively with other team membersIdentify and deepen relationships with clients and potential clientsPossess knowledge of a wide array of financial products and servicesKeep up on new industry trends and research the market to back up financial consulting decisionsNetwork, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etcOther duties, as they ariseQualificationsSeries 7, 66 or 63 and 65Proven work history with experience as a financial advisor, planner, specialist or another relevant roleConsistent track record of successful financial guidanceAbility to analyze the market data in order to formulate and provide appropriate, data-based financial adviceSolid communication, negotiation, and presentation skillsAttention to detail and consistent accuracy with all dataHighly articulate and able to explain complex information clearly and simplysSelf-motivatedStrong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceEEOC StatementFrom 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.

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.

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)

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.- The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.- This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.- Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.- Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.- Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.Qualifications:- 5+ years of securities industry and sales experience.- Must have broad based knowledge of all securities products, options expertise preferred.- Required Securities license: Series 7, 66 (or 63/65)- Professional designation preferred (CFP)- Strong sales, communication, and group presentation skills.- Individual must be goal driven and self-motivated.- Some travel may be required.- Experience with Salesforce Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.• The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.• This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.• Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.Qualifications include:• 5+ years of securities industry and sales experience.• Must have broad based knowledge of all securities products, options expertise preferred.• Required Securities license: Series 7, 66 (or 63/65)• Professional designation preferred (CFP)• Strong sales, communication, and group presentation skills.• Individual must be goal driven and self-motivated.• Some travel may be required.• Experience with Salesforce Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.Solution Train EngineerScope:The Solution Train Engineer (STE) is a leader and coach who facilitates Solution Train events. This individual processes, coordinates the work of ARTs & Suppliers, and supports ARTs in delivering value.Major Duties:Work with the data and Architecture Group, Interoperability lead and Release Train Engineers to coordinate work across the value streams, deconflict deliveries and manage capacity across Program Increments.Understand the end state vision and solution architecture in order to guide the value streams on priority and escalate an appropriate to the Data and Architecture Group or the Executive Steer.Collaborating with RTEs and Program Managers facilitate PI Planning across the Portfolio.Coach the various stakeholders in the program in the methods and tools used in Scaled Agile acting as an evangelist for the methodology and driving best practice.Optimize the flow of work and lead continuous improvement across the release trains.Blend Agile and traditional delivery methods to form a cohesive delivery train in an evolving organisation.Assist in preparation for PI Planning by: Working with the Data and Architecture Group to update the solution vision, Gathering feedback and metrics on performance and coordinating scheduling, attendance and agendas.Drive momentum for the Solution train by defining the Solution Train Objectives, addressing and resolving uncertainty and synchronising across the RTEs.Mentor and coach partners.Assist the PMO in maintaining a Solution level roadmap and proactively measuring / managing progress across the ARTs.Collaborate and communicate with third parties, executive sponsors and senior management stakeholders and partner groups in particular the supported business function to ensure that all initiatives are efficiently managed and delivered.Build credible, trusted advisor relationships with the key stakeholders at all levels of the organisation and also third parties.Delivers regular progress reports which present a concise, accurate status of the project, ensuring a consistent status is communicated up to the overall programme.Required experience:At least 5 years' experience as a Solution Train Engineer or Senior RTE.SAFe qualification preferred.Highly motivated, team player, self-starter and ability to work independently.Ability to partner with vendors, 3rd parties, customers, colleagues and develop positive working relationships to create an open positive working environment.Detail oriented, strong analytical skills, advanced judgment capability, strong problem solving, and ability to manage workflow.Excellent written and verbal communication skills.Superior time management and planning skills.Remaining calm under pressure, having excellent negotiation and conflict management skills with sufficient gravitas and credibility to work with the other PM's on the project to manage resources, dependencies etc.Financial industry knowledge.#LI-MG1#Hybrid Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.As an Associate Wealth Advisor, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family relationships. Working with the Regional Wealth Advisor, you will be responsible for collecting, reviewing and synthesizing personal and wealth profile data and modeling strategies and solutions. The role entails creation of subject matter decks and meeting materials and some light research, along with some collaboration on written articles. You will have varying degrees of client interaction depending upon the nature of a client's projects and needs, but you generally will not have client relationships of your own. Additionally, you will be responsible for providing overall support to the Regional Wealth Advisor and, when appropriate, to the ultra-high net worth team. Given the nature of the clients served, you will interface with teams and groups across the wealth management spectrum. This position can be a career choice or a steppingstone along your career path, but it is an interactive and collaborative role supporting the Regional Wealth Advisor with a focus on knowledge, growth and development. This is NOT an investment focused position. Major Duties Include: 1. Collect, organize and maintain client personal and estate planning profile data. 2. Review and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer and tax efficiency goals. 3. Prepare detailed balance sheets by reviewing source documents to ensure proper ownership. 4. Prepare comprehensive flow charts that incorporate all estate planning and business entity documents. 5. Coordinate internal and external communications and meetings with prospects, clients, partners and external advisors. 4. Communicate with internal and external partners, professional advisors and others to obtain and deliver wealth plan related information. 6. Conduct fundamental research related to estate planning solutions and strategies. 7. Prepare presentations for client meetings. 8. Help manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) 9. Perform light administrative duties required of the role, including travel and expense reporting, preparation of meeting materials, pipeline management, meeting scheduling, etc. 10. Attention to detail is a requirement so proofing is an important part of the job. The successful candidate will benefit from having: • 2-4 years estate and financial planning and analysis experience with high-income/net worth individuals and families desired. • A familiarity with wealth transfer strategies, rudimentary estate and gift tax rules, and basic planning concepts like retirement and education planning • A basic understanding of wills, trusts and ancillary estate planning documents • Expected to have or be pursuing professional designations including CFP, CPA, JD, MBA and similar evidence of advanced learning and professional qualification. • Strong presentation and communication skills (written and verbal) • Ability to multi-task and meet deadlines with strong time management and organizational skills • Must possess high attention to detail and well-developed proof-reading skills • An intellectually curious, self-starter • Highly proficient in Excel and PowerPoint; Proficient in Outlook, Word, Adobe Acrobat, and Visio. Ability to learn other software platforms. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamThe Principal Financial Implementation Consultant is a member of the Professional Services Healthcare Industry organization passionate about implementing Workday's Foundation Data Model and Accounting solutions for our customers. We work alongside our Healthcare customers to build effective and efficient solutions in Workday!About the RoleAs a Principal Functional Consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers. You will have the opportunity to work with a diverse and inclusive team, collaborating with sales, project management, product, and fellow consultants to deliver outstanding results. The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas.Key Areas of Responsibility:Contribute and help maintain healthcare standard practices to reflect new industry requirements and trends.Determine client requirements and design tailored Workday financial solutionsDemonstrate the configurations through the development of prototype systems and assist the client in testing.Participate in updated training and other events that help share one's product and industry skills with other consultants.Partner with the Engagement Manager by providing status reports and keep them informed of overall project status.Participant in customer prospect discovery sessionsMentor less experienced consultants.About YouP57+ years of implementation or functional experience in Financial Management software solutions or systems such as Workday, Lawson, Oracle, or PeopleSoft7+ years of consulting experience6+ years of financial consulting experience with at least 3 full-cycle healthcare industry implementations OR 6+ years of financial or accounting operational experience in healthcare organizations.Experience with General Ledger along with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management and Banking & SettlementP44+ years of implementation or functional experience in Financial Management software solutions or systems such as Workday, Lawson, Oracle, or PeopleSoft3+ years of consulting experience4+ years of financial consulting experience with at least 3 full-cycle healthcare industry implementations OR 6+ years of financial or accounting operational experience in healthcare organizations.Experience with General Ledger along with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management and Banking & SettlementOther QualificationsBachelor's degree or equivalent experience - preferably in Finance or AccountingPassion for customer service and project management experienceExperience architecting Workday Foundation Data Model (FDM) and FIN Accounting solutionsAbility to connect with all levels of customer/prospect leadershipAbility to learn technology quickly through instruction and self-training.Experience with multiple financial applicationsAbility to balance multiple project engagements at a timeAbility to travel up to 50%Our Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

DeVry University strives to close our society’s opportunity gap and address emerging talent needs by preparing learners to thrive in careers shaped by continuous technological change. Through innovative programs, relevant partnerships, and exceptional care, we empower students to meaningfully improve their lives, communities, and workplaces.Our colleague experience is an area of obsessive focus. At DeVry University, we care about you. Because, only through you can we deliver our unique Care Formula to our learners and partners.About the PositionThe Student Support Advisor plays a vital role in supporting students throughout their educational journey, embodying our TEACH values and fostering a culture of CARE that aligns with our mission, vision, and purpose. Their role involves providing proactive, prompt, and accurate advising on financial, academic, and service-related matters, to ensure students receive the necessary support to reach graduation. This includes advocating for students at every stage of their academic journey by establishing personalized relationships, monitoring their financial and academic progress, and promoting their success through holistic advising.  In addition, the Student Support Advisor serves as an advocate for students and connect them with resources and support services, addressing their concerns, and working collaboratively with faculty and staff to ensure they have the tools and support they need to succeed.In a dynamic and rapidly changing environment, Student Support Advisors operate within a state-of-the-art call center architecture, where their day is meticulously planned out.  Their objective is to offer one-call resolution while inspiring students to take ownership of their educational goals. Through various communication channels, such as incoming and outgoing calls, chats and personalized emails and SMS, they cater to the individual student needs and preferences. This role of a Student Support Advisor is a critical ingredient of student success, and proactive, accurate and timely support from them can have a substantial impact on the lives of their students.Your responsibilities/What you’ll doProvide support for the new student enrollment process by partnering with Admissions to answer student queries, offer comprehensive information on the program and costs, and outline funding options to enable students to make informed decisionsDevelop and validate an estimated financial plan and establish clear timelines for applicants to ensure financial preparedness for the commencement of their educational journeyMaintain a thorough understanding of all academic and Title IV financial aid programs, policies, and procedures, including institutional policies, and federal and state regulationsMonitor student accounts, provide guidance on financial eligibility and regularly evaluate academic and financial awards to promote positive student outcomesProactively identify possible academic and financial obstacles by analyzing student data, and work collaboratively with students to overcome themEffectively leverage data and systems to track accurate enrollment, persistence and graduation informationPossess knowledge of resources that can aid in providing informed recommendations based on student needs, such as self-service tools, attendance in new student orientation, active participation in the online student community, and moreEnsure precise documentation and preservation of information by capturing and recording all interactions in the designated institutionalEmploy a high level of discretion and independent judgement to proficiently evaluate intricate academic and financial situations throughout the student life cycle How you can be successfulSuccessfully complete all assessments included in the training program with a passing score, which is essential for ensuring accurate advisingHave a genuine passion for students’ success and aiding them in accomplishing their goals is crucialDemonstrate the ability to analyze complex problems and develop innovative solutions through advanced critical thinking skills, resulting in improved efficiency and productivity in previous rolesCollaborate with other departments across various functions to ensure a superior student experience, from the initial application stage to graduationYour success will heavily depend on being tech-savvy, as you must possess the ability to effortlessly navigate multiple systems with ease to perform your jobAdhere with all organizational, state, federal and accrediting body policies and procedures, while actively engaging in the evolution of the organizationRetains a comprehensive understanding of university programs, prerequisites, course materials, and academic engagement to promote support student success, persistence and program completionDemonstrate exceptional self-starter qualities, adeptness to prioritization, and proficiency in time management and problem-solving skills, while upholding a strong commitment to providing outstanding customer service in line with our Culture of CareExhibit strong attention to detail and communication skills, with the ability to articulate and convey student account informationRemain accountable to meeting and exceeding service level metricsWork effectively in a fast-paced environment Shift ExpectationsWorking flexible hours including evening and rotating Saturdays (based on operating hours of your campus location)The first 6 weeks of training require daily attendance in order to be successful in the role while working 9AM-6PMAt the conclusion of training colleagues will work a permanent schedule as follows:2 shifts of 10AM-7PM/11AM-8PM and 3 shifts of 8AM-5PM/9AM-6PM1 rotating Saturday every four weeks, working either 9AM-1PM or 8AM-4PM Minimum QualificationsSome college coursework requiredA minimum of 1-year of exceptional customer service or prior advising experience in an education settingEligible to access and maintain the NSLDS system and must not be in default of Title IV Federal aidAbility to proficiently use Microsoft Office suite (Outlook, Word, Excel, teams), internet applications, and database software systemsA work environment free of distractions and interruptions, with no conflicting responsibilities during your scheduled shiftHome office must be equipped with DSL or Cable Internet that is hardwired into a modem/router via Ethernet and provides the minimum required internet speeds (wireless, satellite or dial-up internet services are not permissible) Preferred QualificationsPrior experience in a similar role within the higher educationTitle IV funding experienceKnowledge and experience with online learningExperience working in a fast-paced, dynamic call center environment DeVry University offers competitive wages and benefit options, including:401(k) and Roth Plan w/matchMedical, Dental and Vision CoveragePaid Parental LeaveHealth Advocacy ServiceFamily and Domestic Partner CoverageTax Savings Account (FSA and HSA)Short-Term/Long-Term Disability CoverageLife, Accident, AD&D, Critical Illness InsuranceFertility CoverageWellness ProgramsVolunteer Time OffRemote and Flex Work OptionsTechnology StipendPaid Tuition ProgramAuto/Homeowners, Pet and Legal InsuranceExclusive Discount ProgramsAdoption Assistance Career Development ProgramsMental Health Care ProgramsFamily Care Services2nd.MD, a virtual expert medical consultation servicecuscustBenefits vary based on employment status. Part-time/Visiting Professors positions may not be eligible for all benefits. We believe diversity is essential to our educational mission and to the success of our community. We are committed to fostering a working environment where differences are respected, valued and embraced. Minimum QualificationsSome college coursework requiredA minimum of 1-year of exceptional customer service or prior advising experience in an education setting Eligible to access and maintain the NSLDS system and must not be in default of Title IV Federal aidAbility to proficiently use Microsoft Office suite (Outlook, Word, Excel, teams), internet applications, and database software systemsA work environment free of distractions and interruptions, with no conflicting responsibilities during your scheduled shiftHome office must be equipped with DSL or Cable Internet that is hardwired into a modem/router via Ethernet and provides the minimum required internet speeds (wireless, satellite or dial-up internet services are not permissible) Preferred QualificationsPrior experience in a similar role within the higher educationTitle IV funding experienceKnowledge and experience with online learningExperience working in a fast-paced, dynamic call center environment

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.One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in Arlington Heights, Illinois.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team? We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityJob Description SummaryAs a Wintrust Wealth Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Arlington Heights location. What You’ll DoHelp 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, and 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 team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for the team in the Salesforce system. Cultivate a service environment targeted towards enhancing the client experience Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Knowledge/Skills/Background/Experience3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook; knowledge of First Clearing system and Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License requiredRelationship management skillsBenefitsMedical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceFrom 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.