Banking and Financial Services Jobs in Northbrook, IL

The Public Safety Security & Loss Prevention Internship Program offers students and aspiring professionals hands-on experience in security operations, guest safety, and asset protection within a dynamic environment. Interns will work alongside seasoned professionals to develop practical skills in surveillance, incident response, and theft prevention while gaining insight into the operational aspects of a large-scale facility.

• Consistent attendance and adherence to the posted schedule is a job requirement. Includes attendance of Park Discovery training, Security department training, and Security in-service training.
• Must meet all Human Resources requirements for internship program, including attendance of intern events/meetings.
• Maintain Park grooming and appearance standards in accordance with policies set forth by the Human Resources department. Maintain department uniform guidelines in accordance with policies set forth by the Security department.
• Interact with guests, team members, and Park management on a daily basis. Work with a diverse team and cooperate with all team members and Park management.
• Communicate effectively with guests – able to answer basic questions and give directions. Proactively approach guests to offer assistance, recommendations, and conversation.
• Communicate effectively with team members and Park management – able to relay information or respond to inquiries in person, by phone, and by portable radio.
• Complete all required Six Flags Public Safety - Security certification tests.
• Work fixed positions designed to monitor guest entry and exiting:
  • Properly and consistently screen all guests via metal detection and according to department policy. Includes enforcement of prohibited items, guest behavior, and dress code policies.
  • Work efficiently to screen guests in order to minimize the wait time to enter the Park.
• Work fixed positions designed to monitor team member and visitor entry/exit (backstage gates):
  • Validate team member entry by checking Park issued ID cards and vehicle stickers.
  • Validate visitor entry by following established clearance procedures and coordinating visitor appointments with Park management.
• Work patrol positions designed to respond to security-related incidents, emergencies, and calls for assistance:
  • Assist guests with problem-solving and Park policy interpretation.
  • Monitor and enforce adherence to Park policies, specifically related to guest code of conduct and ride safety.
  • Rapidly respond to emergencies or calls for assistance according to department policy and/or at the direction of department management.
• Work toll and mobile positions designed to monitor the guest parking lot and toll lanes:
  • Operate hand-held electronic device to scan passes for parking.
  • Operate touch-screen point of sale (POS) system for credit/debit card transactions.
  • Monitor and control access to preferred/membership parking area.
  • Direct inbound/outbound vehicle traffic safely by using proper/visible hand signals and traffic control devices (i.e. cones, directional signs, etc.).
  • Monitor overall traffic flow and parking lot capacity. Adjust traffic flow as needed or directed.
• Work positions designed to assist Lost Services:
  • Monitor lost children brought to the post until they are reunited with parent/guardian.
  • Assist parents/guardians searching for lost children and keep accurate record of all children reported lost.
  • Properly handle lost items, including valuables and currency that are turned into Lost & Found and/or Security.
  • Enter lost item reports into web-based lost and found tracking database (Chargerback System). Update reports as needed.
• Work fixed position designed to support and administer overall Security operation:
  • Answer and screen incoming phone calls. Transfer calls and take/deliver accurate phone messages.
  • Monitor all Security and Park radio traffic. Answer radio calls and provide appropriate responses. Includes dispatching and coordinating response to security-related calls for service, emergencies, and requests for assistance.
  • Broadcast information, alerts, and/or messages over all Park radio channels as directed.
  • Create and track calls for service in computer dispatch system. Accurately account for active calls for service, officer assignments, and officer locations at all times.
  • Monitor Park alarm system, surveillance systems, and weather tracking/alert system.
• Work alongside the Loss Prevention Investigators:
  • Monitor surveillance systems.
  • Gain an understanding of fixed and mobile surveillance efforts, including CCTV installation and maintenance.
  • Collect information from fixed surveillance, overt and covert camera systems, undercover operatives, secret shoppers, and field agents to assist in employee investigative interviews.
  • Assist or facilitate investigations and investigative interviews of employees who have been shown to be involved in impropriety.
• Work with Loss Prevention Undercover Agents:
  • Conduct shoplifting surveillance and shoplifter detention.
  • Observe scalping activity and evasion cases.
  • Conduct sting operations, electronic surveillance and preventative measures against theft.
  • Create and maintain a detailed shoplifting log
• Complete departmental reports and/or required paperwork according to department policy. This includes completing reports and paperwork in an understandable, professional, and timely fashion.
• Keep all information and documents confidential.
• Use and operate all Park equipment safely and correctly.
• Assist with Park and post cleaning as needed or directed. Maintain a neat and organized work location at all times.
• Maintain all job duties and responsibilities in outdoor weather conditions – regularly exposed to direct sunlight, wet/humid conditions, extreme cold, and extreme heat for extended periods of time.
• Maintain all job duties and responsibilities independently with minimal direct supervision.
• Adhere to all Park labor policies pertaining to breaks taken, length of shift, and types of work performed. Accurately record all shift and break times by using Park’s labor tracking system

• 18 years of age or older. Applicants must possess a valid Driver’s License. Applicants enrolled in an associate’s or bachelor’s level criminal justice or related program.
• Must be able to stand and/or walk up to 8 hours at a time and as many as 12 hours a day. This includes standing at a fixed position for extended periods of time.
• Must be capable of working in all outdoor weather conditions – regularly exposed to direct sunlight, wet/humid conditions, extreme cold, and extreme heat for extended periods of time.
• Must be able to lift up to and including 25 lbs. consistently.
• Must have strong verbal and written communication skills. Must be able to speak, understand, read, and write in English language.
• Must be able to listen/monitor radio communication by earpiece while simultaneously communicating to guests and team members in their presence.
• Must be comfortable using a computer and be capable of learning to use applications designed to monitor access control and complete incident reports.
• Must be able to work around a metal detector and complete guest and team member screening according to department policy and with department-provided equipment.
• Must be “safety-conscious” and aware of surroundings while on duty. Job positions include moving in/out of raised guard houses, working around metal detection equipment, directing vehicle traffic as well as working in close proximity of moving vehicles, and working in large crowds.
• Must be willing to practice general housekeeping and maintain the cleanliness of assigned job position.
• Must possess strong work ethic, the ability to multi-task, and be able to handle moderate levels of stress.
• Must be able to work with others and as a contributing part of a team / the department.
• Must be self-motivated, possess an enthusiastic attitude, and conduct themselves in a professional manner at all times. This includes times and/or positions where job duties must be completed independently with minimal direct supervision.

Manager, Systemic Well-Being

Location:

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category:
Benefit Plans

Date Needed by:
5/4/2026

Recognized nine times as a Chicago's Best and Brightest Companies to Work For and eight times as a National Best and Brightest Companies to Work For, Wespath Benefits and Investments (Wespath) is seeking an individual who is passionate about clergy well-being to join our organization in a new partially grant funded role of Manager, Systemic Well-Being.

Serving The United Methodist Church (UMC) for over a century; Wespath cares for those who serve by providing benefits to clergy and lay employees. This also includes more than a decade of work and research examining the physical, emotional, financial, social and spiritual dimensions of the clergy who serve the UMC. Wespath recently committed to partnering with Garrett Evangelical-Theological Seminary's Faith Leadership Collaborative to lead the development of a Holistic Clergy Well-Being Hub. This work is funded by a Lilly Endowment grant recently awarded to Garrett.

In this role, you will work across the UMC to develop and implement denomination-wide strategies that promote holistic well-being within the UMC. Responsibilities include building relationships with stakeholders, gathering and sharing data, identifying and overseeing comprehensive initiatives, and fostering a culture of well-being across all levels of the Church.

Reporting to the Director of Health and Well-Being, you'll be responsible for:

• Developing and executing a multi-year strategy for enhancing the well-being of those who serve the Church, using various types, sources, and levels of data to identify gaps, strengths, and opportunities.
• Establishing and cultivating relationships with key church leaders and subject matter experts on well-being within the UMC and other denominations; determining how Wespath can best interact with these leaders to achieve mutual objectives around well-being and support creation of a culture within the UMC that actively supports and values the health and well-being of clergy and lay workers, aligning touchpoints at the local church, conference, agency, and denominational level.
• Suggesting and monitoring relevant analytics to understand individual behavior and systemic factors that influence behavior and identify trends in well-being over time; leveraging data to identify gaps and needs within the denomination.
• Overseeing development of communication campaigns across the denomination to bolster individual and systemic well-being efforts and initiatives, including delivery of presentations regarding data, strategies, and impact to a variety of audiences, including senior management and church leaders.
• Collaborating with Wespath and UMC stakeholders to identify gaps between educational training and actual work environment and to help align expectations across multiple levels, which may include work with peer organizations via the Church Benefits Association.
• Leading Wespath's effort in creation and execution of the Holistic Clergy Well-Being Hub for the Faith and Leadership Collaborative with Garrett-Evangelical Theological Seminary; collaborate with all stakeholders to ensure mutual benefit and achievement of key grant objectives.
• Supporting the Manager, Health and Well-Being in promoting available Wespath well-being programming across the church and identifying opportunities for additional programming to meet unmet needs and align with the desires of constituencies; contributing to Wespath's ongoing clergy financial well-being efforts and strategy, including supporting upgrade and promotion of the Saving Grace program.
• Training and supporting leaders within the UMC to effectively promote well-being, recognizing the impact of leaders at various levels (church, conference, agency) on the mental health and work-life balance of those who serve the church.
• Working with other Wespath departments including Church Relations, Plan Sponsor Relations, and Benefits Education to resource meetings and events where clergy well-being is on the agenda or should be addressed and to identify and make connections with Church leaders or other individuals of interest to Wespath.

Manager, Systemic Well-Being - Compensation and Benefits:

The compensation range for this position is $120,000-$130,000 with a bonus opportunity and customary benefits. Final compensation will be based on the hired applicant's qualifications (education, training and/or experience related to this role), and as such, may fall outside the range shown.

• Medical, dental, vision and well-being benefits from HealthFlex on day one!

• 8% employer contribution to retirement plan with an additional match up to 2% on day one!

• 22 days of PTO + 12 paid holidays

• Hybrid work environment. The office is located in Glenview, IL; will need to be in office on Tuesdays and as otherwise needed. Open to considering fully remote for a non-local candidate with strong skills and past experience.

• Free financial planning assistance from EY

• Paid parental leave

• Tuition reimbursement and other development opportunities

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

#LI-JR1 #LI-Hybrid

Minimum Requirements/Qualifications:

• Bachelor's degree in related field; or equivalent work experience.

• Ability and willingness to travel (primarily within the U.S.) an average of 30%, but up to 40% in certain months.

• Intermediate Microsoft Office Suite skills, especially in Power Point (presentations) and Excel (data analysis).

• 5+ years of work or volunteer experience in the United Methodist Church, including collaborating with annual conferences and agencies, beyond the local church.

• Demonstrated knowledge and understanding of clergy and U.S. population well-being trends.

• Demonstrated knowledge and understanding of behavioral and systemic factors that influence well-being and health and wellness promotion principles.

• Experience leading or guiding teams of colleagues or volunteers in the successful accomplishments of projects and initiatives.

• Experience interacting with external customers and senior leaders via written communications, presentation to varied size groups, and interpersonal conversations and relationship development.

• Self-managing-able to work a variety of projects and initiatives with minimal day-to-day management and oversight.

Preferred Requirements/Qualifications:

• MPH, MHA or Masters Degree in health-related field

• Work, volunteer, or life experience with diverse communities and cultures.

Human Resources Manager

Location:

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category:
Human Resources

Date Needed by:
4/6/2026

Primary Duties and Responsibilities:

You bring the motivation, teamwork, and integrity and we will
provide the collaborative culture, professional development, and respect you
deserve. And if you are good at what you do, you will have a career at Wespath. Join our team in Human Resources - and, if you like,
teams such as our DEI Council and Green Team on environmental sustainability - and make an impact through your work!

Wespath,
recognized as a 2017-2025 Chicago's Best and Brightest Companies to Work For
and a 2018-2025 National Best and Brightest Companies to Work For, has an
opportunity for a Human Resources Manager (HRM) to work in close collaboration with the Managing Director of Human Resources to
develop HR strategies for the organization and with hiring managers in assigned
business units to fulfill a wide scope of HR-related needs. The HRM provides advice, assistance and
follow-up on the development and revision of the organization's policies and
procedures. Although the HRM does not have direct reports, the role manages employee
relations issues with people-managers, coordinates the resolution of specific policy-related and
procedural problems and inquiries, and provides consultative services to and
advises managers and employees in the daily management of human resources
issues. The HRM keeps abreast of HR
legislation and trends and ensures best practices and compliance with local,
state and federal employment laws and regulations.

Specifically, the HRM:

Benefits and Compensation

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Minimum Requirements/Qualifications:

MINIMUM QUALIFICATIONS

• Bachelors'
  degree in human resources management, business, or related discipline; or
  equivalent work experience
• 10
  years of progressive experience in human resources
• Strong
  HR generalist knowledge with exposure to all areas of HR functions, with
  specialist experience in recruiting, performance management or employee
  relations
• Proven
  ability to discern issues, develop solutions and implement appropriate plans
• Knowledge of state and federal employment laws and legal compliance requirements
• Ability
  to handle sensitive and confidential information
  
  PREFERRED REQUIREMENTS/QUALIFICATIONS
• Masters'
  degree in related discipline
• PHR
  or SPHR certification
• Benefit administration or financial services industry experience

Communications Content Manager

Location:

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category:
Communications

Date Needed by:
4/6/2026

Primary Duties and Responsibilities:

You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Communications, and if you like, teams such as our DEI Council or our Green Team on environmental sustainability - and make an impact through your work!

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Wespath, recognized as a 2017-2025 Chicago's Best and Brightest Companies to Work For and a 2018-2025 National Best and Brightest Companies to Work For, has an opportunity for a Communications Content Manager that develops and implements communication strategies and tactical work plans for their internal business partners (clients). In this work, the Content Manager establishes and manages project schedules, the internal review process through final approvals, and partners with design and production staff to deliver communication projects from concept through execution.

More specifically, as a Communications Content Manager you will have the following key responsibilities:

Communications Content Manager Benefits and Compensation:

Minimum Requirements/Qualifications:

• Bachelor's degree in communications,
  Journalism, English or equivalent work experience.
• 7 years as a communication professional in a corporate or
  similar environment.
• Ability to articulate the communications process from concept
  through production.
• Proven experience producing high-quality, integrated
  communications from concept through production, including experience
  writing for print, video, podcasting, the web, social media and
  other electronic media.
• Excellent project management skills,
  including ability to create and maintain ongoing
  project schedules and deliver to established deadlines.
• Skilled
  in adapting to changing requirements as needed.

Preferred Qualifications

• Strong written and verbal communications skills, with demonstrated portfolio of communication materials.
• Demonstrated knowledge of PowerPoint, graphic design (Canva and/or InDesign) and production processes.
• Experience
  within the financial services industry; banking; investments; benefits firms
  preferred.

Sterling Engineering is partnering with a global electrical manufacturing company that develops technology supporting a safer and more reliable power grid. They are seeking a Senior Environmental Auditor to lead ISO 14001 audits, support environmental compliance, and drive continuous improvement across multiple U.S. manufacturing facilities.

Key Responsibilities

• Lead ISO 14001 environmental audits across multiple U.S. sites
• Identify compliance gaps and improvement opportunities in accordance with ISO 19011
• Present audit findings and track corrective actions to completion
• Maintain and update Environmental Management System (EMS) documentation
• Support facilities with environmental regulatory compliance (federal, state, local)
• Analyze audit trends and support continuous improvement initiatives
• Assist with external audits, certification renewals, and environmental risk assessments

Qualifications

• Bachelor's degree in Environmental Engineering, Environmental Science, Chemistry, or related field
• Knowledge of OSHA standards preferred

Role Overview

BriteCo is hiring a Senior Compliance Analyst (Insurance) to help own and scale our multi-state compliance program. This role will sit at the center of state compliance, regulatory requirements, audit readiness, and claims-related compliance, partnering closely with internal teams and interfacing directly with our carrier partners.

You'll be a hands-on operator who can turn ambiguity into clean, trackable systems: compliance calendars, evidence packages, documentation, workflows, and reporting. We're not looking for someone who only writes policies, we need someone who ensures the right work gets done, on time, with clear ownership and strong follow-through.

A core part of the role is building lightweight systems and automation (including AI-enabled workflows) that reduce manual effort and make compliance predictable as we scale, including repeatable processes for carrier partner reporting/requests and claims compliance documentation.

Key Responsibilities

Carrier Interface & Cross-Functional Execution

• Serve as a primary point of contact for carrier compliance collaboration, including reporting, documentation requests, and program expectations.
• Work cross-functionally with Operations, Claims, Product, and leadership to ensure compliance work is planned, owned, and completed.

State Compliance & Regulatory Management

• Own day-to-day compliance execution across all U.S. states for an MGA environment, ensuring requirements are tracked, understood, and met on time.
• Maintain a living 50-state compliance calendar (filings, notices, reporting deadlines, renewals, attestations, etc.).
• Translate regulatory requirements into internal workflows that are simple, repeatable, and auditable.
• Monitor bulletins and statute revisions that may materially impact the company.
• Track and maintain company licenses across multiple products and states.
• Coordinate rate/rule/form filing objections in conjunction with carrier partners.

Audit Readiness & Examination Support

• Build and maintain audit-ready evidence: logs, reports, SOPs, controls documentation, and supporting artifacts.
• Coordinate responses to audits, carrier requests, and regulator inquiries, organizing inputs across teams and delivering complete packages.
• Identify compliance gaps early and drive corrective actions to closure.
• Maintain compliance control documents in coordination with department heads.

Claims Compliance Partnership

• Partner with the claims function to ensure claims handling aligns with applicable state requirements and internal standards.
• Help maintain required logs and documentation (as applicable), and support claims-related regulatory requests and reviews.
• Act as a pragmatic compliance partner, helping the business move fast while staying within the lines.
• Provide clear, concise updates to the CEO on status, risks, and upcoming deadlines.

Systems, Reporting, and Automation

• Build simple systems (spreadsheets, trackers, dashboards) that make compliance work visible and measurable.
• Use automation and AI tooling to streamline recurring tasks (deadline tracking, evidence collection, reporting assembly, document management).
• Create repeatable monthly/quarterly workflows to reduce ad hoc corrective actions and increase reliability.
• Coordinate monthly/quarterly compliance reports with third parties.

Qualifications

• 5+ years of insurance compliance experience in a carrier, MGA, broker, TPA, or related environment.
• Strong working knowledge of multi-state insurance compliance and comfort operating across ambiguity.
• Experience supporting audits, examinations, or structured compliance requests (carrier, regulator, or internal audit).
• Familiarity partnering with claims or operations teams in a regulated environment.
• Strong project management and follow-through: you can run timelines, coordinate stakeholders, and drive closure.
• Exceptional written communication and comfort presenting status/risk clearly to leadership.
• Interest in building systems and using automation/AI to make compliance faster and more reliable.

Nice to Have

• Experience in a high-growth MGA/insurtech environment.
• Exposure to complaint handling processes, market conduct considerations, or claims best practices.
• Experience building compliance programs or calendars from scratch.

Why BriteCo

• High-ownership role with direct access to the CEO and real influence on how the company scales.
• Opportunity to build the compliance operating system for a modern MGA, without unnecessary bureaucracy.
• Competitive compensation package.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Account Manager

At Strategic Coach, we strive to free up highly successful, visionary entrepreneurs and their teams to thrive and grow in a world of rapid change and unpredictability. Strategic Coach® is the business coaching program for entrepreneurs who are passionate about what’s next for them, but are stuck on how to get there. We provide the framework and community for an easier and accelerated path forward. 

For 35 years, we’ve challenged the status quo of entrepreneurial thinking, helping 20,000+ entrepreneurs gain clarity, boost their confidence, and achieve accelerated results. We pride ourselves on offering world-class coaching to exceptional clients through our positive, proactive, and growth-focused environment cultivated by our amazing team! 

We are seeking an outstanding Account Manager with a proven sales track record to initiate, qualify and close new business. This is a full time, home based role, with the requirement to attend workshops for 7 full days in Kensington, London across the year.

This position is for you if you are:

1. Articulate, professional, and adept at relating to successful business owners. Highly accountable, you know great relationships with clients and team members alike are built on integrity and authenticity.  

1. A natural conversationalist and excellent listener. You exude energy, positivity, and confidence and love the challenge of meeting new people and winning them over.

1. Self-motivated, curious, responsive, and results-driven. We call this Batteries-Included.

1. A collaborative team player. You value others’ talents and seek out their ideas to achieve exponential results.

1. Passionate about helping other people achieve a bigger, brighter future.

We also want you to have:

• A Growth Mindset: You are constantly learning, growing, and setting bigger goals. You are courageous and create value first before expecting opportunity.
• A Hunter Mentality: You are persuasive, adaptable, and solution-focused.
• A Higher Education Qualification. You have some kind of traditional or alternative education beyond school. 

 You’ll be responsible for:

• Quota Attainment: Meeting (and exceeding!) your monthly and quarterly sales targets.
• Pipeline Building: Developing strategy to build your pipeline of sales opportunities within your defined target leads and prospects.
• Initiating the Sales Cycle: Qualifying prospects and setting appointments to commence the sales process.
• Weekly Reporting and Funnel Management: Completing all weekly pipeline and activity reporting.

Why Strategic Coach? We have: 

• Exceptional Clients: As an Account Manager, you will play a key role in dramatically improving people’s lives. Our clients are extraordinary individuals who, because of their involvement in the Program, will go on to do even more remarkable things in their lives and businesses.

• Extraordinary Culture: As a company that teaches entrepreneurial teamwork and walks our talk, we take a lot of pride in cultivating a collaborative, positive, growth-oriented culture. We are constantly supporting our team members in their own learning and growth as we evolve and innovate as a company.

You will also receive:

• Six weeks of paid time off each year.
• Twenty-one flex hours.
• Top-tier onboarding and training. 
• Insightful assessments to help you identify your unique strengths.
• Access to our first-class workshop programs.
• Fun team challenges, events, and celebrations.
• Three paid days off per year to volunteer with your chosen community.

If you think this position is a right-fit for you, please send your résumé to today.

To support our talent acquisition efforts, Strategic Coach may leverage AI technology as part of the recruitment process. We have also partnered with skills assessment platforms to help streamline and enhance candidate evaluation.

 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. We thank all applicants; however, only those candidates selected for an interview will be contacted.

Strategic Coach is an equal opportunity employer that is committed to inclusive, barrier-free recruitment and selection processes. Consistent with our values and corporate culture, Strategic Coach is committed to providing equitable treatment to all with respect to barrier-free employment and accommodation without discrimination. If you have an accommodation need, please contact Human Resources in advance of your interview to make appropriate arrangements.

By applying, you agree that the statements made by you are true, complete, and correct to the best of your knowledge. Further, you understand that any falsification of statements, misrepresentations, and/or deliberate omission or concealment of information may be considered just cause for dismissal.

The client is seeking a qualified VP Commercial Portfolio Manager for a position in Glenview, IL.

This role involves assisting in the origination and underwriting of commercial loans, franchise loans, and owner-occupied commercial real estate applications.

Additionally, the manager will oversee client relationships and ensure their smooth management.

The role offers a substantial salary of up to $145,000, accompanied by a comprehensive benefits package.

It is notable that this is not a remote position, emphasizing the requirement for the candidate to be physically present to perform their duties effectively.

The responsibilities of the VP Commercial Portfolio Manager include analyzing loan data for new, renewed, and existing loans while preparing necessary documents such as spreadsheets, reports, and summaries for loan officers.

The candidate will also conduct credit inquiries for the client and routinely update credit files.

Providing technical advice to Relationship Managers, preparing loan approval presentations, and coordinating loan closings are key functions of the role.

The incumbent should collaborate with Loan Operations and legal teams to ensure accuracy in documentation.

Ideal candidates should possess at least a bachelors degree or equivalent business experience, coupled with four or more years in banking, emphasizing relationship management and commercial lending.

A proven track record in business development, strong organizational skills, and leadership qualities are essential.

Candidates should be self-starters with excellent analytical, written, and oral communication skills.

An understanding of financial analysis, accounting theory, and risk assessment is critical for tackling problems and drawing valid conclusions.

The role is an excellent opportunity for those eager to influence their own professional development in a dynamic and supportive environment.

Financial Planner  Buffalo Grove, ILFinancial Planner  Buffalo Grove, IL

Experience level: Associate

Experience required: 3 Years

Education level: Bachelor’s degree

Job function: Finance

Industry: Financial Services

Compensation: $121,000 - $150,000

Total position: 1

Visa sponsorship eligibility: No

Note: A Series 65 or 66 are required, along with a minimum of three years of experience working directly with clients as a Financial Planner.

Who We Are:

Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?

Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+ years of relevant experience.

We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.

Our core team beliefs & mission are:

• Our clients’ financial security and peace-of-mind is always our #1 focus
• Over-attentiveness and client responsiveness is of the highest importance
• Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
• It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us

We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

Job Summary:

Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.

The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.

Day-to-Day Job Function:

• Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
• Service all client needs, requests, questions, and updates
• Prepare comprehensive financial plan recommendations
• Prepare and develop robust retirement income plans and retirement plan tracking
• Prepare investment portfolio summaries and asset allocation analyses
• Meet regularly with clients to establish trusting, supportive relationships
• Prepare and analyze various financial planning reports
• Utilize tax planning software to assess client tax situations and tax strategies
• Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients
• Oversee preparation of various one-off analysis requests
• Handle a variety of other financial planning related analyses and services as needed
• Collaborate with team members and advisors on client cases
• Conduct regular client reviews according to their assigned Service Model
• Proactively check-in with clients throughout the year to ensure all client needs are met

What we seek in a candidate:

• 3+ years of experience working with clients as a Financial Planner required
• Series 65 or Series 66 license required
• CERTIFIED FINANCIAL PLANNER™ preferred
• CFP is a designation requirement to be obtained within 2 years from hire date
• Life Insurance license preferred
• Life insurance license must be obtained within 6 months from hire date
• Bachelor's Degree from an accredited college or university
• Strong passion for financial and retirement planning
• Enjoys working with numbers, spreadsheets and planning analysis
• Very strong Microsoft Excel experience and familiarity
• Highly detail-oriented and accurate
• Must be capable of multi-tasking and tracking multiple items/projects at the same time
• Friendly, outgoing, and able to build and maintain strong relationships

Position perks:

• Competitive base salary with performance-based bonuses
• Paid time-off
• Health, dental, vision insurance
• 401(k) with company matching program
• Mentoring from firm owners and senior advisor
• Career growth and advancement opportunities
• Competitive Paid time off
• Business Hours: Monday – Thursday 8:45 am – 5:00pm. Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours
• Supportive, family-oriented company culture
• Unlimited snacks and drinks available in - office
• Access to free Starbucks coffee machine throughout your work week shifts

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• Life Insurance License
• CFP (Preferred)
• Series 65 or 66 (Required)

Ability to Relocate:

• Buffalo Grove, IL 60089: Relocate before starting work (Required)

Work Location: In person

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