Engineering Structures Elsevier Jobs in Mount Prospect

130 positions found — Page 13

WMS Analyst Business Systems IT
Salary not disclosed
Northbrook 2 weeks ago
Job Summary Office Location: Northbrook, IL Hybrid Schedule: 3 days in office, 2 days remote weekly Travel: 5
- 20% of the year
- domestic JOB SUMMARY We are seeking a high-performing WMS Business Systems Analyst to support and enhance our Warehouse Management platform.

This role partners closely with Distribution Operations, IT Development, and Integration teams to drive configuration, optimization, and continuous improvement of our WMS environment.

The ideal candidate has hands-on experience configuring and supporting a Tier-1 WMS platform, preferably Manhattan (MAWM or WMOS), and understands warehouse operations at a process level — not just at a system level.

Job Description MAJOR RESPONSIBILITIES • Lead requirements gathering sessions with Distribution Operations and document detailed functional requirements, process flows, and system impacts.

• Translate operational requirements into WMS configuration and functional design specifications, particularly within core WMS modules (receiving, inventory control, replenishment, picking, packing, shipping).

• Perform advanced WMS configuration, testing, and troubleshooting in partnership with development and integration teams.

• Analyze production issues, identify root causes (process vs system vs integration), and drive resolution.

• Support integrations between WMS and external systems (ERP such as SAP, TMS, automation systems, parcel, etc.).

• Participate in implementation activities including prototyping, SIT/UAT coordination, cutover planning, and hypercare support.

• Develop and analyze operational metrics, reports, and dashboards using SQL or BI tools to identify system and process optimization opportunities.

• Act as a liaison between warehouse operations and IT, ensuring alignment between system capabilities and business needs.

• Support continuous improvement initiatives across multiple distribution centers.

MINIMUM JOB REQUIREMENTS Education
- Bachelor’s degree in Business, Supply Chain, Information Systems, or related field (or equivalent experience).

Work Experience • 2+ years of experience as a Business Systems Analyst or WMS Analyst.

• 1 year of hands-on experience supporting or configuring a Tier-1 WMS platform.

Travel Requirements: • 5%
- 20% Travel over the course of a year within the US KNOWLEDGE / SKILLS / ABILITIES • Strong understanding of warehouse operations including receiving, inventory management, wave planning, picking strategies, packing, and shipping.

• Experience configuring WMS business rules, workflows, and system parameters.

• Ability to write detailed functional specifications and test scenarios.

• Working knowledge of SQL and relational databases to analyze data and troubleshoot issues.

• Familiarity with REST/SOAP integrations and API-based system interactions.

• Experience working in structured project delivery environments (Agile or Waterfall).

• Strong problem-solving ability with demonstrated ownership of system outcomes.

• Ability to work independently while managing multiple priorities.

• Strong communication skills with both technical and operational stakeholders.

PREFERRED QUALIFICATIONS • Experience with Manhattan Active Warehouse Management or Manhattan WMOS • Experience supporting WMS implementations or large-scale upgrades • Experience with warehouse automation integrations (conveyor, AS/RS, robotics) • Experience with BI tools such as Tableau or Power BI • Experience in high-volume or multi-DC distribution environments Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position: $92,000.00
- $138,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.

This role is bonus and/or incentive eligible.

Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.

For a more comprehensive list of our benefits please click here .

For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.

We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.

We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.

Explore our Belonging page here .

Medline Industries, LP is an equal opportunity employer.

Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Not Specified
Side Hustle Specialist (Evenings & Weekends)
$300-$1,200 per month (part-time) - monthly

We’re seeking dependable individuals who want to build a side income alongside their full-time work. This role offers flexible tasks you can perform outside your regular job hours. You’ll be given structured guidance and tools to identify side hustles that complement your main job, without conflict or burnout.

Responsibilities:

  • Work through curated side-hustle ideas and evaluate which suit your skills and schedule

  • Test and implement methods to generate extra income (e.g. remote tasks, micro-projects)

  • Track your time and earnings; maintain simple reports

  • Adjust your workflow and focus on the side hustles that deliver the best return

Requirements:

  • Must have a full-time job already (or other main commitment)

  • Reliable internet access and a device (laptop, tablet or smartphone)

  • Basic organization skills and ability to work independently

  • Willingness to learn and experiment

Preferred Qualities:

  • Self-motivated

  • Good at managing time

  • Comfortable trying new things

  • Able to commit a few hours each week

Benefits:

  • Work on your own schedule (evenings/weekends)

  • Low risk; minimal overhead

  • Opportunity to scale income over time

  • Support and guidance provided

temporary
Part-Time Side Work - Earn on Top of Your Day Job
🏢 Finance Buzz
$300-$1,200 per month (depending on effort) - monthly

We’re looking for people interested in a part-time remote opportunity to supplement their main income. This position is ideal for professionals, freelancers, and anyone who wants to improve their financial situation with flexible, manageable work.

You’ll receive access to structured resources explaining simple, effective ways to earn extra income using your existing skills and free time.

Responsibilities:

  • Review step-by-step guides and apply them independently

  • Choose methods that fit your experience and lifestyle

  • Monitor and report your own results to measure progress

  • Maintain consistency and reliability

Requirements:

  • Reliable internet connection and basic computer literacy

  • Strong self-motivation and time management

  • Comfortable working independently

  • Willingness to learn new approaches

Benefits:

  • Remote and flexible schedule

  • No selling or cold calling

  • Practical ways to build a stable side income

  • Opportunity for long-term financial growth

temporary
Tax Senior
🏢 Jobot
Salary not disclosed
Skokie 2 weeks ago
Hybrid schedule, flexibility/work life balance, Strong benefits and bonus! This Jobot Job is hosted by: Emily Bohanon Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $80,000
- $110,000 per year A bit about us: Award-winning law firm focusing on Cryptocurrency Law, Tax Law, and Business Law.

No matter your issue, you can count on our proven experience, our dedication to customer service, and our record of powerful results.

Specializing in IRS, the FTC, state revenue boards, and corporate litigation opponents.

Exceptional culture, uncapped growth potential, Incredible owner.

If you have vision, and want to be part of something "truly" dynamic this is your opportunity.

Position is Hybrid in nature currently offering 2 days/week remote (can and will grow into more).

Why join us? ● The opportunity to be a key player and build your career at a rapidly expanding, in an exciting, emerging industry.

● Comprehensive bonus structure with strong incentives ● Generous vacation policy and paid sick days.

● GREAT work-life balance
- maximum of 50hrs at the busiest of times ● Flexible work schedule with up to 2 days remote.

● Employer subsidized medical coverage ● Employee product and service discounts.

● Retirement plan with company match Job Details General Required Experience: ● Income tax preparation experience for individuals and businesses is preferred ● Experienced in Preparation of Partnerships, S-Corps, C-Corps ● CPA or LLM Required Bonus Points for: ● Experience in using crypto tax software such as , ZenLedger, or Koinly is strongly desired.

● Blockchain and digital assets transactional knowledge.

● Knowledge of fintech payments, use of crypto ledgers and cryptocurrency required ● Entrepreneurial, consultative mindset.

● Resourceful, analytical, and able to work on multiple priorities.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Commercial Litigation Associae Attorney
🏢 Jobot
Salary not disclosed
Schaumburg 2 weeks ago
This Jobot Job is hosted by: Luke Moussalli Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $100,000
- $150,000 per year A bit about us: We are a litigation-only practice focused on delivering real trial experience and hands-on mentorship.

Our attorneys work directly with partners on meaningful cases and receive consistent courtroom exposure rather than back-office support work.

We invest heavily in training, technology, and long-term career development for every lawyer on our team.

Why join us? Low billable requirement Generous billable bonus structure Additional discretionary bonuses Plentiful PTO and 11 paid holidays Health, vision, and dental insurance, and 401(k) Attainable work life balance Work with experienced attorneys in a supportive and driven team Opportunities for growth including hands-on litigation experience, mentorship, and trial experience Job Details We are hiring a Civil Litigation Associate Attorney to join our trial-focused team handling complex business, contract, construction, and commercial disputes with meaningful courtroom exposure.

Responsibilities: Manage civil litigation matters from intake through trial, including pleadings, discovery, motions, and strategy Take and defend depositions, attend hearings, mediations, arbitrations, and court appearances Draft motions, briefs, and discovery with strong research and writing standards Communicate directly with clients and oversee case progress and deadlines Support trial preparation and participate in active courtroom advocacy Qualifications: 3 to 5 years of civil litigation experience Experience with motion practice, depositions, and court appearances Strong legal research, writing, and oral advocacy skills Ability to manage multiple matters independently while collaborating with partners Illinois Bar admission in good standing Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Chemist
Salary not disclosed
Glenview 2 weeks ago
Summary: Location: Glenview Hybrid Work Schedule: M-F / Flexible 7am-3pm or 8am-4pm (Report onsite Tue-Thurs
- these days may be flexible with prior approval) Contract Duration: 12 months Start Date: 2/16/2026 Travel: 1-2 times per month, with trips lasting 2-3 days.

Travel mainly between the USA and Canada.

Responsibilities: Develop and improve analytical testing methods.

Implement new equipment at QA/QC labs and plant floor stations.

Document work practices and testing methods.

Provide training to hourly and salaried team members.

Lead project update calls.

Troubleshoot analytical testing systems.

Roll out state-of-the-art technologies for measuring composition and structure of substances in a manufacturing food environment.

Support project execution.

Document Ways of Working and Training material.

Requirements: Minimum Experience: 3-5 years.

Industry Familiarity: Consumer Packaged Goods industry.

Required Skills: Ability to work independently while adhering to established guidelines and instructions.

Proficiency in computer systems, particularly Microsoft applications; strong overall computer skills required.

Comfort and adaptability in an analytical laboratory environment.

Proficient in English.

Fluent in French.

Preferred Skills: Comfortable working with minimal supervisory guidance while striving for practical, proactive, and efficient ways of working with a result-oriented mentality.
Not Specified
Senior Legal Counsel – Commercial Finance
Salary not disclosed
Itasca, Illinois 2 weeks ago

Senior Legal Counsel – Commercial Finance

Looking for your next challenge in commercial finance law? A growing legal team in the greater Chicago area is seeking a strategic, business‐oriented Senior Legal Counsel to support high‐impact commercial finance operations. This role serves as a key legal advisor and business partner, with a primary focus on equipment finance, commercial lending, and regulatory compliance. Ideal candidates thrive in fast‐paced environments, balance risk with business objectives, and enjoy working cross‐functionally.

Key Responsibilities

• Lead transaction origination for equipment loans, leases, and other commercial financing arrangements

• Draft, review, and negotiate finance contracts, leasing agreements, vendor programs, capital markets agreements, and related documentation

• Monitor U.S. federal and state regulatory developments—including commercial lending, leasing, consumer protection, and data privacy—and integrate compliance requirements into business processes

• Advise on supplier management and third‐party risk, including onboarding, risk assessments, and contract performance issues

• Support a broad range of legal matters such as employment law, intellectual property, dispute resolution, compliance initiatives, corporate governance, and operational legal needs

• Partner with internal business units (Sales, Operations, Credit, Capital Markets) to provide timely, accurate legal guidance

• Manage outside counsel on transactions and litigation to ensure cost‐effective, high‐quality legal support

• Identify and mitigate legal and business risks associated with equipment leasing, lending, and complex financing structures

• Participate in department operations, including legal technology utilization, template management, and workflow optimization

• Maintain ongoing CLE with emphasis on commercial finance and regulatory trends

Key Qualifications

• Strong understanding of U.S. federal and Illinois state laws applicable to equipment finance, secured lending, and commercial transactions

• Familiarity with UCC Article 2 and Article 9, contract law, and related regulatory frameworks

• Experience with contract negotiation, commercial transactions, litigation, restructuring, workouts, and distressed asset matters

• Ability to research and interpret laws and provide practical, business‐focused legal guidance

• Strong communication skills, attention to detail, and the ability to build strong cross‐functional partnerships

• Proactive problem‐solver with strong analytical and critical‐thinking abilities

• Comfortable leveraging legal technology and modern AI tools to improve efficiency

Education & Experience Requirements

• Juris Doctor (JD)

• Licensed and in good standing to practice in Illinois, or eligible for an in‐house counsel license

• 5–8+ years of commercial finance experience, including equipment leasing and lending

• Continuous improvement mindset; experience with legal tech preferred

Compensation & Benefits

• Salary: $175,000–$197,000, depending on experience

• Medical, Dental, and Vision coverage

• 401(k) with company match

• Paid Time Off, including 3 weeks' vacation

• Company‐paid life insurance

• Employee Assistance Program

• Training and development opportunities

If you're looking to make an impact, drive transaction success, and stay at the forefront of commercial finance regulatory trends, this opportunity offers the platform to do so. Apply today for immediate consideration.

Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job and candidate matches faster.

Not Specified
Field Service Engineer
🏢 Jobot
Salary not disclosed
Itasca 2 weeks ago
Field Service Engineer | Injection Molding Machinery | Up to $75K Base + Overtime | Midwest Travel (IN, OH, KY, TN & IL) | Home-Based Role This Jobot Job is hosted by: Jack Campbell Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $65,000
- $75,000 per year A bit about us: We are partnering with a global manufacturer of plastic injection molding machinery to identify a Field Service Engineer for a long term career opportunity.

This role is ideal for a hands on electrical or electro mechanical technician who enjoys travel, troubleshooting complex equipment, and working directly with customers in manufacturing environments.

Why join us? Base salary range: $65,000 to $75,000 depending on background Hourly role with overtime paid at 1.5x over 40 hours and 2.0x on Sundays Realistic earnings approximately 20 percent above base with overtime $65 per diem per overnight stay Mileage reimbursement currently $0.62 per mile Company credit card for travel expenses Medical insurance with low employee cost 401K with company match Dental and additional benefits Uniforms, laptop, and major tools provided Travel points retained by employee Job Details Key Responsibilities Install injection molding machines and optional auxiliary equipment Commission new machinery and support startups Troubleshoot and repair electrical, electronic, hydraulic, and mechanical systems Respond to service calls and provide on site technical support Upload and configure PLC and operator interface software Provide customer training on machine operation and maintenance Document service activity and maintain communication with internal teams You will work across multiple disciplines, including: Electrical and Controls DC voltage systems and electronic controller circuits Circuit board replacement and board level troubleshooting AC high voltage motor starter and heater circuits PLC systems and operator control panels Servo systems including servo amps and encoder resets Mechanical and Hydraulic Machine assembly and mechanical adjustments Hydraulic pump and valve troubleshooting Rebuilding cylinders and supporting hydraulic systems Equipment supported includes mid size and large tonnage servo electric and servo hydraulic injection molding machines with advanced controller platforms.

Requirements Minimum age 23 due to rental car requirements Two year technical degree in electrical, mechanical, or related field, or equivalent experience with injection molding machinery Proficiency with digital multimeter and hand tools Working knowledge of Word, Excel, and Outlook Flexible schedule with ability to work occasional weekends Self starter with strong troubleshooting mindset Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Sales Account Executive
Salary not disclosed
Schaumburg, IL 3 weeks ago

Company Overview:

 

Rack Builders Inc. designs, manufactures and installs structural pallet racking solutions to suit the wide range of needs of our distributors and other supply chain professionals. Utilizing our distinctive Cornerstone base, unique details, and state-of-the-market rack systems, RBI has the answers to any warehousing challenge. Among our many products, RBI push back rack is widely recognized as the best in the industry by customers and competitors alike. Supported by our staff of experienced professionals across the country, our two manufacturing plants deliver to customers all over North America.


The ideal candidate will possess strong sales, interpersonal and organizational skills. They should be comfortable with multitasking and be able to budget their resources in order to meet the assigned quotas for their role. 

 

Responsibilities

Maintain continuous communication with accounts before, during and after the sale

Achieve sales goals for assigned accounts

Participate in developing and presenting sales proposals

Analyze sales data to identify trends and opportunities

Qualify opportunities as appropriate

Work in partnership with Director of Sales to grow volume, operating profit, and customer base

Collaborate with engineering and manufacturing teams to ensure project success

Travel involved 50% +


Qualifications

Bachelor's degree

Strong written and verbal communication skills

Strong organizational skills

Proficiency in Microsoft Office

Experience using a CRM system

3+ years’ experience in the Manufacturing Industry

5+ years’ experience in sales 

Not Specified
Financial Planner Buffalo Grove, IL
$99,999 per annum
Buffalo Grove, IL 2 months ago

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

 If you post this job on a job board, please do not use company name or salary.

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