Engineering Structures Journal Jobs in Rolling Meadows Illinois

98 positions found — Page 10

Customs Brokerage Entry Writer
Salary not disclosed

Shaping the Future of Logistics- Your Career Starts at Röhlig

Whether it's sea freight, air freight, or contract logistics, at Röhlig Logistics you'll help create tailor-made solutions that move the world forward. As a global, family-owned company founded in Bremen, Germany in 1852, we've built our reputation on reliability and trusted partnerships.

Röhlig USA delivers a customized supply chain solutions through a network of over 2,700 employees worldwide. As a privately owned company, we focus on long-term partnerships and high-quality service. Our U.S. team is growing rapidly, driven by innovation, reliability, and customer success.

Join our growing team! We're looking for a detail-oriented Entry Writer who is passionate about accuracy, compliance, and delivering exceptional service.

What you will do:

  • Impeccable customer service.
  • Maintain and keep current customs compliance documentation.
  • Process documents through the Company's ABI system, obtaining Customs release and other government agency releases as appropriate.
  • Review and monitor all Customs rejections, requests for information for clients and any other government agency, and other correspondence.
  • Work closely with other departments to deliver high level of service to customers.
  • Perform other duties as assigned.
  • Resolves discrepancies, while keeping record of discrepancies via the Innovations and Incidents Management (IIM) to ensure compliance.
  • Adhere to the minimum standard to which Rohlig USA is committed (Quality ISO 9001:2015, Environmental ISO 14001:2015).

What you bring:

  • Ability to work with demanding deadlines
  • Essentially 2 years brokerage experience
  • Excellent communication skills, both verbal and written
  • Ability to work independently as well as part of a team
  • Must be detail oriented, thorough and accurate and have the ability to efficiently solve problems
  • Knowledge of domestic and international geography including countries, major cities and ocean ports along with basic knowledge of U.S. Regulatory Laws preferred
  • Ability to establish priorities and accomplish multiple tasks, must be organized
  • Strong PC skills
  • Proven analytical and problem-solving skills
  • Work effectively via phone, fax, e-mail. Good planning and organization skills; ability to multitask and be a self-starter
  • Basic knowledge of INCO terms, the Harmonized Tariff Schedule, Customs regulations and other government agency requirements:

What we offer:

At Röhlig, we believe in supporting our employees' well-being, growth, and work-life balance. That's why we offer a competitive benefits package designed to empower you both personally and professionally:

  • Comprehensive Medical, Dental, and Vision Insurance – Keeping you and your family healthy is our priority.
  • 401(k) Plan with Company Match – We're invested in your future and help you save for retirement.
  • Generous Paid Time Off (PTO) – Whether you're planning a vacation, taking care of personal needs, or just need a mental health day, we've got you covered.
  • Supportive Work Environment – From career development opportunities to a collaborative culture, we ensure you feel valued every step of the way.
  • Salary $55,000-$68,000

If you're looking for a workplace where your contributions matter and your well-being is supported, we'd love to have you on board.

Join our international team of more than 2,700 colleagues across 35+ countries and collaborate on exciting projects for customers around the world. You'll work in a supportive, trust-based, and collaborative environment that values open communication and empowers you to share your ideas and grow professionally. At Röhlig, we're committed to helping you build a long-term career while maintaining a healthy work-life balance — because we believe success is best achieved together.

Apply now and shape the future of logistics with us!

For further information about the position or the application process, please reach out to:

Mark Aulisio

Talent Acquisition Manager

More information on

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
Compliance Manager - (FinTech, SaaS/PaaS, or Payment-processing)
🏢 Jobot
Salary not disclosed
Schaumburg 3 weeks ago
Bridging Regulation and Innovation: Lead Our Compliance Framework This Jobot Job is hosted by: Robert Donohue Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $120,000
- $150,000 per year A bit about us: We are a technology leader in the SaaS/PaaS and payment-processing space, dedicated to developing and maintaining a robust, secure, and fully compliant financial technology environment.

Our core mission is to bridge business needs, legal requirements, and engineering innovation to deliver reliable, cutting-edge services.

We operate in a dynamic, highly regulated industry, making a comprehensive compliance framework essential to our success.

We value high integrity, technical expertise, and collaborative problem-solving across all departments.

We are looking for someone with: 5+ years of experience in compliance, audit, or risk management within the FinTech or payment-processing industries Why join us? Impactful Role: You will be instrumental in developing, implementing, and maintaining our comprehensive compliance framework, ensuring ongoing adherence to federal and state regulations governing financial data, consumer data privacy, security, and payment transactions.

Comprehensive Compensation: We offer a competitive full-time salary package in the range of $120,000 to $145,000 annually, depending on experience and location, along with comprehensive benefits.

Growth Environment: You will be leading compliance initiatives and audits (including SOC 1/SOC 2, PCI-DSS, NACHA, and GLBA/BSA/AML) in a challenging FinTech environment, reporting directly to the Director of Compliance.

Job Details The Compliance Manager is a critical role responsible for overseeing corporate compliance programs and operationalizing control standards across our technology platform.

The ideal candidate blends deep regulatory knowledge with a strong technical understanding and proven audit experience.

Key Responsibilities Include: Regulatory & Corporate Compliance: Oversee compliance with TSR, GLBA, UDAAP, FTC/CFPB, BSA/AML, and state-level financial service regulations.

Maintain and continuously enhance the Compliance Management System (CMS).

Audit Management (Internal & External): Lead pre-audit planning and readiness for external audits (e.g., SOC, ACH, AML).

Plan, lead, and execute internal audits, track remediation of all findings, and coordinate control testing with engineering, security, and finance teams.

Technical Compliance & Security: Partner with technical teams to align control implementation with SOC 2 Trust Principles, NIST CSF, and CIS v8.

Support cloud-environment compliance (AWS, GCP).

Oversee vendor risk management, including third-party SOC report review.

Qualifications and Required Skills: Bachelor’s Degree.

5+ years of experience in compliance, audit, or risk management within the FinTech or payment-processing industries.

Minimum of 3 years as a manager or team lead for the compliance function.

Proven experience leading internal and external audits, including SOC 1/SOC 2, PCI-DSS, ACH, BSA/AML, or similar frameworks.

Familiarity with federal and state financial services regulations (e.g., BSA/AML, Regulation E, TSR, UDAAP/UDAP, OFAC).

Understanding of cloud security principles and Privacy compliance (e.g., GDPR/CCPA implications).

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
Mental Health Therapist
$77 - $96 / hour
Streamwood, IL 3 weeks ago

SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools. We are seeking compassionate and highly skilled clinicians to join our expanding network, offering the flexibility to manage your own practice, bring your existing clients, and benefit from steady referrals.

 

At SonderMind, we believe there can’t be mental healthcare without mentally-strong clinicians. Our platform is designed to outsmart burnout and streamline your workflow, allowing you to focus on what matters most—your clients. We are committed to fostering relationship-driven care, providing ethically grounded, human-first tools that enhance outcomes and reduce administrative burdens.

 

Benefits of Joining SonderMind:

  • Flexibility: Enjoy the freedom to set your own working hours and maintain a healthy work-life balance. Sessions can be conducted via telehealth or in-person.
  • Free and stress-free credentialing with major insurers: We have streamlined the credentialing process and handle all the hard stuff for you so that you can expand your practice by accepting insurance from major payors in your state in weeks, not months.
  • Guaranteed Pay: We handle all the billing for you and guarantee pay bi-weekly for completed sessions-including no-shows.
  • Referrals and Practice Support: Seamlessly onboard your existing clients while receiving new referrals. Benefit from thoughtful client matching to personalize your caseload, with support from a dedicated account manager to help you grow your practice across various specialties.
  • Absolutely no fees or membership charges: We don’t charge you to deliver care, and all of the features, access, tools, and resources you get come free of charge.
  • Innovative AI-Powered Tools: Outsmart burnout and focus on what matters most—your clients. Our secure, clinically-developed AI tools eliminate administrative tasks and keep clients engaged between sessions. This includes:
    • AI Notes: Auto-generates editable, insurance-compliant clinical notes, saving you time and reducing documentation burden.
    • Session Takeaways: Extend your care between sessions by reviewing and sending client-friendly summaries of key insights.
    • Session Prep: Help clients clarify goals and focus areas before each session, ensuring you hit the ground running.
    • Goal Setting: Collaborate with clients to set and track goals, increasing engagement and accountability.
    • Treatment Plan: Easily align with clients on diagnoses, goals, and care plans in a clear, clinically grounded format.
    • Reflections: Clients can journal through AI-guided prompts between sessions, providing you with deeper context.

Requirements:

  • Master's degree or higher in counseling, psychology, social work, or a related field.
  • Must be fully licensed by the State Board to provide therapy independently and without supervision (e.g., LPC, LCSW, LMFT, LMHC, LCPC, LCSW-C, LISW, or LP).

Pay: $77-$96 per hour. Pay rates are based on the provider license type, session location, and session types.

 

*Please note that SonderMind does not provide office space; therapists are responsible for securing their own location for in-person sessions, but we can help connect you with other SonderMind therapists looking to share space.

Not Specified
Solutions Architect - Infrastructure & Cloud Native!
🏢 Jobot
Salary not disclosed
Elk Grove Village 3 weeks ago
This role is a fully remote position with one of the fastest growing technology companies in the world.

They are the premier partner and go to organization to some of the largest and well known technology giants in the world.

This Jobot Job is hosted by: Alex Dickinson Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $150,000
- $200,000 per year A bit about us: This company is partnering with the largest cloud companies and cloud software tool orchestrators in the world.

This role will give you comprehensive technical operations exposure and the ability to make a measurable difference with clients and their projects.

By nature of the role you will build meaningful relationships with some of the biggest players in the industry! Why join us? Remote work culture HIGH level of autonomy of your technical operations and projects Working on large scale projects and solving challenging problems Competitive salary and compensation Ability to make a real impact on clients projects and managed services operations for all cloud tooling Varied responsibilities that keep the job ever changing and invigorating Ability to influence varying areas of a enterprise technical ecosystem, including database, cloud, CI/CD pipelines and data security.

Job Details Architect and deliver end-to-end cloud-native infrastructure solutions, spanning AWS, Azure, and Snowflake environments.

Act as the primary client-facing technical lead, shaping solution strategies and aligning architectures with business objectives.

Oversee modernization of data and infrastructure ecosystems, including migrations, integrations, and operational uplift.

Establish strong security foundations and data governance frameworks to protect and manage enterprise data assets.

Implement automation, infrastructure-as-code, and CI/CD practices to streamline operations and improve platform reliability.

Optimize cloud and data platform performance through proactive tuning, troubleshooting, and architectural improvements.

Coordinate closely with sales, engineering, and delivery teams to ensure cohesive project execution and high client satisfaction.

Design systems that accommodate platform changes and evolving data sources while reducing operational impact.

Provide guidance and mentorship to technical teams, fostering strong operational practices and continuous skill development.

Communicate complex technical concepts clearly to stakeholders, producing high-quality architectural documentation and recommendations.

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
Territory Sales Representative - Hanover Park, IL
Salary not disclosed
Hanover Park, IL 3 weeks ago

Job description

Strategic Marketing Services is a national award-winning marketing company providing data-driven, multi-channel marketing for the automotive industry. Strategic Marketing is headquartered in Louisville, Kentucky. Since 1995, we have had a passion to create overwhelming client success for the automotive industry. As a preferred vendor for several major Original Equipment Manufacturers (OEMs), including General Motors and Stellantis, we have established a reputation for delivering exceptional results. Our comprehensive suite of marketing services includes digital advertising, data analytics, customer engagement strategies, and more, allowing us to support automotive businesses in reaching their full potential. Our employees describe our organization as fun, exciting and fast-paced. 


Does the following describe you?

  • You are looking for a career which has great income potential
  • You desire to work in a team environment with a “We before Me” attitude.
  • You possess strong social and selling skills.
  • You like being in a positive environment
  • You are driven to make your customers successful.
  • You want to join a high-performance team.


If you answered “YES!” to all of these questions and satisfy the following job requirements, Strategic Marketing is very interested in speaking with you about our opening to cultivate and strengthen our Scalability, Performance, and Success culture.

 

Role: Territory Sales Representative

You are responsible for selling proven marketing concepts to automotive clients. Individuals who want to advance their careers and be a part of a winning team with a clear path of earning potential need to apply. We provide a full training program and support system to teach our marketing concepts in full. No need to understand automotive or data driven marketing. We will coach and counsel the right candidates. The re-occuring revenue sales model in place and used by our team members allows for exponential growth opportunities and has allowed us to create a culture of success. We are looking for individuals who want to WIN and be successful. Our reputation demands it.


We are looking for long-term commitments from individuals who are like-minded and possess our company’s 6 core values:

  • Integrity
  • We before Me
  • Excellence
  • Client Success Driven
  • Level 10 Attitude
  • Always be Winning


Strategic Marketing has an award winning culture who has been awarded one of the "Best Places to Work" in Kentucky and a “Top Places to Work”. When you visit our company, you will understand these are awards we take very seriously.


Compensation includes an aggressive salary plus commission bonuses and attractive benefits. Earn between $80,000 and $100,000 1st year. Each additional year income growth allows for more aggressive compensation to another level.  We will only be offering 2 individuals the opportunity to join our team. You must meet the criteria, be a self-starter, great attitude, and have a willingness to learn so you can make a difference for our clients.


Responsibilities

  • Working within your territory with new and existing customer opportunities by presenting to a captive audience. WE only work with automotive dealers and manufacturers. Niche Market where we are the leaders.
  • Meet prospective clients and present our data-inspired marketing solutions
  • Ability to create relationships with our clients to enhance the re-occuring revenue model to enhance income.
  • Understand and learn the company's products and services to promote the company’s strengths and solutions to solve client’s problems.
  • Work within the team culture and use existing and new information as it is developed to share in front of clients and potential clients to further your sales growth.
  • Execute a communication strategy in your territory using the several tools provided.
  • Maintain reporting structure on all accounts


Requirements

  • 1 – 3 years Inside and/or Outside sales experience
  • A self-starter with the ability to prioritize and manage time effectively
  • Willingness to Learn
  • Ability to identify problems and provide solutions to clients
  • Excellent presentation capabilities (online and in-person)
  • Positive Attitude
  • Ability to build strong customer relationships
  • Proven Track record of over-achievement and closing skills
  • Strong listening skills
  • Light travel to the assigned market is required.



Please visit to learn about our internal culture, leadership, and much more.

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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