Engineering Structures Jobs in Buffalo Grove, IL

108 positions found — Page 11

Staff Accountant
🏢 Jobot
Salary not disclosed
Highland Park 2 weeks ago
Publicly Traded, Global Company, Financial Services This Jobot Job is hosted by: Dylan Currier Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $75,000
- $93,000 per year A bit about us: We are a trusted financial services firm serving some of the largest businesses globally.

As a publicly traded organization with multiple legal entities, we operate in a highly regulated and fast-paced environment that values accuracy, integrity, and collaboration.

Why join us? Opportunity to work within a globally trusted financial services organization Exposure to public company accounting and multi-entity structures Hands-on experience with month-end close, audits, and compliance Collaborative team environment with opportunities for professional growth Competitive compensation and comprehensive benefits Job Details The Staff Accountant will support day-to-day accounting operations and play a key role in the monthly close and financial reporting processes.

This position is ideal for an accounting professional with experience in a publicly traded company who is looking to further develop technical accounting skills within a complex, multi-entity organization.

Key Responsibilities Prepare and post journal entries as part of the monthly, quarterly, and annual close processes Perform account reconciliations and investigate variances to ensure accuracy and completeness Assist with financial statement preparation in accordance with U.S.

GAAP Support accounting activities across multiple legal entities, including intercompany transactions Assist with SOX compliance and internal control documentation and testing Provide support for internal and external audits, including preparation of audit schedules Maintain accurate accounting records and supporting documentation Collaborate with cross-functional teams, including FP&A, tax, and operations Assist with process improvements and documentation of accounting procedures Qualifications Bachelor’s degree in Accounting or Finance (required) 2–4 years of accounting experience Experience working in a publicly traded company strongly preferred Exposure to multi-entity or consolidated environments preferred Working knowledge of U.S.

GAAP Experience with ERP systems (e.g., NetSuite, Oracle, SAP, or similar) Proficiency in Microsoft Excel Preferred Skills & Attributes Progress toward CPA certification or CPA-eligible preferred Strong attention to detail and organizational skills Ability to manage multiple priorities and meet deadlines Strong analytical and problem-solving abilities Effective written and verbal communication skills Willingness to learn and grow within a complex accounting environment 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
Mgr Product Complaints
Salary not disclosed
Mundelein 2 weeks ago
Job Summary The Manager Product Complaints role oversees complaint personnel and the product complaint investigation process, ensuring effective performance management, regulatory compliance, and fulfillment of key business needs.

They drive complaint-related business decisions while shaping policies, procedures, and team development to cultivate growth, expertise, and regulatory excellence.

Job Description MAJOR RESPONSIBILITIES Oversee investigation quality, ensuring adherence to Medline’s standards and regulatory requirements Identify and execute continuous improvement initiatives to strengthen compliance, streamline efficiency, and ensure consistency in complaint handling across diverse teams with distinct needs Prepare reports and analyze complaint data to deliver actionable insights, enabling stakeholders to make informed decisions Partner with key stakeholders, such as divisional QA and/or product management, to ensure the complaint team’s processes and output effectively supports business needs Engage with internal and external customers by addressing inquiries, clarifying processes, and providing guidance on procedures Support internal and external audits related to complaint management and compliance Management Responsibilities: Manage and direct day-to-day activities of complaint teams to enable optimum performance and productivity Allocate resources, manage schedules, and ensure compliance goals are met Recruit, train, and develop professional employees, teams, and/or individual contributors through supervisors to support business objectives and long-term growth Drive results of direct and indirect reports through clear expectations, continuous performance evaluation, and job appraisal while fostering engagement via structured goal setting, feedback, reviews MINIMUM JOB REQUIREMENTS Education & Work Experience Bachelor’s degree and at least 4 years of product complaint resolution experience OR High School Diploma or equivalent and at least 6 years of product complaint resolution experience.

Knowledge / Skills / Abilities Experience processing all relevant details, understanding and prioritizing their importance and drawing clear and concise conclusions.

Experience using time management skills such as prioritizing/organizing and tracking details and meeting deadlines of multiple projects with varying completion dates.

Experience with analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions.

Experience taking the steps to ensure the assignment/project is accomplished within tight timeframes.

Experience with MS Office Suite and SAP.

Work Experience At least 2 years of experience managing people, including hiring, developing, motivating and directing people as they work.

Experience in Medical Device, Pharmaceutical, Food, Cosmetic, or Personal Products Industries.

DISCLAIMER All duties and requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

This position description in no way states or implies that these are the only duties to be performed by an employee occupying this position.

Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor(s)/manager(s).

This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

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: $101,000.00
- $152,000.00 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
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
Sr Software Testers
🏢 Medline Industries - Transportation & Operations
Salary not disclosed
Northbrook 3 weeks ago
Job Summary Job Description Medline Industries, LP is seeking Sr Software Testers to join our team in Northbrook, IL.

Job Description Develop test cases and test scenarios in Zephyr and automated testing tool that provide thorough coverage of implemented features and meets acceptance criteria from business stakeholders.

Enhance/execute existing automation suite using Selenium-Java and Service Automation.

Expand existing automation framework for microservice level validations.

Closely work with team on implementing service-based automation for REST and Soap calls.

Execute test automation suites in CI/CD pipelines.

Integrate Service Automation, Wire mock and UI Automation with CI/CD pipelines on Azure platforms.

Must be a strong Test Automation Engineer who can work independently and be capable of solving problems and communicate effectively with automation leads when further technical help is required.

Own and support both manual and automation streams to meet the business priorities for releases.

Provide expertise in the planning, constructing and execution of test scripts.

Apply business and functional knowledge including testing standards, guidelines, and testing methodology to meet the teams overall test objectives.

Execute smoke tests and regression tests in QA, UAT and production environments to verify code deployments and other system changes.

Create, update and track execution of test cases within Zephyr.

Identify, replicate, report and track issues to closure in an issue tracking system (JIRA).

Review requirements, providing feedback on completeness, testability and other risk areas.

Assist in the maintenance of dev/test environments including user accounts, application configuration and build deployments.

Build appreciation & culture of full stack across the team with focus on T shape skills.

Identify functional and complete manual tests to be included in automated testing and work on automating candidates for test automation.

Team player and ability to work in Global Team setup, product owners and business team to develop, build & support application.

Write clean, performance friendly code.

Perform unit testing and prepare task documentation.

Experience with building Test Strategies and Test Plans.

Investigate and fix production issues and performance issues.

Telecommuting is permitted, but applicant must work from the worksite location at least 1 day per week.

No additional national or international travel is anticipated.

Job Requirements PRIMARY REQUIREMENTS: We will accept a combination of education and experience deemed equivalent to a Bachelor’s degree in Computer Science, Computer Engineering, Information Systems, or related field, or its foreign equivalent, and 8 years of relevant work experience.

In addition, experience with the following skills is required: (1) Experience designing and executing test cases on web-based applications.

(2) Experience writing micro service automation and UI Automation using Selenium and Java.

(3) Experience using tools with Jenkins, Maven, Test NG, JIRA, and IDEs including Eclipse and Intellij Idea.

(4) Experience with version control tools including Git/GitHub.

(5) Experience utilizing mocking tools with WireMock and integrating it with Azure platforms.

(6) Experience with running test automation suites in CI/CD pipelines and experience with running automation suites in parallel on multiple VMs and browsers.

(7) Experience creating test cases based on user stories and business requirements, executing QA testing, interpreting test results, and documenting outcomes.

JOB SITE: 2375 Waterview Dr., Northbrook, IL 60062 WORK HOURS: Full Time (8am to 5pm, Monday to Friday) PAY RANGE: $121,389.00 to $138,000.00 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
Sr Identity and Access Management (IAM) Engineer
🏢 Medline Industries - Transportation & Operations
Salary not disclosed
Northbrook 3 weeks ago
Job Summary Worksite: Hybrid
- 1x per month & as requested Location: Northbrook, IL Job Description MAJOR RESPONSIBILITIES Architecture & Engineering: Design, engineer, and maintain IAM solutions including authentication, authorization, privileged access management (PAM), and federation services.

Technical Expertise & Guidance: Serve as the subject matter expert (SME) for privileged access management (PAM), identity governance and administration (IGA), and federated authentication, providing leadership on best practices and innovation Identity Threat Detection & Response (ITDR): Develop and implement ITDR capabilities to proactively detect, investigate, and mitigate identity-based threats, ensuring integration with overall security operations.

Operations & Support: Lead the implementation and administration of IAM technologies supporting 40,000+ users and complex enterprise workflows.

Provide Tier 3 support for IAM incidents and escalations, ensuring timely resolution of critical security events.

Governance & Compliance: Partner with audit, risk, and compliance teams to ensure adherence to ITGC and regulatory standards.

Project Management & Execution: Plan, prioritize, and manage IAM projects in collaboration with IT and business stakeholders Stakeholder Communication & Collaboration: Partner with IT security, infrastructure, application teams, and business units to align IAM capabilities with organizational goals Process Improvement & Innovation: Identify opportunities to enhance IAM strategies, streamline workflows, and implement automation to improve efficiency and security posture MINIMUM JOB REQUIREMENTS Education Bachelor’s degree in information technology, Cybersecurity, Computer Science, or a related field (or equivalent work experience) Work Experience 5+ years of experience in IAM, with a focus on CyberArk PAM, Azure Entra, and PingFederate 3+ years of experience in security, cloud environments, or IT infrastructure 2+ years of experience in a senior engineer role within IAM or Cybersecurity Knowledge / Skills / Abilities In-depth knowledge of IAM principles and best practices.

Deep expertise in IAM platforms, particularly CyberArk PAM, Active Directory, Azure Entra, and PingFederate Strong understanding of identity security principles and hybrid based IAM implementations Ability to train and develop engineers and foster collaboration Excellent communication skills, capable of explaining complex technical concepts to non-technical stakeholders Strong project management skills, with experience in planning, execution, and risk mitigation Ability to analyze security risks and recommend IAM solutions to improve enterprise security posture Knowledge of ITDR methodologies, threat detection, and response strategies PREFERRED JOB REQUIREMENTS Education Bachelor’s degree in information technology, Cybersecurity, Computer Science, or a related field Certification / Licensure Additional certifications such as CISSP, CCSP, or Azure Solutions Architect Expert Work Experience 5+ years of experience in IAM with increasing responsibility in various roles Experience integrating IAM solutions in hybrid environments Experience working in highly regulated industries such as finance, healthcare, or government Knowledge / Skills / Abilities Familiarity with Zero Trust security models and emerging IAM trend Experience with IAM automation, scripting, and APIs to improve efficiency Knowledge of identity governance & administration (IGA) and role-based access control (RBAC) 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: $101,000.00
- $152,000.00 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
Sr Analyst IT Release
🏢 Medline Industries - Transportation & Operations
Salary not disclosed
Northbrook 3 weeks ago
Job Summary Job Description Job Name: Release Coordinator – Ecommerce Position Overview We are seeking a highly organized and detail-oriented Release Coordinator to join our E-commerce Technology team.

The Release Coordinator will play a critical role in planning, managing, and executing software releases across multiple e-commerce platforms and services.

This position ensures that releases are delivered smoothly on time and with minimal disruption to customers and business operations.

Key Responsibilities Release Planning & Coordination Collaborate with Product Owners, Development, QA, DevOps, and Operations teams to define release scope, content, and timelines.

Maintain a release calendar for e-commerce applications, microservices, and integrations.

Facilitate release readiness reviews and go/no-go decision meetings.

Execution & Deployment Coordinate end-to-end release activities, including build packaging, deployment, and post-release verification.

Ensure all pre-release checks (testing, security, compliance, approvals) are completed.

Monitor release progress and proactively identify risks or conflicts.

Communication & Stakeholder Management Act as the central point of contact for all release-related communication across business and technology stakeholders.

Provide clear release notes, deployment schedules, and status updates.

Document issues and lessons learned for continuous improvement.

Governance & Quality Enforce release management processes and best practices for e-commerce applications.

Ensure releases align with change management, compliance, and security standards.

Track and report on release metrics (frequency, lead time, failure rate, recovery time).

Continuous Improvement Work with engineering, QA, and DevOps to automate and optimize release pipelines.

Recommend tools and processes to improve the reliability and speed of e-commerce releases.

Participate in post-release retrospectives and drive process improvements.

Qualifications Education: Bachelor’s degree in Computer Science, Information Systems, or related field (or equivalent experience).

Experience: 3–5 years in Release Management, Project Coordination, or DevOps within an e-commerce or digital platform environment.

Familiarity with CI/CD pipelines, Git, Jenkins, Azure DevOps, or similar tools.

Experience with cloud platforms (AWS, Azure, or GCP).

Skills: Strong organizational and project management skills.

Excellent written and verbal communication skills.

Ability to manage multiple releases in parallel across cross-functional teams.

Problem-solving mindset with attention to detail.

Preferred Experience in e-commerce ecosystems (order management, product catalog, pricing, checkout, or payment systems).

Understanding of Agile/Scrum and ITIL change management processes.

Exposure to microservices, APIs, and containerized deployments.

Success in This Role Releases are on time, predictable, and low-risk.

Stakeholders are informed and aligned throughout the release cycle.

E-commerce platforms maintain high availability and performance during releases.

Continuous improvement reduces manual effort and accelerates delivery.

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: $96,200.00
- $144,560.00 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
Nurse Practitioner
🏢 Jobot
Salary not disclosed
Highland Park 3 weeks ago
Join a fantastic organization in Illinois! This Jobot Job is hosted by: Lindsey Cusic Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $110,000
- $140,000 per year A bit about us: We are a rapidly growing, multi-state healthcare organization focused on delivering high-quality, specialized care directly within senior living and post-acute care communities.

Our model brings providers to patients, improving access, continuity, and outcomes for an underserved population.

Our team values autonomy, collaboration, and clinical excellence.

Providers are supported by strong operational leadership while maintaining the independence to practice at the top of their license.

Why join us? Competitive base salary Monthly performance bonus opportunities Mileage / travel support 401(k) Medical, dental, and vision coverage Employer-paid life insurance Continuing education support Licensure reimbursement Structured mentorship Clear promotion and career growth pathways This is an excellent opportunity for providers who thrive in fast-paced environments, enjoy relationship-based care, and want meaningful impact without traditional clinic constraints.

Job Details Deliver care within senior living and post-acute communities Diagnose and manage acute, episodic, and chronic conditions Order and interpret diagnostic testing Prescribe medications as appropriate Develop and manage patient care plans Collaborate with interdisciplinary care teams Maintain accurate, timely documentation Educate patients and caregivers on disease management Requirements: Active Illinois NP or PA license Minimum 6 months of NP/PA experience Reliable, insured transportation Strong clinical judgment and independent decision-making skills Preferred: 2+ years in long-term care or skilled nursing Experience managing cardiac or complex chronic conditions 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
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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