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Financial advisor Jobs in Chicago, IL

Last updated: 21 hours ago
  • Promoted
Financial Aid Advisor

Financial Aid Advisor

Loyola UniversityChicago, IL, United States
$20.00 hourly
Full-time
Is this split and / or fully grant funded?.As a key member of the Financial Aid Office, the Financial Aid Advisor is the initial point of contact for all new and continuing students, parents, and gue...Show moreLast updated: 8 days ago
Financial Advisor

Financial Advisor

Corebridge FinancialChicago, IL
Remote
Full-time
We’re passionate about excellence.Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of...Show moreLast updated: 30+ days ago
Financial Advisor (Independent)

Financial Advisor (Independent)

San Blas SecuritiesChicago, IL, US
Full-time
Quick Apply
About San Blas Securities : San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with e...Show moreLast updated: 5 days ago
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FINANCIAL ADVISOR - CAREER CHANGE OPPORTUNITY

FINANCIAL ADVISOR - CAREER CHANGE OPPORTUNITY

Edward JonesIL, United States
$45,000.00–$100,000.00 yearly
Full-time
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show moreLast updated: 1 day ago
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Senior Private Banker / Financial Advisor

Senior Private Banker / Financial Advisor

Avior Executive Search, IncChicago, IL, United States
Full-time
Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U....Show moreLast updated: 21 hours ago
  • Promoted
Senior Private Banker / Financial Advisor

Senior Private Banker / Financial Advisor

Avior Executive SearchChicago, IL, US
Full-time
Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U....Show moreLast updated: 27 days ago
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High Net-worth Financial Advisor (Chicago)

High Net-worth Financial Advisor (Chicago)

Talent Focus Executive Search and Consultingchicago, IL, United States
Full-time
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional. High Net-worth Private Client practice in the vibrant city of Chicago - th...Show moreLast updated: 30+ days ago
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Financial Advisor

Financial Advisor

RK PartnersChicago, IL, US
Full-time
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerf...Show moreLast updated: 26 days ago
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Financial Advisor

Financial Advisor

rekrootchicago, IL, United States
Full-time
As a Financial advisor, you’ll : .Provide personal, actionable and achievable advice and connect clients to insurance, investment, banking and generosity programs. Develop and maintain genuine, long-t...Show moreLast updated: 26 days ago
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  • New!
Financial Advisor - Chicago Metropolitan Area

Financial Advisor - Chicago Metropolitan Area

Thrivent FinancialChicago, IL, United States
Full-time
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You'll enjoy the satisfaction of making a difference in the lives of the people you ser...Show moreLast updated: 21 hours ago
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  • New!
Financial Aid Advisor

Financial Aid Advisor

SAE InstituteChicago, IL, United States
$24.00–$28.00 hourly
Full-time
The Financial Aid Advisor works closely with students, and their families, to ensure student is properly funded for their education. Advises student about the different types of funding methods avai...Show moreLast updated: 22 hours ago
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Financial Aid Advisor

Financial Aid Advisor

ATS Institute of Technology, Nursing SchoolChicago, IL, US
Full-time
Join our dedicated team at ATS Institute of Technology, where we are passionate about helping students turn their dreams into reality! As a Financial Aid Advisor, you'll play a pivotal role in ...Show moreLast updated: 6 days ago
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State Licensed Financial Advisor

State Licensed Financial Advisor

VirtualVocationsChicago, Illinois, United States
Full-time
A company is looking for a Financial Professional- Advisor Assist.Key ResponsibilitiesProactively contact clients via phone, email, and chat to establish relationshipsProvide a single point of cont...Show moreLast updated: 1 day ago
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  • New!
Financial Advisor - In Training Remote

Financial Advisor - In Training Remote

Right Hire Consulting LLCChicago, IL, United States
Remote
Full-time
Are you in need of a drastic career change? Have you always had a love for finance and investing? Looking for a solid job and just can't seem to find the right profession?.We have a unique opportun...Show moreLast updated: 21 hours ago
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Financial Advisor

Financial Advisor

WestPoint Financial GroupChicago, IL, US
Full-time
Are you looking for a career that will leverage your years of work experience,.As a Financial Advisor, you will work.At WestPoint Financial Group, you will be part of an entrepreneurial system with...Show moreLast updated: 30+ days ago
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Financial Advisor

Financial Advisor

Lakeshore Financial GroupChicago, IL, United States
Full-time
Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individ...Show moreLast updated: 22 days ago
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Senior Financial Advisor

Senior Financial Advisor

Glades TalentChicago, IL, US
Full-time
We are seeking a highly skilled Senior Financial Advisor to join our team.The ideal candidate will have a strong background in wealth management, financial sales, and customer relationship manageme...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Wintrust Financial CorporationChicago, IL
Full-time
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping cl...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Northern Trust CorporationChicago, IL
Full-time
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative f...Show moreLast updated: 30+ days ago
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  • New!
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaChicago, IL, United States
$48,000.00–$100,000.00 yearly
Full-time
Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show moreLast updated: 21 hours ago
Financial Aid Advisor

Financial Aid Advisor

Loyola UniversityChicago, IL, United States
8 days ago
Salary
$20.00 hourly
Job type
  • Full-time
Job description

Position Details

Position Details

Job Title

Financial Aid Advisor

Position Number

8100989

Job Category

University Staff

Job Type

Full-Time

FLSA Status

Non-Exempt

Campus

Rogers Park-Lake Shore Campus

Department Name

STUDENT FINANCIAL ASSISTANCE

Location Code

FINANCIAL ASSISTANCE (02023A)

Is this split and / or fully grant funded?

Duties and Responsibilities

As a key member of the Financial Aid Office, the Financial Aid Advisor is the initial point of contact for all new and continuing students, parents, and guests by answering phones and responding to e-mails.

  • Primarily, this advisor will counsel and advise students and families about their financial aid eligibility, application procedures, aid programs, costs, indebtedness, and will individualize information to the particular needs and situation of the student and / or parent.
  • The Financial Aid Advisor will gather protected and sensitive information and required data to triage complex financial aid issues or questions.
  • Key duties include (but are not limited to) explaining general information, reviewing financial aid documents, explaining procedures and policies to students and / or parents for starting and / or restarting the financial aid process, troubleshooting financial aid issues and providing feedback to explain reasons and resolutions.
  • The advisor will access federal and / or state systems and various student resources to provide information to students regarding their financial aid status.
  • Helps students and / or parents understand the data required for financial aid determinations.
  • Attend trainings and earn yearly credentials through NASFAA and FSA to ensure on-going understanding and aptitude of federal Title IV regulations.
  • Review submitted documents for accuracy and follow-up with students and / or parents if additional information is required.
  • Review conflicting information, citizenship comment codes and documentation, reviewing other comment codes as determined by the FAFSA, or review of appeal audit forms to ensure on-going compliance with federal regulations.
  • The Financial Aid Advisor may also certify and / or adjust loans or help with other financial aid projects as identified by the Associate Directors or the Assistant Vice President and Director of Financial Aid.
  • Supports recruitment and other university-wide events.
  • Troubleshoots with various departments to support questions outside of financial, including (but not limited to) the Bursar's Office, Admissions, Residence Life, and the Dean of Students Office.
  • Performs other related duties as assigned.

Minimum Education and / or Work Experience

Bachelor's degree preferred and 2-3 years of customer service experience.

Qualifications

  • Customer service experience in high call volume roles preferred.
  • Detail-oriented with good interpersonal, verbal, and written communication skills.
  • Ability to collect with discretion and protect sensitive personal information
  • Ability to think critically with adaptability to change.
  • Must be able to work as part of a diverse team.
  • Willingness to support students and families from all backgrounds.
  • Ability to manage difficult conversations and provide feedback to explain reasons, policies, and / or resolutions.
  • Ability to work with multiple systems to ensure the student has completed all necessary financial aid steps.
  • Working knowledge of federal, state and local laws regarding student financial aid is preferred (with training available as needed).
  • Demonstrated ability to perform responsibilities with initiative and minimal supervision.
  • Ability to interact professionally with student, parents and LUC colleagues in support of a holistic approach to service.
  • Certificates / Credentials / Licenses

    None

    Computer Skills

    Proficiency with MS Office Suite, Internet and email applications. Experience with PeopleSoft and Department of Education systems (COD, NSLDS, etc) preferred.

    Supervisory Responsibilities

    Required operation of university owned vehicles

    Does this position require direct animal or patient contact?

    Physical Demands

    Repetitive Motions

    Working Conditions

    None

    Open Date

    Close Date

    Position Maximum Salary or Hourly Rate

    22.00 / hr

    Position Minimum Salary or Hourly Rate

    20.00 / hr

    Special Instructions to Applicants

    About Loyola University Chicago

    Loyola University Chicago is a private Jesuit University founded in 1870 by the Society of Jesus. One of the largest Catholic Universities in the United States, Loyola's professional schools include programs in medicine, nursing, and health sciences anchored by the Loyola University Medical Center, and the Loyola University Chicago School of Law. Comprised of thirteen colleges and schools, Loyola University Chicago offers more than 80 undergraduate and 140 graduate / professional programs while enrolling approximately 17,000 students. In addition to offering a world class educational experience, Loyola University Chicago strives to be an employer of choice by offering its staff and faculty a wide array of affordable, comprehensive, and competitive benefits. Our benefits are centered on health and wellness, financial security, equity, and work-life balance. We offer medical, dental, vision, 403(b), HSA, FSAs, tuition benefit, pre-tax transit benefits, EAP, and more. To view our benefits in detail, click here.

    As one of the nation's largest Jesuit, Catholic Universities, Loyola University Chicago fosters a transformative cultural experience that honors Diversity, Equity, and Inclusion. We are committed to recruiting and retaining a diverse, mission driven workforce that enables a culture of inclusivity. We act with the heart of a nonprofit organization and an academic enterprise with ethical practices that advance the Jesuit Mission. Loyola actively seeks to build a community of diverse opinions, perspectives, and backgrounds that support our Jesuit tradition, while helping Ramblers foster a sense of belonging and affinity for all.

    Loyola adheres to all applicable federal and state civil rights laws and regulations prohibiting discrimination in private institutions of higher education. Loyola does not discriminate against any employee, applicant for employment, student, or applicant for admission on the basis of race, color, religion, sex, age, sexual orientation, gender identity or expression, national or ethnic origin, ancestry, disability, marital status, parental status, military / veteran status, or any other characteristic protected by applicable law. Please see the University's entire Nondiscrimination Policy contained in The Comprehensive Policy, available at https : / / www.luc.edu / equity / policyprocedure / universitynondiscriminationpolicy / .

    Quick Link for Posting

    https : / / www.careers.luc.edu / postings / 31075