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Investment advisor Jobs in Peoria, IL

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Investment advisor • peoria il

Last updated: 13 hours ago

Associate Advisor, Wealth Management

ChoreoPeoria, IL, United States
Full-time

Associate Advisor, Wealth Management.Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals ... Show more

Remote Financial Analyst

Micro1Pekin, Illinois, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... Show more

 • Promoted

Remote Customer Service – TRAVEL ADVISOR

Hallford TravelsPeoria, Illinois, United States
Remote
Full-time
Quick Apply

We are seeking friendly, dependable, and service-oriented individuals to join our team as a Remote Customer Service - TRAVEL ADVISOR.In this role, you will assist clients with vacation planning, he... Show more

Benefits Advisor

Morton IndustriesMorton, IL, United States
$60,000.00 yearly
Full-time

Morton North - Morton, IL 61550.Salary Position Type Full Time Travel Percentage Less than 10%.Through 80 years, Morton Industries has built a reputation for excellence in tube, sheet, and enclosur... Show more

Assistant Service Advisor

Uftring NissanPeoria, IL, US
$20.00 hourly
Full-time

The Uftring Auto Group is hiring for our award-winning service team!.We have a thorough but FAST hiring process!.The Assistant Service Advisor is a front-line position that will interact with guest... Show more

Financial Advisor - Pekin, IL

COUNTRY FinancialPekin, IL, United States
Full-time

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insura... Show more

Commercial Lines Insurance Advisor

Ansay AssociatesPeoria, IL, United States
$50,000.00 yearly
Full-time

Commercial Lines Insurance Advisor/h2pAt Ansay Associates, we are an award-winning insurance agency recognized as one of the Nations Best and Brightest Places to Work.As we continue to grow, were ... Show more

 • New!

Investment Advisor Representative

INB, National AssociationPeoria, IL, United States
Full-time

Investment Advisor Representative/h2pPlease Note: This is an in-office position that is located in Peoria, Illinois.About Us: At INB, a career is more than just a job; its a chance to make a meanin... Show more

Remote Investment Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationEast Peoria, Illinois
$50.00 hourly
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own&nbsp... Show more

 • Promoted

Travel Nurse - RN - Cardiac Cath Lab - $3130.6 / Week - Hiring Now

LancesoftPeoria, IL, US
Full-time

Lancesoft is seeking an experienced Cardiac Cath Lab Registered Nurse for an exciting Travel Nursing job in Peoria, IL.Shift: 3x10 hr days Start Date: ASAP Duration: 13 weeks Pay: $3130.Required Ce... Show more

 • Promoted

Prestige Beauty Advisor

Ulta Beauty, Inc.East Peoria, Illinois, United States
$15.50 hourly
Full-time +1

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

Organizational Development Advisor

OSF HealthcarePeoria, Illinois, US
$38.75 hourly
Full-time

OSF HealthCare is dedicated to provide Mission Partners with a comprehensive and market-competitive total rewards package that includes benefits, compensation, recognition and well-being offerings ... Show more

Financial Advisor - Peoria

Thrivent Financial for LutheransPeoria, IL, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

Front Desk Sales/Wellness Advisor

Massage EnvyPeoria, Illinois, United States
$16.00 hourly
Full-time
Quick Apply

The brand is built upon the belief that regular massage, stretch, and facials are integral components of whole-body wellness and keep your body working.Do you believe in self-care and a wellness jo... Show more

Travel Occupational Therapist (OT) - $2,366 per week in East Peoria, IL

AlliedTravelCareersEast Peoria, IL, US
$2,366.00 weekly
Full-time

AlliedTravelCareers is working with Towne U.LLC to find a qualified Occupational Therapist (OT) in East Peoria, Illinois, 61611!.Are you an adventurous Occupational Therapist (OT) seeking your next... Show more

 • Promoted

Remote Benefits Advisor (50k-90k per year)

Professional CareersMorton, Illinois
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

 • Promoted

Remote Financial Analyst

Micro1Morton, Illinois, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... Show more

 • Promoted

Remote Financial Analyst

Micro1East Peoria, Illinois, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... Show more

 • Promoted

Financial Advisor

Commerce BankPeoria, IL, United States
$50,000.00 yearly
Full-time

Commerce Financial Advisors is a division of Commerce Bank.For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.We are currently seeking a m... Show more

Merrill Advisor Development Program- Financial Advisor: Mid Land Market

Bank of AmericaPeoria, IL, United States
$80,000.00 yearly
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

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Associate Advisor, Wealth Management

Associate Advisor, Wealth Management

ChoreoPeoria, IL, United States
7 days ago
Job type
  • Full-time
Job description

Associate Advisor, Wealth Management

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Our Peoria, IL office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.

Primary Responsibilities:

  • Serve on the client service team to assist in managing client relationships.
  • Involvement in client and prospect meetings as well as networking opportunities.
  • Develop competency with our eMoney financial planning software to assist in developing financial plans.
  • Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
  • Develop competency in our CRM, manage workflows and related documentation requirements.
  • Facilitate best practices and assist in monitoring and satisfying compliance requirements.

Basic Qualifications:

  • Undergraduate Degree, preferably in a business-related field
  • Minimum of 1-2 years in the Wealth Management/Financial Services industry
  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
  • Excellent verbal and written communication skills for working with prospects, clients, and team members
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
  • Basic knowledge of income taxes and effects of portfolio transactions on income taxes
  • Ability to register as an Investment Adviser Representativeactive series 65 registrationor willing to obtain within 90 days of employment

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.