Investment Banker Jobs in Vernon Hills, IL

RCP is looking to hire a highly motivated Associate to join our investment team this summer (2025). The individual in this role will participate in all aspects of RCP's investment process, with a focus on underwriting primary, secondary and co-investment opportunities in the Lower Middle Market Buyout space. Working alongside the collaborative team, this person will have the opportunity to make an immediate positive impact on RCPs business while continuing to develop his or her own professional skills. Duties and responsibilities Diligence and execute co-investment transactions, which will entail all aspects of directly investing into the cap table of an operating company, including meeting management teams, assessing industry attractiveness and creating detailed LBO valuation models Underwrite secondary investment opportunities, including top down and bottoms up LBO valuation models for baskets of operating companies Evaluate primary investment opportunities for RCP's fund of funds product and serve as an integral member of the deal team that assesses and underwrites potential commitments. This includes top down-market research, screening and review of data room materials, meeting with fund managers and quantitative and qualitative due diligence on partnerships and companies Prepare investment memos and co-lead RCP investment committee discussions on primary, secondary and co-investment opportunities Train and mentor pool of analysts on investment team Requirements and Qualifications Required Bachelor's degree required - this is a Pre-MBA position 2-3 years of work experience in an industry with private equity exposure (secondaries, co-investment firm, investment banking, credit underwriting, valuation, management consulting, investment management) Advanced modeling and Microsoft Office skills (Excel, PowerPoint, Word) Ability to prioritize and manage his/her workload such that deadlines are consistently met High degree of comfort in a dynamic and fast paced work environment Possess strong attention to detail and the ability to effectively prioritize multiple tasks Analytical, quick thinker with unconventional problem-solving capabilities Excellent time management, project planning, and organizational skills Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences Dynamic relationship building and partnership skills; a strong teammate with experience leading initiatives across multiple departments Must have the ability to interact with a variety of individuals (employees at all levels, clients, vendors), along with the ability to work independently are required Benefit & Compensation Insurance services including medical, dental and vision plans. Company and employees pay premiums. 401k with a company safe harbor contribution for all eligible employees Short- and long-term disability Voluntary life, AD&D, voluntary accident insurance, voluntary critical illness and voluntary hospital indemnity Employee Assistance Program Pre-tax commuter benefit program Transit and cell phone stipend 12 paid holidays Unlimited time off for vacation, sick and personal time Paid Parental leave Compensation range for this role is $115,000 - $160,000 If you believe you would be a good fit for this position, please send your resume to ***********************. Thank you in advance for your consideration. About RCP Advisors Founded in 2001, RCP Advisors is a private equity investment firm headquartered in Chicago that provides access to lower middle market private equity fund managers through primary funds-of-funds, secondary funds, and co-investment funds. Additionally, the firm provides advisory and investment research services. The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands. RCP Advisors is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at RCP Advisors are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) RCP Advisors will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at ************** or ***********************.

Job Title: Senior Investment Banking Analyst (Pre-MBA) Firm Type: Boutique Sell-Side M&A Advisory Industry Focus: Healthcare, Industrials, Technology Experience Level: 1+ years of Investment Banking Experience About the Firm: EGIS Careers is representing a leading boutique investment bank specializing in sell-side M&A advisory. Our team works on high-profile, complex transactions for middle-market clients across various industries, with a particular focus on Healthcare, Industrials, and Technology. We pride ourselves on providing a collaborative, hands-on environment where junior team members play a key role in executing deals from start to finish. Position Overview: We are seeking a highly motivated and skilled Senior Investment Banking Analyst to join our team in Chicago. The ideal candidate will have a minimum of 1 year of full-time experience in investment banking, specifically within a middle-market firm, with transaction experience in Healthcare, Industrials, or Technology sectors. This is an excellent opportunity for an individual looking to enhance their skills before pursuing an MBA or advancing their career in investment banking. Key Responsibilities: Assist in the execution of sell-side M&A transactions from initial marketing to deal closure. Conduct financial analysis, including financial modeling, valuation, and due diligence. Prepare client presentations, marketing materials, and pitch decks. Collaborate closely with senior bankers on deal structuring, negotiations, and client relationship management. Perform industry research and competitor analysis to inform transaction strategies. Maintain and manage transaction timelines and coordinate with external parties such as legal and accounting advisors. Assist in preparing documents for internal and external stakeholder review, ensuring accuracy and timeliness. Requirements: Minimum Experience: 1+ years of investment banking experience (middle-market focus preferred, no bulge bracket experience). Industry Focus: Transaction experience in one or more of the following industries is preferred: Healthcare, Industrials, or Technology. Location: Must be based in Chicago Skills: Strong proficiency in financial modeling and valuation techniques. Expertise in preparing pitch materials and client presentations. Excellent written and verbal communication skills. Ability to manage multiple tasks in a fast-paced, high-pressure environment. Strong attention to detail and problem-solving capabilities. Educational Background: Bachelor's degree in finance, economics, accounting, or a related field. Preferred Qualifications: Prior experience in a boutique or middle-market investment bank. Familiarity with deal execution processes and comfort in managing multiple workstreams. Exposure to M&A transactions in the Healthcare, Industrials, or Technology sectors. Strong desire to pursue an MBA or advance within investment banking post-role.

Our client, an asset manager in Chicago, is looking to add an Investment Consultant to their Business Development team. Responsibilities Work collaboratively with cross-functional teams to seek out opportunities with various markets and create tactical plans to identify performance gaps Help to execute marketing strategies and test sales theories Analyze data to ensure that all territories are meeting their KPI's Assist in developing territory specific marketing and sales plans to aid in growth objectives Report results of initiatives and act as an internal resource to all teams Qualifications Bachelor's degree (Finance, Business Administration, Economics, or related) 0-3 years experience in financial services FINRA Series 7 and Series 63 Strong Excel skills Salesforce knowledge a plus

***Chicago/Minneapolis/Detroit Investment Banking Experienced Associate roles*** Our clients are well-established, growing Middle Market Investment Banks looking to add strong M&A Associates & VP's to the firm. -Deal Size: Middle Market (100-300m) -Deal Types: Primarily Sell Side M&A / Some Cap Raises -Competitive Comp. w/ boutique culture -White space to grow / Working closely with Sr. Management & MD's -Generalist in nature w/ segmented industry groups (Tech/TMT, Industrials, Healthcare, Consumer, Business Services) -No RE/Oil & Gas/FIG -Strong deal flow Target Candidate Profiles: -Ideal candidate will have 1+ years of Investment Banking Associate level experience, primarily M&A. Feel free to apply below, if appropriate. Daniel

Quant HFT Traders / Researchers | Up to $300k + bonus every 6 months | US or Remote Global My client is a quantitative trading firm that specializes in high-frequency trading and algorithmic trading across various global financial markets. They specialize in delivering high-performance, algorithm-driven trading solutions designed to capture opportunities in global financial markets. Using cutting-edge technology and data-driven strategies, they offer unmatched speed, precision, and scalability in executing trades across multiple asset classes, including equities, derivatives, and cryptocurrencies. Their systems are built to minimize latency and maximize efficiency, ensuring real-time market insights and seamless order execution. Whether you're looking to enhance liquidity, optimize trading strategies, or reduce risks, their expertise in quantitative research and automated trading gives you a significant competitive edge. By leveraging their advanced tools, you'll be positioned to thrive in the fast-paced, ever-evolving financial landscape. In short, they empower you to capitalize on market inefficiencies and gain superior results through innovative, technology-driven trading solutions. They are looking for experienced individuals or teams with a strong track record in developing profitable trading strategies - across multiple asset classes. Requirements: Proven experience in quantitative trading strategies for MFT or HFT. MFT: Experience with holding periods from a few minutes to 2 weeks. HFT: Sharpe ratio of 4+. Strong skills in mathematics, statistics, and programming (Python, C++, etc.). Ability to thrive in a fast-paced trading environment. Deep understanding of financial markets and market microstructure. The role has a salary banding between $150-300k base plus a bonus paid every 6 months. You will also get a PnL return. They have offices around the world or could offer remote if necessary. Does this sound like something you might be interested in? Please apply with an up to date resume and we can organise a time for a call. Best regards, Ed

Financial Representative//Financial Services Professional Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: #90, Fortune 100 company (2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021. 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 3 Combined client assets of NMIS and NMWMC as of June 30, 2021 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

I'm partnered with an Advisory team & we're seeking an Investment Banking Associate to join our Green-focused Investment Bank in Chicago, specializing in renewable energy project finance. The ideal candidate will have experience in debt and tax equity financing, advanced modeling skills, and a deep understanding of renewable energy project economics. Key Responsibilities: Lead financial modeling for renewable energy projects, including debt and tax equity transactions. Support structuring and executing financing solutions for renewable energy projects. Assist with project economics analysis and assess incentive systems. Collaborate with senior bankers on client relationships, presentations, and transaction execution. Non-Negotiable Skills/Experience: 2-5 years of Project Finance experience in renewable energy. Knowledge of renewable project economics and incentive systems (e.g., ITC, PTC). Strong experience in Debt and Tax Equity financing. Advanced financial modeling skills. Desirable (but not essential) Skills/Experience: Exposure to Tax Equity transactions. Experience in origination and relationship management. Involvement in both debt and capital raises for renewable energy projects. Qualifications: Bachelor's degree in Finance, Economics, or related field. CFA, MBA, or equivalent qualifications a plus. 2-5 years experience renewable focused experience

*Please only apply for this position if you have extensive M&A and private placement experience with a middle-market or bulge bracket investment bank. Experienced Associate Dresner Partners, a leading middle-market investment bank headquartered in Chicago, is currently seeking to hire an experienced associate for its Chicago office. We offer our deal team members the opportunity to gain extensive experience across multiple industries and transaction types, including mergers & acquisitions, financings, and valuations. They work on small deal teams, interface directly with senior-level client executives and bankers, and play an active role in the entire transaction process from pitch to closing. Location: Chicago, IL Responsibilities: Manage transaction execution under the direction of a Managing Director Play a critical role in day-to-day client interaction Take a leadership role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.) Interact with potential buyers and investors Assist with all aspects of business development Review the work product of junior resources Manage and train junior staff Contribute to periodic newsletters and industry pieces Skills: Proven project management and leadership skills Strong financial modeling skills Strong accounting and financial statement analysis skills Excellent communication skills, both written and verbal Strong analytical and problem-solving skills Detail oriented Strong work ethic Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks Advanced Microsoft Office skills, including Excel, PowerPoint and Word Candidate ideally possesses a Series 79 and Series 63 license Background Preferences: At least three years of relevant experience (e.g., investment banking, valuation, commercial banking, corporate development, etc.) An MBA is preferred but not necessary

An options market making firm based out of Chicago is looking for an experienced Quant Trader to join their expanding commodities desk. They are already established in a few markets but looking to capitalize on their success and branch into new verticals. The group already has the leadership team in place but you would be able to have an immediate impact with the ownership and support needed to succeed. What you will do: Collaborate with developers and researchers to design, test, and implement new strategies Monitor and calibrate existing automated market making strategies Develop new models and tools to improve pricing and manage risk Analyze historical and live market data to identify profitable opportunities and improve existing models. Qualifications: 1-5 years of experience in the options market making space (ideally commodities) Proficiency in Python for data analysis and tool development Hands-on experience working on a trading desk with exposure to other traders and developers Strong communications and problem solving skills in a fast paced environment

Senior Trader - Options and Futures (Fixed Income, Commodities, Equities, ETFs) (NYC & Chicago) A growing yet established proprietary trading firm in Chicago & New York has recently gained an influx of capital to grow their platform and are now seeking to onboard Traders with a profitable track record to build out a desk (ideal Sharpe 2-4+). The firm primarily trades fixed income cash, futures, and options markets with both actively managed and algorithmic trading strategies. You'll receive: Capital - both trading and working capital to grow your business (no starting capital required) Technology Resources - core technologist & developers available Exchange Access & Broker Dealer - access to the major exchanges and clearing firms with defined expenses laid out prior to joining Compensation structure is a base + % bonus based on PnL, Sharpe, ROC, drawdowns, etc. Traders are responsible for managing the firm's risk on a day-to-day basis and must react to market movements, economic news, and data-driven signals to maintain a competitive edge across the globe.

We are recruiting for an established proprietary trading shop who has a HQ in San Fran but has small offices in Chicago and New York. This firm pride themselves in their high performance technology and general results driven yet supportive work environment. In Chicago they are in process of growing a new commodities desk, the next big hire being a senior Metals Trader to plug and play a strategy into their technology. This hire will also be a key person in helping this team grow in terms of personnel and overall business strategy. Your bonus will be directly linked to your Pnl success. Requirements: 4 years plus silver/gold trading for an established business Good experience of directly managing a book Desire to work in a small nimble team

Quantitative Trader HFT Futures A leading trading firm is seeking a High Frequency Futures Trader to join their hugely successful desk. You will have the opportunity to leverage advanced technology and pricing models to maximize profit. Responsibilities Collaborate with expert analysts and researchers to implement profitable strategies Successfully manage risk to optimise profits Ensure strategies produce excellent return on capital Designing, developing and managing profitable systematic trading strategies in Futures (Sharpe 2+) Qualifications Experience at a proprietary trading firm, bank, or hedge fund Previous experience working with languages such as C++ or Python Demonstrate excellent track record HFT and Futures background Proven experience in backtesting, and developing strategies Excellent communication and collaboration abilities Bachelor's degree required in related field, such as computer science, or economics If you are looking to join a leading Trading Firm whilst leveraging advanced technology, then this is the role for you. For more information, please apply now.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Exelon Corporation, Bank of America, United Airlines, or Northwestern University among many other leading organizations in the Chicago area. Are you eligible? You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Banking & Customer Success - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Business Fundamentals - Cyber Security Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:General, Location:Lyons, IL-60534

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Beacon Hill is partnering with an AmLaw firm in their search for a Finance Associate to join their growing practice group in Chicago. The ideal candidate will have 2+ years experience representing banks, credit funds, hedge funds, private equity funds, broker-dealers and other financial institutions in a wide range of financial transactions. Background with hedge funds and derivatives is a plus! Firm offers: Competitive compensation and bonus Known for mentorship and professional development 1800 billable hour target Apply today to learn more about this exciting opportunity! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: ***************************************** Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting ************* Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Oak Brook. To view other open roles, visit jobs.lead-advisor.com Our client, an award winning, wealth management practice in Greater Chicago is hiring a Planning Associate to support the two practice owners/partners. The Planning associate may also support and collaborate with other client facing team members. The Planning Associate must be able to work in a fast paced environment, manage multiple priorities and deliver first class service to clients. Responsibilities: (but are not limited to): PROPOSAL AND CASE PREPARATION · Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork · Gathering information for advisor meetings with client/prospect · Managing workflow from team to centralized Planning Department · Preparing advisory annual review information · Preparing and modifying planning and investment/advisory proposals · Preparing investment policy statement, needs-based analysis or financial plan · Recommending fund portfolio options QUALIFICATIONS · Bachelor's degree required · Health and Life licensed or gain licensing within 6 months of employment · Financial Service or Insurance industry experience preferred · Experience with financial planning software preferred · Series 6 or 7 required, and Series 63 · Excellent oral and written communication skills · Able to practice active listening and communicate in a direct manner · Strong attention to detail with the ability to work with a high degree of accuracy · Ability to manage multiple diverse projects and assignments in a timely and quality manner · Willingness to learn · Ability to embrace change and work in a fast-paced environment · Able to work both independently and on a team · Ability to maintain confidentiality · Must have or obtain one or more of the following insurance designations: CLU, ChFC or CFP About us: We are a rapidly expanding financial planning firm located in the vibrant Chicago suburbs, dedicated to providing comprehensive financial guidance to high-net-worth (HNW) individuals nationwide. We are in the top 1% of firms in our system, and we are looking to get even better. Our team is committed to delivering personalized, top-tier service, ensuring our clients' financial aspirations are not just met but exceeded. As we continue to grow, we are seeking a Planning Associate who shares our passion for making a meaningful impact in our clients' lives through exceptional service. Location: 3x a week in Oak Brook office Salary: 70-90k

Chicago Our client's Finance practice group has extensive experience counseling clients in a wide range of public and private financing transactions, including everything from routine corporate financing transactions to highly complex structures that are often beyond the capacity of conventional legal service providers. They represent private equity sponsors and their portfolio companies, service providers, manufacturers, companies in the automotive industry, high-tech companies, healthcare and pharmaceutical companies, financial institutions, retailers, casino/gaming operators, and other industries. Their attorneys bring a depth and diversity of experience that allows them to maintain knowledge and familiarity with market terms and customs. KEY RESPONSIBILITIES Assist with representing clients in complex financing transactions, including private equity financing, acquisition financing, strategic debt financing, asset-based lending and other debt transactions; Deliver high quality work-product and effectively communicate at all levels. Demonstrate excellent problem-solving skills and high energy and enthusiasm for counseling in the relevant client sector; Exhibit highly responsive, creative and efficient work habits; Strive to continuously improve knowledge, skills and abilities and seek guidance and feedback to improve performance and productivity; Take responsibility for enhancing expertise, in addition to seeking out formal and informal training; Integrate into the practice and build strong relationships with clients. Demonstrate a long-term interest in networking with existing clients and developing business opportunities. QUALIFICATIONS 4-6 years of experience in corporate finance transactions in a law firm; Ability to organize and prioritize numerous tasks and complete them under significant time constraints; Outstanding interpersonal, analytical, organizational, and communication (written and verbal) skills required; J.D. degree from an ABA-accredited institution; Licensed Illinois or Michigan attorney in good standing (or with ability to waive into either jurisdiction); and Ability to travel as client needs require.

For 100 years, ABOC has fostered deep ties to our customers and our community, serving the banking needs of countless businesses, organizations, institutions, and individuals, many for multiple generations. These relationships are based on profound trust, in-depth understanding and highly personal and responsive service provided by our experienced bankers. We take tremendous pride in being a great place to work! We value the contributions our employees bring to the table every day. We work hard to nurture and maintain a mutually respectful, diverse culture that fosters teamwork and a commitment to exceptional customer service. ABOC is hiring a Lead Relationship Banker. This position is responsible for overseeing personal banking activities and ensuring outstanding service to Bank customers within the LaSalle branch. RESPONSIBILITIES: Provides leadership and direction to department employees to establish and maintain a compliant and functional work environment. Develops, trains and coaches' staff on product, policy, and operational matters in order that appropriate products and services are identified and explained to consumer and commercial customers during relationship meetings. Opens new accounts for customers (including completion of required forms, obtaining proper identification, and explaining applicable account conditions) in accordance with Bank policies and procedures. Initiates consumer loan handling (advising customers on rates and policies, upselling as appropriate, accepting applications, and working with the Bank's credit department as needed). Establishes contacts and cultivates relationships with existing and prospective business clients and cross-sells banking products and services. Oversees daily department work (account management, applicable approvals/reviews including overdrafts, research, issue management, maintenance, fraud mitigation, etc.). Updates customer forms, consumer disclosures and checklists and ensures completeness of customer records maintained within core banking software and/or physical documentation systems that is fully compliant both with Bank policies and procedures as well as federal and state regulatory requirements. Adheres to periodic obligations schedule to ensure timely completion of audit and compliance matters (internal audits, external audits, escheatment, interest, disclosures, CTRs, SARs, policies, procedures, customer forms, etc.). Coordinates activities with Deposit Services related to management of Bank rates while maintaining awareness of competitive environment. Directs the generation and completion of regular management reporting. Exercises the usual authority concerning staffing, management, training, performance, disciplinary issues, promotions, salary recommendations, and terminations. Stays current on Bank compliance initiatives, regulations, legislation, and related issues through review of various publications and updates with potential attendance at customer functions, Bank meetings, vendor seminars, and courses as is appropriate. Completes special projects as required, Performs other related duties as assigned. REQUIRED EDUCATION, EXPERIENCE AND SKILLS: High school diploma or equivalent (required) Bachelor's degree in a business discipline (preferred) Seven years of experience which demonstrates knowledge of retail banking/branch practices and procedures (required) Experience in a supervisory capacity (preferred) BENEFITS: Competitive compensation package Full health insurance (medical, dental and vision), 401(k) Life insurance Education Assistance Paid Vacation Days Employee Assistance Program Open-door work environment Opportunities for advancement Community Service Opportunities We are an equal opportunity employer and value diversity, equity, and inclusion at our company. We do not discriminate based on any protected category. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.