Chicago, Illinois, United States · Hybrid
$75k–$100k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Wealth Management, Financial Planning, Tax Planning, Estate Planning, Investment Research
Chicago, Illinois, United States · On-site
$70k–$82k/yr
Invenergy is North America’s largest privately held developer, owner, and operator of power infrastructure. With 25 years of trusted execution, we deliver reliable, affordable energy through a diverse portfolio that incl…
Skills: Financial Analysis, Budgeting, Variance Analysis, Microsoft Excel, Cash Flow Forecasting
Chicago, Illinois, United States · Remote OK
$165k–$190k/yr
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients acceler…
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Chicago, Illinois, United States · Hybrid
$93k–$168k/yr
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Skills: Fraud Investigation, Healthcare Fraud Detection, Case Management, Data Analysis, Interviewing Skills
Chicago, Illinois, United States · Hybrid
$115k–$160k/yr
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Skills: Compensation Analysis, Performance Management, Referral Management, Workforce Planning, Due Diligence
Chicago, Illinois, United States · On-site
$250k–$300k/yr
Job DetailsLevel: ManagementJob Location: Chicago Office - Chicago, IL 60606Salary Range: $250,000.00 - $300,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winni…
Skills: Leadership, Coaching, Mentoring, Talent Development, Relationship Management
Chicago, Illinois, United States · Hybrid
$154k–$193k/yr
Be essential at Cars Commerce At Cars Commerce, we’re fanatical about simplifying everything about car buying and selling. We do right by our customers and consumers to better connect the industry with simplified and tie…
Skills: SEC Reporting, US GAAP, SOX Compliance, Technical Accounting, Revenue Recognition
Chicago, Illinois, United States · Remote OK
$105k–$139k/yr
Sr. Manager Claims (Remote) FL, IL, IN and WI AMA Insurance (AMAI) offers life, health and disability insurance at affordable and exclusive rates to help doctors achieve a healthy and secure financial future. AMAI is par…
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Chicago, Illinois, United States · On-site
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About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Product Management, Enrollment Management, Entitlement Administration, Access Governance, Authentication
Chicago, Illinois, United States · Remote OK
RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportati…
Skills: Insurance Product Development, Carrier Management, Underwriting Governance, Market Analysis, Strategic Planning
Chicago, Illinois, United States · Remote Solely
We are looking to hire ambitious entrepreneurs to start and scale their own startups. We are serial entrepreneurs, for example Paul Müller (founder Adjust, €1.2B exit) and Petter Made (founder SumUp, €8B) who are eager t…
Skills: Entrepreneurship, Fintech, Scaling Startups, Product-Market Fit, Team Building
Chicago, Illinois, United States · On-site
$17/hr–$21/hr
This is an exciting opportunity for a Universal Banker II at our Commercial Banking Center. Job Summary Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and emplo…
Skills: Teller Operations, New Account Opening, Sales, Customer Service, Cash Handling
Chicago, Illinois, United States · Hybrid
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Company:Mercer Description: We are seeking a talented individual to join our Career team at Mercer. This role will be based in Chicago, Minneapolis, Indianapolis, Detroit, Cleveland or Columbus. This is a hybrid role tha…
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Chicago, Illinois, United States · Remote OK
$225k–$238k/yr
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
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Chicago, Illinois, United States · Hybrid
$30/hr–$33/hr
Department Booth Polsky Center: Operations About the Department The University of Chicago Booth School of Business is the second-oldest business school in the U.S. and second to none when it comes to influencing business…
Skills: Office Management, Procurement, Vendor Management, Financial Operations, Contract Administration
Chicago, Illinois, United States · Remote OK
$60k–$100k/yr
Insureon, a division of Specialty Program Group and HUB International, is transforming the insurance industry through innovative distribution strategies, best-in-breed technology, and an unwavering commitment to serving …
Skills: Management Liability, D&O Insurance, EPLI, Fiduciary Liability, Crime Insurance
Chicago, Illinois, United States · Hybrid
$70k–$70k/yr
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
Skills: Compliance Monitoring, Compliance Programs, Customer Onboarding, Management Reporting, Regulatory Compliance Management
Chicago, Illinois, United States · Remote Solely
We are looking to hire ambitious entrepreneurs to start and scale their own startups. We are serial entrepreneurs, for example Paul Müller (founder Adjust, €1.2B exit) and Petter Made (founder SumUp, €8B) who are eager t…
Skills: Entrepreneurship, Scaling Startups, Fintech, Product-Market Fit, Sales Force Building
Chicago, Illinois, United States · On-site
$137k–$234k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Python, SQL, Generative AI, LLM, RAG
Chicago, Illinois, United States · Hybrid
$100k–$165k/yr
DLC, an Addison Group Company, is adding talent to its Chicago-based team of full-time, salaried Accounting & Finance Consultants! We are currently seeking experienced Accounting & Finance Professionals who want to join …
Skills: Financial Accounting, Financial Reporting, SEC Reporting, Financial Planning & Analysis, Financial Modeling
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Collect and analyze client financial data to develop comprehensive financial plans, including tax, estate, and insurance recommendations. Monitor asset allocations and handle operational items such as account openings and portfolio rebalancing.
Requires 3-5 years of wealth management experience and a bachelor's degree in Finance, Accounting, or a related field. A CFP designation and proficiency in eMoney planning software are preferred.
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Collect and analyze client financial information to understand their goals, risk tolerance, and current financial situation.
Prepare charts, graphs, tables, and other visual aids to be used in meetings with clients.
Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include:
Tax planning
Estate planning
Insurance recommendations
Charitable gifting
College planning
Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives.
Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian specific items.
Prepare and review investment portfolio recommendations for prospects and clients.
Collaborate with senior team members to develop comprehensive financial plans that align with clients’ objectives.
Conduct investment asset class research.
Compile, enter, and monitor CRM workflows related to client financial planning requests.
Support the Wealth Planning Team.
Possess:
3-5 years of wealth management experience, preferably in the ultra-high net worth market;
Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration; and
CFP® designation preferred.
Strong understanding of tax, investments, and estate planning.
Strong investment research skills.
Proficient project management and presentation skills.
Professional business acumen and enhanced communication skills.
Solid understanding of eMoney for planning software
Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team
Developing others
Relationship/Practice Management
Detail-oriented with excellent analytical and organization skills
Communicate effectively, both orally and in writing
High emotional intelligence and situational awareness
A proactive approach to work, with the ability to take ownership of projects and see them through to completion
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $75,000 - 100,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
Based on 3147 listings with disclosed salaries, most finance & accounting jobs in Chicago, IL pay between $65k–$180k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 3,797 open finance & accounting positions in Chicago, IL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, Northern Trust Asset Management, Bank of America, BMO, Morningstar, among others. Browse the listings above to see every active employer.
Yes — 1845 of the 3797 open finance & accounting positions offer remote or hybrid work (293 remote, 1552 hybrid).
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