Advisor of the Board Salary at Unisonsteadfast Ag BETA

Compensation - $95,000 - $120,000+ base salary with bonus structure. Overall compensation: $150,000-200,000+ Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management. They are adding a Lead Financial Advisor to support the firm. Responsibilities Build and maintain strong relationships with existing clients, understanding their financial goals, needs, and preferences. Collaborate with clients to assess their financial situation, develop comprehensive financial plans, and provide strategic advice to help them achieve their objectives. Oversee and manage client inves

Summary About the Position: This position is located at Chicago, IL. If you are currently serving in a permanent, competitive service appointment in the Federal service, and are selected for this position, the appointment will remove you from the competitive service while you occupy this position. This job is open to The public U.S. Citizens, Nationals or those who owe allegiance to the U.S. Duties Serves as the OSJA Chief Counsel in the absence of the SJA. Performs full range of supervision for three GS-14 attorneys and one GS-9 paralegal while overseeing the work of one military attorney (O-3). Recommends promotions, and reassignments involving OSJA civilian positions. Exercises technical and administrative supervision of subordinate employees within the OSJA. Assigns work and provides general administrative, legal and policy guidance consisting of a major delegation of authority for all matters coming within designated functional boundaries Manages the Legal Career Program, the Cont

Job Description Job Description We are seeking passionate and enthusiastic individuals with excellent communication and organizational skills and a strong sense of customer care. If you are a technically minded, business savvy problem solver, who can think quickly and change gears to meet the needs of our growing roster of business clients, then we want to hear from you. This is a permanent, full-time professional position and it is a terrific place to work. The ideal candidate has experience in ERP implementations and support, or practical usage of ERP software through real business experience as a Controller, or related position. They would enjoy the challenge of working through complex business scenarios and the nurturing aspect of a long-term relationship with dedicated customer list. Key Responsibilities Include: Evaluates client needs, defines requirements and solutions that support key business processes. Daily ERP/NetSuite activities include requirements gathering, workflow ana

Celebrating 25 years as an anchor institution in the North Lawndale Community, North Lawndale College Prep (NLCP) is doubling down on its mission to not only empower students with the tools needed to successfully make it to and through college but to also become transformational leaders. NLCP is a co-ed charter network serving approximately 600 students in grades 9-12. Our scholars - the majority of whom are low income - choose NLCP for its culturally responsive and rigorous academic model. Students know when they enroll at NLCP they are entering into a robust web of support and an uplifting community. At the heart of NLCP's strong community is our commitment to five core employee values that guide the work we do and prepare us to serve students in transformational ways: trustworthiness, timeliness, teamwork, transparency, and trauma-informed. We believe that centering these values and continually growing and improving how they are practiced helps staff members build a safe and support

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Consulting Analyst is responsible for contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm’s Endowment & Foundation and Defined Benefit Plan client portfolios. Responsibilities: Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis Collaborate

We are looking for a motivated individual to fill the role of an Investment Advisor for Centier Investment Services located at Centier Bank in Merrillville, IN. Job Description: SUMMARY: The Investment Executive will provide exceptional service and investment product knowledge to new and existing customers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES: Deliver the highest caliber services to clients by answering general inquiries Provide investment sales and recommendations based on client objectives and suitability Conduct sales practices in compliance with all securities, insurance, and banking laws, rules, and regulations Prepare an annual business plan including sales goals and marketing Coach, mentor, and help train retail associates for referrals Use Connections for tracking referrals and prospects Fulfill all continuing education requirements to keep all required licenses current Provide reports to branch for referral follow-up and actual sales vs model goals Prepare sale

Company Description About Adtalem Global Education Adtalem Global Education is a national leader in post-secondary education and leading provider of professional talent to the healthcare industry. Adtalem educates and empowers students with the knowledge and skills to become leaders in their communities and make a lasting impact on public health, well-being and beyond. Through equitable access to education, environments that nurture student success, and a focus on expanding and diversifying the talent pipeline in healthcare, Adtalem is building a brighter future for communities and the world. Adtalem is the parent organization of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University. In our U.S. locations, we operate on a hybrid work model with three in-office days and two remote days per week. Starting Q1 2025, we will transition to a four-day in-office sc

Job Description Job Description We are a Registered Investment Adviser (RIA) specializing in defined contribution (DC) retirement plans. We are looking for an experienced retirement plan consultant and relationship manager. This role is focused on supporting and retaining RPA’s defined contribution plan sponsor clients. This position can be based in our Chicago home office or remotely. Primary Responsibilities: Responsible for plan support and retention, enhancing existing services while harnessing plan efficiencies Partner with RPA advisors and plan sponsors to initiate strategic partnerships with key plan decision-makers Work with key stakeholders including recordkeepers, advisors, and plan sponsors to achieve client satisfaction and favorable Net Promoter Scores Create business opportunities by promoting DC plan enhancements, fiduciary services, managed accounts, and comprehensive plan consulting Develop industry and best-practices discussions to lead clients as it relates to produc