Equity Research Analyst
Chicago, IL · On-site
$150K - $175K/yr
... RIA) based in Chicago. We are committed to building meaningful relationships and making a ... flexible time off, and 13 paid holidays annually. Review our Privacy Policy here.
Equity Research Analyst
Chicago, IL · On-site
$150K - $175K/yr
... RIA) based in Chicago. We are committed to building meaningful relationships and making a ... flexible time off, and 13 paid holidays annually. Review our Privacy Policy here.
Service Associate
Riverwoods, IL · On-site
$60K - $70K/yr
Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: Our Service Team ... Flexible working arrangements * Generous 401K contributions * Exempt associates qualify for our ...
Service Associate
Riverwoods, IL · On-site
$60K - $70K/yr
Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: Our Service Team ... Flexible working arrangements * Generous 401K contributions * Exempt associates qualify for our ...
Service Associate
Deerfield, IL · On-site
$60K - $70K/yr
Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. Summary Our Service Team ... Flexible working arrangements * Generous 401K contributions * Exempt associates qualify for our ...
Service Associate
Deerfield, IL · On-site
$60K - $70K/yr
Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. Summary Our Service Team ... Flexible working arrangements * Generous 401K contributions * Exempt associates qualify for our ...
Service Associate
Riverwoods, IL · On-site
$60K - $70K/yr
Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: Our Service Team ... Flexible working arrangements * Generous 401K contributions * Exempt associates qualify for our ...
Service Associate
Riverwoods, IL · On-site
$60K - $70K/yr
Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: Our Service Team ... Flexible working arrangements * Generous 401K contributions * Exempt associates qualify for our ...
ETF Salesperson - AI Funds
Chicago, IL · On-site
$120K - $199K/yr
The main clientele of the distribution team are RIA's, family offices, banks, wire house, B/D ... Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible ...
ETF Salesperson - AI Funds
Chicago, IL · On-site
$120K - $199K/yr
The main clientele of the distribution team are RIA's, family offices, banks, wire house, B/D ... Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible ...
ETF Salesperson - AI Funds
Chicago, IL · On-site
$120K - $199K/yr
The main clientele of the distribution team are RIA's, family offices, banks, wire house, B/D ... Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible ...
ETF Salesperson - AI Funds
Chicago, IL · On-site
$120K - $199K/yr
The main clientele of the distribution team are RIA's, family offices, banks, wire house, B/D ... Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible ...
Wealth Advisor
Chicago, IL · On-site +1
$150K - $250K/yr
... RIA or Wealth Management Firm. * The series 65 license is required for the position; however ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Wealth Advisor
Chicago, IL · On-site +1
$150K - $250K/yr
... RIA or Wealth Management Firm. * The series 65 license is required for the position; however ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Platform Engineer
Chicago, IL · On-site
$140K - $150K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team The Platform Engineer ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Platform Engineer
Chicago, IL · On-site
$140K - $150K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team The Platform Engineer ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Senior Data Architect
Chicago, IL · On-site +1
$150K - $175K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team As a Senior Data ... Flexible PTO plan * Hybrid work schedule (Monday- Thursday onsite, Fridays remote) * Free brand-new ...
Senior Data Architect
Chicago, IL · On-site +1
$150K - $175K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team As a Senior Data ... Flexible PTO plan * Hybrid work schedule (Monday- Thursday onsite, Fridays remote) * Free brand-new ...
Senior Data Architect
Chicago, IL · On-site +1
$150K - $175K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team As a Senior Data ... Flexible PTO plan * Hybrid work schedule (Monday- Thursday onsite, Fridays remote) * Free brand-new ...
Senior Data Architect
Chicago, IL · On-site +1
$150K - $175K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team As a Senior Data ... Flexible PTO plan * Hybrid work schedule (Monday- Thursday onsite, Fridays remote) * Free brand-new ...
S., we operate as a registered investment advisor (RIA). Your Future Team The Director of IT ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
S., we operate as a registered investment advisor (RIA). Your Future Team The Director of IT ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Director, IT Platform Services
Chicago, IL · On-site +1
S., we operate as a registered investment advisor (RIA). Your Future Team The Director of IT ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Director, IT Platform Services
Chicago, IL · On-site +1
S., we operate as a registered investment advisor (RIA). Your Future Team The Director of IT ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Senior Data Architect
Chicago, IL · On-site
$150K - $175K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team As a Senior Data ... Flexible PTO plan * Hybrid work schedule (Monday- Thursday onsite, Fridays remote) * Free brand-new ...
Senior Data Architect
Chicago, IL · On-site
$150K - $175K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team As a Senior Data ... Flexible PTO plan * Hybrid work schedule (Monday- Thursday onsite, Fridays remote) * Free brand-new ...
Platform Engineer
Chicago, IL · On-site +1
$140K - $150K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team The Platform Engineer ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Platform Engineer
Chicago, IL · On-site +1
$140K - $150K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team The Platform Engineer ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Trust Operations Specialist
Chicago, IL · Hybrid
$70K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team Reporting to the Manager ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Trust Operations Specialist
Chicago, IL · Hybrid
$70K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team Reporting to the Manager ... Flexible PTO plan * In-office Monday through Thursday and work from home on Fridays * Free brand ...
Investment Management Paralegal
Chicago, IL · Hybrid
$45 - $55/hr
We are always looking for talented, service-focused individuals to join our flexible and high ... Prepare and file regulatory registration forms with the SEC, CFTC and NFA, including RIA and CPO ...
Investment Management Paralegal
Chicago, IL · Hybrid
$45 - $55/hr
We are always looking for talented, service-focused individuals to join our flexible and high ... Prepare and file regulatory registration forms with the SEC, CFTC and NFA, including RIA and CPO ...
Investment Management Paralegal
Chicago, IL · On-site
$45 - $55/hr
We are always looking for talented, service-focused individuals to join our flexible and high ... Prepare and file regulatory registration forms with the SEC, CFTC and NFA, including RIA and CPO ...
Investment Management Paralegal
Chicago, IL · On-site
$45 - $55/hr
We are always looking for talented, service-focused individuals to join our flexible and high ... Prepare and file regulatory registration forms with the SEC, CFTC and NFA, including RIA and CPO ...
Systems Coordinator
Rock Island, IL · On-site
$30/hr
Collaborate with the business units within the Broker-Dealer/RIA to identify potential areas of ... Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance. Modern Woodmen is ...
Systems Coordinator
Rock Island, IL · On-site
$30/hr
Collaborate with the business units within the Broker-Dealer/RIA to identify potential areas of ... Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance. Modern Woodmen is ...
Client Service Associate
Rockford, IL · On-site
$14.50 - $20/hr
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA * 401(k) Plan ... RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time ...
Quick apply
Client Service Associate
Rockford, IL · On-site
$14.50 - $20/hr
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA * 401(k) Plan ... RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time ...
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA * 401(k) Plan ... RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time ...
Quick apply
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA * 401(k) Plan ... RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time ...
Flexible Ria information
What is the difference between Flexible Ria vs Flexible Financial Advisor?
| Aspect | Flexible Ria | Flexible Financial Advisor |
|---|---|---|
| Certifications | Series 7, 63, or 65 licenses | CFP, Series 7, 66/65 licenses |
| Work Environment | Independent or firm-based, client-facing | Client meetings, financial planning |
| Industry Usage | Financial services, investment management | Financial planning, wealth management |
Flexible Ria professionals typically hold licenses like Series 7 and 66, focusing on investment management and client portfolios. Flexible Financial Advisors often have CFP credentials and provide comprehensive financial planning. Both roles operate in similar environments, but the Ria emphasizes investment products, while the Advisor offers broader financial advice.
How much does the average flexible Ria make?
The average income for a flexible Ria, which typically involves providing financial advice or services, varies based on experience, location, and client base. Generally, such roles can earn from $20 to $50 per hour, with annual earnings depending on hours worked and client demand.
What are the most commonly searched types of Ria jobs in Illinois? The most popular types of Ria jobs in Illinois are:
What are popular job titles related to Flexible Ria jobs in Illinois? For Flexible Ria jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Flexible Ria jobs in Illinois look for? The top searched job categories for Flexible Ria jobs in Illinois are:
What cities in Illinois are hiring for Flexible Ria jobs? Cities in Illinois with the most Flexible Ria job openings:
$150K - $175K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 18 days ago
Job description
About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
The Role
We are seeking an Equity Research Analyst to join our Curi Capital Equity Team in our downtown Chicago office. In this role you will work closely with portfolio managers and senior equity analysts to provide investment insights across internal strategies that range up and down the market cap scale and address both domestic and developed international markets.
In this role, you will join a group of experienced investment professionals who provide portfolio management and equity analysis for Curi Capital's actively managed internal strategies. In identifying attractive investment opportunities, the team employs both industry standard as well as proprietary equity research systems and data sources.
If you are hard-working, curious, and humble team player who values being part of a collegial and high-performing team this might be an exciting opportunity for you!
Key Responsibilities
Key Skills
Key Qualifications
The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$150,000-$175,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
Built On;
Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
Review our Privacy Policy here.
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
The Role
We are seeking an Equity Research Analyst to join our Curi Capital Equity Team in our downtown Chicago office. In this role you will work closely with portfolio managers and senior equity analysts to provide investment insights across internal strategies that range up and down the market cap scale and address both domestic and developed international markets.
In this role, you will join a group of experienced investment professionals who provide portfolio management and equity analysis for Curi Capital's actively managed internal strategies. In identifying attractive investment opportunities, the team employs both industry standard as well as proprietary equity research systems and data sources.
If you are hard-working, curious, and humble team player who values being part of a collegial and high-performing team this might be an exciting opportunity for you!
Key Responsibilities
- Analyze companies across sectors of the market to provide investment insights to portfolio managers and senior equity analysts.
- Conduct primary due diligence for idea generation and monitoring of current positions. Research activities may include company research and financial modeling as well as regular communication with management teams, industry experts, and sell-side analysts. Perform other investment analyses upon request.
- Gain familiarity with the proprietary Curi economic return corporate performance and valuation framework.
- Proactively support the goals and objectives of the Equity Team in a collaborative environment.
Key Skills
- Demonstrated ability to be a self-starter, work independently and accomplish goals.
- Ability to analyze/model financial metrics, business strategies, and valuation.
- Effectively prioritize time and manage multiple tasks.
- Excellent teamwork and interpersonal skills.
- Ability to deliver clear, effective verbal and written communication.
Key Qualifications
- An ideal candidate will have three to five years of experience in buyside equity research
- Undergraduate degree in finance, accounting, or related field.
- CFA or progress towards CFA designation preferred.
The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$150,000-$175,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
- Accountability: We are driven to act, work with integrity, and deliver results.
- Curiosity: We ask and listen, stay curious, and are eager to learn.
- Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
- Inclusion: We respect, recognize, and encourage the differences that make us stronger-we are better together
Built On;
- Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
Review our Privacy Policy here.
About Curi Capital
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Raleigh, NC, US
Year founded
1975