Schaumburg, IL

Finance Jobs in Schaumburg, IL

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Today

Financial Advisor

Kadima Wealth Schaumburg, IL

Schaumburg, IL

Today

$90k+/yr Full time Advisor Client Relations Client Service

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Job Description

Kadima Wealth is seeking a licensed Financial Advisor to support a growth and business-development mission built around direct client advice and disciplined investment management. The role is onsite in Schaumburg, IL and centers on prospecting, converting opportunities, and building durable client relationships, with firm resources available to help you execute.

Working in partnership with Kadima’s client-service, operational, technology, and investment support, you will take primary responsibility for originating relationships and turning qualified conversations into new assets and revenue.

What you will do

Build and execute a personal business-development plan using professional referrals, community relationships, networking, events, digital outreach, and other appropriate channels.
Generate qualified prospect conversations rather than relying exclusively on firm-assigned leads.
Convert both self-generated and firm-supported opportunities by leading discovery meetings, presenting recommendations, addressing objections, and asking for the business.
Develop trusted relationships with individuals, families, executives, business owners, and other qualified prospects.
Serve as the primary advisor for relationships you originate, supported by Kadima’s client-service, operational, technology, and investment resources.
Maintain disciplined follow-up, accurate CRM records, and clear accountability for activity, pipeline, conversion, new assets, and new revenue.
Help strengthen Kadima’s referral network, market presence, and a repeatable approach to growth.

Licenses and eligibility

Current Series 65, or current Series 7 and Series 66, with the ability to become registered promptly as an investment adviser representative through the firm’s platform.
Ability to pass all required background, registration, and firm reviews.

What you bring

Minimum 3 years of experience (preferred) in client-facing investment, advisory, banking, brokerage, or financial-services work.
Evidence that you have personally generated or converted new business.
Strong communication, judgment, follow-up, and the confidence to ask for a commitment.
An entrepreneurial mindset, personal accountability, and comfort operating in a growing firm where initiative matters.
CFP certification or another advanced designation is welcomed but not required.

Role details

Location: Schaumburg, IL (onsite)
Salary: USD 90,000 per year
Primary mandate: Generate and convert new business
Technologies: CRM and a modern advisory technology platform

Compensation and long-term upside

Expected base salary: $100,000 to $140,000, based on experience and demonstrated production.
Variable compensation: Uncapped, tied to new client revenue, with potential recurring participation in retained relationships.
Long-term upside: Recurring economics and potential ownership; for the right person demonstrating sustained production, leadership, and cultural fit, long-term participation may include value-of-firm involvement, potentially including equity or an equity-like incentive, separately negotiated and documented.

Benefits

401(k) and 401(k) matching
Dental insurance
Employee assistance program
Employee discount
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Opportunity fit

Built around direct advice, thoughtful investment management, and personal accountability.
Access to Kadima’s technology, investment resources, marketing support, operations team, and founder guidance while maintaining responsibility for building a durable pipeline of new relationships.
This is not a service-only role and is not designed for someone who wants to wait for a full calendar of assigned appointments.

How to apply

Please submit a resume and a short note answering: During the past two years, what new business did you personally originate or convert, and how did you do it? Use anonymized results and do not provide client names, confidential information, or proprietary records from a current or former employer.

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4mo ago

Automotive Finance Manager

Schaumburg Kia Schaumburg, IL

Schaumburg, IL

4mo ago Closed

$200k - $400k/yr Full time Manager Advisor Automotive

This position is no longer accepting applications (closed May 23, 2026).

Job Description

At Schaumburg Kia, part of the Rohrman Automotive Group, you will join a team that prioritizes strong compensation, comprehensive benefits, and opportunities for growth within a supportive network. This onsite Automotive Finance Manager role offers a very competitive pay plan, health and savings protections, paid time off, and a clear path to advance within the dealership and Rohrman group. You will oversee customer loan origination and approvals, present and upsell financial products, coordinate with the sales team to maximize unit counts, and maintain productive lender relationships.

Location: Schaumburg, IL (onsite). Salary: USD 200,000 - 400,000 per year.

Responsibilities

Oversee all customer loan origination and approval processes
Present and explain financial products, including insurance and investment protection options
Sell insurance and investment protection products to customers
Monitor and ensure timely funding of contracts
Maintain accurate monthly, quarterly, and year-end reports
Collaborate with the sales management team to maximize unit counts
Maintain solid relationships with lending institutions
Meet and exceed monthly objectives

Requirements

Auto dealership F&I experience with 3 years of hands-on work (Required)
2+ years F&I Manager experience at a retail car dealership
Kia or Hyundai experience is a plus, but not required
Proven supervisory experience in an Automotive Financial Services role
Excellent interpersonal skills
Strong attention to detail
Excellent follow-through skills
Drug-free environment

Benefits

Very competitive pay plan
Education, tools, resources, and community to help you succeed
Health insurance
Dental insurance
Life insurance
Vision insurance
401(k) with company match
Paid vacation
Paid personal and sick days
Paid community and charity volunteer days
Company Savings Plan
Hardship assistance
5-Day Work Week
Employee discounts
Opportunity to advance into dealership management
Opportunity for further advancement within the Rohrman Automotive Group
And more

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Finance Jobs in Schaumburg, IL

Financial Advisor

Automotive Finance Manager

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