Wealth Preservation Associate Job at Robert Half (Chicago)

New

Associate Wealth Advisor

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is...

Location

United States , St. Louis

Salary:

70000.00 - 80000.00 USD / Year

Anders Minkler Huber & Helm LLP

Expiration Date

Until further notice

Requirements

Bachelor’s degree
2+ years of financial services experience
Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
A clean U4
Excellent written and verbal communication skills
Expert attention to detail
Strong organizational and time-management skills
Ability to work independently or as a team
Knowledge of financial industry, financial products, and financial planning concepts
Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs

Job Responsibility

Manage and execute both direct portfolio trading and indirect third-party portfolio trading
Develop and implement new client portfolios, assisting Senior Advisors where necessary
Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution
Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice
Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation
Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives
Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon
Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies
Develops mastery of Claris Advisors investment philosophy
Mastery of technology stack offered, including CRM system and custodian websites

What we offer

Professional development opportunities
Benefits that directly impact mental, physical and financial wellness
Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer

Fulltime

New

Software Engineer Java

Are you a backend-focused software engineer ready to design and scale modern sys...

Location

United States

Salary:

Not provided

Capstone IT Staffing

Expiration Date

Until further notice

Requirements

5+ years of experience building scalable applications using Java with Spring Boot and Groovy
Experience designing and maintaining RESTful APIs and API contracts
Experience with event-based systems such as Kafka or RabbitMQ
Experience developing and running containerized applications using Docker
Strong SQL experience working with relational databases such as DB2, SQL Server, or similar
Experience working within AWS-based cloud environments
Prior tech lead or solution lead experience
Ability to work remotely with a reliable high-speed internet connection
Must be located in the United States or Puerto Rico
A collaborative mindset that values inclusion, diverse perspectives, and continuous learning

Job Responsibility

Lead the end-to-end design, development, testing, and integration of modern backend applications and services
Design and build high-performance APIs, data solutions, and event-driven services
Participate in solution design discussions and technical decision-making
Operate across roles as needed — individual contributor, technical lead, mentor, or collaborator
Develop a strong understanding of business objectives and translate them into effective technical solutions
Continuously evaluate and optimize applications for performance, scalability, and maintainability

Fulltime

New

Manufacturing Crane Operative

JRL Trent Precast are looking for a skilled and safety-conscious Manufacturing C...

Location

United Kingdom , Skelmersdale

Salary:

13.00 - 14.00 GBP / Hour

JRL Group

Expiration Date

Until further notice

Requirements

Valid crane operator certification relevant to the equipment used (e.g. CPCS, NPORS, or equivalent)
Proven experience operating cranes within a precast concrete, manufacturing, or construction environment
Strong understanding of lifting operations, load weights, and safe working practices
Experience with slinging and signalling
Good communication skills and ability to work as part of a team
Reliable, punctual, and safety-focused approach to work
Physically fit and able to work in an industrial environment

Job Responsibility

Operate crane safely for lifting, placing cages, steel, and precast units safely within the manufacturing site
Carry out lifting operations in accordance with lift plans, risk assessments, and method statements
Safely attach, sling, and secure loads using appropriate lifting equipment and accessories
Assist with concrete pours, ensuring correct placement and coordination with the team
Carry out daily checks and support safe lifting operations in the yard and factory
Conduct daily pre-use checks on cranes and lifting equipment, reporting any defects immediately
Ensure all lifting operations comply with health and safety regulations and site procedures
Maintain clear communication at all times, including the use of hand signals and radios where required
Support general production and yard activities as needed to meet operational demands

What we offer

Weekly pay (PAYE)
20 days holiday plus all bank holidays
Pension scheme
Free on-site parking
Ongoing training and development opportunities

Fulltime

New

Payroll Supervisor/Manager

We are looking for a skilled Payroll Supervisor/Manager to join our team in Taco...

Location

United States , Tacoma

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience managing full-cycle payroll operations
Expertise in handling multi-state payroll processes
Proficiency in ADP Workforce Now or similar payroll systems
Familiarity with bi-monthly payroll procedures for large organizations
Strong knowledge of payroll regulations and tax laws
Experience managing payroll for over 500 employees
Proficiency in using platforms like UKG Pro and Workday Payroll
Excellent organizational and analytical skills with attention to detail

Job Responsibility

Manage full-cycle payroll operations, including processing, auditing, and reporting
Oversee multi-state payroll functions to ensure compliance with state and federal regulations
Utilize ADP Workforce Now and other payroll systems to streamline processes and maintain accurate records
Coordinate bi-monthly payroll for a workforce of over 500 employees
Implement and enforce payroll policies to ensure consistency and compliance
Collaborate with HR and finance teams to address payroll-related inquiries and resolve discrepancies
Maintain up-to-date knowledge of payroll laws and regulations to ensure compliance
Handle payroll data for multiple platforms, including UKG Pro and Workday Payroll
Ensure timely and accurate preparation of payroll tax filings and other required documentation
Train and mentor payroll staff to enhance performance and efficiency

What we offer

medical, vision, dental, life and disability insurance
401(k) or deferred compensation plan
paid time off for vacation, personal needs, and sick time
paid holidays

New

Senior Director of Partner Relations & Business Development, Gaming

At Microsoft, our goal is to enable every individual and organization on the pla...

Location

United States , Multiple Locations

Salary:

155800.00 - 277200.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Business, Liberal Arts, Sciences, or related field AND 12+ years relevant work experience (e.g., investment banking, consulting, finance, marketing, corporate strategy, sales, venture capital, legal, business development, product management, project management, software development, or related field) OR equivalent experience
10+ years of experience in partnerships, business development, strategy, or related commercial roles within entertainment, media or gaming
Proven experience managing external partners and successful track record of negotiating complex, high-value partnerships
Financial acumen and analytical skills, including deal modeling and performance analysis
Executive-level communication and presentation skills and ability to influence senior stakeholders and cross-functional teams
Ability to operate independently in a fast-paced, highly matrixed, relationship-driven environment

Job Responsibility

Own and manage relationships with key end point partners
Oversee product briefings, regular business reviews, performance tracking, and GTM planning across key partners
Serve as the primary point of contact for partner coordination across internal teams (product, sales, marketing, legal, finance) while managing overall business governance and escalation needs
Identify, evaluate, and execute new partnerships and commercial opportunities aligned with overall business strategy
Lead negotiations on value accretive deals, working closely with legal, finance and other key stakeholders
Structure agreements that align commercial and strategic objectives, with long-term mutual value creation
Prepare deal recommendations and presentations for internal senior leadership teams
Advise teams on commercial best practices to optimize go-to-market execution, lifecycle management and maximize player engagement and commercial results
Leverage partner performance insights and market trends to help shape publishing strategies and opportunities

Fulltime

New

Retail Sales Specialist

In this customer-facing, individual contributor role, you will be responsible fo...

Location

United States , San Bernardino

Salary:

20.00 - 25.40 USD / Hour

Spectrum

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
Proficiency in cash handling and accurate payment transactions
High comfort level with personal technology, including mobile devices and video platforms and proficiency in computer applications
Basic math skills
Ability to read, write, speak, and understand English and to prioritize, organize, manage multiple tasks and handle change effectively
Familiarity with goal- and incentive-based work environments
Strong performance in a fast-paced team environment
Effective communication with employees and customers in person, on the phone and in writing
Highly effective interpersonal skills for building partnerships across the organization
Self-motivated, competitive spirit with a desire to exceed sales goals

Job Responsibility

Assist customers with inquiries related to Spectrum products and services, account management, billing, technical support, etc.
Educate current and prospective customers about our products and services and identify opportunities to generate new sales or upgrade their packages
Manage operational tasks like processing payments and managing inventory
Assist in maintaining a clean and organized sales environment and with store opening and closing activities
Enhancing the customer experience while meeting sales, service, and operational goals
Identifying sales opportunities and creating ideal customer experiences through product support and education
Building positive customer relationships, effective listening, and overcoming objections, while reselling the value of our products
Maintaining knowledge of Spectrum products, pricing, promotions and visual standards, while minimizing product losses
Ensuring a welcoming store atmosphere, delivering a clean retail experience, effective communication, policy adherence, issue resolution and participating in training programs

What we offer

Competitive starting wages with opportunities to increase your earnings as you grow
High-quality and affordable health and insurance benefits
401(k) with 100% match up to 6% of pay and an additional 3% company contribution to the Retirement Accumulation Plan
Employee Stock Purchase Plan
Free and discounted Spectrum services and deep discounts on Spectrum Mobile™ regardless of where you live
Tuition-free associate degrees, bachelor’s degrees, certificate and bootcamp programs and more
Paid on-the-job training
Career progression opportunities

New

Financial Analyst

The IT Financial Analyst provides financial oversight, analysis, and reporting f...

Location

United States , Salt Lake City

Salary:

Not provided

Capstone IT Staffing

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field
Equivalent experience may be considered (typically six years of progressive, related experience in lieu of a degree)
Minimum of two years of related financial or analytical experience
Strong analytical, problem-solving, and decision-making skills
Ability to interpret financial, economic, accounting, and statistical data to develop insights and recommendations
Working knowledge of information technology concepts, systems, functions, and major IT vendors
Advanced proficiency in Microsoft Excel and Word
experience with PowerPoint and email tools
Experience with Oracle Financials or similar financial systems preferred
Advanced spreadsheet modeling and financial report design skills

Job Responsibility

Assist in the development and management of IT budgets, forecasts, and long-range financial plans
Monitor actual versus budgeted expenditures, perform variance analysis, and recommend corrective actions
Partner with IT leadership to align financial planning with strategic and operational goals
Prepare and present financial reports and analyses for IT leadership
Analyze IT spending trends and identify cost optimization opportunities
Track and report capital and operational expenditures for IT projects and initiatives
Support project managers with financial planning, cost tracking, and reporting
Ensure accurate allocation of costs to projects, departments, and portfolios
Assist with business case development and ROI analysis for IT investments
Review vendor contracts and invoices for accuracy, compliance, and budget alignment

New

Shift Supervisor

A Shift Supervisor is a key leader supporting the CVS Store Management team in d...

Location

United States , Palm City

Salary:

16.50 - 24.00 USD / Hour

CVS Health

Expiration Date

March 16, 2026

Requirements

Deductive reasoning ability
Analytical skills
Computer skills
Advanced communication skills
Supervision skills
Ability to work a flexible schedule, including some early morning, overnight and weekend shifts
Ability to work overtime as needed
Ability to respond to urgent issues at the store when they arise

Job Responsibility

Support the CVS Store Management team in driving store execution and performance
Build consumer loyalty through a focus on excellent customer service
Lead the store staff when there is no manager or Operations Supervisor onsite
Ensure store operations run smoothly
Ensure the completion of all opening and closing procedures
Work effectively with store management and store crews
Supervise the store’s crew through assigning, directing and following up of all activities
Effectively communicate information both to and from store management and crews
Assist customers with their questions, problems and complaints
Promote CVS customer service culture (Greet, offer help, and thank)

What we offer

Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost wellness screenings
No-cost tobacco cessation programs
No-cost weight management programs
Confidential counseling
Financial coaching
Paid time off
Flexible work schedules

Fulltime

Wealth Preservation Associate

Robert Half

Location:
United States , Chicago

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 13, 2026

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Location:United States , Chicago

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Job Description:

Job Responsibility:

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