Ascensus jobs in Chicago, IL

- 23 jobs

Retirement Service Consultant
Ascensus 4.3
Ascensus job in Chicago, IL
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. We are hiring entry level through senior level associates so all experience levels are encouraged to apply. Essential Duties and Responsibilities: * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings * Consistently provide a high level of consultative proactive client service in a professional manner. * Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues. * Ensure inquires and issues are resolved and service levels are met. * Provide thorough, high quality research, problem solving and issue resolution * Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. * Participates in creating a strategy with Relationship manger to ensure client retention. * Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy. * Assist in the management of vendor relationships on behalf of clients and partner. * Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. * Achieve individual and team goals for service levels, growth and retention for assigned book of business. * Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. * Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients. * Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience. * Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. * Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). * Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. * Educate client regarding plan features, product capabilities or Ascensus functionality and process. * Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. * Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise. * Provide training to members of team as opportunities arise. * Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: * Bachelor's degree or equivalent work experience. * Direct client experience and Retirement Services industry experience or thorough knowledge preferred * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. * Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. * Excellent presentation skills, business etiquette, client service skills and time management. * Demonstrated professionalism in all aspects of the role. * Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. * Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. * Excellent analytical and problem resolution skills. * Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Ability to work in a team environment to ensure common goal of providing exceptional client service. * Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. * Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Ability to work extended hours to meet business needs as required. * Quality focus with attention to detail. * Handle other essential tasks as assigned. The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$40k-80k yearly 45d ago
Head of Money Out/Disbursements Operations
Ascensus 4.3
Ascensus job in Chicago, IL
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Head of Money Out Operations is responsible for leading several teams of associates and developing strong working relationships with our internal clients. This position will be involved in defining the operational (Money Out) strategies to efficiently meet client expectations; developing the process and implementation of an annual business plan; maintaining a high level of customer service; developing and maintaining strong operational controls; recruiting and coaching leadership staff; crafting long-term strategic planning; and creating and monitoring budgets. The role will drive continuous improvement and fundamentally transform the day-to-day business overseeing strategic objectives, regulatory activities, and technological innovations to better the business. There is only one position. Preference is candidate to be Hybrid to Dresher PA or Newton, MA locations. Remote candidates will be considered. Responsibilities: Team Leadership: Develop, and implement the annual business plan; communicate to leadership and ensure understanding of the plan and alignment to the work and measurables Motivate, lead and support leadership team and associates to provide excellent associate direction. Ensure talent development and training to respond to clients in a professional and consultative manner. Partner with leaders to ensure the creation and management of team deliverables, ensuring that quality and production service level objectives are consistently met or exceeded. Provide balanced feedback to leadership regarding performance and areas of improvement, motivation of team and support of the associate experience and empowerment Conduct regular staff meeting with leadership and teams providing updates and receiving feedback. Provide guidance and support empowerment for leaders to mitigate and address escalated issues. Develop leadership competencies, expertise, ability, and experience for career pathing within Ascensus. Support team in escalating awareness broadly across appropriate teams' issues requiring resolution; partner with internal departments to deliver timely resolution. Actively seek out ways to improve associate satisfaction and deliver results. Serving Clients: Act as senior leader for clients and advisors looking for executive presence in plan level issue situations, audits, and service meetings. Serve as senior decision maker on escalated items. Drive leadership in monitoring and achieving daily production commitments, SLA and metrics as well as workflows in order to meet operational service commitments. Develop professional relationships with internal teams and stakeholders to ensure alignment of approach and satisfaction Strategic Activities: Collaborate with internal clients Employer & Sponsor Services, Participant Services, Relationship Management and Sales to building services and support processes. Align department priorities to execute on business plan objectives to maximize revenues, client retention and organic sales. Team with executive leadership and peers to create strategy and vision for the Client Operations organization. Develop project plans and teams to achieve strategy and vision. Develop and drive efficiency plays and enhancements leveraging all Ascensus capabilities to achieve with automation or process refinement Process and Business Management: Own budget planning and align current and future planning activities against budget expectations. Ensure that the team's decision-making processes are guided by data, real time metrics and capacity analysis. Educate and empower leadership team on best practice talent strategies for appropriate allocation of resources to meet business needs and operational service commitments/objectives. Document, Maintain and Revise operational workflows and Service Standards Monitor and actively manages department expenses and revenue generating activities to meet budget. Identify areas of improvement within Ascensus platform including workflows, policies, technology, products etc. Develop improvement plans, gain support and execute. Work with peers in the senior management team to identify global issues and opportunities for improvement, make recommendations for changes and help implement. Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client. Maintain and establish the environment enabling Operations teams to live by the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Additional Requirements: Bachelor's degree in business administration, Management, Finance or equivalent work experience 10 years' industry experience (with money out/disbursements) and at least 8 years of leadership experience of leadership roles and functions Demonstrated ability to lead with strong management skills Excellent written and oral communication skills Professional demeanor and experience with client meetings Excellent analytical and problem-solving skills Must be detail oriented and be able to work well within given timeframes and standards Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred) The national average salary range for this role is $150K-190K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$150k-190k yearly Auto-Apply 26d ago
Senior Trader, Equities
Principal Financial Group 4.6
Chicago, IL job
What You'll Do We're looking for a Senior Trader to join our Americas Equities team. In this role, you will partner with portfolio management teams around the efficient execution of common stock securities and derivatives transactions. Partner closely with analysts and portfolio managers to complete appropriate trades within portfolio parameters set by portfolio managers Stay abreast of general economic and financial market trends. Monitor market conditions, liquidity opportunities, pertinent news for firm's holdings and proactively establish an ongoing dialog with portfolio managers and firm's investment staff Maximize exposure to favorable liquidity. Minimize adverse impact from order footprint. Mitigate exposure to predatory participants. Maintain anonymity in the marketplace Proactively develop, foster, and maintain professional and positive relationships with industry partners, including brokers, vendors, regulators, and industry peers to facilitate innovative and productive relationships Initiate and support a globally harmonized investment team structure with persistent communication and interaction with the other regional desks Operate with an innovative mindset to advance workflow efficiencies, improve access to liquidity, enhance reporting capabilities and technology evolution within the framework of the trading desk and the firm's initiatives Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing about $752 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 13 consecutive years! Check us out at www. principalam. com! Who You Are 7+ years experience as an Equities Trader, (10+ highly preferred) Experience in trading Listed and OTC Options Proficiency in trading systems and platforms such as Charles River, Tradeweb, Triton, and Bloomberg Proficiency in all trading channels, including high-touch, algorithmic, block pools, and program trading Solid understanding of TCA (transaction cost analysis) and demonstrate its applications both before and after trade execution Experience working (executing to deliver the best price and liquidity expectations) large complex orders, which may require merging, splitting, crossing orders, leveraging multiple brokers/trading venues/trading strategies Working knowledge of the market dynamics of various marketplaces, including the trading dynamics of large/medium/small capitalization equities Skills That Will Help You Stand Out Experience in trading Total Return Swaps Investment management, hedge fund, or brokerage trading experience Proven ability to analyze complex trading opportunities and execute trades efficiently under market-imposed time constraints while adhering to the best execution principles Maintain a constant awareness of developments within markets, regulations, trading technology, and other issues relevant to the effective transaction of business MBA and/or CFA designation Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $141000 - $191000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Location(s) Locations include Des Moines, IA, Denver, Seattle, New York City, or Chicago. . You can check out what our Global Headquarters in Des Moines looks like here: Work Environments This role offers the ability for in-office or four days in-office and one day remote. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 12/5/2025 Most Recently Posted Date 12/8/2025
$141k-191k yearly 7d ago
Director, Investment Risk Management Equities
Principal Financial Group 4.6
Chicago, IL job
What You'll Do We're looking for a Director, Investment Risk Management to join our Asset Management Risk team. In this role, you'll support the Public Equities platform in the execution of the second line global investment risk management program that meets business objectives and regulatory needs. Conduct on-going analysis and monitoring of portfolios across a variety of risk categories and metrics while communicating risk profiles and areas of potential exposure to support investment team's risk-based decision making, portfolio construction, active positioning, and risk/return profile of portfolios Collaborate with investment teams and senior leaders to proactively assess and communicate emerging portfolio risks, integrating forward-looking insights and competitive market and industry trends into the investment risk framework Provide expert guidance and strategic consultation to portfolio managers, CIOs and other business leaders, delivering actionable risk intelligence and fostering informed decision-making across funds, accounts, and strategies Design and deliver investment risk analytics, dashboards, and reports at portfolio, asset class, and firm levels using internal and external models to support daily monitoring, escalation, and mitigation of risk Communicating and presenting investment risk overviews and insights to variety of internal and external stakeholders Provide ad-hoc quantitative analysis to support strategic projects and new or updated products, as needed Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 13 consecutive years! Check us out at www. principalam. com! Who You Are Bachelor's Degree 10+ years related work experience in the asset management industry via risk management or portfolio management with expertise in public equities Broad knowledge of financial and investment risk management practices and in-depth experience with risk tools like Barra, Aladdin, Bloomberg, Axioma Strong technical understanding of equity risk factors, performance and risk attribution, concentration risk, liquidity risk, scenario analysis, stress testing, and VaR/tracking error methodologies Skills That Will Help You Stand Out CFA, FRM or advanced degree in Finance, Econometrics, or Statistics Must have proven and strong abilities and skills in the areas of written and verbal communication, presentations, attention to detail, critical thinking, analytical, problem solving, decision making, consulting, influencing, and relationship building skills Proficiency with programming languages such as Python, R, MATLAB; machine learning is a plus. Comfortable presenting to senior leadership, committees, boards, clients and other external stakeholders Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $153000 - $207000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Location(s) We're open to considering in-office or hybrid (blending at least three office days in a typical workweek) talent. Locations for hybrid talent are Des Moines, IA (preferred), Denver, Seattle, New York City, Charlotte, or Chicago. You'll work with your leader to figure out which option may align best based on several factors. You can check out what our Global Headquarters looks like here: Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 10/27/2025 Most Recently Posted Date 10/27/2025 LinkedIn Hashtag #LI-LT1
$153k-207k yearly 4d ago
Administrative Assistant
Ameriprise Financial 4.5
Schererville, IN job
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are. Job Description Duties and Responsibilities Welcome and greet clients and office guests Support office staff and executives with general operational tasks Plan and schedule meetings, presentations, and other office related events Perform general accounting and bookkeeping duties Suggest changes to office task workflow to improve efficiency Answer phones in a professional manner Direct calls to appropriate persons or take detailed messages Answer and send out faxes as needed Prepare outgoing mail and packages for executives Reserve conference spaces for meetings Schedule travel arrangements Send reminders regarding upcoming appointments Manage communication of information in and out of the office Type out correspondence letters, emails, memos, etc. (paper and electronic) Assist in preparation of presentation materials Qualifications Requirements and Qualifications High school diploma or GED equivalent required 2+ years experience as an administrative assistant Certified Administrative Professional (CAP) certification preferred Fast, proficient, and accurate typist Extensive knowledge of Microsoft Suite and other administrative programs Outstanding communicator, both orally and written Excellent customer service skills Self-starter who works well independently Ability to prioritize given tasks and work efficiently towards completing them Familiar with common office equipment (printers, copier, fax, etc.) Additional Information All your information will be kept confidential according to EEO guidelines.
$30k-38k yearly est. 3h ago
Associate Branch Manager - Ameriprise Financial Advisors, Chicago, IL
Ameriprise Financial 4.5
Chicago, IL job
The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources.Key Responsibilities Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth. Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work. Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.) Required Qualifications Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training. Active FINRA Series 7 or ability to obtain within 150 days. Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) or ability to obtain within 150 days 3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements. Preferred Qualifications 3-5 years demonstrated sales success with proven ability to acquire clients and close business. Proven leadership skills and ability to drive & motivate others to achieve results. Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results. Strong presentation skills and the ability to analyze data and reports to determine business opportunities. Relevant industry designations are preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $40,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
$40k yearly Auto-Apply 7d ago
Senior Associate, Business Management
Principal Financial Group 4.6
Chicago, IL job
What You'll Do We're looking for a Senior Associate, Business Management to join our institutional business enablement function and provide critical support to the Director of Business Management and senior leadership team on our Principal Asset Management team. In this role, we're looking for a highly organized, detail-oriented professional who can balance operational rigor with analytical problem-solving to enable executive decision-making and drive organizational effectiveness. We seek a motivated professional who thrives in dynamic environments, embraces change, and delivers with discipline. This position sits at the intersection of technology, data, and client experience, making it central to client-centric culture and commitment to excellence. Business Management & Governance Support leadership routines, including agenda development, materials preparation, meeting coordination, and follow-up tracking. Maintain project and initiative trackers, ensuring visibility of progress against commitments. Manage SharePoint/Teams content, ensuring up-to-date knowledge repositories and efficient information access. Enablement & Execution Obtain and consolidate input across functions (Operations, Technology, Go-to-Market, Client Experience) into clear, concise deliverables. Draft executive communications, talking points, and briefing materials with consistent, professional tone. Develop and maintain standard operating procedures and templates for recurring business processes. Drive efficiency through process improvement and technology adoption (e. g. , Microsoft 365 Copilot, dashboards). Client-Centric Insights & Intelligence Collect, analyze, and synthesize client, consultant, and market insights to inform leadership decisions. Prepare dashboards and reporting on client health, retention, and growth opportunities. Partner with distribution, client service, and product teams to highlight client trends and pain points. Translate complex data into actionable, client-focused recommendations for senior leadership. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are Prior experience in Asset Management. Bachelor's degree in Business, Finance, or related field; advanced degree or progress toward CFA a plus. 5+ years' experience in asset management, consulting, or corporate strategy. Strong analytical skills with proficiency in Excel, PowerPoint, and business intelligence tools. Exceptional written and verbal communication skills, with ability to distill complex information. Highly organized, detail-oriented, and able to problem-solve and manage multiple priorities under tight deadlines. Collaborative mindset with ability to build trusted relationships across levels and functions and align stakeholders around shared objectives Comfortable navigating complex, global environments and collaborating across teams and time zones. Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $89300 - $152400 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Work Environments This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA or Chicago, IL, or New York, NY. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 10/9/2025 Most Recently Posted Date 12/11/2025
$89.3k-152.4k yearly 3d ago
Client Service Specialist
Ameriprise Financial 4.5
Chicago, IL job
At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications. Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.). Required Qualifications Associate (2-year) degree or equivalent. 1-3 years relevant experience required. Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction. Excellent interpersonal skills to interact efficiently with clients. Effective shown written and oral communication skills. Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities. Understanding of a financial advisors practice. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $24.66- $33.22 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group
$24.7-33.2 hourly Auto-Apply 54d ago
Marketing Consultant - Financial Services (Chicagoland/Ohio Region)
Principal Financial Group 4.6
Downers Grove, IL job
What You'll Do Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You'll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships. In this role you will be responsible for: Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their books of business. Implement multi-channel marketing programs, maximizing social media, email campaigns and traditional marketing. Support client retention efforts by enhancing engagement strategies and maintaining strong relationships. Plan and coordinate events to support marketing initiatives. Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives. Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are High school diploma or equivalent experience. Ability to translate marketing concepts into actionable plans and tools. Strong communication and interpersonal skills. Proactive and highly organized with the ability to prioritize assignments and adapt to changing priorities. Proficient knowledge of Microsoft Office Suite. Skills That Will Help You Stand Out College degree or previous experience in marketing or related field. Experience with Salesforce and/or other CRM platforms. Exposure to, or experience with, social media platforms. Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $24. 50 - $31. 73 / hour Time Off Program Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible Yes Location This role can be based in either our Chicago, IL; Dublin, OH; or Cincinnati, OH offices. This position requires full-time, on-site work from Monday to Friday during standard office hours. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 11/11/2025 Most Recently Posted Date 11/11/2025
$61k-87k yearly est. 33d ago
Relationship Manager III - Sponsored Finance
First Merchants Bank 4.5
Chicago, IL job
Job Description First Merchants Bank is seeking a Relationship Manager III to join our team! This position will effectively carry out the relationship management process by growing market share, broadening revenue mix, retaining customers and managing portfolios. Essential Duties and Responsibilities: Implement an aggressive sales and marketing strategy to develop new and existing relationships. Identify and develop prospects into significant new relationships with yearly goals for income production. Aggressive sales call plan which aligns with established goals. Cross sell opportunities. Ensure bank reporting tool is utilized for reporting progress. Provide exceptional customer service; be responsive, knowledgeable and exceed customer expectations. Continually monitor current loans and customer's credit profile to ensure complete conformity with terms. Ensure current credit and financial information is obtained as needed and/or that collateral is adequate. Review financials with customers and provide expert advice as necessary. Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans. Remain cognizant of developing trends. Extend credit within assigned limits to commercial customers. Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk. Obtain and analyze pertinent financial data or appraise the adequacy of collateral pledged. Review, validate and/or approve letters of credit. Support employee development and training, counsel, motivate, coach, mentor and provide leadership. To be successful in this position we require the following: Bachelor's degree in business or related field OR associate degree/two (2) years of college + two (2) years of related work/military experience OR four (4) years of related work/military experience (plus any additional required experience listed below). Five (5) or more years of commercial banking experience. The following would be a plus: Master's degree in business administration (MBA). Credit analyst experience. Completion of a respected banking school. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
$57k-72k yearly est. 11d ago
Business Growth Specialist
Principal Financial Group 4.6
Downers Grove, IL job
What You'll Do As a Business Growth Specialist, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities. Consulting Responsibilities: Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries. Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance. Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts. Organization and Follow-up Activities: Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes. Documentation and Reporting: Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures. Perform other job related duties and special projects as needed. Who You Are Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. Salesforce experience is highly preferred. Strong communication and listening skills. Demonstrates ability to build solid, trusting relationships. Must be able to balance working independently and partnering with differing stake holders. Demonstrates expertise and professionalism in all interactions, both internal and external. Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $67500 - $121200 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Work Environment This role offers a fully onsite work arrangement. Location We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL). Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc. ) Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 11/26/2025 Most Recently Posted Date 12/1/2025
$67.5k-121.2k yearly 18d ago
Business Partner Liaison
Principal Financial Group 4.6
Downers Grove, IL job
What You'll Do As a Business Partner Liaison, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit, and financial education to employees. The role of Business Partner Liaison is designed to onboard and support integration, manage ongoing relationships with the PEPS (Participant Planning and Education Services) team and provide an organized strategic and tactical approach to retaining relationships. Business Processing and Onboarding: Serve as primary point of contact for business processing activities. Develop and implement efficient processing workflows. Ensure accurate and timely completion of all business transactions. Monitor and track processing metrics. Maintain documentation in CRM and compliance standards. Relationship Management: Build and maintain strong relationships with key stakeholders. Provide regular updates and communication to partners. Coordinate with internal teams to resolve issues. Facilitate meetings and discussions between parties. Support ongoing relationship development initiatives. Organizational Management: Track and manage multiple projects simultaneously. Maintain organized documentation and filing systems. Create and implement standard operating procedures. Monitor deadlines and ensure timely completion of tasks. Coordinate cross-functional activities. Special Projects and Support: Lead or participate in special projects as assigned. Provide technical and operational support. Identify process improvement opportunities. Support strategic initiatives and new implementations. Collaborate with SMEs (product managers, legal, compliance) as needed. Contribute to advisory councils and stakeholder groups. Perform other job related duties and special projects as needed. Who You Are Bachelor's degree or 6+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. Salesforce experience is highly preferred. Strong communication and listening skills. Demonstrates ability to build solid, trusting relationships. Must be able to balance working independently and partnering with differing stake holders. Demonstrates expertise and professionalism in all interactions, both internal and external. Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $81900 - $147600 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Work Environment This role offers a fully onsite work arrangement. Location We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; Downers Grove, IL). Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc. ) Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 11/26/2025 Most Recently Posted Date 12/1/2025
$81.9k-147.6k yearly 18d ago
Financial Advisor
Ameriprise Financial 4.5
Downers Grove, IL job
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $45,000 - $60,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
$45k-60k yearly Auto-Apply 60d+ ago
Senior Trader, Equities
Principal Financial Group 4.6
Chicago, IL job
**What You'll Do** We're looking for a Senior Trader to join our Americas Equities team. In this role, you will partner with portfolio management teams around the efficient execution of common stock securities and derivatives transactions. + Partner closely with analysts and portfolio managers to complete appropriate trades within portfolio parameters set by portfolio managers + Stay abreast of general economic and financial market trends. Monitor market conditions, liquidity opportunities, pertinent news for firm's holdings and proactively establish an ongoing dialog with portfolio managers and firm's investment staff + Maximize exposure to favorable liquidity. Minimize adverse impact from order footprint. Mitigate exposure to predatory participants. Maintain anonymity in the marketplace + Proactively develop, foster, and maintain professional and positive relationships with industry partners, including brokers, vendors, regulators, and industry peers to facilitate innovative and productive relationships + Initiate and support a globally harmonized investment team structure with persistent communication and interaction with the other regional desks + Operate with an innovative mindset to advance workflow efficiencies, improve access to liquidity, enhance reporting capabilities and technology evolution within the framework of the trading desk and the firm's initiatives Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing about $752 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 13 consecutive years! Check us out at ******************** **Who You Are** + 7+ years experience as an Equities Trader, (10+ highly preferred) + Experience in trading Listed and OTC Options + Proficiency in trading systems and platforms such as Charles River, Tradeweb, Triton, and Bloomberg + Proficiency in all trading channels, including high-touch, algorithmic, block pools, and program trading + Solid understanding of TCA (transaction cost analysis) and demonstrate its applications both before and after trade execution + Experience working (executing to deliver the best price and liquidity expectations) large complex orders, which may require merging, splitting, crossing orders, leveraging multiple brokers/trading venues/trading strategies + Working knowledge of the market dynamics of various marketplaces, including the trading dynamics of large/medium/small capitalization equities Skills That Will Help You Stand Out + Experience in trading Total Return Swaps + Investment management, hedge fund, or brokerage trading experience + Proven ability to analyze complex trading opportunities and execute trades efficiently under market-imposed time constraints while adhering to the best execution principles + Maintain a constant awareness of developments within markets, regulations, trading technology, and other issues relevant to the effective transaction of business + MBA and/or CFA designation **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $141000 - $191000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Location(s)** Locations include Des Moines, IA, Denver, Seattle, New York City, or Chicago. . You can check out what our Global Headquarters in Des Moines looks like here: **Work Environments** This role offers the ability for in-office or four days in-office and one day remote. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 12/5/2025 **Most Recently Posted Date** 12/8/2025
$141k-191k yearly 6d ago
Mortgage Banker
First Merchants Bank 4.5
Munster, IN job
Job Description First Merchants Bank is seeking a Mortgage Banker to join our team! This position will be responsible for handling prospective customer and existing client mortgage needs. This would include initial consultation, gathering and review of financial information and inputting file into our Mortgage Loan Origination System. The Mortgage Banker will be responsible for discussing client's needs, recommending the best loan products, helping customers put together a complete loan package and working with the underwriting team throughout the loan process. Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization. As part of this role you will: Use referral sources to develop mortgage loan business. Build and maintain business relationships within the community. Provide excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Market to and prospect for new referral sources (Realtors, Builders, COI). Develop new and expand internal and external referral sources to grow business. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of two (2) years of experience self-sourcing leads in a financial services environment. Ability to transport self to various locations within assigned region. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
$24k-27k yearly est. 18d ago
Director Mortgage Sales
First Merchants Bank 4.5
Munster, IN job
Job Description First Merchants Bank is seeking a Director Mortgage Sales to join our team! This position is responsible for leading the mortgage sales division to achieve revenue targets, ensure compliance, and deliver exceptional customer experiences. This role involves strategic planning and team leadership to drive growth. Essential Duties & Responsibilities: Strategic Leadership Develop and execute a comprehensive mortgage sales strategy aligned with company objectives. Forecast sales performance and adjust plans based on market trends and economic conditions. Identify new business opportunities and implement initiatives to expand market share. Team Management Directly manage Sales Managers Set clear performance goals and expectations Foster a high-performance culture focused on accountability, collaboration, and results. Business Development Establish and maintain strong relationships with real estate agents, builders, and referral partners. Represent the company at industry events, networking functions, and community outreach programs. Compliance & Risk Management Ensure all mortgage activities comply with federal, state, and local regulations (e.g., RESPA, TILA). Monitor adherence to internal policies and ethical lending practices. Collaborate with compliance teams to address regulatory changes. Product & Market Expertise Stay informed on mortgage products, interest rates, and competitive offerings. Provide input to product development teams based on market needs. To be successful in this position, we require the following: Bachelor's degree in business, finance, or related field OR an associate degree/two years of college + two (2) years of related work/military experience OR four (4) years of related work/military experience (plus any additional required experience) A minimum of seven (7) years of experience in mortgage sales, with at least three (3) years in a leadership role Proven track record of meeting or exceeding sales targets. Strong knowledge of mortgage regulations and compliance requirements. Excellent leadership, communication, and negotiation skills. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us! Upcoming Location Change: In 2026 our Detroit Headquarters at 32991 Hamilton Court, Farmington Hills, MI 48334 will be moving to Royal Oak at 400 W 4th Street, Royal Oak, MI 48067.
$56k-72k yearly est. 12d ago
Marketing Analytics Insights & Reporting Manager
First Merchants Bank 4.5
Munster, IN job
Job Description First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights. This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts. Essential Duties & Responsibilities: Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization. Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A. Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what. Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction. Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes. Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.) Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices. Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities. Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership. Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant. Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed. Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action. Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance. To be successful in this position, we require the following: Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI. The following would be a plus: Excellent written and verbal communication skills Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights Commitment to the mission and values of the organization High degree of integrity, discretion, and professionalism Collaborative and team-oriented approach to partnerships Ability to work independently and thrive in dynamic, fast-paced environments Empathetic and mission-driven, prioritizing relationships built on respect and compassion Demonstrated exceptional organizational, time management, and attention to detail Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning) First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
$52k-61k yearly est. 9d ago
Business Growth Specialist
Principal Financial Group 4.6
Downers Grove, IL job
**What You'll Do** As a **Business Growth Specialist** , you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities. + Consulting Responsibilities: Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries. + Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance. + Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts. + Organization and Follow-up Activities: Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes. + Documentation and Reporting: Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures. + Perform other job related duties and special projects as needed. **Who You Are** + Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. + Salesforce experience is highly preferred. + Strong communication and listening skills. + Demonstrates ability to build solid, trusting relationships. + Must be able to balance working independently and partnering with differing stake holders. + Demonstrates expertise and professionalism in all interactions, both internal and external. **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $67500 - $121200 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** Yes **Work Environment** This role offers a fully onsite work arrangement. **Location** We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL). **Work Authorization/Sponsorship** At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) **Nonimmigrant Workers (************************************************************************************ **and** **Green Card for Employment-Based Immigrants (***************************************************************************************************** **Investment Code of Ethics** For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 11/26/2025 **Most Recently Posted Date** 12/1/2025
$67.5k-121.2k yearly 18d ago
Financial Advisor
Ameriprise Financial 4.5
Downers Grove, IL job
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities Attend and engage in coaching and training led by the leadership team and established advisors. Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications 3+ years of work experience with a proven track record of success. Have a network of personal and professional contacts within the local area that you may engage for referrals. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications Four-year college degree, or equivalent Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. Willingness and desire to be part of a coaching relationship and peer learning environment. Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary $45,500 - $60,000 Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
$45.5k-60k yearly Auto-Apply 4d ago
Mortgage Banker
First Merchants Brand 4.5
Munster, IN job
First Merchants Bank is seeking a Mortgage Banker to join our team! This position will be responsible for handling prospective customer and existing client mortgage needs. This would include initial consultation, gathering and review of financial information and inputting file into our Mortgage Loan Origination System. The Mortgage Banker will be responsible for discussing client's needs, recommending the best loan products, helping customers put together a complete loan package and working with the underwriting team throughout the loan process. Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization. As part of this role you will: Use referral sources to develop mortgage loan business. Build and maintain business relationships within the community. Provide excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Market to and prospect for new referral sources (Realtors, Builders, COI). Develop new and expand internal and external referral sources to grow business. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of two (2) years of experience self-sourcing leads in a financial services environment. Ability to transport self to various locations within assigned region. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
$24k-27k yearly est. 60d+ ago

Ascensus jobs in Chicago, IL

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Director, Investment Risk Management Equities

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Financial Advisor

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Business Growth Specialist

Financial Advisor

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