Financial Analyst
Finance advisor job in Champaign, IL
About us Rural King is America's Farm and Home Store, providing essentials to the communities we serve. With a wide array of necessities ranging from food and feed to farm and home products, Rural King serves over 140 locations across 17 states and is constantly expanding. Our annual sales exceed $2.5 Billion, and our heart beats in Mattoon, IL, home to our corporate office, distribution center, and flagship store.
One thing our customers appreciate is our unique shopping experience, complete with complimentary popcorn and coffee. It's just one way we show our appreciation for their support.
At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment where dedicated individuals come together to serve rural communities passionately. Join us, and you'll find not just a job but a chance to grow professionally, contribute meaningfully, and make a difference in the lives of those we serve.
How we reward you
401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2%
Healthcare plans to support your needs
Virtual doctor visits
Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care Program
15% Associate Discount
Dave Ramsey's SmartDollar Program
Associate Assistance Program
RK Cares Associate Hardship Program
24/7 Chaplaincy Services
What You'll do
As a Financial Analyst, you will be responsible for executing financial projects consisting of gathering, analyzing, interpreting, communicating, and monitoring financial data to drive business results across Rural King. You will partner with key stakeholders to address financial information.
Support the financial project management needs of the Financial Planning and Analysis team.
Understand the business unit(s) and the operating systems that support them. Serve as a project resource defining and executing projects regarding various business initiatives.
Prepare business cases including financials and success factors for proposed operating and/or product changes.
May conduct pilot tests of proposed operating and/or product changes.
Complete post-audit of business cases after implementation is complete.
May manage projects independently that typically cross multiple business units, divisions, or states.
Create and maintain pro-forma and cash flow models for current and future areas/ projects.
Prepare and/or train others on financial systems and serve as a technical resource to accounting team.
Generate and present financial reporting to Finance Department.
Provide input for setting project priorities and for project results.
Use discretion and independent judgment in daily decisions while maintaining a high level of confidentiality and professionalism.
Actively participate in learning initiatives offered such as training programs, workshops, and webinars. Leverage these opportunities to acquire new knowledge, refine existing skills, and stay current on the latest developments.
Provide friendly, proactive, and professional internal and external support to others, assisting with inquiries, concerns, and issues promptly and effectively.
Demonstrate behaviors that exemplify Rural King's Values: People First, Integrity, Attitude, Initiative, Teamwork, Accountability, and Continuous Improvement.
Perform other duties as assigned.
Supervisory Responsibilities
None
Essential Qualities for Success
At least 1 year of financial experience or equivalent combination of experience and education.
Confidence in playing an integral role in the annual business planning process.
Experience and proficiency collaborating as a project team member and managing a segment of the project work.
Proficient in completing financial projects and seeking out desired results.
Experience and proficiency with problem-solving and interpersonal communication.
Proficient presenting financial data to management.
Proficient in financial analysis combined with insight into the nuances of the retail segment.
Proficient preparing data sets, statistical reports, and computer applications to support financial analysis work.
Experience and proficiency in analyzing financial statements and financial reports.
Highly proficient in Microsoft Excel.
Proficient with or the ability to quickly learn VBA programming.
Excellent verbal and written interpersonal and communication skills.
Excellent customer service skills.
Strong understanding of retail business practices.
Excellent negotiation and conflict resolution skills.
Demonstrated ability to adapt in a fast-paced environment.
Strong analytical and problem-solving skills.
Excellent organizational skills and attention to detail.
Physical Requirements
Ability to maintain a seated or standing position for extended durations.
Capability to lift 15 pounds periodically.
Ability to navigate and access all facilities.
Skill to effectively communicate verbally with others, both in-person and via electronic devices.
Close vision for computer-related activities.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
The pay range for this position is $50,000 - $58,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law.
We use E-Verify to confirm the employment eligibility of all newly hired associates. To learn more about E-Verify, including your rights and responsibilities, please visit *********************
Financial Advisor II
Finance advisor job in Springfield, IL
The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience.
**ESSENTIAL FUNCTIONS OF THE ROLE**
Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH.
Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B
Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen.
Conducts finance training for BSWH personnel as directed.
Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis.
Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
**KEY SUCCESS FACTORS**
Healthcare finance experience (Particularly Hospital/Clinic Experience)
Experience in financial planning and Budgeting
Self-starter and able to work independently with minimal supervision
Strong analytical abilities and presentation skills
Intermediate to advanced excel skills
Experience with enterprise financial systems (Syntellis Axiom experience preferred)
Experience with data visualization software (Power BI experience preferred)
**BENEFITS** - Our competitive benefits package includes the following
Immediate eligibility for health and welfare benefits
401(k) savings plan with dollar-for-dollar match up to 5%
Tuition Reimbursement
PTO accrual beginning Day 1
_Note: Benefits may vary based upon position type and/or level_
**QUALIFICATIONS**
+ EDUCATION - Bachelors Degree
+ EXPERIENCE - 3 Years of Experience
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Financial Planning Advisor I
Finance advisor job in Normal, IL
Text "2291" to ************** to apply.
Wage Range: Min: $78,529, Mid: $104,578, Max: $130,626
The Financial Planning Advisor I delivers comprehensive wealth management solutions by leveraging the existing financial planning process and utilizing financial planning software. The Financial Planning Advisor I works alongside Portfolio Manager(s), Portfolio Management Specialist(s), Financial Planning Specialist(s), and Wealth Advisor(s). The primary objective is to develop financial plans for prospective clients and maintain financial plans for existing clients.
What you will do
Execute the established financial planning process consistently.
Maintain expertise in financial planning software programs.
Provide ongoing financial planning analysis, advice, and recommendations to prospective clients and existing clients.
Develop internal and external referral sources to cultivate prospective clients.
Coach and actively delegate to financial planning specialist(s), as assigned.
Collaborate with the Director of Portfolio Management & Financial Planning on financial planning process improvements.
Other Qualifications/Requirements
Experience with Financial Planning Software, required.
Experience with Trust Accounting System Software, recommended.
Bachelor s Degree Finance or Financial Planning and minimum 3 years Financial Planning or Investment Management preferred or equivalent combination of education and experience.
Certified Financial Planner-CFP Board upon hire.
Who We Are
Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.
Heartland Bank s mission is to create value for the customer, earn a profit for the Bank, and have fun doing it! At Heartland, employees have the opportunity to make a difference every day.
What We Offer
At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.
Physical Demands
Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)
Equal Opportunities and Accommodations Statement
Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.
Salary Disclaimer
The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate s work experience, education/training, key skills, and internal equity.
The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.
Financial Advisor
Finance advisor job in Decatur, IL
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Advisor - Decatur, IL
Finance advisor job in Decatur, IL
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Auto-ApplyUS Experienced Financial Advisor
Finance advisor job in Champaign, IL
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Advisor, Finance Operations
Finance advisor job in Springfield, IL
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Advisor I - Bloomington, IL
Finance advisor job in Bloomington, IL
Job Details Bloomington IL - Bloomington, IL Peoria IL - Peoria, IL Full Time $69000.00 - $100000.00 Base+Commission/year Day
Build Your Forever Career Right Here at Home
Are you an experienced financial advisor looking for more than just another job - but a place to build a lasting career, meaningful relationships, and a legacy in your community? If you're ready to be part of a team that values your technical expertise and rewards your drive for growth, Savant Wealth Management invites you to discover your forever home with us in Bloomington and Peoria.
For nearly 40 years, Savant has served as a trusted advisor to individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning - one that values curiosity, continuous improvement, and empowers our team to help clients build their ideal futures.
We're looking for experienced financial advisors who thrive on making connections, who love rolling up their sleeves to solve complex planning challenges, and who are driven to grow both new business and lasting trust. If you have the technical acumen to deliver thoughtful financial advice - and the outgoing, motivated personality to build genuine client relationships - Savant is where you can put down roots and see your impact multiply for years to come
What You'll Do Every Day
As a Financial Advisor, you'll step into an advisory role with real influence and opportunity to grow. Day-to-day, you'll:
Serve as a co-advisor for established client relationships, helping deliver our proven, comprehensive planning approach with the support of our in-house technical specialists.
Take the lead on routine and follow-up client interactions - answering questions, anticipating needs, and coordinating updates to keep clients' plans on track and ahead of life's changes.
Identify and convert new opportunities to grow the firm's client base and your own book of business - turning your business development drive and network into meaningful results.
Cultivate new relationships through personal prospecting, existing connections, referrals, and centers of influence - all supported by Savant's robust resources and team environment.
Embody “The Savant Way” by delivering profitable, high-quality service that exceeds expectations, strengthens our brand, and helps our communities thrive.
A couple things to note about our Financial Advisor position:
Candidates must live within commutable distance to our Bloomington, IL office and have flexibility to also support and travel to our Peoria, IL office.
All candidates can expect to work in-office.
Typical office hours are Monday-Friday, 8:00am - 5:00pm, but due to the nature of the work, events may be after office hours, so flexibility in schedule is required
All candidates must have their Series 65 and either have their CFP or be able to obtain it within 1 year of hire.
What You'll Bring to the Table
To thrive as a Financial Advisor at Savant, you'll bring:
2-5 years of experience in an advisory or support role, with proven success developing plans and managing trusted client relationships.
A Bachelor's degree (an MBA is even better!).
Certified Financial Planner™ designation preferred - or you're ready to earn it within your first year here.
Strong technical skills - you're comfortable in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning or portfolio balancing tools.
Solid financial planning and wealth management acumen, sound judgment, and the experience to back it up.
Excellent communication and listening skills, with a genuine “client first” attitude.
A collaborative spirit - you love working with and through others to deliver the best possible results for your clients.
If you're ready to combine your technical expertise, drive for growth, and passion for client relationships into a career that's built to last - apply now and discover your forever home at Savant Wealth Management.
Please note: All Financial Advisor applicants must have a clean U4 with no disclosures.
Why Join Us?
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
We are a team with distinct backgrounds and diverse views.
We believe in collaboration, innovation, excellence, doing what's right, and helping our team to provide world class service.
Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.
The Perks:
At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $69,000 - $100,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.
In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
Financial Advisor - Decatur
Finance advisor job in Decatur, IL
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyInvestment Advisor Representative
Finance advisor job in Champaign, IL
that is located in Champaign, Illinois.
About Us:
At INB, a career is more than just a job; it's a chance to make a meaningful impact in the communities we serve. As a locally owned, community-focused bank, we're proud to help individuals, families, and businesses achieve their financial goals through personalized service and trusted relationships. Our success is driven by a team that genuinely cares about our customers, our coworkers, and our community. When you join INB, you're not just joining a workplace; you're becoming part of a purpose-driven culture built on our core values: Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. Together, we make a positive difference every day for our customers and for each other.
Summary
INB Wealth's purpose is to help everyone become financially fit. Through advocacy and innovation, INB Wealth has worked to make investing more affordable, more accessible, and more understandable for all. At INB Wealth, we respect the unique differences of our employees, our clients, and the communities we serve, striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there's a place for you at INB!
Requirements
Essential Duties and Responsibilities include the following. Other duties may be assigned.
As an Investment Advisor Representative at INB Wealth, you will work with existing clients to deepen relationships. Additionally, you will be responsible for business development through client referrals, marketing events, and proactive calls to prospects. At INB Wealth, you will have the tools, resources, and support to succeed in a sales environment. Specifically:
* Systems and tracking to maximize client retention
* Sales support and marketing
* Software designed for customized client-focused solutions
We are looking for people with a passion for helping clients. You will provide ongoing advice to clients, which will be delivered primarily during face-to-face meetings. You will work across a wide spectrum of investments as you help clients manage larger and more complex portfolios. This unique and rewarding opportunity will provide both you and your clients the ability to not only share the common desire to build portfolios, but also long-term relationships.
INB offers progressive benefits as well as a competitive compensation program, which reflects our deeply held belief that the client relationship cannot be compromised by commission payments that may incent product sales.
We value integrity, open communication, perseverance, and relentless service to our clients. If you want to work with a firm that is dynamic, client-centric, and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Advisor Representative with INB Wealth.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Active FINRA Series 7 and 66
Savvy industry knowledge/Comprehensive client solution experience
Superior relationship and client retention experience, and success
Polished interpersonal and communication skills
This is a summary only, and duties and responsibilities may be changed from time to time, or over time.
Qualifications
At least three years of demonstrated success in proactive sales, with a focus on delivering tailored client solutions within the financial services industry.
A minimum of five years as a licensed advisor with strong financial planning expertise, or ten years of industry experience with an emphasis on portfolio management and/or financial planning.
Commitment to building trusted relationships, providing personalized guidance, and helping clients achieve their financial goals.
Education and/or Experience
Undergraduate degree or the equivalent; or a BA/BS college degree preferred.
Salary: $72,000 base salary +20% commission and bonus opportunity
Group Insurance Benefits and Plans
INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage also is extended to their eligible dependents. Active employees make premium contributions based on plan selections. Please click the link below for all benefits that are offered.
**************************************************************************************************************
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
ADA Disclaimer: In developing this job description, care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here: Know Your Rights: Workplace discrimination is illegal
J.P. Morgan Wealth Management - Private Client Advisor - Central Illinois
Finance advisor job in Springfield, IL
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Central Illinois / Will County
Finance advisor job in Champaign, IL
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyInvestment Analyst-Rotational
Finance advisor job in Springfield, IL
It is inspiring to work in an organization where individuals are deeply committed to the mission and values that drive our success. We are dedicated to delivering expert pension service to Illinois public educators as they earn their promised retirement security.
About TRS:
Founded in 1939 by the Illinois General Assembly, the Teachers' Retirement System of the State of Illinois (TRS) is one of the largest pension systems in the United States. We provide retirement, disability and survivor benefits to teachers, administrators and other public-school personnel employed outside the city of Chicago. The System serves over 456,000 members and had assets of $76.7 billion as of June 30, 2025. TRS is governed by a 15-member Board of Trustees.
Mission Statement:
Delivering expert pension service to Illinois public Educators as they earn their promised retirement security.
The Investments Team:
An investments career with TRS is an opportunity to help Illinois public educators achieve their promised retirement security. The Investments team at TRS serves a critical role within TRS' mission, as the team collectively manages and monitors over $76.7 billion in retirement assets on behalf of the System, as of June 30, 2025. The team consists of over 38 professionals that are responsible for evaluating and selecting external investment managers for the investment portfolio. Investing in a variety of strategies spanning equity, fixed income, real assets, hedge funds, and private markets asset classes, the team's investment process includes significant qualitative and quantitative diligence. Investment professionals meet with existing and prospective managers to evaluate manager returns, risk, and fit within the portfolio. Manager exposures, track record, and other data are thoroughly analyzed within multiple systems throughout the investment process.
As part of TRS's commitment to increasing diversity and accessibility in asset management, the System has developed a Diverse and Emerging Manager Program, now in its 20th year. This mature and well-established program is designed to identify, invest in and support diverse and early-stage asset managers across various asset classes. The program plays a critical role in TRS's broader investment strategy by providing opportunities to historically underrepresented investment firms while generating competitive returns.
Job Summary:
The Investment Analyst is an entry-level position within the Investments Department, providing critical support to the investment team. Reporting to an Investment Officer, the analyst contributes to the evaluation, monitoring, and reporting of financial performance within a designated asset class. This role requires a solid understanding of investment principles and the ability to work effectively under pressure. Strong verbal and written communication skills are essential. The Investment Analyst conducts in-depth research and analysis to test investment hypotheses related to fund performance and the activities of investment partners. The ideal candidate will collaborate closely with senior investment staff, perform detailed due diligence, and develop well-supported, data-driven recommendations. Investment Analysts are assigned to work within one of the following asset classes:
• Public Equity - Domestic & International Equities
• Global Income - including public income investments and private credit
• Private Equity - including buyout, venture capital, distressed debt and co-investment program
• Real Assets - including direct real estate, private equity real estate and infrastructure
• Diversifying Strategies - other alternatives seeking low correlation to traditional asset classes
Essential Functions:
Assist Investment Officers and TRS leadership on due diligence of prospective investment managers, as well as monitoring portfolios and performance of existing relationships.
Work with investment and risk teams to analyze investment portfolio performance, attribution, and risk reports.
Evaluate performance and portfolio characteristics to assure compliance with the directives of the Trustees regarding investment objectives and constraints.
Manage the potential investment manager search process by certifying that all proper search related milestones are followed, all contractual agreements are in place, and all funding directives occur.
Assist in the research of the System's existing asset allocation and specific asset class structures, with a focus on optimizing the portfolio's risk/return profile.
Prepare statistical and narrative reports related to the TRS portfolio.
Evaluate markets and industry trends to provide relevant observations to the investment team.
Assist investment staff in negotiating and interacting at critical levels with external investment managers, consultants, and legal counsel.
Assist TRS investment accounting and custodian with all steps related to initial investment manager account set-up and ongoing performance calculations, fee assessments, and other related projects.
Research investment approaches, asset mixes, and portfolio management techniques to provide for incremental return to TRS's individual assets and at the total fund level.
Perform other duties as assigned
Knowledge/Skills/Abilities:
Ability to positively represent the organization with external constituents
Develops and delivers effective presentations
Demonstrated analytical skills
Maintains a high degree of professionalism
Minimum Requirements:
A bachelor's degree in finance, economics, accounting or business administration, or quantitative fields such as statistics, mathematics, or engineering, is required.
Upon employment, credible progress toward earning the CFA charter is encouraged.
If you thrive in a dynamic environment and enjoy collaborating with driven, enthusiastic professionals, you will find a rewarding career with us.
For Illinois job seekers:
Pay Range
$74,434.07 - $116,117.00
Compensation will be determined based on the qualifications and experience of each candidate.
Benefits
TRS is an agency of the State of Illinois. As such, full and part-time employees are eligible for the State of Illinois comprehensive benefits program which includes medical, dental and vision coverage. All employees participate in the TRS retirement pension plan and have the option to contribute to additional State of Illinois deferred compensation plans. The TRS pension plan is a reciprocal system to other state and local pension plans (SERS, SURS, IMRF, etc.)
Auto-ApplyFinancial Advisor - Springfield Based
Finance advisor job in Springfield, IL
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Provides financial planning, investment services, and member relationship management. Refines financial strategies, deepens member engagement, and enhances advisory skills. Assesses member needs, conducts consultations, and recommends tailored investment and insurance solutions. Strengthens knowledge of brokerage operations, compliance, and business development.
Provides the highest quality member experience, for both internal and external members.
Core Hours
Monday - Friday 8:45 am - 5:15 pm
Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs.
This position is based primarily in Springfield, Illinois. Occasional travel to the Metro East Illinois area is required.
Required:
High school diploma or equivalent
Maintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current.
Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance.
Must be fingerprinted and pass FINRA's background checks.
Must sign Broker-Dealer's Registered Representative Agreement
2-6 years of licensed experience in securities
Preferred:
Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field
4-6 years of licensed experience in securities may be considered in place of a degree.
Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred.
Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Bi-lingual, Spanish preferred
Strong knowledge of investment products, financial planning concepts, and regulatory requirements
Excellent communication, interpersonal, and relationship-building skills
Sales and business development experience with a focus on financial solutions
Ability to analyze financial data and present recommendations to member/clients
Proficiency in financial planning software and CRM systems
Annual Base Pay Range
The pay range for this position is $58,656.00 - $58,656.00.
This position is eligible for incentive pay opportunities based on sales performance.
Benefits
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
Auto-ApplyClient Advisor with Athletic Background
Finance advisor job in Bloomington, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Dorner District - Northwestern Mutual (NM)!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Dorner District - Northwestern Mutual!
Why Current and Former Athletes Thrive Here:
We appreciate the strengths and mindset athletes often bring to a professional environmenthabits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Heres why this environment may feel like a strong fit for those with an athletic background:
Coaching-Focused Support System: Many who join our firm value being surrounded by people invested in their development. Our approach includes access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, along with weekly opportunities for mentorship, skill-building, and accountability. While we dont manage people, we do offer guidance and leadership for those who are coachable and motivated to improve.
Resilience and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focusqualities that can be helpful when navigating new opportunities or building something of your own.
Goal-Oriented Approach: Setting and working toward goals is second nature to most athletes. That mindset often translates well in a career where goal-setting and progress tracking are part of the day-to-day rhythm.
Discipline and Priority Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority managementbecause everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference.
A Balance of Support and Independence: This is a team-oriented culture in many waystheres shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. Its a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 61602
Follow this link to hear more about our 2030 Vision: *****************************************
Meet some of our local team, many who have excelled in athletics:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Finance advisor job in Decatur, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Jump District - Northwestern Mutual, were driven by a vision to help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support.
Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial Representatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success.
As a valued member of our team, youll benefit from expert mentoring, advanced training, and cutting-edge technologyall backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually.
Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams.
Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomingtona day of teamwork and service we are proud to support.
With a proven path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career.
Our thriving office is located at: 240 S. Main St., Decatur, IL 62523
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Meet Caleb Jump - Managing Director, Jump District
With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive.
Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Calebs leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutuals success.
Meet Our Team:
Aubrey Jump - Financial Representative
Started at NM: September 2024
Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family.
Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching.
KeShawn Marshall - Financial Representative
Started at NM: 2022
Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year.
Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caleb Jump is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Analyst
Finance advisor job in Bloomington, IL
Salary Range:
$58,000 - $74,000
The Financial Analyst determines and implements management accounting procedures and methods. The employee demonstrates a certain degree of creativity and latitude performing a variety of tasks under general supervision. The Financial Analyst relies on limited experience and judgment to plan and accomplish goals. Builds and maintains production process models to analyze operations performance. Assists in strategic planning and provides feedback to strategy and operations leadership. *Position is hybrid in our Bloomington, IL office*
Essential Functions and Responsibilities:
Prepares and analyzes various management reports in accordance with departmental guidelines.
Examines and reviews unusual variances. Makes recommendations when applicable for process improvement.
Utilize production models to forecast and budget various data points (operational and financial).
Prepare models for new business opportunities and ad hoc analysis.
Meets and works directly with company leadership at all levels throughout the company. Makes suggestions/recommendations regarding budget analysis and financial reporting to support business unit and departmental goals.
Ensures expenses are allocated correctly. Resolve discrepancies.
Financial Planner
Finance advisor job in Champaign, IL
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential 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, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Regional Financial Consultant (Principal Consultant #1873)
Finance advisor job in Springfield, IL
Reporting to the supervisor, provides specialized consultative services in the primary areas of school finance and business services. This position will serve the Central Illinois area. Duties and Responsibilities: * Conducts outreach and provides technical assistance to Regional Offices of Education, district personnel, financial oversight panels, other administrative entities, and agency staff using a variety of indicators (e.g. annual financial report data, budget data, financial profile information, etc.)
* Serves as primary contact on financial matters related to cost analysis, business management, general facilities information (e.g. maintenance and capital issues), and budget development, including all aspects of revenues, short and long-term debt, expenditures, and financial reporting.
* Conducts financial and trend analysis of school districts and other administrative entities, particularly financially distressed districts (e.g. oversight panel monitoring) to track their fiscal solvency and compliance with rules, regulations and generally accepted accounting procedures.
* Assists in the on-going development, implementation, and assessment of training / professional development to assist Regional Offices of Education, school district personnel, and other administrative entities improve their financial management practices.
* Recommends the development of broad, state-wide financial management and fiscal policies and procedures.
* Makes recommendations for technological systems development at the department level.
* Functions as a team member and/or team leader for diverse agency, center, and department teams.
* Coordinates fiscal, staffing and material resources to complete assigned projects.
* Coordinates efforts with interdisciplinary team members for the completion of assigned projects for departmental activities.
* Monitors projects and activities of team members and assists so that projects are on schedule and completed with assigned timelines.
* Collects and analyzes data and compiles reports for review, executive approval and implementation.
* Applies technical expertise in areas of accounting and financial management to research, develop and implement project assignments.
* Assists in the development of departmental information systems and the gathering of department planning data.
* Performs other duties as assigned.
Qualifications
Required Qualifications:
* Bachelor's degree in any field.
* At least two years of professional experience in K-12 school district accounting, auditing, or school business management.
* Demonstrated ability in accounting, auditing, and financial management.
* Proficient oral and written communication skills.
* Knowledge of school business financial practices and procedures.
* Knowledge of accounting, auditing, and financial management practices and procedures.
Preferred Qualifications:
* Degree in accounting or finance, or master's degree in educational leadership or related field. (COPY OF TRANSCRIPTS REQUIRED AT TIME OF APPLICATION)
* Experience in auditing school districts or experience as superintendent or CSBO/business manager for a school district.
* Skilled in database and spreadsheet applications.
* Knowledge of resources allocation and project coordination involving interdisciplinary teams and local school districts.
* Ability to quickly adapt to a variety of information systems.
* Ability to define problems and apply problem-solving techniques to complex issues.
Salary/Benefits
Union:IFSOE Department: School Business Services Anticipated Starting Salary Range:$62,449 - $78,917 Full Salary Range:$62,449 - $106,278 Office Hours: Monday - Friday 8:00 a.m. - 5:00 p.m.
How to Apply
To view full posting and apply electronically, please visit *********************************************************************
Interested parties must submit the required application, cover letter, resume, and transcripts (unofficial until recommended for hire). The subject line should include the position number(s) you are applying for.
Email Address
********************
School District
*******************
ILearn Link
ILearn
Report Card Link
District Report Card
Job Posting Date
10/14/2025
Start Date
N/A
Easy ApplyBMW of Bloomington Client Advisor
Finance advisor job in Bloomington, IL
Grow Your Career with the Largest Dealer Group in Central Illinois!
The Leman Automotive Group is one of the largest-volume automotive groups in Central Illinois. Family-owned since 1963, we proudly operate 12 dealerships and employ nearly 600 talented individuals. We just celebrated 60 years in business and continue to grow!
We're seeking luxury-minded, enthusiastic, and professional Client Advisors to join our BMW Bloomington sales team. If you have a passion for helping people, delivering an elevated customer experience, and representing one of the most respected luxury automotive brands in the world - this is your opportunity.
What We Offer
Guaranteed income while training
$60,000 - $150,000+ annual earning potential in your first year
5-day work week (Closed Sundays + flexibility for an early day off)
Access to 1,000+ pre-owned vehicles across sister stores
Bonuses & incentives (including employee lease & purchase deals)
Mentorship & full training with a seasoned manager to set you up for success
Career growth opportunities across 12+ dealerships
Comprehensive benefits package: Medical, Dental, Vision, Short/Long-Term Disability
FREE life insurance & 401(k) with company match
Paid time off
Employee discounts with multiple local businesses
Responsibilities
Build strong client relationships and ensure exceptional satisfaction
Ask thoughtful questions to understand client needs & recommend the right vehicle
Conduct luxury vehicle demonstrations & test drives
Deliver vehicles while presenting features, warranties, and paperwork with professionalism
Maintain expert-level product knowledge on features, technology, accessories, and inventory
Collaborate with service & body shop departments to ensure timely reconditioning
Attend sales meetings and training (dealership & manufacturer)
Prospect new leads, follow up with past clients, and encourage referrals
Understand and comply with federal, state, and local laws governing retail auto sales
Promote dealership service department quality and value
Qualifications
Prior experience in sales, customer service, or client-facing industries preferred
Passion for delivering a luxury-level customer experience
High-energy, outgoing, and professional personality
Strong verbal communication and relationship-building skills
Valid driver's license with acceptable driving record
Must pass background check & drug screen
Why Join Leman Automotive Group?
We are proud to be the preferred dealer group in Central Illinois, trusted by our customers for outstanding service, competitive pricing, and long-lasting relationships. Our culture is built on respect, teamwork, and growth opportunities.
Apply today and elevate your career with BMW Bloomington and Leman Automotive Group!
We are an equal opportunity employer and prohibit discrimination/harassment regarding race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity/expression, or any other characteristic protected by law.
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