Part Time Financial Adviser (Westville/ Chesterville/ Sherwood/ Durban)
Old Mutual Limited Ltd. 4.1
Finance advisor job in Westville, IN
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Part-time opportunity: * Part-time Financial Adviser * Grade 12 * Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
* Access to in-segment market and existing network
* DOFA/Fit & proper
* A valid Driver's licence and own car
* A clear criminal and credit check
* Proven computer literacy and digital dexterity
* Excellent communication skills (written and verbal)
* Sound planning and organising abilities
* Ability to collate, analyse and synthesize information
* Entrepreneurial mindset
* Sound business acumen
* GRIT, resilience and tenacity to stay the course.
* Sales orientation
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
30 January 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
$76k-129k yearly est. Auto-Apply 32d ago
Looking for a job?
Let Zippia find it for you.
Financial Advisor
Mixed Staffing and Recruiting
Finance advisor job in Portage, MI
Job DescriptionFinancial Advisor - Direct Hire RoleSalary: $90-$120,000+Benefits: Health insurance, retirement, Holiday and PTOPurpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives
Responsibilities:
Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth.
Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives.
They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financialadvisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification.
They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans.
Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts.
Requirements
Bachelor's Degree infinance, economics, accounting or business administration
Series 7 and Series 66 (or Series 63 and Series 65)
Book of business available to transfer
$90k-120k yearly 13d ago
Financial Advisor
SYM Financial Corporation
Finance advisor job in Mishawaka, IN
Job DescriptionDescription:
Are you passionate about making a difference in people's lives while thriving in a team-centric environment?
Who is SYM?
SYM FinancialAdvisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated FinancialAdvisor who can help us provide excellent financial planning and investment planning services to our clients.
In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor.
To learn more about our company, visit this link: SYM Financial. Who We Are.
What does this role entail?
FinancialAdvisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:
Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
Serving as the primary point of contact for client relationships
Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
Leading client meetings and presenting the financial plans
Delivering educational presentations to clients and staff
Developing new client relationships via existing client referrals and local centers of influence
Requirements:
What are we looking for?
Must Haves:
You have a Bachelor's Degree from an accredited college or university; CFP designation strongly preferred
You are proficient in Microsoft Office Suite, as well as financial planning and account management software
You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning
You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
You have the ability to manage multiple projects and deadlines with a keen attention to detail
You are a team player, with strong coaching and leadership skills
You have the desire /ability to work successfully in a small company environment
What's in it for you?
Pay / benefits are competitive based on industry standards.
Competitive pay based on experience plus incentive compensation
Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
401(k); 6% Match
Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
Option for Pet Insurance / Fitness Match / Apparel Allowance
Tuition / Certification Assistance Program
A defined career framework to help you successfully manage your career goals
$56k-108k yearly est. 15d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Mishawaka, IN
Becoming a financialadvisor 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 financialadvisor, 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 financialadvisor, 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 financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, 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 advisorsin 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 FinancialAdvisors 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.
$66k-116k yearly est. Auto-Apply 21d ago
Personal Risk Advisor
The Strickland Group 3.7
Finance advisor job in Kalamazoo, MI
Join Us as a Personal Risk Advisor - Protect What Matters Most
Are you passionate about helping people safeguard their lives, assets, and future? As a Personal Risk Advisor, you'll play a key role in guiding clients through personalized risk assessments and providing expert insurance solutions that bring peace of mind.
What You'll Do:
🛡 Assess Individual Risk Profiles - Evaluate clients' personal risk exposure related to health, property, life, and liability.
📋 Recommend Tailored Insurance Solutions - Offer customized coverage plans that align with each client's lifestyle, financial situation, and risk tolerance.
💬 Build Lasting Client Relationships - Act as a trusted advisor by offering ongoing support, regular coverage reviews, and proactive risk management strategies.
🤝 Collaborate with Underwriters & Carriers - Work with insurance partners to secure optimal coverage terms and pricing.
📊 Stay Ahead of Industry Trends - Keep up with evolving risks, products, and regulatory changes to provide timely, value-driven advice.
Who You Are:
✔ Experienced in personal lines insurance or risk advisory
✔ Strong communicator and empathetic listener
✔ Detail-oriented with a consultative sales approach
✔ Skilled in evaluating risk and offering proactive protection strategies
✔ Familiar with insurance products, policies, and CRM tools
Why This Role Stands Out:
✅ Help clients feel confident and secure in their coverage decisions
✅ Be a valued partner in times of need and protection planning
✅ Work in a supportive, people-first culture with growth opportunities
✅ Make a tangible impact in people's lives
🔒 Be the Advisor Who Protects What People Value Most
As a Personal Risk Advisor, you're not just selling insurance-you're providing protection, reassurance, and expert guidance.
👉 Apply now and start making a difference in personal risk management.
$53k-100k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Northeast Indiana Triangle
Thrivent Financial for Lutherans 4.4
Finance advisor job in South Bend, IN
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 Financialadvisor, 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 Financialadvisor 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 financialadvisors 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 financialadvisor 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 financialadvisors and professionals. Only individuals who are financialadvisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financialadvisors.
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.
$50k-97k yearly est. Auto-Apply 60d+ ago
Finance Investment Analyst
Everwise Credit Union 4.0
Finance advisor job in South Bend, IN
Financial Investment Analyst is responsible for compiling, evaluating, and analyzing financial data for the credit union through various models and tools. The incumbent independently reviews and recommends investment strategies for the credit union, overseeing third-party relationships with partnered brokers. The incumbent role is an integral part of the organization's corporate planning including budgeting, modeling, and analysis for project management.
Primary Responsibilities and Duties:
1. Portfolio Management: Develop, recommend, and execute strategies to manage the credit union's investment portfolio, ensuring alignment with financial objectives, risk tolerances, and liquidity needs.
Monitor portfolio performance, conducting regular reviews, look-backs, identifying opportunities for adjustments or improvements.
Recommend investments across asset classes, considering risk, return, and regulatory compliance.
Work closely with the CFO and VP Finance to develop long-term investment strategies.
Model the impact of the investment portfolio to the overall balance sheet through Asset Liability Models (ALM).
Modeling: Responsible for organizing, loading, and maintaining financial data into the required systems.
Scenario based modeling uses market performance and what-if planning.
Analyze and project future trends, provide recommendations for optimizing financial strategies.
Review budget proposals from business units ensuring allocation of funds aligned with corporate strategy and goals.
Develop and plan scenario analytics on portfolio performance, risk profiles of the balance sheet, and opportunities to enhance growth and profitability.
Reporting:
Prepare detailed reports on portfolio performance, investment strategies, and market development for senior management and board of directors.
Develop and implement financial reporting for key stakeholders to assist in making informed financial decisions.
Support internal and external audits related to the investment portfolio.
Develop and maintain data standards, policy, and procedures.
4. Ensure overall satisfactory audit results and no repeat findings from internal audits, third-party external audits, or regulatory examinations. Any identified exceptions or deficiencies are addressed promptly, and target dates established for resolution are reasonable and met.
5. Partner with internal stakeholders, external partners, and vendor relationships focusing on the growth and advancement of the Credit Union.
Knowledge/Skills:
Exceptional communication skills, including verbal, written, visual, and quantitative.
Adept at developing relationships across diverse teams.
Experience structuring solutions involving data and advanced analytics.
Knowledge of cost accounting principles, allocational tools, and reporting that compares factors affecting profitability of products or services.
Excellent analytical skills and ability to interpret financial data and market trends.
Proficient in MS Office (Excel, Word, Outlook).
Manages and collaborates well with individuals and teams.
Minimum Requirements:
Bachelor's degree in accounting, economics, or finance required.
3+ years' experience in investment portfolio management, financial analysis, or analytic experience required.
Experience working within the financial services industry strongly preferred.
Experience with ALM software, Bloomberg, and investment management software preferred.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$63k-100k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN
JPMC
Finance advisor job in Mishawaka, IN
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 Advisorin 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 FinancialAdvisor 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.
$53k-107k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN
Jpmorgan Chase 4.8
Finance advisor job in Mishawaka, IN
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 Advisorin 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 FinancialAdvisor 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.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$47k-92k yearly est. 60d+ ago
Analyst, Finance General
Whirlpool 4.6
Finance advisor job in Benton Harbor, MI
Corporation Whirlpool Corporation (NYSE: WHR) is a leading home appliance company, in constant pursuit of improving life at home. As the only major U.S.-based manufacturer of kitchen and laundry appliances, the company is driving meaningful innovation to meet the evolving needs of consumers through its iconic brand portfolio, including Whirlpool, KitchenAid, JennAir, Maytag, Amana, Brastemp, Consul, and InSinkErator. In 2024, the company reported approximately $17 billion in annual sales - close to 90% of which were in the Americas - 44,000 employees, and 40 manufacturing and technology research centers. Additional information about the company can be found at WhirlpoolCorp.com.
This role in summary
The Whirlpool Corporation is looking for talent to join a fast paced and high performing Finance organization to make an impact.
We are hiring for multiple positions and seeking talent in several areas of expertise such as: Accounting, General Finance, Treasury, Audit and Tax.
Locations we are hiring in: Benton Harbor / St Joseph, MI locations
You will lead and manage critical business and financial initiatives throughout the company. You will also influence business decisions through the analysis of major investments, drive meaningful reporting, and lead forecasting and analysis of the business. While doing so, you will have the opportunity to apply finance skills, strengthen business acumen, and accelerate your professional career in a Fortune 200 consumer products company with a global presence. You will have an opportunity to work in treasury, corporate accounting, control functions or/and to support regional businesses in the areas of Sales, Marketing, Manufacturing, Supply Chain, Product Development, and Procurement.
Your responsibilities will include
Forecasting and Planning
* Provide near and long-range forecasting to enhance strategic decision making (strategy planning, annual profit plan, and monthly outlook)
* Review financial results and compare to the Annual Profit Plan to ensure reasonability and consistency with overall financial objectives
Manage and drive process efficiency
* Deliver continuous improvements in the annual planning process and monthly forecast processes to drive simplification and overall reduction to the processing and cycle time of the planning process
* Utilize knowledge of processes and systems to advise cross-functional teams on appropriate data sources for analysis
* Drive improvements in key financial processes to optimize efficiency and quality of data
Drive Analytical Insights for Process partners
* Deliver analytical insights and influence decision-making by influencing category and channel finance leaders
* Establish relationships with process partners in the finance organization that facilitate effective collaboration and drive positive change in our processes
Influence and lead key business decisions
* Collaborate with individuals across North America finance organization to ensure effective and accurate financial reporting processes and internal controls
* Serve as a leader within the supported operational team to ensure effective and timely decisions
Minimum requirements
* High School Diploma or GED and a Bachelor's Degree in progress in General Business, Finance, Accounting or Economics with an anticipated graduation date of Spring/Summer 2026
Preferred skills and experiences
* Strong Verbal and written communication skills
* Professional presence and proven ability to lead teams and influence others
* Ability to communicate and interact with all levels of the organization as well as cross-functionally
* Achievement oriented with the ability to work independently
* Excellent time management skills with the ability to manage multiple priorities within tight deadlines
* System proficiency: SAP, BPC, Tableau, Looker Studios; Excel, and Google tools (Sheets & Slides)
RSRWH
What we offer
Generous benefits package, Whirlpool employee discount, fitness & educational reimbursement programs, kitchenettes, and more! Saint Joseph/Benton Harbor locations: Beautiful, recently renovated office space, free coffee, biking/walking trails, and access to The Eddy - Early Childhood Center (depending upon availability - additional costs required).
Additional information
Whirlpool's Ways of Working
Our goal is to provide an environment that helps you bring your best to Whirlpool every day. We offer flexibility and industry-leading time-off benefits that will help you balance what's important at work and at home, including:
* Always On Flexibility - You will have the autonomy to manage personal, family, and outside-of-work commitments as needed.
* Two-Week Work from Anywhere - Minimum of one-week increments for a total of two weeks per year.
* Sabbatical - Four weeks paid leave after every five years of service.
Connect with us and learn more about Whirlpool Corporation
See what it's like to work at Whirlpool by visiting Whirlpool Careers. Additional information about the company can be found on Facebook, Twitter, LinkedIn, Instagram and YouTube.
Whirlpool Corporation is committed to equal employment opportunity and prohibits any discrimination on the basis of race or ethnicity, religion, sex, pregnancy, gender expression or identity, sexual orientation, age, physical or mental disability, veteran status, or any other category protected by applicable law.
#LI-JR1
$58k-81k yearly est. 19d ago
Financial Analyst
The Shyft Group, Inc.
Finance advisor job in Bristol, IN
Financial Analyst | Utilimaster | Bristol, IN (North) Regular Employee | Salary Exempt What you'll do: The Financial Analyst position is responsible for supporting the finance department with financial analysis and reporting as well as analyzing company's respective business units and the Company from a financial perspective
Core Responsibilities:
* Support multiple teams with financial reporting and analysis
* Analyze financial data for business efficiencies and verify accuracy
* Assist in developing and consolidating statistical, written reports and PowerPoint presentations for management
* Prepare financial statements and related reports such as balance sheet, income statement, cash-flow, budgets, and variance analysis
* Support monthly, quarterly, and annual balancing of books and monthly account reviews
* Assist in the development of a financial plan and forecast
* Review budget proposals and prepare necessary supporting documentation and justification of proposed budgets
* Support cost estimating for new and existing products and product options
* Aid in the development of overhead and labor standards
* Assist with special projects, as requested
* Other tasks as assigned
What you need to be successful:
* Bachelor's degree in accounting, finance, statistics, economics, business administration, or related field
* 3+ years accounting experience in a manufacturing environment preferred
* Knowledge of government procurement regulations affecting accounting systems preferred
* Proficient in forecasting, financial reports, data collection, analysis, and evaluation
* Strong attention to detail and commitment to excellence
* Ability to handle multiple projects, prioritize tasks, and meet deadlines
* Self-motivated, innovative team player, flexible to changing priorities
* Proficient in Microsoft Office Suite; intermediate computer skills required
* Strong communication (verbal/written), interpersonal, organizational, and analytical skills
* Sound judgment, timely decision-making, and willingness to pursue training and self-improvement
Why The Shyft Group?
Our people are our greatest asset, and your success is our success! That's why we provide comprehensive benefits that support your health, financial security, and work-life balance-so you can thrive both personally and professionally.
* Health & Wellness: Medical, Dental, Vision, HSA/FSA, Wellness Plan
* Financial Security: 401(k) with match, Disability, Life Insurance
* Work/Life & Growth: Educational Reimbursement, EAP, Dependent Care
At The Shyft Group, we don't just offer benefits-we invest in your well-being. Join us and experience the difference!
Who we are:
The Shyft Group is the North American leader in specialty vehicles, including last-mile delivery vans, work trucks, and motorhome chassis. Our 10 brands- Utilimaster, Blue Arc, Royal Truck Body, DuraMag, Magnum, Strobes-R-Us, Spartan RV Chassis, Red Diamond, Builtmore, and Independent Truck Upfitters- are powered by 3,000+ team members across the U.S. and Canada.
Backed by 50 years of innovation and a supportive, entrepreneurial culture, we're leading the way in electrification and proudly ranked among Fortune's 100 Fastest Growing Companies.
Equal Employment Opportunity (EEO)
The Shyft Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran or status as a qualified individual with a disability, or any other characteristic protected by applicable federal, state, or local law. If you have a disability and would like to request an accommodation in order to apply, please email us at *************************.
The Shyft Group is an E-Verify Employer
Shyft uses E-Verify, which is an online system operated by the U.S. Department of Homeland Security in partnership with the Social Security Administration to verify employment eligibility and validate social security numbers. Through participation in the E-Verify program, information entered on Form I-9 will be provided and compared to information available at both of these agencies. See posters for more details. E-Verify Notice U.S. Right to Work Notice.
$48k-73k yearly est. 60d+ ago
Financial Analyst
Creative Financial Staffing 4.6
Finance advisor job in Niles, MI
Financial Analyst
About the Company and Opportunity of the Financial Analyst role:
• Our client is a growing organization in the Plymouth area known for its strong leadership, data-driven culture, and commitment to continuous improvement.
• This role offers broad exposure across finance and operations, supporting decision-making through analysis, reporting, and forecasting.
• Employees appreciate the collaborative environment, visibility to leadership, and opportunities to contribute to strategic initiatives.
Key Responsibilities:
• Prepare and analyze monthly financial statements, KPI dashboards, and variance reports.
• Assist with budgeting and forecasting processes, including data consolidation and trend evaluation.
• Partner with operations, accounting, and management teams to provide financial insights that support business decisions.
• Develop and maintain financial models, cost analyses, and profitability reports.
• Perform ad-hoc analysis, scenario modeling, and project-based financial support as requested.
• Ensure accuracy and consistency of financial data within ERP systems and reporting tools.
Preferred Qualifications for the Financial Analyst role:
• Bachelor's degree inFinance, Accounting, Business, or related field.
• 2+ years of financial analysis, accounting, or corporate finance experience.
• Strong Excel skills (pivot tables, VLOOKUPs, advanced formulas; Power BI a plus).
• Ability to analyze large data sets and communicate insights clearly to non-financial stakeholders.
• Detail-oriented, proactive, and comfortable working in a fast-paced environment.
• ERP experience (SAP, NetSuite, JD Edwards, Dynamics, or similar) preferred.
Salary:
$70,500 to $82,450 depending on experience
Click here to apply online
$70.5k-82.5k yearly 1d ago
Financial Analyst
Dimplex Thermal Solutions 3.8
Finance advisor job in Kalamazoo, MI
Position Overview: As a Financial Analyst at Dimplex Thermal Solutions, you will play a crucial role infinancial planning, analysis, and reporting processes. Reporting directly to the Financial Planning & Analysis Manager, you will utilize your expertise infinancial modeling, data analysis, and accounting principles to provide insightful recommendations that drive strategic decision-making across the organization. This role offers an exciting opportunity to contribute to the company's success and growth in a fast-paced, collaborative environment.
Required Skills and Abilities:
Bachelor's degree inFinance or Accounting, or related field required.
Minimum of 5 years of experience infinancial analysis, accounting in a manufacturing environment.
Proficiency in standard costing, KPIs, financial modeling, data analysis, and forecasting techniques.
Strong understanding of GAAP principles and financial reporting requirements.
Excellent analytical skills with the ability to interpret complex financial data and draw meaningful conclusions.
Advanced proficiency in Microsoft Excel, PowerPoint and financial software applications (e.g., ERP systems, BI tools).
Responsibilities:
Conduct in-depth financial analysis to support budgeting, forecasting, and long-term strategic planning initiatives.
Cost accounting duties, including standard cost maintenance, variance analysis and reconciliations.
Prepare comprehensive financial reports, including variance analysis, key performance indicators (KPIs), and trend analysis, to communicate financial performance to senior management.
Develop and maintain complex financial models to assess business profitability, evaluate investment opportunities, and optimize resource allocation.
Assist in the preparation of monthly and annual financial statements in compliance with GAAP and regulatory requirements.
Collaborate cross-functionally with departments such as Operations, Sales, and Engineering to understand bill of materials, business drivers and provide financial insights that align with company objectives.
Identify opportunities for process improvements and efficiency enhancements within the finance function.
Other duties as assigned.
$53k-75k yearly est. 6d ago
Manufacturing Finance Analyst
Weir 4.0
Finance advisor job in Lake, MI
Weir Minerals
Salt Lake City
Onsite
Purpose of Role: Will lead the Operational Finance for Salt Lake City and St. Louis and take overall responsibility for Financial Analytics, reporting operational performance, developing and ensuring compliance with costing policies, and cost accounting oversight while driving continuous improvement and efficiency in the business operations.
Why choose Weir: Be part of a global organization dedicated to building a better future: At Weir, the growing world depends on us. It depends on us constantly reinventing, quickly adapting and continually finding better, faster, more sustainable ways to access the resources it needs to thrive. And it depends on each of us doing the best work of our lives. It's a big challenge - but it is exciting.
An opportunity to grow your own way: Everything moves fast in the dynamic world of Weir. This creates opportunities for us to take on new challenges, explore new areas, learn, progress and excel. Best of all, there is no set path that our people must take. Instead, everyone is given the support and freedom to tailor-make their own career and do the best work of their lives.
Feel empowered to be yourself and belong: Weir is a welcoming, inclusive place, where each individual's contribution is recognized and all employees are encouraged to innovate, collaborate and be themselves. We continually focus on people and their wellbeing. We believe in fairness and choose to be honest, transparent and authentic in everything we do.
Key Responsibilities: Financial Analytics & Driving operational performance Improvements
Maintain and enforce the divisional cost accounting principles and policies, including training where necessary to ensure operational teams fully understand the principles and policies
Review, report and analyze operational performance of the Salt Lake City and St Louis businesses; with regular interaction with operations leaders to drive performance
Lead the cost roll process across the business, validating increases / decreases where required
Support development of standard operational KPI reports
Develop early warning, gap analysis and countermeasure recommendations for various operations financial KPIs.
Strategic operational initiatives and planning
Lead finance operations input into the annual budget and quarterly forecasting cycle - including assumptions on costs, recoveries and variances
Lead and drive inventory financial analytics / Annual inventory verification and work with Supply Chain leaders to improve processes
Provide proactive, reliable, and credible financial advice on a broad range of operational issues to key business partners
Develop and implement capital expenditure business cases to support investment decisions and priorities.
Ad-hoc operational finance projects as they arise
Safety First: Demonstrate 100% commitment to our zero harm behaviors in support of our drive towards developing a world class safety culture.
Job Knowledge/Education and Qualifications:
Previous Finance Experience in a Product Based Business
Large Manufacturing Based company is a Plus
Bachelor's degree in Accounting or Finance
At least 5 years finance experience (Several different Finance experiences) Commercial roles, Cost accounting roles and General Finance roles are a plus
Experience using SAP or Large ERP System
Founded in 1871, Weir is a world leading engineering business with a purpose to make mining operations smarter, more efficient and sustainable. Thanks to Weir's technology, our customers can produce essential metals and minerals using less energy, water and waste at lower cost. With the increasing need for metals and minerals for climate change solutions, Weir colleagues are playing their part in powering a low carbon future. We are a global family of 11,000 uniquely talented people in over 60 counties, inspiring each other to do the best work of our lives.
For additional information about what it is like to work at Weir, please visit our Career Page and LinkedIn Life Page.
#LI-JB1
#Minerals
$50k-77k yearly est. Auto-Apply 46d ago
Commissioned Financial Adviser (Hillcrest/ Kloof/ Wyebank/ Pinetown/ New Germany)
Old Mutual Limited Ltd. 4.1
Finance advisor job in Westville, IN
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
* Responsible for the procurement of new business
* Expand sales of products and services with existing customers
* Work mainly on own leads
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 January 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
$76k-129k yearly est. Auto-Apply 32d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Mishawaka, IN
Becoming a financialadvisor 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 financialadvisor, 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 financialadvisor, 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 financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, 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 advisorsin 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 FinancialAdvisors 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.
$66k-116k yearly est. Auto-Apply 19d ago
J.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN
Jpmorganchase 4.8
Finance advisor job in Mishawaka, IN
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 Advisorin 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 FinancialAdvisor 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.
$47k-92k yearly est. Auto-Apply 22d ago
Analyst, Finance General
Whirlpool Corporation 4.6
Finance advisor job in Benton Harbor, MI
**Requisition ID:** 69644 Whirlpool Corporation (NYSE: WHR) is a leading home appliance company, in constant pursuit of improving life at home. As the only major U.S.-based manufacturer of kitchen and laundry appliances, the company is driving meaningful innovation to meet the evolving needs of consumers through its iconic brand portfolio, including _Whirlpool_ , _KitchenAid_ , _JennAir, Maytag_ , _Amana,_ _Brastemp_ , _Consul_ , and _InSinkErator_ . In 2024, the company reported approximately $17 billion in annual sales - close to 90% of which were in the Americas - 44,000 employees, and 40 manufacturing and technology research centers. Additional information about the company can be found at WhirlpoolCorp.com .
**This role in summary**
The Whirlpool Corporation is looking for talent to join a fast paced and high performing Finance organization to make an impact.
**We are hiring for multiple positions and seeking talent in several areas of expertise such as: Accounting, General Finance, Treasury, Audit and Tax.**
**Locations we are hiring in: Benton Harbor / St Joseph, MI locations**
You will lead and manage critical business and financial initiatives throughout the company. You will also influence business decisions through the analysis of major investments, drive meaningful reporting, and lead forecasting and analysis of the business. While doing so, you will have the opportunity to apply finance skills, strengthen business acumen, and accelerate your professional career in a Fortune 200 consumer products company with a global presence. You will have an opportunity to work in treasury, corporate accounting, control functions or/and to support regional businesses in the areas of Sales, Marketing, Manufacturing, Supply Chain, Product Development, and Procurement.
**Your responsibilities will include**
**Forecasting and Planning**
+ Provide near and long-range forecasting to enhance strategic decision making (strategy planning, annual profit plan, and monthly outlook)
+ Review financial results and compare to the Annual Profit Plan to ensure reasonability and consistency with overall financial objectives
**Manage and drive process efficiency**
+ Deliver continuous improvements in the annual planning process and monthly forecast processes to drive simplification and overall reduction to the processing and cycle time of the planning process
+ Utilize knowledge of processes and systems to advise cross-functional teams on appropriate data sources for analysis
+ Drive improvements in key financial processes to optimize efficiency and quality of data
**Drive Analytical Insights for Process partners**
+ Deliver analytical insights and influence decision-making by influencing category and channel finance leaders
+ Establish relationships with process partners in the finance organization that facilitate effective collaboration and drive positive change in our processes
**Influence and lead key business decisions**
+ Collaborate with individuals across North America finance organization to ensure effective and accurate financial reporting processes and internal controls
+ Serve as a leader within the supported operational team to ensure effective and timely decisions
**Minimum requirements**
+ High School Diploma or GED and a Bachelor's Degree in progress in General Business, Finance, Accounting or Economics with an anticipated graduation date of Spring/Summer 2026
**Preferred skills and experiences**
+ Strong Verbal and written communication skills
+ Professional presence and proven ability to lead teams and influence others
+ Ability to communicate and interact with all levels of the organization as well as cross-functionally
+ Achievement oriented with the ability to work independently
+ Excellent time management skills with the ability to manage multiple priorities within tight deadlines
+ System proficiency: SAP, BPC, Tableau, Looker Studios; Excel, and Google tools (Sheets & Slides) RSRWH
**What we offer**
Generous benefits package (************************************************************** , Whirlpool employee discount, fitness & educational reimbursement programs, kitchenettes, and more! Saint Joseph/Benton Harbor locations: Beautiful, recently renovated office space, free coffee, biking/walking trails, and access to The Eddy - Early Childhood Center (depending upon availability - additional costs required).
**Additional information**
Whirlpool's Ways of Working
Our goal is to provide an environment that helps you bring your best to Whirlpool every day. We offer flexibility and industry-leading time-off benefits that will help you balance what's important at work and at home, including:
+ **Always On Flexibility** - You will have the autonomy to manage personal, family, and outside-of-work commitments as needed.
+ **Two-Week Work from Anywhere** - Minimum of one-week increments for a total of two weeks per year.
+ **Sabbatical** - Four weeks paid leave after every five years of service.
Connect with us and learn more about Whirlpool Corporation
See what it's like to work at Whirlpool by visiting Whirlpool Careers (********************************* . Additional information about the company can be found on Facebook (*************************************** , Twitter (********************************* , LinkedIn (************************************************************ , Instagram (**************************************** and YouTube (************************************************* .
Whirlpool Corporation is committed to equal employment opportunity and prohibits any discrimination on the basis of race or ethnicity, religion, sex, pregnancy, gender expression or identity, sexual orientation, age, physical or mental disability, veteran status, or any other category protected by applicable law.
\#LI-JR1
$58k-81k yearly est. 18d ago
Finance Intern
Everwise Credit Union 4.0
Finance advisor job in South Bend, IN
The Finance Intern will gain experience in a professional financial institution by providing support to the Finance team. This position will assist with a variety of special projects and support functions designed to achieve the overall strategic objectives of the finance department.
Primary Responsibilities and Duties:
Assists with special projects and support functions designed to achieve the overall strategic objectives of the finance department.
Participate in weekly finance team meetings.
Support data cleanup and analysis.
Projects include but are not limited to:
Historical Static Loan Pool Analysis
Profitability audit
Data table structure audit
Debit card profitability data collection and analysis
Other projects and responsibilities as assigned
Knowledge/Skills:
Ability to analyze and interpret financial data
Accountable for timely completion of assigned projects.
Strong verbal and written communication skills
Accuracy in data entry and strong attention to detail
Proficiency in Microsoft Office suite (Excel, Word)
Accountable for the quality of work provided, documentation and follow-up with adherence to Everwise's service expectations.
Accountable for maintaining the strictest of confidentiality
Minimum Requirements:
High School diploma or GED
Currently attending a college or university and have taken the intermediate level courses typically in the third year of study.
Pursuit of Finance or Accounting degree preferred
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$30k-39k yearly est. Auto-Apply 18d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance advisor job in Mishawaka, IN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest infinancial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
How much does a finance advisor earn in Elkhart, IN?
The average finance advisor in Elkhart, IN earns between $42,000 and $145,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Elkhart, IN
$78,000
What are the biggest employers of Finance Advisors in Elkhart, IN?
The biggest employers of Finance Advisors in Elkhart, IN are: