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  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Finance advisor job in Burlington, WI

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 196 W Chestnut St Suite B, Burlington, WI This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing 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.
    $65k-69.1k yearly 5d ago
  • Wealth Advisor

    Midland States Bank 4.0company rating

    Finance advisor job in Rockford, IL

    Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 99300-132400 Yearly Salary PIc886d6faa7fc-37***********4
    $103.7k-138.2k yearly 2d ago
  • Financial Analyst

    Rural King Supply 4.0company rating

    Finance advisor job in Elgin, 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 *********************
    $50k-58k yearly 14h ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance advisor job in Janesville, WI

    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.
    $67k-118k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Stillman Bank

    Finance advisor job in Rockford, IL

    ABOUT US: Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have grown to 6 locations throughout Ogle and Winnebago counties. Our organization is owned by shareholders and shareholder families, some of which span back 3 generations. Our Mission is to provide comprehensive financial solutions that support the well-being of our customers and strengthen the communities we serve. ABOUT THE ROLE: The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship-building and personalized guidance to help clients achieve their long-term financial goals, while supporting the community bank's mission of delivering high-touch, community-focused financial services. Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies. Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance. Assess clients' financial situations and recommend appropriate investment solutions, working within the bank's established investment philosophy and compliance standards. Partner with internal Trust Officers, Financial Advisors, Portfolio Managers, and other departments to ensure a holistic and integrated approach to client service. Actively develop new client relationships through networking, referrals, and community involvement, in alignment with the bank's values and growth goals. Maintain thorough knowledge of industry regulations and financial products to ensure compliant and current advice. Participate in team meetings, product training, and professional development opportunities to stay up-to-date on industry trends and internal offerings. Support the Trust and Wealth Management team in delivering exceptional client experiences and contributing to department goals. Requirements Bachelor's degree in Finance, Business, Accounting, or a related field. Minimum of 3 years of experience in financial advising, investment management, or wealth planning. CFP , ChFC , or other relevant professional certification preferred. Strong interpersonal and communication skills with a client-first approach. Ability to interpret financial information and provide sound guidance to a diverse client base. Familiarity with trust services and estate planning concepts is a plus. Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance. ABOUT COMPENSATION AND BENEFITS: We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size. This is a salaried exempt position. Compensation is dependent on experience, from $90,000+. Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays. We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance. The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate. Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements. EEO STATEMENT Stillman Bank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Salary Description From $90,000 per year
    $90k yearly 60d+ ago
  • Financial Advisor

    Firstnational 3.8company rating

    Finance advisor job in Sugar Grove, IL

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple locations across the FNBO Footprint. *** Omaha, Nebraska Fort Collins, Colorado DeKalb, Illinois Sugar Grove, Illinois Council Bluffs, Iowa Plano, Texas About This Role: Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers. Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals. Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships. Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs. Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. Community Engagement: Actively participate in local civic organizations, fostering connections within the community. Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities. The Ideal Candidate for This Role: Required Qualifications: Bachelor's degree in Business Administration or related field or equivalent experience. 3 years of experience in the investment or financial services industry. FINRA Series 7 and 66 (or Series 63 & 65) registrations. State Life, Accident & Health and Variable Contract insurance licenses. Previous successful business development activities and effective relationship management experience. Proven sales skills, preferably in the investment industry. Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards. Ability to work collaboratively and cohesively within a team environment. Strong knowledge of the finance industry and the local, state, national and global economy. Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer. Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations. Understands and contributes to intended customer experience of helpful, easy and personal. Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250197 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $65k-110k yearly est. Auto-Apply 48d ago
  • Financial Advisor - Rockford, IL

    Country Financial 4.4company rating

    Finance advisor job in Rockford, 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.
    $63k-102k yearly est. Auto-Apply 60d+ ago
  • Senior Finance Management Advisor

    ITU 4.1company rating

    Finance advisor job in Geneva, IL

    INTERNATIONAL TELECOMMUNICATION UNION ITU is the leading United Nations agency for information and communication technologies, with the mission to connect the world. To achieve this, ITU manages the radio-frequency spectrum and satellite orbits at the international level, works to improve communication infrastructure in the developing world, and establishes global standards that foster seamless interconnection of a vast range of communication systems. Senior Finance Management Advisor Vacancy notice no: 2120 Sector: SG Department: FRMD Country of contract: Switzerland Duty station: Geneva Position number: FI01/P5/311 Grade: P5 Type of contract: Fixed-term Duration of contract: 2 years with possibility of renewal Recruitment open to: External Application deadline (Midnight Geneva Time): 3 November 2025 ORGANIZATIONAL UNIT The General Secretariat directs administrative, human and financial resources and activities of the Union, including the implementation of the provisions of the administrative regulations on operational questions, the dissemination of information on telecommunication/ICT matters for operational and other purposes, and the provision of legal advice to the whole of the Union. The General Secretariat coordinates the implementation of the Strategic Plan, monitors the telecommunication/ICT environment and recommends as needed action relating to the Union's future policies and strategy. The General Secretariat ensures inter-sectoral coordination and cooperation to advance a whole of ITU approach (One-ITU) in headquarters and the field. The General Secretariat provides logistical and information technology support to the Union's activities including conferences and global forums; the coordination of the work of the Union with the United Nations system, and other international organizations; and the engagement of the Member States, Sector Members, and Academia. The General Secretariat manages corporate governance, and strategic communications and relations with the media, different stakeholder groups as well as the general public. Within the General Secretariat, the Financial Resources Management Department (FRMD) advises the Secretary General on financial resources management, accounting issues and procurement. It manages ITU's financial resources ensuring consistency with ITU strategies, policies, regulations and rules as well as UN Common System policies. It also ensures sound and balanced financial management of the Union; provides support and strategic advice on financial, budgetary and procurement matters, with a goal to strengthen ITU's financial system. ORGANIZATIONAL CONTEXT Under the supervision of the Chief, Financial Resource Management Department (FRMD) and in close collaboration with the Chief Administration and Finance (A&F), the Senior Finance Management Advisor provides expert financial advice to ITU leadership on matters related to accounting, budget preparation and implementation, financial transformation, and strategic and financial planning, and operational planning. He/She assists the Chief FRMD in achieving key deliverables in these areas. The Senior Finance Management Advisor combines cutting-edge expertise with operational and political acumen, integrating various financial areas of expertise to support FRMD in addressing strategic financial management issues of the Union. The incumbent operates in compliance with organizational regulations and rules and takes responsibilities towards the successful achievement of delegated assignments. DUTIES AND RESPONSIBILITIES The incumbent will: Assist the Chief A&F and FRMD in dealing with financial matters of the Union and provide expert advice to facilitate decision-making. Lead and manage the Budget Division and Extrabudgetary Fund of the Control Unit (EFCU) in the conceptualization and implementation of policies, strategies, plans, projects and approaches for the administration and delivery of financial support services across ITU. Assess progress and determine corrective actions. Coordinate the preparation of financial statements & working papers by reviewing, in consultation with the Financial Resources Management Department (FRMD) team, external consultants and relevant departments, the development of ITU financial statements ensuring accuracy and completeness. Provide expert advice and capacity building support on ITU's compliance with IPSAS. Ensure through the FRMD team that ITU maintains full compliance with IPSAS requirements. Streamline the management of revenue, especially Voluntary Contributions and Trust Funds. Examine and evaluate current processes related to the recording of these revenue streams with the aim of consolidating and improving them. Lead the development of future contributor management requirements in alignment with ITU's resource mobilization strategy, including enhancing contributor visibility, transparency, and reporting. Oversee the development and implementation of best in class systems to support timely, accurate and efficient financial reporting. Provide expert advice and guidance to improve ITU's budget processes and ensure financial stability across the Organization. Review, the current budgeting methodology and propose options to align ITU's budget preparation with revenue forecasts and the revised financial rules and regulations. Lead the development of a strengthened Budget Execution and Monitoring Framework to ensure consistent budget implementation aligned with the ITU Strategic Plan, approved and allocated budget including appropriate planning of activities with available resources. Develop a revised budget structure that better integrates statutory and extrabudgetary resources for more effective financial planning. Design and implement a multi-year financial planning framework that aligns with ITU's strategic and operational plans in collaboration with stakeholders across ITU. Develop policies and tools to integrate revenue forecasts, cost drivers, and policy changes into long-term financial projections. Assess the existing Result-Based Management framework with a view to blueprinting the new model of RBM in consultation with all relevant stakeholders. Implement the new Result Based Management (RBM) Framework. Lead the review and revision of ITU's Chart of Accounts and Budget Structure to improve transparency, enable performance-based reporting, and align with IPSAS and RBM frameworks. Perform other related duties as assigned by the Chief FRMD. CORE COMPETENCIES Applying Expertise; Effective Communication; Learning and Knowledge Sharing; Organizational Commitment; Results-Focused, and; Teamwork and Collaboration. FUNCTIONAL COMPETENCIES Analysis, Judgement and Decision MakingClient and Service OrientationInnovation and Facilitating ChangeLeadershipNetworking and Building PartnershipsPlanning and OrganisingSuccessful ManagementTECHNICAL COMPETENCIES Strong expertise in IPSAS or similar international accounting standards. Excellent analytical, organizational, and leadership skills. Effective communication skills with the ability to work in a multi-cultural environment. Proven expertise in formulating, implementing, and evaluating strategic budget plans aligned with organizational objectives. Practical knowledge of identifying, analyzing, and managing budgetary risks, including the development of contingency plans. Demonstrated ability to engage with external consultants, auditors, and other key stakeholders. Up-to-date knowledge of relevant financial regulations and legislation. Proficiency in accounting software, Microsoft Excel, data analysis tools, and other relevant financial software is preferred. QUALIFICATIONS REQUIRED Education: Advanced university degree in accounting, finance, or a related field OR education from a reputed college of advanced education with a diploma of equivalent standard to that of an advanced university degree in one of the fields above. For internal candidates, a first university degree in one of the fields above in combination with fifteen years of qualifying experience may be accepted in lieu of an advanced university degree for promotion or rotation purposes. FCCA, FCA, CPA or similar certification is desirable. Experience: At least ten years of progressively responsible experience in professional accounting experience as well as in a supervisory role, managing a team, or leading major accounting or financial projects, including at least five at the international level, preferably in a public sector or international organization. A Doctorate in a related field can be considered as a substitute for three years of working experience. A minimum of 7 years of hands-on experience in working with International Public Sector Accounting Standards (IPSAS) or equivalent international accounting standards, is essential. Significant experience in the preparation and clearance of financial statements, including working papers and compliance measures, is required. Prior experience in developing financial policies, procedures, and documentation to support compliance and financial reporting, is required. Practical experience with Enterprise Resource Planning (ERP) systems, especially related to financial and accounting modules, is essential. Solid experience in financial analysis, forecasting, and reporting, with the ability to communicate budget matters to non-finance stakeholders and high-level officials, is required. Demonstrated experience in efficient and effective resource allocation, both human and financial, in a complex, multi-stakeholder environment is required. Experience in managing budgets funded by multiple sources, including grants, donor contributions, and internal funds, ensuring compliance with each funding source's requirements, is required. Experience with project management methodologies like PMI or PRINCE2 is desirable. Experience working with cross-functional teams, including IT, legal, and operations, to achieve accounting and financial objectives is desirable. Languages: Knowledge of one of the six official languages of the Union (Arabic, Chinese, English, French, Russian, Spanish) at advanced level and knowledge of a second official language at intermediate level. Knowledge of a third official language would be an advantage. (Under the provision of Resolution No. 626 of the Council, a relaxation of the language requirements may be authorized in the case of candidates from developing countries: when candidates from such countries possess a thorough knowledge of one of the official languages of the Union, their applications maybe taken into consideration.) BENEFITS AND ENTITLEMENTS Salary: Total annual salary consists of a net annual salary (net of taxes and before medical insurance and pension fund deductions) in US dollars and a post adjustment (PA) (cost of living allowance). The PA is variable and subject to change without notice in accordance with the rates as set within the UN Common System for salaries and allowances. Annual salary from $ 101,540 + post adjustment $ 82,654 Other allowances and benefits subject to specific terms of appointment, please refer to: https://jobs.*******/content/What-we-offer/?locale=en_U INFORMATION ON RECRUITMENT PROCESS Please note that all candidates must complete an on-line application and provide complete and accurate information. To apply, please visit the ITU Careers website. The evaluation of candidates is based on the criteria in the vacancy notice, and may include tests and/or assessments, as well as a competency-based interview. ITU uses communication technologies such as video or teleconference, e-mail correspondence, etc. for the assessment and evaluation of candidates. Please note that only selected candidates will be further contacted and candidates in the final selection step will be subject to reference checks based on the information provided. Messages originating from a non ITU e-mail account - @******* - should be disregarded. ITU does not charge a fee at any stage of the recruitment process. ITU applies a zero-tolerance policy against all forms of harassment. ITU is committed to diversity and inclusion within its workforce, and encourages all candidates, irrespective of gender, nationality, religious and ethnic backgrounds, including persons with disabilities, to apply to become a part of the organization. Achieving gender balance is a high priority for ITU.
    $82.7k-101.5k yearly 60d+ ago
  • Career and Internship Program Advisor

    Beloit College 4.0company rating

    Finance advisor job in Beloit, WI

    The Career and Internship Program Advisor plays a central role in guiding students through career exploration, internship preparation, and professional development. This advisor supports students across all class years through one-on-one advising, career education workshops, and experiential learning opportunities, with a special focus on managing and teaching within the Impact Beloit Concierge Internship Program. The advisor builds strong relationships with campus partners in Student Life, maintains career development resources and digital platforms, and oversees marketing and outreach efforts to ensure inclusive, accessible, and high-impact programming. This is an 11-month position. Characteristic Duties and Responsibilities: 1. Career Development Advising (40%) ● Advises students in areas related to career development (including professional portfolio, graduate school, job searches, etc.) and experiential learning (including volunteering, college funding, experiential learning requirements, etc.). ● Uses the career management database and the college's student database to report on student engagement with the Center and experiential learning opportunities. ● Refers students to workshops, other advisors, and/or resources as appropriate. ● Maintains up-to-date knowledge and information about career development, experiential learning trends, and best practices. ● Creates monthly reports summarizing students' engagement with appointments and events. 2. Internship Program Management (25%) ● Manages the Concierge Internship Program, including identifying and retaining employers, recruiting and selecting student participants, and managing alumni mentor connections. ● Teaches PRAX 352: Impact Beloit Concierge Internship course. ● Maintains documentation for student participation in on-campus and off-campus internships. 3. Career Development Programming & Outreach (25%) ● Plans and leads career development workshops tailored to the specific needs of various student groups, including clubs, campus organizations, athletic teams, and residence halls. ● Coordinates resources to support programming and ensure independent student accessibility. ● Builds relationships with student organizations, faculty, and staff to encourage student involvement with the center. ● Plans and conducts tailored single-session workshops for the Advanced Mentoring Program (AMP), Connections sessions or similar first-year student programming. 4. Operations (10%) ● Serves as the main point of contact and office specialist for all online tools (career management software, alumni networking platforms, supplementary aggregate sites, etc). ● Participates as a team member in activities related to the Center's goals and objectives. ● Supervises the Marketing and Outreach student paraprofessionals. ● Oversees the Center's social media and marketing efforts. 5. Perform other similarly related duties as assigned. Credentials and Experience: 1. Bachelor's degree in counseling, human resources, or related field. (Master's degree preferred.) 2. Experience designing curricula and college-level academic instruction. 3. 2-4 years' experience in career advising and employer relations/community partnerships or equivalent higher education experience. 4. Experience developing relationships with diverse groups of internal and external stakeholders. (Experience working with students from low-income backgrounds or populations; Black, Indigenous and/or Students of Color; students with disabilities; and/or LGBTQ+ students preferred.) 5. Experience with independently conceiving and completing projects. Knowledge, Skills, and Abilities: ● Ability to understand and promote the mission of a residential, liberal arts college and to work well, in a fast-paced office, with diverse alumni, employers, faculty, staff, and the general public in a variety of situations. ● Commitment to serving students from historically marginalized populations. ● Oral and written communication skills, including the ability to make effective group presentations and to describe programs and provide information with clarity. ● Knowledge of the job market and employers in Wisconsin, Minnesota, and Illinois. (Focused knowledge of southern Wisconsin job markets and employers preferred.) ● Knowledge of current and emerging trends in alumni and employer relations, including national and regional job markets, college recruitment strategies and programming, career management systems/employer databases, alumni mentoring platforms, . ● Demonstrated ability to plan, organize, and implement individual events and ongoing programs. ● Excellent problem solving skills, with the ability to think critically, effectively prioritize, plan, and organize multiple tasks and projects and meet set deadlines with minimal supervision. ● The ability to communicate effectively with and serve as a resource for external and internal stakeholders. The intent of this job description is to provide the general nature and level of work required of employees who are assigned to this classification and shall not be constructed as an all-inclusive list of duties and responsibilities. Employees may be instructed to perform job-related duties and responsibilities other than those specifically presented in this description.
    $41k-80k yearly est. 59d ago
  • 2026 Guggenheim Securities Investment Banking Summer Associate - Chicago Technology & Services

    Guggenheim Securities

    Finance advisor job in Monroe Center, IL

    We are seeking exceptional Associate Interns to join our Investment Banking team in Chicago. Associate interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Software, Commercial, Business and Technology Services. Associates will have the opportunity to work with colleagues across M&A advisory team, including Atlanta, Boston, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior associate on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time associate class from the internship program. Essential Job Functions Support deal teams in developing, maintaining and using financial models Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants Develop an in depth understanding of M&A deal processes Preferred Qualifications Commitment to meet the demands of high volume and high-end client services Effective communicator - verbal, written and virtual Excellent analytical skills and attention to detail Strong interest in problem solving and client services Highly organized, with the initiative and ability to multitask and work with limited supervision on a team Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance Desire to join a rapidly growing, entrepreneurial platform Demonstrable experience with Microsoft Excel, PowerPoint and Outlook Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management Interest in working in Chicago long term Basic Qualifications No jobseeker will be considered if these basic qualifications are not met Must be: On track to receive MBA or J.D. degree in Spring 2027 Salary Details A salary based on an annual rate of $175,000 per year. The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
    $175k yearly Auto-Apply 60d+ ago
  • Finance

    Level 10, LLC 4.1company rating

    Finance advisor job in Hoffman Estates, IL

    Job DescriptionDescription: In agreement with our mission at Level 10 in creating authentic, engaging and long-term relationships, we would like to extend any candidate the opportunity to apply and engage in an a conversation around opportunities within our organization. If you are interested in speaking with us and applying for this department, please submit your application and resume. We will be in touch! Purpose: The Finance Department serves as a strategic partner within our organization, contributes to the overall financial health and success of the organization by ensuring financial stability, supporting growth initiatives, and contributing to the overall success of the organization. Scope: The Finance Department is responsible for financial planning, reporting, managing financial resources, ensuring compliance with regulations, supporting strategic decision-making, and fostering financial stability. Our Finance department is made up of the following roles: Controller, Assistant Controller, Staff Accounts Department Responsibilities: Budgeting & Financial Forecasting: Developing and managing the organization's budgetary process, including forecasting revenue and expenses, and allocating resources effectively across departments. Predicting future financial performance based on historical data and market trends to support strategic planning and decision-making. Financial Statements: Preparing accurate and timely financial statements (e.g., balance sheet, income statement, cash flow statement) in accordance with accounting standards (e.g., GAAP, IFRS) for internal management and external stakeholders. Regulatory Compliance: Ensuring compliance with financial regulations, tax laws, and reporting requirements imposed by regulatory authorities and government agencies. Risk Management: Identifying, assessing, and mitigating financial risks (e.g., market risk, credit risk, operational risk) that could impact the organization's financial stability and objectives. Cash Flow Management: Monitoring and managing cash flow to ensure liquidity for day-to-day operations and strategic investments. Working Capital Management: Optimizing the management of current assets and liabilities to maintain operational efficiency and financial health. Financial Analysis: Providing analysis and financial metrics to support strategic decisions related to investments, acquisitions, and business expansion. Tax Compliance: Managing tax filings and ensuring compliance with tax laws to minimize tax liabilities and risks. Strategic Planning: Contributing to the development of long-term financial strategies aligned with the organization's goals and objectives. Audit Coordination: Coordinating external audits and ensuring compliance with audit requirements and recommendations. Financial Systems: Implementing and managing financial systems (e.g., ERP systems, financial reporting tools) to streamline processes, improve efficiency, and enhance data integrity. Requirements:
    $31k-47k yearly est. 20d ago
  • Financial Representative - State Farm Agent Team Member

    State Farm Agent 4.4company rating

    Finance advisor job in Bartlett, IL

    Benefits: 401(k) Paid time off State Farm Insurance Agent located in Bartlett, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Michelle Twitchell - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Profit sharing Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Must be available to work the following schedule: Weekdays 9:00AM - 5:00PM If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $45,000.00 - $80,000.00 per year Do you want a career and not just a job? We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. About Our Agency Our office is located in Bartlett, Illinois. I have been a State Farm agent since 1984. I am a proud graduate of Millikin. We currently have 8 team members at our agency. We have 91 years of combined insurance experience in our office. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Crystal Excellence Award, National Quality Award, Silver Scroll, Golden Triangle, and Bronze Tablet Additional languages spoken: Spanish If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $45k-80k yearly Auto-Apply 60d+ ago
  • Summer 2026 - Strategic Management Internship - Rockford, IL

    Savant Wealth Management

    Finance advisor job in Rockford, IL

    Job Details Rockford IL Headquarters - Rockford, IL Intern $18.00 - $22.00 Hourly Negligible DayDescription Are you ready to put your academic knowledge to work in a place that believes we're better together? Do you want to grow alongside wise mentors, contribute meaningful work, and learn in a collaborative environment where everyone's voice is valued? If you're seeking an internship that will challenge you, support you, and invest in your future - you're in the right place. About Our Summer Internship Opportunity At Savant, our internships aren't about busy work - they're about building the next generation of professionals who share our passion for helping others pursue financial peace of mind. Our Intern position is a seasonal, hands-on role designed to give you broad exposure to our industry, our people, and the way we deliver on our mission to empower clients to build ideal futures. You'll be paired with experienced professionals who believe in Collective Wisdom - sharing knowledge freely, supporting one another, and working together to find the best solutions. Internships are available in key areas across our firm, including: wealth advisory, financial planning, retirement plan services, tax preparation, marketing, investment research, trading & operations, and compliance. Your day-to-day will vary depending on your assigned team, but you'll always have real responsibilities, real mentors, and real opportunities to learn. During this internship, you may gain exposure in the following areas, subject to availability and scheduling constraints: Support key strategic initiatives across the firm, including AI adoption in wealth management, M&A activities, and organic growth projects (e.g., advisor productivity, client segmentation, and process improvements) Help maintain accuracy and consistency of information in strategic planning tools (Elate, Monday.com). Prepare reports or presentations for executive and departmental updates. Collaborate with cross-functional teams (Wealth, Tax, Technology, Marketing, Finance) on firm-wide initiatives. Participate in meetings with the Strategic Management Office and gain exposure to executive-level planning and decision-making. Assist with miscellaneous projects as requested. Perform other duties as requested. Internship Details Location: This role is based at our Rockford, IL Office In-person participation is required; reliable transportation is needed Seasonal: June-August - orientation is the 1 st Wednesday in June. Full-time hours: Typical schedule of Monday-Friday, 8:00 AM - 5:00 PM Compensation: This is a paid internship opportunity. The hourly rate for this position ranges from $18.00 - $22.00 per hour, depending on experience and department placement. Qualifications What We're Looking For To thrive in our internship program, you should: Have your high school diploma and be currently enrolled in a college program, preferably pursuing either a master's degree or a bachelor's degree in project management, business, communications, finance, financial planning, or economics (students entering their junior year and above will be prioritized) All applicants must be within driving distance to our Rockford, IL as this position requires in-person support. We are not open to relocation for this opportunity. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship, this includes OPT or CPT. Demonstrate a strong work ethic and a commitment to doing what's right - one of our core values Bring a collaborative, team-first attitude Communicate clearly and professionally, in writing and verbally Be organized, detail-oriented, and comfortable managing multiple priorities Have experience with Word, Excel, PowerPoint, and Outlook; familiarity with Elate or Monday.com is a plus Why Choose Savant? At Savant, our vision is to build ideal futures for our clients, our team, and the communities we serve. Our mission is to empower every client to achieve peace of mind through wise counsel, unwavering advocacy, and deep expertise. We live our values every day - acting with integrity, striving for excellence, and putting people first. As an intern, you won't just gain technical experience - you'll build relationships with a team that believes in your potential and wants to see you succeed, now and in the future. When you complete our internship program, you'll have: A deeper understanding of how a purpose-driven, fee-only, independent RIA firm works Entry-level skills to launch your career with confidence Connections with experienced professionals invested in your long-term success Clarity on your career direction and where your passions fit What to Expect After You Apply Application Window: Summer 2026 internship opportunities will remain posted on our Careers Page through October 24, 2025. Initial Review: Once postings close, our team will review all applications. Candidate Updates: Top candidates will begin hearing from us around November 14, 2025. Please keep an eye on your email for communication from our recruiting team. Next Steps: Selected applicants may be asked to complete a short writing sample questionnaire before moving forward to interviews. Let us help you take the next step toward your ideal future - apply today! Collective Wisdom. We're Better Together. 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
    $18-22 hourly 60d+ ago
  • Financial Representative State Farm Agent Team Member

    John Sutton-State Farm Agent

    Finance advisor job in Elgin, IL

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development 401(k) Health insurance Now Hiring: Experienced Life Insurance & Financial Services Sales Representative Location: Elgin, IL Agency: John Sutton - State Farm Insurance Position Type: Full-time Compensation: Competitive base + commissions + performance bonuses Are you ready to take your financial services career to the next level? At John Sutton State Farm in Elgin, were expanding our team and looking for a licensed, driven, and experienced financial services professional with a proven track record in life insurance and financial product sales. If you're currently with a firm like Edward Jones, New York Life, or another brokerage and are looking for greater flexibility, higher earning potential, and a more entrepreneurial environmentthis may be the move you've been waiting for. What Youll Do: Proactively identify and cultivate new business opportunities for life insurance, annuities, and other financial service products Build lasting relationships with individuals, families, and small business owners in the Elgin area Deliver personalized recommendations through comprehensive financial needs analysis Educate clients on State Farms suite of financial and insurance products Work in a collaborative, high-performing office environment with strong back-office support What Were Looking For: Minimum 2+ years of experience in life insurance or financial services sales Active Illinois Life/Health license required FINRA Series 6, 63 and 65 preferred Strong prospecting, relationship-building, and closing skills Bilingual Spanish speakers highly encouraged to apply Self-starter mindset with entrepreneurial drive Familiarity with the Elgin market or surrounding area a plus Why John Sutton State Farm? No asset minimums. No AUM quotas. No cold call lists from HQ. Youll receive quality leads, strong local brand recognition, and the support of one of the most respected names in insurance and financial services. Flexible, independent-agent style selling with the backing of a trusted Fortune 500 brand Aggressive commission structure with uncapped earning potential Pathway to Agency Ownership for the right candidate If youre feeling stuck in a rigid corporate structure, tired of pushing products that dont align with client needs, or looking for a more entrepreneurial environment with real growth potential, we want to talk to you.
    $33k-63k yearly est. 24d ago
  • Budget & Finance Intern

    Lake Geneva Country Club 3.5company rating

    Finance advisor job in Lake Geneva, WI

    Internship Description Budget & Finance Intern - Seasonal Classification: Non-Exempt Hourly 2026 Season Paid Internship Department: Administration/Budget & Finance Performs accounting assistant functions leading to accountant functions. Also types correspondence, newsletter, Year Book and assists as requested by supervisors. Responsibilities: 1. Maintains financial computer files. 2. Process invoices: Ensure all invoices are reviewed, approved, and processed for payment. 3. Maintain financial records: Keep accurate and up-to-date records of all financial transactions. 4. Prepare financial reports: Assist in generating monthly, quarterly, and/or annual financial reports. 5. Reconcile accounts: Regularly compare and reconcile the statements with internal records. 6. Manage accounts receivable/payable: Track incoming payments and ensure all outgoing payments are made timely. 7. Budget tracking: Monitor budgets and report any variances. 8. Assist with audits: Provide necessary documents and information during internal and external audits. 9. Data entry: enter financial data into accounting software and databases. 10. Handle expense reports: Review, approve, and process employee expense reports. 11. Manage petty cash: Handle petty cash transactions and maintain records. 12. Financial filing: Organize and maintain a filing system for financial documents. 13. Support accounting team: Provide administrative support to the accounting team as needed. 14. Types and proofreads correspondence, documents and forms. 15. Proofreads minutes and distributes to the membership. 16. Develops, types, arranges, and mails monthly newsletter based on submission of member written articles. 17. Assists Club committees as needed by researching an issue or by working on a special project. 18. Communicates member events via email. 19. Sends questionnaire to members related to demographic information, updates for annual Club Year Book. 20. Types changes to Year Book, type sets, transfers to printer, and mails final product to members. 21. Creates Club calendar and mails to members. Email and distributes to applicable Board member, Manager, or member. 22. Interacts in a positive and cooperative manner with members, Board of Directors, visitors, co-workers, and Managers. 23. Portrays a positive image for the Club by dressing appropriately for the position. 24. Maintains a safe work environment for self and others. Attends mandatory safety training sessions and adheres to Club and OSHA safety requirements. 25. Ensures confidentiality of all Club member and employee information and records. 26. Maintains appropriate levels in the areas of daily attendance, initiative and productivity. 27. Performs all other related duties as assigned. Requirements Qualifications: Education: High school diploma required. Associate degree in accounting or related field preferred. Bachelors degree preferred. Experience: Minimum of one year experience required. This minimum experience with an Bachelor Degree in accounting or related field. Requirements: Physical Demands: Primarily sedentary. Light to moderate lifting. Some bending, stooping, walking, pushing, pulling, crouching and reaching to gain access to files. Hearing and talking to communicate person to person or over the telephone. Mental Demands: Accuracy and attention to detail required. Strong math competency. Ability to interact effectively with members, Board of Directors, visitors, co-workers and Managers. Computer competency with Microsoft Excel, Microsoft Word, Internet and other software as required. Reports To: General Manager (Supervisor/Reviewer) & Budget & Finance Manager
    $32k-41k yearly est. 11d ago
  • Finance Intern - Geneva, IL (Summer 2026)

    Clarios

    Finance advisor job in Geneva, IL

    Pay: $18.25 - $22.50 / hour **What You Will Do** + Improve inventory control documentation including cycle count adherence, root cause identification and action plans. + Improve lead receiving/cycle count process. + Improve inventory stats template and ensure locations/thresholds are correct. + Continuous improvement and month end activities. + Assist in creating standard work procedures for the Finance Team. + Daily monitor employee punches and develop procedures to minimize the number of missed punches. + Assist in weekly payroll processes. **How You Will Do It** + Partnering with supply chain to ensure cycle counting is completed including follow-up for adjustments outside of tolerance and improve receipt accuracy and timeliness. + Implementing weekly monitoring of adherence to cycle count policies. + Creating written documentation of receiving and counting process and receipt review template. + Updating inventory stat template with correct locations and threshold. + Ensuring template is provided to the team weekly and verify actions are taken by operations when needed to correct inventory balances. + Participating in month-end close activities and analysis/reporting of results. + Working with the Plant Finance Team identifying process gaps or inefficiency and implementing improvement. + Assisting Finance and Production Control in creating an effective process to ensure all inventory/cycle counts are being performed accurately. **What We Look For** + Currently enrolled as a full-time student at an accredited U.S. college or university. + Pursuing an undergraduate degree in Accounting or Finance. + Added plant experience in special projects outside of Finance including but not limited to Operations and Shipping and Distribution. + Duration: Summer 2026. Up to 40 hours per week. Part-time during the school year may be available. + Working Arrangements: Onsite internship based at our manufacturing facility in Geneva, IL. + PLEASE NOTE that applicants must be authorized to work for any employer in the US without the need for sponsorship, now or in the future. What We Do Here Geneva, Illinois is home to a fully integrated plant that manufactures batteries used in the automotive and marine industries. As a fully integrated plant, we also decorate our batteries into the final product for our customers. We have been in Geneva since 1960, and today we are one of the largest employers in town with 265 people. We operate six days per week. We are actively involved in our local community and give back through The Salvation Army. \#LI-CC1 \#LI-ONSITE **What you get:** + Global market strength and worldwide market share leadership + HQ location earns LEED certification for sustainability plus a full-service cafeteria and workout facility + Clarios has been recognized as one of 2025's Most Ethical Companies by Ethisphere. This prestigious recognition marks the third consecutive year Clarios has received this distinction. **Who we are:** Clarios is the force behind the world's most recognizable car battery brands, powering vehicles from leading automakers like Ford, General Motors, Toyota, Honda, and Nissan. With 18,000 employees worldwide, we develop, manufacture, and distribute energy storage solutions while recovering, recycling, and reusing up to 99% of battery materials-setting the standard for sustainability in our industry. At Clarios, we're not just making batteries; we're shaping the future of sustainable transportation. Join our mission to innovate, push boundaries, and make a real impact. Discover your potential at Clarios-where your power meets endless possibilities. **Veterans/Military Spouses:** We value the leadership, adaptability, and technical expertise developed through military service. At Clarios, those capabilities thrive in an environment built on grit, ingenuity, and passion-where you can grow your career while helping to power progress worldwide. All qualified applicants will be considered without regard to protected characteristics. We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please apply. Diversity of experience and skills combined with passion is key to challenging the status quo. Therefore, we encourage people from all backgrounds to apply to our positions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, status as a protected veteran or other protected characteristics protected by law. As a federal contractor, we are committed to not discriminating against any applicant or employee based on these protected statuses. We will also take affirmative action to ensure equal employment opportunities. Please let us know if you require accommodations during the interview process by emailing Special.Accommodations@Clarios.com . We are an Equal Opportunity Employer and value diversity in our teams in terms of work experience, area of expertise, and all characteristics protected by laws in the countries where we operate. For more information on our commitment to sustainability, diversity, and equal opportunity, please read our latest report (********************************************** . We want you to know your rights (*********************************************************************************************** because EEO is the law. **A Note to Job Applicants:** please be aware of scams being perpetrated through the Internet and social media platforms. Clarios will never require a job applicant to pay money as part of the application or hiring process. **To all recruitment agencies** : Clarios does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Clarios employees or any other company location. Clarios is not responsible for any fees related to unsolicited resumes/CVs. Clarios is the creator behind the world's most recognizable car battery brands. We are the car battery found in most new vehicles including leading brands such as Ford, General Motors, Toyota, Honda, and Nissan. Our 16,000 employees develop, manufacture, and distribute batteries for virtually every type of vehicle. We recover, recycle, and reuse up to 99% of our battery materials, leading sustainability practices in our industry. **A Note to Job Applicants** : Please be aware of scams being perpetrated through the Internet and social media platforms. Clarios will never require a job applicant to pay money as part of the application or hiring process.
    $18.3-22.5 hourly 39d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance advisor job in Janesville, WI

    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.
    $67k-118k yearly est. Auto-Apply 12d ago
  • Financial Advisor - Sycamore, IL

    Country Financial 4.4company rating

    Finance advisor job in Sycamore, 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.
    $63k-102k yearly est. Auto-Apply 60d+ ago
  • 2026 Guggenheim Securities Investment Banking Summer Associate - Chicago Industrials

    Guggenheim Securities

    Finance advisor job in Monroe Center, IL

    Guggenheim Securities (“GS”) is seeking exceptional Associate Interns to join its Global Industrials Group Investment Banking team in Chicago. The Industrials group is a rapidly growing and critically important strategic initiative for Guggenheim Securities. Associate Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to a range of corporate and sponsor clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Essential Job Functions Support deal teams in developing, maintaining and using financial models Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants Develop an in depth understanding of M&A deal processes Preferred Qualifications Commitment to meet the demands of high volume and high-end client services Effective communicator - verbal, written and virtual Excellent analytical skills and attention to detail Strong interest in problem solving and client services Highly organized, with the initiative and ability to multitask and work with limited supervision on a team Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance Desire to join a rapidly growing, entrepreneurial platform Demonstrable experience with Microsoft Excel, PowerPoint and Outlook Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management Interest in working in Chicago long term Basic Qualifications No jobseeker will be considered if these basic qualifications are not met Must be: On track to receive MBA or J.D. degree in Spring 2027 Salary Details A salary based on an annual rate of $175,000 per year. The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
    $175k yearly Auto-Apply 60d+ ago
  • Budget & Finance Intern

    Lake Geneva Country Club 3.5company rating

    Finance advisor job in Lake Geneva, WI

    Job DescriptionDescription: Budget & Finance Intern - Seasonal Classification: Non-Exempt Hourly 2026 Season Paid Internship Department: Administration/Budget & Finance Performs accounting assistant functions leading to accountant functions. Also types correspondence, newsletter, Year Book and assists as requested by supervisors. Responsibilities: 1. Maintains financial computer files. 2. Process invoices: Ensure all invoices are reviewed, approved, and processed for payment. 3. Maintain financial records: Keep accurate and up-to-date records of all financial transactions. 4. Prepare financial reports: Assist in generating monthly, quarterly, and/or annual financial reports. 5. Reconcile accounts: Regularly compare and reconcile the statements with internal records. 6. Manage accounts receivable/payable: Track incoming payments and ensure all outgoing payments are made timely. 7. Budget tracking: Monitor budgets and report any variances. 8. Assist with audits: Provide necessary documents and information during internal and external audits. 9. Data entry: enter financial data into accounting software and databases. 10. Handle expense reports: Review, approve, and process employee expense reports. 11. Manage petty cash: Handle petty cash transactions and maintain records. 12. Financial filing: Organize and maintain a filing system for financial documents. 13. Support accounting team: Provide administrative support to the accounting team as needed. 14. Types and proofreads correspondence, documents and forms. 15. Proofreads minutes and distributes to the membership. 16. Develops, types, arranges, and mails monthly newsletter based on submission of member written articles. 17. Assists Club committees as needed by researching an issue or by working on a special project. 18. Communicates member events via email. 19. Sends questionnaire to members related to demographic information, updates for annual Club Year Book. 20. Types changes to Year Book, type sets, transfers to printer, and mails final product to members. 21. Creates Club calendar and mails to members. Email and distributes to applicable Board member, Manager, or member. 22. Interacts in a positive and cooperative manner with members, Board of Directors, visitors, co-workers, and Managers. 23. Portrays a positive image for the Club by dressing appropriately for the position. 24. Maintains a safe work environment for self and others. Attends mandatory safety training sessions and adheres to Club and OSHA safety requirements. 25. Ensures confidentiality of all Club member and employee information and records. 26. Maintains appropriate levels in the areas of daily attendance, initiative and productivity. 27. Performs all other related duties as assigned. Requirements: Qualifications: Education: High school diploma required. Associate degree in accounting or related field preferred. Bachelors degree preferred. Experience: Minimum of one year experience required. This minimum experience with an Bachelor Degree in accounting or related field. Requirements: Physical Demands: Primarily sedentary. Light to moderate lifting. Some bending, stooping, walking, pushing, pulling, crouching and reaching to gain access to files. Hearing and talking to communicate person to person or over the telephone. Mental Demands: Accuracy and attention to detail required. Strong math competency. Ability to interact effectively with members, Board of Directors, visitors, co-workers and Managers. Computer competency with Microsoft Excel, Microsoft Word, Internet and other software as required. Reports To: General Manager (Supervisor/Reviewer) & Budget & Finance Manager
    $32k-41k yearly est. 10d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Rockford, IL?

The average finance advisor in Rockford, IL earns between $35,000 and $124,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Rockford, IL

$66,000

What are the biggest employers of Finance Advisors in Rockford, IL?

The biggest employers of Finance Advisors in Rockford, IL are:
  1. Edward Jones
  2. COUNTRY Financial
  3. Stillman Bank
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