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  • Financial Advisor

    Edward Jones 4.5company rating

    Finance advisor job in Greendale, WI

    This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain 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. #LI-USFATA
    $45k-100k yearly 4d ago
  • Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of Omaha 4.7company rating

    Finance advisor job in Waukesha, WI

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 2d ago
  • Financial Advisor - Career Change Opportunity

    Edward Jones 4.5company rating

    Finance advisor job in Oak Lawn, IL

    This job posting is anticipated to remain open for 30 days, from 30-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain 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. #LI-USFATA
    $45k-100k yearly 2d ago
  • Financial Representative Trainee (Sales) - Chicago. IL

    Mutual of Omaha 4.7company rating

    Finance advisor job in Oakbrook Terrace, IL

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 2d ago
  • Financial Planner - Lead

    Technosphere, Inc.

    Finance advisor job in Buffalo Grove, IL

    Must Have: 3+ years of experience working with clients as a Financial Planner required Series 65 or Series 66 license required Bachelor's Degree from an accredited college or university
    $55k-100k yearly est. 3d ago
  • Investment Sales Analyst

    Cushman & Wakefield | Boerke 4.5company rating

    Finance advisor job in Milwaukee, WI

    Job Title: Investment Sales Analyst Team: Investment Sales/Capital Markets Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers Job Summary The Investment Sales Analyst supports Boerke's Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate. You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement. Essential Job Duties and Responsibilities Financial Analysis & Valuation Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections. Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator. Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office. Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations. Prepare Broker Opinion of Value (BOV) analyses and pricing guidance. Market Research & Data Management Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking. Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator. Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts. Track macroeconomic and capital markets trends relevant to institutional CRE. Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach. Deal Execution & Transaction Support Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials. Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers. Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials. Assist in assembling closed deal files, including commission sheets and essential documentation, as requested. Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team. Business Development Assist brokers with pitch decks, client updates, competitor/market-share analysis, and custom client deliverables. Support new business proposals, RFP responses, and customized client deliverables. Help manage CRM records, active mandates, pipeline reporting, and relationship tracking. Assist in planning client events and investor gatherings by preparing materials, lists, and follow-up tracking in partnership with the Transaction Coordinator. Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings. Required Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. 0-4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis. Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials. Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals. Excellent written and verbal communication skills, including the ability to simplify complex analyses. High attention to detail with the ability to manage multiple projects and meet deadlines. Comfortable operating in a dynamic, entrepreneurial environment. Preferred Qualifications Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment. Experience producing institutional-quality offering memoranda and BOVs. Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems. Argus Enterprise experience or willingness to learn. Knowledge of the Midwest commercial real estate markets. ______________________________________________________ About Cushman & Wakefield | Boerke Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.
    $78k-126k yearly est. 1d ago
  • Investment Consultant - Chicago, IL (Michigan Avenue)

    Charles Schwab 4.8company rating

    Finance advisor job in Chicago, IL

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $88k-159k yearly est. 1d ago
  • Financial Analyst II

    Us Tech Solutions 4.4company rating

    Finance advisor job in North Chicago, IL

    Duration: 3 months, Contract to Hire **HYBRID Role -- 3 days in the office - currently Monday, Tuesday, Wednesday. Changing to Tuesday, Wednesday, Thursday in 2026. During the closing week it would be the 4 days of close regardless of the day** Job Description: What are the top 3-5 skills, experience or education required for this position: 1. Manufacturing Accounting Experience i.e., Absorption and operating variances. 2. Cost Accounting experience 3. Bachelor's in Accounting or Finance. 4. Ability to meet tight deadlines. 5. Multi-tasking The Senior Analyst, Finance is responsible for financial accounting, cost allocation, collection of data and preparation of reports that maintain Client's cost accounting systems for businesses supported. Key Responsibilities Include: Leads and reviews month-end processes for businesses supported. Includes but not limited to inventory reconciliation, manufacturing variance analytics and reconciliation of general ledger accounts. Leads plant reviews and understands the growth/performance of their business and analyzes variances of actuals vs plan. Financial support for Plan and Update. Flash/LBE (Latest Best Estimate) preparation. Review and understand variances from Plan/Update/LBE. Provide mid-month analysis of actuals and trend against LBE to plant management. Responsible for assisting Operations team in the identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting and periodic analysis of operations performance. Prepare, coordinate, and develop standards for assigned business unit or product family, and ensure timely communication of information. Maintain internal controls and account reconciliations for respective business unit to ensure appropriate asset valuation and safeguards. Prepare and analyze journal entries as needed during month-end close process. Provide ad hoc analysis to support complex decision making. Qualifications: Bachelor's degree in Accounting or Finance. Minimum 4 years related accounting experience in a manufacturing environment required. Knowledge and proficiency in systems, particularly MS Excel and SAP, is critical. Possess a working knowledge of the Corporate Financial Manual (CFM) and the ability to apply the correct policy to business issues. Strong analytical, problem solving, and communication skills. Must be able to manage multiple priorities and achieve required timelines. Familiarity with standard cost variance analysis preferred. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Ishan Email: ********************************* Internal Id: 25-50852
    $52k-72k yearly est. 4d ago
  • Quantitative Analyst - Modeling and Audit

    Request Technology, LLC

    Finance advisor job in Chicago, IL

    Quantitative Analyst, Modeling and Audit Salary: Open Hybrid: 3 days onsite, 2 days remote *Open to H1B transfer* Qualifications Bachelor's degree required. Master's degree in mathematics or Statistics, Financial Engineering, Economics, or other field possessing strong quantitative, analytical, and problem-solving skills. Alternatively, a Ph. D degree majored in quantitative field and over 1 year of work experience. 5+ years of experience in model risk management methodology. Experience using the principles, practices, and techniques involved in conducting audits in accordance with the requirements set forth in the Global International Audit Standards (IIA GIA). Experience in Internal Audit, Model Risk Management, Financial Services/Securities Industry and working with regulatory organizations such as: Securities and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), Financial Industry Regulatory Authority (FINRA), Federal Reserve. Experience in evaluating complex derivatives and performing advanced statistical analysis on underlying risk factors. Experience with reviewing credit/counterparty risk and stress testing models for derivative instruments (e.g., Historical VaR, Monte Carlo, TIMS and SPAN). Experience in data analysis and programming languages such as Python, C++, and Java. Experience in executing model risk audits. Responsibilities Lead or execute quantitative reviews/audits/validations (conceptual soundness, documentation, data, methodology, development code, testing, and implementation for accuracy) of models or financial risk tools used for credit risk, market risk, liquidity risk and stress testing. Support financial risk management audits and validations as required. Effectively communicate complex technical quantitative analysis (based on data and models), principles, methods, and approach to relevant stakeholders. Perform audit activities including risk assessments, audit planning, audit testing, control evaluation, and complete work paper documentation in accordance with Internal Audit requirements (e.g. IIA GIA). Communicate identified findings and enhancements to audit management and key stakeholders. Draft audit reports clearly communicate overall conclusions, key risks, findings and their root cause, and impact on company overall risk exposure. Perform continuous monitoring of model risk identifying patterns and trends to understand their impact on company overall risk level and controls. Effectively challenge risk management (first and second lines of defense) to adopt appropriate policies, procedures, and effective controls designed to mitigate financial risk. Support the development or enhancement of audit procedures and templates for auditing financial risk management. Support in developing and implementing data analytics and automated testing. Ensure audit quality, accuracy of results, and delivery in a timely manner. Proactively identify regulatory, operational, and/or strategic risks to the organization and present them to IA leadership. Coach and develop junior audit staff in financial risk management practices as part of their on-going development. Maintaining an understanding of policies, procedures, standards, and supporting technologies, and educating staff accordingly, to effectively identify potential risks and alternatives to mitigate risk exposure leveraging leading practices. Ability to understand and apply professional principles and standards (e.g., AICPA, IIA GIA, COSO) and the relevancy to risk management and impact on policies and procedures. In addition, leveraging these principles and standards to test and evaluate corporate risk management processes and controls.
    $66k-99k yearly est. 5d ago
  • Cloud Financial Analyst

    The Judge Group 4.7company rating

    Finance advisor job in Chicago, IL

    About the Role We are seeking an IT Planning & Analytics to lead initiatives that optimize cloud investments and enhance IT cost transparency. In this role, you will design and implement cost management frameworks, ensuring efficient and cost-effective use of public cloud resources. You will also mature the IT Cost Transparency module in Apptio and play a key role in technology budget governance, planning, and forecasting. What You'll Do Prepare and analyze public cloud forecasts and budgets; monitor financial performance and recommend optimization strategies. Apply the FinOps framework to maximize business value from cloud investments, collaborating with business, engineering, and finance teams. Design, configure, validate, and maintain cloud transparency and total cost of ownership (TCO) reporting. Model complex business problems, uncover insights, and identify opportunities using data mining and visualization techniques. Participate in budget and forecast reviews to ensure consolidation and rationalization. Perform additional duties as assigned. Minimum Qualifications Bachelor's degree in Information Systems, Business Management, Finance, or related field. 8+ years of relevant experience in IT financial analytics or technology business management. Hands-on experience with FinOps and cloud cost modeling. Strong analytical and problem-solving skills with advanced proficiency in MS Excel. Excellent communication and presentation skills. Preferred Qualifications MBA or graduate-level coursework. Experience in highly regulated industries (e.g., capital markets). Certifications such as FinOps Certified Practitioner, AWS Certified Cloud Practitioner, or TBM certifications (CTBME, RTBMA, ETBMA). Familiarity with tools like Apptio One, Cloudability, CloudHealth, AWS Cost Explorer, and AWS QuickSight. Technical Skills Expertise in IT cost modeling and cloud financial management. Strong data transformation and visualization capabilities. Ability to identify insights and opportunities through advanced analytics. Salay: $135-$155k + bonus
    $53k-73k yearly est. 1d ago
  • Financial Analyst

    Rural King Supply 4.0company rating

    Finance advisor job in Zion, 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 18h ago
  • Financial Planning & Performance Analyst

    Aramco 4.5company rating

    Finance advisor job in Chicago, IL

    Aramco energizes the world economy. Aramco occupies a special position in the global energy industry. We are one of the world's largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer. With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco's value to society. Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations' spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom's vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply. We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization. Overview We are seeking an experienced Financial Planning & Performance Management Analyst to join the Finance & Performance Management (F&PM) for Petroleum Engineering & Development (PE&D) under Upstream Finance. Upstream makes up the vast majority of revenue and has the highest level of capital investments that is coordinated by PE&D, which is managing and developing all Saudi Aramco's oil and gas fields from the initial planning of new fields to the ongoing monitoring of mature fields including Carbon Capture & Storage projects and Reserves Assessments These key activities are handled by PE&D supported by specialized Advanced Research Centers (EARC) and a state-of-the-art dedicated Upstream Digital Center (UDC) Your primary role is to coordinate and prepare Business Plan and Midyear/Year-end Accountability, monthly accountability reporting, performing variance analysis, resolving issues and initiating value add projects. Key Responsibilities A successful candidate will be expected to perform the following: Conducts and supervises day to day operations within Compliance Unit, including follow-up and reporting on delegated areas and tasks Identify areas of importance from a compliance perspective, and inform stakeholders Document and communicate main areas and processes Develop sustainable follow-up and reporting procedures and systems As a Subject Matter Expert SME, you will be involved in discussions and tasks as agreed upon Finance Lead Independently prepare information memorandums and proposals Implement changes as agreed Have a solid understanding of the link between the business and the accounting rules to assess the impacts on Income Statement, Balance Sheet and Cash Flow. Minimum Requirements A successful candidate should have the following: Degree in business, Finance or a related discipline Minimum of 10 years relevant experience is required in the field of accounting, auditing, financial reporting or performance management Good knowledge with MS Office products such as Excel, PowerPoint and Word at a minimum, and familiar with ERP systems such as SAP. Further knowledge within areas of database applications, data management applications and data communication and presentation tools is a benefit. Possession of an advanced business degree (e.g. MBA) and/or relevant professional certification (e.g. CMA, CFA, CPA) is strongly preferred. Excellent command of oral & written English Great capability of producing quality written reports and presentations to senior-level management Work Location and Work Schedule Work Location: Within Saudi Arabia - To be specified in Job offer Work Schedule: Full Time - To be specified in Job offer Job Post Duration Job posting start date: 07/01/2025 Job posting end date: 12/31/2025 Working environment Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly. At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world's biggest technical, logistical and environmental challenges, we invest heavily in talent development. We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs - one of the largest in the world.
    $69k-96k yearly est. 2d ago
  • Mizuho | Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago)

    Mizuho Financial Group

    Finance advisor job in Chicago, IL

    Greenhill: Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia. Greenhill's Chicago based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team. This group has a strong focus in Industrials & Diversified Industries and primarily focuses on M&A transactions. Greenhill Investment Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, including both buy-side, sell-side and other strategic advisory mandates for existing and prospective clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients. Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: * Conduct extensive quantitative economic, industry and company research and analysis * Draft and prepare pitch books with detailed industry materials * Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including buy-side M&A, sell-side M&A and other strategic advisory mandates * Financial modeling, valuation, comparable & relative value analyses and market-specific analyses including building discounted cash flow, comparable companies, precedent transactions, leveraged buyout and merger combination models * Facilitate and coordinate idea generation and solutions development with relevant groups across Mizuho | Greenhill * Develop and prepare client presentations and materials with a focus on quality, accuracy and timeliness * Assist in the evaluation, preparation, due diligence and execution of M&A transactions * Assist in the development and continued cultivation of client relationships Qualifications: * Bachelor's degree in finance or economics and a minimum of 3 years investment banking, corporate finance, and M&A experience with a top tier Investment Bank OR an MBA concentrating on Finance or Economics * Knowledge of corporate finance, securities, financial markets and risk & pricing analysis * Experience in Industrials & Diversified Industries Investment Banking a strong plus * Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions * Ability to manage multiple projects simultaneously * Maturity and good judgement in handling confidential and sensitive information * Ability to work under pressure and adhere to tight deadlines * Strong written and oral communication skills and ability to convey ideas * Creativity and intellectual curiosity * Ability to work independently and must be able to work effectively in a team environment NOTE: This is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time. The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite #GHL Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
    $175k-225k yearly Auto-Apply 60d+ ago
  • 2026 Guggenheim Securities Investment Banking Summer Associate - Chicago Technology & Services

    Guggenheim Partners 4.2company rating

    Finance advisor job in Chicago, 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
  • 2026 Guggenheim Securities Investment Banking Summer Associate - Chicago Technology & Services

    Guggenheim Securities, LLC

    Finance advisor job in Chicago, 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
  • Equity Analyst

    Morningstar Inc. 4.5company rating

    Finance advisor job in Chicago, IL

    The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates. The Role Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or "moats," and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements. Expectations and Goals * Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. * Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model. * Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors. * Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources. * Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated. * Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation. * Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team. * Promptly and diligently answer client inquiries regarding covered companies. * Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research. * Always act with impartiality and an 'investors first' attitude. Qualifications * Intelligence, energy, motivation, and a high degree of personal integrity. * Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism. * Creativity, with a penchant for experimenting with new ways to approach questions. * Strong attention to detail. * Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives. * Ability to communicate complex ideas clearly and succinctly. * Comfortable drawing conclusions amid incomplete information and under tight deadlines. * Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view. * Bachelor's degree; CFA designation and/or MBA preferred. * Three plus years of relevant experience either in equity research or industry. * Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected. Please submit a resume, cover letter, and prior investment recommendation with your application materials. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $114,100.00 - 193,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity
    $114.1k-194k yearly Auto-Apply 11d ago
  • Risk Management -Commercial & Investment Banking Reputation Risk - Senior Associate

    JPMC

    Finance advisor job in Chicago, IL

    Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. Job Summary As a Senior Associate on the Commercial & Investment Banking Reputation Risk Team, you provide timely review and assessment of client or prospect matters before transactions are executed, and help safeguard the reputation of JPMorgan Chase. You work closely with colleagues across Commercial & Investment Banking, Business Banking, and Asset Wealth Management Reputation Risk Offices to address cross-line of business issues. You help us manage risk and contribute to a dynamic, collaborative environment with frequent opportunities to learn and grow. Job Responsibilities Ensure timely review and execution of significant client and prospect information related to live transactions. Develop impactful, in-depth presentation decks for executive management. Provide support across a broad array of projects and escalations, especially the team's pipeline of work in-process. Analyze and synthesize data to inform risk assessments. Communicate findings clearly and concisely in written and verbal formats. Manage competing priorities and deadlines with strong organizational skills. Demonstrate initiative and self-direction in a fast-paced environment. Required Qualifications, Capabilities, and Skills Bachelor's degree. Minimum 3 years of experience in financial services, risk management, compliance, or legal. Strong data mining, management, and analytical skills. Proficiency in Microsoft PowerPoint, Excel, and SharePoint. Clear and concise written and verbal communication skills. Excellent interpersonal skills and ability to build strong partnerships. Strong organizational and project management skills. Ability to manage competing priorities under tight deadlines. Intellectual curiosity and proven ability to learn quickly. Ability to pivot across diverse topics and issues. High degree of initiative and ability to work well under pressure. Preferred Qualifications, Capabilities, and Skills Previous reputation risk or credit risk experience. Experience supporting executive management. Familiarity with cross-Line of Business collaboration. Advanced data analysis skills. Experience in a fast-paced, dynamic environment. Strong problem-solving abilities. Demonstrated adaptability to new topics and challenges.
    $81k-125k yearly est. Auto-Apply 4d ago
  • Risk Management -Commercial & Investment Banking Reputation Risk - Senior Associate

    Jpmorgan Chase 4.8company rating

    Finance advisor job in Chicago, IL

    Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. Job Summary As a Senior Associate on the Commercial & Investment Banking Reputation Risk Team, you provide timely review and assessment of client or prospect matters before transactions are executed, and help safeguard the reputation of JPMorgan Chase. You work closely with colleagues across Commercial & Investment Banking, Business Banking, and Asset Wealth Management Reputation Risk Offices to address cross-line of business issues. You help us manage risk and contribute to a dynamic, collaborative environment with frequent opportunities to learn and grow. Job Responsibilities + Ensure timely review and execution of significant client and prospect information related to live transactions. + Develop impactful, in-depth presentation decks for executive management. + Provide support across a broad array of projects and escalations, especially the team's pipeline of work in-process. + Analyze and synthesize data to inform risk assessments. + Communicate findings clearly and concisely in written and verbal formats. + Manage competing priorities and deadlines with strong organizational skills. + Demonstrate initiative and self-direction in a fast-paced environment. Required Qualifications, Capabilities, and Skills + Bachelor's degree. + Minimum 3 years of experience in financial services, risk management, compliance, or legal. + Strong data mining, management, and analytical skills. + Proficiency in Microsoft PowerPoint, Excel, and SharePoint. + Clear and concise written and verbal communication skills. + Excellent interpersonal skills and ability to build strong partnerships. + Strong organizational and project management skills. + Ability to manage competing priorities under tight deadlines. + Intellectual curiosity and proven ability to learn quickly. + Ability to pivot across diverse topics and issues. + High degree of initiative and ability to work well under pressure. Preferred Qualifications, Capabilities, and Skills + Previous reputation risk or credit risk experience. + Experience supporting executive management. + Familiarity with cross-Line of Business collaboration. + Advanced data analysis skills. + Experience in a fast-paced, dynamic environment. + Strong problem-solving abilities. + Demonstrated adaptability to new topics and challenges. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $90,250.00 - $145,000.00 / year
    $90.3k-145k yearly 2d ago
  • 2027 Investment Banking Summer Analyst Program - Chicago

    Solomon Partners-Students & Graduates

    Finance advisor job in Chicago, IL

    Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Summer Analyst internship is a 10-week immersive program beginning in early June 2027 Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Successful candidates will be dedicated to one of the following groups: Business Services, Healthcare Services or Industrials Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2027 - June 2028 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship The base compensation for this role will begin at the annualized rate of $110,000 per year. Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
    $110k yearly Auto-Apply 13d ago
  • 2025 Investment Banking Summer Analyst Program - Chicago

    Direction Generale 3.7company rating

    Finance advisor job in Chicago, IL

    Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. SocGen's transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise. Société Générale is looking for individuals who highly value: Academic accomplishments Interest in financial markets and analyzing various businesses and industries Team spirit and collaboration Adaptability, innovative thinking, energy, and enthusiasm The opportunity to experience varied work environments Commitment to building meaningful professional relationships in the financial sector Intrigued by content and pitch development Profile Requested\: Undergraduate Class of 2026 Projects include, but are not limited to: Support deal teams in pitching and executing transactions Create & maintain financial analyses and models Understand product and market dynamics through comparable and markets analysis Conduct due diligence and research on various businesses and industries Develop presentation materials for internal colleagues, clients, and investors
    $70k-103k yearly est. Auto-Apply 60d+ ago

Learn more about finance advisor jobs

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

The average finance advisor in Waukegan, IL earns between $36,000 and $126,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Waukegan, IL

$68,000

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

The biggest employers of Finance Advisors in Waukegan, IL are:
  1. Abbott Laboratories Employees Credit Union
  2. COUNTRY Financial
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