Associate Financial Advisor
Finance analyst job in Stoughton, 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: 400 W Main St, Stoughton, WI
This job posting is anticipated to remain open for 30 days, from 04-Dec-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.
Wealth Advisor
Finance analyst 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
Controller
Finance analyst job in Elgin, IL
Job Title: Controller - Construction/Restoration Industry
Pay: $100-140k
We are seeking an experienced and detail-oriented Controller to join our clients growing construction and restoration franchise. This is a newly created position designed to establish strong financial oversight and streamline accounting operations within our franchise. The ideal candidate will have hands-on experience in financial management within the construction or restoration industry, with the ability to develop systems, manage reporting, and lead a small accounting team.
Key Responsibilities:
Financial Management & Reporting
Oversee all accounting operations including full financials, general ledger, month-end and year-end close, and financial statement preparation.
Manage and analyze the profit and loss (P&L) for multiple projects and departments.
Ensure accuracy and timeliness of financial reporting, budgets, and forecasts.
Coordinate tax filings, audits, and compliance with federal, state, and local regulations.
Payroll & Compliance
Supervise payroll processing to ensure accuracy and compliance with all applicable labor laws.
Maintain payroll records, benefits deductions, and employee tax documentation.
Corporate & Franchise Tracking
Track and reconcile royalty payments to the corporate level.
Monitor and manage service level agreements (SLAs) and pricing structures to ensure profitability and compliance with franchise standards.
Team Leadership
Manage and develop one direct report (Junior Accountant), with potential for team growth as the company expands.
Establish and refine accounting processes and internal controls for scalability.
Systems & Software
Utilize accounting software and CRM systems to streamline reporting and job costing.
Recommend improvements to existing financial systems and tools to increase efficiency and accuracy.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field required; CPA or CMA preferred.
Minimum 5-7 years of progressive accounting experience, ideally within the construction, restoration, or related service industry.
Strong understanding of job costing, project accounting, and financial reporting.
Proficiency in accounting software (e.g., QuickBooks, Sage, Foundation, Viewpoint) and CRM systems used in construction or restoration businesses.
Excellent analytical, organizational, and communication skills.
Proven ability to manage multiple priorities in a fast-paced environment.
What We Offer:
Competitive salary and benefits package.
Opportunity to build and lead an accounting function within a growing franchise.
Collaborative, team-oriented environment with direct access to company leadership.
About Accurate Personnel
Accurate Personnel is here to help! As an industry-leading, full-service staffing agency, we have all the tools you need to start earning that next paycheck soon. Once you apply, our team will immediately get to work finding the right placement to fit your skills and goals. For more than 45 years, Accurate Personnel has provided temporary staffing and direct hire services nationwide. We proudly partner with over 500 clients while maintaining a personalized approach to service. Accurate Personnel is an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.
Operations Analyst
Finance analyst 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 150 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
Company paid YMCA Family Membership
What You'll do
As a Store Operations Analyst, you will be developing and enhancing KPI reporting to support business insights and managing deliverables aligned with company priorities. The ideal candidate will proactively anticipate business needs, demonstrate exceptional organizational skills, and effectively manage multiple tasks in a fast-paced environment.
Develop, enhance, and maintain key performance indicator (KPI) reporting to support business insights and strategic decision-making.
Prepare, analyze, and summarize weekly, monthly, and periodic operational reports for key stakeholders.
Proactively identify trends or address areas of concern by providing and presenting data insights.
Develop and manage communication, timing, and action plans for projects tied to strategic initiatives.
Lead and drive impactful projects that directly contribute to the success and growth of Rural King.
Oversee project progress, ensuring all deliverables and action items are completed on schedule.
Formulate presentations using reporting and data analysis trends.
Provide friendly and professional collaboration and support while partnering with internal and external stakeholders.
Be part of a team that celebrates achievements, promotes teamwork, and recognizes individual contributions.
Provide partnership, structure, organization and administrative support to the EVP and VP of Store Operations.
Act as a proactive gatekeeper by managing calendars, coordinating meetings, and ensuring smooth daily operations.
Attend and effectively take notes at key meetings, following up on deliverables and action items for Store Operations leadership.
Oversee the coordination of in-house and off-site meetings for small and large groups including development of the agenda and accurate preparation of all relevant meeting materials.
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.
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 5 years of experience in an analytical support role or equivalent combination of experience and education.
Strong analytical and problem-solving skills, with experience in KPI reporting and data interpretation.
Extremely proficient in Microsoft Excel, including heave data analytics, and PowerPoint
Exceptional organizational skills, able to handle multiple priorities in a fast-paced environment.
Excellent verbal and written communication skills, with the ability to clearly convey data insights.
Ability to work independently and exercise discretion and professionalism in managing confidential information.
Proficiency in time management, including the ability to effectively plan, schedule, and allocate resources to meet objectives.
Excellent interpersonal skills, including the ability to build rapport, listen actively, and communicate effectively with a diverse range of individuals.
Experience in coordinating and managing complex projects, ensuring smooth workflow and efficient resources to complete a project on time.
Demonstrate confident and clear communication skills to express thoughts, opinions, and ideas in a respectful manner.
Strong communication and persuasive skills to negotiate and influence stakeholders at various levels in the organization.
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 accommodation may be provided to enable individuals with disabilities to perform essential job functions.
The pay range for this position is $51,000 - $68,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law.
We use E-Verify to confirm the employment eligibility of all newly hired associates. To learn more about E-Verify, including your rights and responsibilities, please visit *********************
Financial Advisor - Rockford, IL
Finance analyst 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.
Auto-ApplyNos super offres || CLOSED - Financial Controller Senior - Geneva - Drive Financial Discipline for a Growing Global Trader
Finance analyst job in Geneva, IL
Your mission:
Oversee financial reporting, consolidations, and statutory obligations for all global entities
Implement and refine accounting policies and internal controls to ensure transparency and accuracy
Collaborate directly with trading and operations teams to align financial strategy with business goals
Monitor cash flow, manage budgeting cycles, and ensure efficient treasury processes
Liaise with external auditors, banks, and tax advisors to guarantee regulatory compliance
Profile sought:
Minimum 7 years of experience in finance roles, ideally within commodity trading or an international environment
Strong command of accounting standards (IFRS or local equivalents) and financial controls
Fluent in English; additional languages are an advantage
Proactive and detail-oriented, with a pragmatic approach to managing a lean structure
Comfortable with global operations, multicultural teams, and the agility required in a small but expanding group
This role is tailored for those who excel at turning financial data into strategic insights, and who thrive on supporting a business where every decision matters.
Ampersand World - Connecting experts in trading, logistics and international finance.
Financial Planning Analyst
Finance analyst job in Hoffman Estates, IL
Job Description
The Financial Planning Analyst will leverage strong accounting and compliance backgrounds to explore historical financial data and, predict future results. The responsibility is to ensure financial reporting is complete, accurate and timely. The Financial Analyst will be responsible for providing analysis to allow the leadership team to make informed and appropriate business decisions to improve the financial performance of the business unit. Our organization continues to grow beyond our 20+ global locations and we are excited to offer this new position to the right person, at Vistex, Now It All Adds Up!
Responsibilities:
Development and analysis of key ratios to support business metrics.
Develop and maintain various financial forecast models to be used both in high level analysis as well as annual planning and budgeting.
Analysis of business segments - Margin and expenses.
Board meeting and key management presentations.
Work with S4 team to assess and implement process improvements and automation.
Support reporting needs for external audits.
Develop and update end user training documentation for business processes implemented.
Support due diligence and financial analysis for possible M&A initiatives.
Support Business planning and budgeting process.
Learn and support SAP modules related to purchase, sales and finance business processes.
Perform intercompany reconciliations, run cash flow, P&L and balance sheet reports by month and quarter.
The compensation for this position is $65k to $80k annually. Base pay will vary depending on factors, including but not limited to a candidate's location, job-related knowledge, skills and work experience. The compensation package may also include incentive compensation opportunities in the form of a discretionary annual bonus. Vistex provides highly competitive benefits, including a comprehensive healthcare plan, 401(k), and paid time off, including paid volunteerism days!
About us: The Vistex platform helps businesses finally get control of all their different promotions, rebates, SPAs, discounts, and other incentives. With so many programs across so many partner relationships, it can be impossible to see where all the money is going, let alone how much difference it's actually making to revenue. With Vistex, business leaders can see the numbers, see what really works, and see what to do next - so they can make sure every dollar they spend really is driving more growth, not just more costs. It's why global enterprises ranging from Coca-Cola to Sony to Grainger rely on Vistex every day. Vistex | Now it all adds up.™
2026 Guggenheim Securities Investment Banking Summer Associate - Chicago Industrials
Finance analyst 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 ************.
Auto-ApplySite Financial Controller
Finance analyst job in Janesville, WI
So who are we?
We are a team of reach for the stars, innovative, game changers that are currently looking to add to our Finance team. We are a Tier 1 automotive supplier that has been producing automotive components to the top automotive manufacturers since 1972. We have done a lot of growing since then and have recently joined a larger Tier 1 automotive supplier, The Novares Group.
We offer many top quality employee benefits like a full fitness center with fitness instructor, a fully staffed onsite wellness clinic, 401K with company match, medical/dental/vision insurance, tuition reimbursement and so much more!
Here you aren't just a number but part of a family. We know our people aren't just important; they are the most important part of any successful organization.
Main Objectives:
Establish & coordinate different administrative services of the subsidiary
Supervises account-keeping, compliance with legal requirements and group standards, management of accountancy services and preparation of consolidated financial statement, in accordance with Group reporting standards.
Guarantees reliability and lead times for publication of company economic data (budget, reporting and consolidation according to Group standards, social audits according to local accounting requirements, local tax returns, cash flow, medium-term plan).
Manages and optimizes cash with the support of the Business Unit / Corporate Treasury.
Implements all means enabling funding of the subsidiary (contact with banks, search for funding, search for subventions).
Ensures that all means are implemented to recover debts of the company (customer due payments, etc.).
Guarantees reliability of cash forecasts in the short term (6 months) medium term (12 months) and in the scope of the medium term plan of the subsidiary.
Accountable for the management control of the site and interface with the Financial network.
Supervises local IT.
Support Partner to Operations
Is a strong partner of the Plant Manager and the team to set and meet financial and operational targets, improve hourly rates, enforce internal controls and processes.
Prepare and challenge budget plans, forecasts, hourly rates of all plan-specific financial studies/projects, with a
focus on associated action plans.
Validates profitability of investments and products.
Advises Plant Director / Business Unit / Finance network where appropriate (within field of expert knowledge).
Carries out specific analysis at the request of the Plant Manager and Financial network.
Represents the company as delegation of authority for tax and administrative organizations in the country concerned, banks and local insurance companies, local courts in the event of disputes/proceedings involving the company.
Manage their Business Activity
According to the business activity objectives, establishes action plans and coordinates the missions of his/ her team in a consistent way.
Proposes and controls the annual operational activity budget.
Proposes necessary resources to achieve objectives and implements necessary actions for any changes in staff
(recruitment, transfers, dismissals) and investments according to budget and social constraints.
Follows activity performance indicators, implements corrective actions if necessary, and communicates them to teams.
Carries out the annual appraisal interviews, creates the objectives of his/her team, by associating the functional ones, then ensures the deployment.
Develops employee skills and proposes necessary training to maintain performance working with the Staff Manager.
Advises employees on their career development in agreement with the staff manager and promotes internal mobility.
Proposes wage increases, in agreement with the Staff Managers and within the framework of the HR Group policy.
Applies appropriate disciplinary measures to staff if necessary.
Strives to maintain team motivation and a positive working atmosphere.
Controls and approves expenses (trips, etc.) along with absence requests for their team.
Ensures updates of job definitions according to Group processes.
Prepares reports and reporting documents for the activity.
Internal Control
Ensures existing internal control rules are applied (segregation of duties, rights management, etc.).
Proposes improvements when necessary.
Implement processes to embed internal controls.
Financial Analyst
Finance analyst job in South Beloit, IL
Rock Energy Cooperative, located in South Beloit, IL, is seeking a talented and dedicated individual to join our team as a Financial Analyst in our Energy Services Department. This role is ideal for a highly analytical professional with strong communication skills and a passion for numbers, reporting, and process development. The successful candidate will thrive in a member-focused environment, demonstrating the ability to engage effectively with a diverse range of individuals. As part of our growing Energy Services Department, this position plays a key role in supporting our mission to deliver exceptional customer service and uphold the highest standards of professionalism. Rock Energy Cooperative provides stability for our employees. We have been serving our members since 1936.
Essential Functions:
Ensure accurate and timely bill creation, verifying that all rate calculations are correct and utility regulations are followed
Create, delegate, analyze and process a variety of reports
Review, analyze and remedy meter data across all applications
Lead accounts receivable and collection efforts
Assist members with energy conservation, rate schedule options and usage analysis
Advise, educate, and assist members with newer technologies such as smart meters, distributed generation and electric vehicles
Oversight of the consumer information system
Other tasks and duties as assigned by Energy Services Manager
Qualifications:
Bachelor's degree in Business, Finance, Mathematics or related field
Expert level knowledge in Excel and strong skills in Office 365
Experience in accounts receivable and collections
Exceptional customer service and de-escalation skills
Utility experience desired
Database experience preferred
Must have and maintain a valid driver's license
Must have reliable transportation to and from work
Reside within one hour driving distance of work location
Ability to sit, stand, push, pull, walk, stoop, bend, reach above the shoulders, and occasionally lift up to 25 lbs.
Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust and focus
Able to drive to all REC office locations and within a 25-mile radius of the South Beloit location if needed
Regular daily in-person attendance is required
Competencies:
Extreme attention to detail
Excellent verbal and written communication skills
Ability to quickly learn new software programs
Ability to learn complex processes, rules, and regulations
Ability to multi-task
Ability to navigate multiple software interfaces simultaneously
Knowledge and ability to use office equipment
Strong work ethic
Dependable
Strong customer service skills
Friendly and positive attitude
** Pre-employment drug-testing and physical required
Schedule:
This is an in-person position
Monday through Friday (excluding some holidays)
7:30 am - 4:00 pm
Work Location:
South Beloit, IL (100% In-person)
Salary:
$63-70,000 per year
Benefits:
Medical, prescription and dental benefits at a 85%/15% employee split
401K with 4% employer contribution
Employer funded pension plan
Job Type:
Full Time
Expected Hours:
40-50 per week
Company:
Rock Energy Cooperative, established in 1936, is a not-for-profit utility distributing safe and reliable electricity and natural gas to approximately 20,000 households and businesses across its nine-county service area in northern Illinois and southern Wisconsin.
We Make it Easy
Founded in 1901, MRA is a nonprofit employer association that serves more
than 4,000 employers, covering more than one million employees.
As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.
We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.
Auto-ApplyFinancial Analyst
Finance analyst job in Hoffman Estates, IL
As a Financial Analyst, you'll be responsible for preparing special assessments and loan analyses to provide clients with financial options to cover the cost of major capital projects and unanticipated capital expenses. You'll work closely with the Community Management team and select Boards of Directors to decide the optimal solution for the properties and coordinate with FirstService Financial (FFI) to secure loans. You will also support the Illinois Accounting Department on special projects and reporting.
This is a hybrid opportunity and can be based out of either our Chicago or Hoffman Estates corporate offices.
Your Responsibilities:
* Prepare a five-to-fifteen-year Cash Flow analysis for individual properties with financial options to cover the cost of major capital projects and unanticipated capital expenses.
* Review current contributions to reserve accounts, existing loan structures, and other income to calculate the prepare the cash flow analysis.
* Analyze the cash flow analysis and guide the Board of Directors and Community Association Managers on the optimal solution to fund capital projects for that property.
* Attend Board meetings and present the analysis to the Board of Directors and homeowners.
* Communicate with FirstService Financial to coordinate with lenders and submit any loan documentation that may be required.
* Communicate with FirstService Financial to coordinate with lenders and submit any loan documentation that may be required.
* Provide Community Association managers a summary outlining covenant ratios and requirements per the loan and reporting to the bank.
* Guide Property Managers through the special assessment process and prepare new special assessments for processing.
* Provide guidance, direction, and input to property accountants.
Skills & Qualifications:
* Bachelor's degree or higher in Accounting or Finance or equivalent combination of education and two years' experience.
* Works effectively with coworkers, clients, customers, and others by sharing ideas in a constructive and positive manner; addresses problems and issues constructively to find mutually acceptable and practical business solutions.
* Three to five years of experience in financial analysis preferred.
* Two to three years' experience in property management, real estate, or residential management preferred.
* Must possess a growth mindset and an ability to multi-task/prioritize different projects at any given time.
* Ability to work with sensitive or confidential information.
* Superior oral and written communication skills.
What We Offer:
As a full-time associate, you will be eligible for full comprehensive benefits including your choice of multiple medical plans, dental, vision, life insurance, short-term and long-term disability, legal, identity theft, and pet insurance. You will also be eligible for company-paid life insurance and benefits from our employee assistance program. In addition, you will be eligible for paid time off, paid holidays, tuition reimbursement, and a 401(k) with company match.
Compensation
$ 55000 - $ 65000 / year
Disclaimer Statement
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
#LI-MM1
VALOR JROTC - Summer 2026
Finance analyst job in Batavia, IL
The VALOR JROTC Internship Program is a highly competitive, paid, six-week summer internship opportunity for Illinois JROTC high school juniors, seniors, and recent graduates. Interns provide routine technical support for area of assignment; typically, an experiment or support group. Tasks are accomplished under direction supervision of a Fermilab employee and in cooperation with project teams, scientists, engineers, and support personnel and in accordance with established policies and procedures.
Eligibility:
• Enrollment in an Illinois high school JROTC program
• Illinois high school junior, senior, or recent high school graduate at time of application
• Eligible to work in the United States
Application Requirements:
• Online application and questionnaire
• Unofficial transcript
• Resume
• One letter of recommendation (Due date is application close date)
After submitting an application, the applicant will receive an email request to provide contact information for individuals writing letters of recommendation. An email link will be sent to identified references to upload their letter of recommendation. Note, reference links are sent only to the individual writing the letter of recommendation and only emailed during normal business hours, Monday through Friday.)
• Essay - Short answer questions: Please write short (< 200-word) responses to the following questions:
What do you hope to get out of this internship experience?
How has participating in JROTC prepared you for this unique opportunity?
What key skills do you possess that can add value to a team?
Internship Details:
• Program Dates: June 22 - July 31, 2026 (5 days /40 hours per week)
• Application Dates: November 3, 2025 - March 6, 2026
• Offer Date: April 2, 2026
• Acceptance Date: April 15, 2026
• Salary: $18.00 per hour
• Housing: No local/onsite housing available
• Transportation: No transportation reimbursement is available
• Location: Internship is in-person onsite in Batavia, IL
Internship Deliverables:
• Oral presentation
• Exit survey
Questions? Email ********************
Why Fermilab:
Fermilab is America's premier laboratory for particle physics and accelerator research, funded by the U.S. Department of Energy. We support discovery science experiments in Illinois and locations around the world, including deep underground mines in South Dakota and Canada, mountaintops in Arizona and Chile, CERN in Europe and the South Pole.
Drug-Free Workplace & Pre-Employment Screening
Fermilab is dedicated to fostering a safe, productive, and drug-free work environment. As part of the hiring process, candidates must successfully complete a background check and drug screening for candidates 18 and over. Employment is contingent upon the successful completion of these screenings.
Equal Opportunity Statement
Fermilab is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
REAL-ID Requirement for access to Fermilab Campus
Fermilab requires all members of the public to produce a REAL-ID, or equivalent, to access the Fermilab Campus for interviews or career events. A list of acceptable forms of ID can be found here: ******************************************************************************* If a candidate is selected for an interview but does not possess any of the equivalent documents, we may schedule a virtual interview.
What To Expect Next:
We'll be in touch! If your qualifications are in alignment with the position requirements, one of our recruiters will be reaching out to schedule a phone interview to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, X, Instagram, LinkedIn, or our About Us page.
External Field
Auto-ApplyBudget & Finance Intern
Finance analyst 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
Finance Intern - Geneva, IL (Summer 2026)
Finance analyst 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.
Finance Internship (Summer 2026)
Finance analyst job in Sterling, IL
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success.
Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level)
Program Overview
Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain:
Hands-on experience in financial analysis, reporting, and business operations.
Mentorship and guidance from experienced industry leaders.
A professional network across functions and facilities.
Career-ready technical and professional skills.
When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered.
What You'll Do
As a Finance Intern, you will:
Assist with financial planning, budgeting, and forecasting activities.
Support monthly and quarterly reporting by preparing data and analysis.
Conduct variance analysis to compare actuals against forecasts.
Partner with business units to understand financial drivers and performance.
Complete a capstone intern project and present results to leadership.
Qualifications
We're seeking motivated students who are ready to learn, grow, and contribute:
Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field).
Minimum 3.0 cumulative GPA (on a 4.0 scale).
Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus.
Strong analytical, problem-solving, and communication skills.
Collaborative mindset with a willingness to take initiative.
Ability to work on-site at one of our locations for the duration of the program.
Compensation & Benefits
Competitive hourly pay.
Skill development through hands-on learning.
Structured mentorship and feedback.
Networking opportunities with peers and professionals.
Experience presenting to leadership at program completion.
College Financial Representative, Internship Program
Finance analyst job in Barrington, IL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Posted Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyINTERN - FINANCE
Finance analyst job in Rockford, IL
assists in all activities pertaining to finance goals and objectives. Responsibilities ESSENTIAL FUNCTIONS: (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position)
* Creates an atmosphere that induces guests to make Hard Rock Rockford their choice for gaming entertainment; responsible for actively building and retaining guest relations.
* Assists in maintaining invoice filing system.
* Answers vendor inquiries.
* Prints accounts payable reports and maintains accounts payable files.
* Assists in auditing casino accounting activities.
* Prepares analysis of accounts, as required.
* Assist in ad-hoc reporting or analysis related to different business areas as requested.
* Supports operational department needs, helping to identify and implement improvement opportunities.
* Assists in monthly closings.
* Assists with special projects, as necessary.
NON-ESSENTIAL FUNCTIONS:
* Attend seminars when needed.
KNOWLEDGE OF:
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to write simple correspondence.
* Good communication skills.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
* The requirements listed below are representative of the knowledge, skill, and/or ability required.
ABILITY TO:
* Must be able to sit 90% of shift, stand 5% of shift, and walk 5% of shift.
Qualifications
EDUCATION AND /OR EXPERIENCE REQUIREMENTS:
A High school diploma or general education degree (GED). The incumbent should be enrolled in a bachelor's degree in accounting, Finance, Business, or equivalent program while completing this internship.
ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc):
* Must obtain and maintain all licenses / certifications per Federal, State, and Illinois Gaming Commission.
* Must successfully pass background check.
* Must be at least eighteen (18) years of age.
* Must be able to work holidays and weekends, as well as flexible shifts.
Additional Details
Hard Rock Casino Rockford is an equal opportunity employer and does not discriminate because of race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, age, disability, or genetic information.
Any job posting or information about careers at Hard Rock Casino Rockford is from 815 Entertainment dba Hard Rock Casino Rockford and you will work for 815 Entertainment as your prospective employer. This means your application is submitted to and reviewed solely by this location, who will make any hiring decisions. If hired, 815 Entertainment dba Hard Rock Casino Rockford will be your employer and is alone responsible for any employment related matters.
Auto-ApplyFinancial Analyst
Finance analyst 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 *********************
Experienced Sr Analyst or Jr Associate - Investment Banking, Industrials
Finance analyst job in Monroe Center, IL
The Global Industrials Group in Chicago is a rapidly growing and critically important strategic initiative for Guggenheim Securities (“GS”). Our Analysts and Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Analysts and Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, and Vice Presidents. We pride ourselves on the dedication we give to our Analysts and Associates development, which in turn helps assist in supporting and cultivating our growing team. We work to constantly assist in developing our Analysts and Associate's marketing, sales, analytical, and communication skills.
GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. 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
Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities
Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives
Perform financial and valuation analysis using both industry standard and proprietary models
Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation
Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts
Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation
Help lead deal pitches including idea generation
Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers
Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
Generate potential ideas and new business opportunities to clients to help solve problems
Preferred Qualifications
Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
Highly organized, with the initiative and ability to work with limited supervision
Excellent analytical skills and attention to detail
Strong written and oral communication skills
Effective process management abilities
Sell-side advisory experience is a plus
Basic Qualifications
Requires a minimum of a Bachelor's degree and 2-4 years of investment banking experience
Core modeling and valuation experience in professional setting
SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
Currently, this role is expected to be in the Chicago office at least 4 days per week.
Salary
Annual base salary between $110,000 - 175,000.
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range 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.
Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Auto-ApplyCollege Financial Representative, Internship Program
Finance analyst job in Janesville, WI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
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