Financial Planning Advisor I
Finance internship job in Normal, IL
Text "2291" to ************** to apply.
Wage Range: Min: $78,529, Mid: $104,578, Max: $130,626
The Financial Planning Advisor I delivers comprehensive wealth management solutions by leveraging the existing financial planning process and utilizing financial planning software. The Financial Planning Advisor I works alongside Portfolio Manager(s), Portfolio Management Specialist(s), Financial Planning Specialist(s), and Wealth Advisor(s). The primary objective is to develop financial plans for prospective clients and maintain financial plans for existing clients.
What you will do
Execute the established financial planning process consistently.
Maintain expertise in financial planning software programs.
Provide ongoing financial planning analysis, advice, and recommendations to prospective clients and existing clients.
Develop internal and external referral sources to cultivate prospective clients.
Coach and actively delegate to financial planning specialist(s), as assigned.
Collaborate with the Director of Portfolio Management & Financial Planning on financial planning process improvements.
Other Qualifications/Requirements
Experience with Financial Planning Software, required.
Experience with Trust Accounting System Software, recommended.
Bachelor s Degree Finance or Financial Planning and minimum 3 years Financial Planning or Investment Management preferred or equivalent combination of education and experience.
Certified Financial Planner-CFP Board upon hire.
Who We Are
Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.
Heartland Bank s mission is to create value for the customer, earn a profit for the Bank, and have fun doing it! At Heartland, employees have the opportunity to make a difference every day.
What We Offer
At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.
Physical Demands
Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)
Equal Opportunities and Accommodations Statement
Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.
Salary Disclaimer
The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate s work experience, education/training, key skills, and internal equity.
The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.
Financial Advisor I - Bloomington, IL
Finance internship job in Bloomington, IL
Job Details Bloomington IL - Bloomington, IL Peoria IL - Peoria, IL Full Time $69000.00 - $100000.00 Base+Commission/year Day
Build Your Forever Career Right Here at Home
Are you an experienced financial advisor looking for more than just another job - but a place to build a lasting career, meaningful relationships, and a legacy in your community? If you're ready to be part of a team that values your technical expertise and rewards your drive for growth, Savant Wealth Management invites you to discover your forever home with us in Bloomington and Peoria.
For nearly 40 years, Savant has served as a trusted advisor to individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning - one that values curiosity, continuous improvement, and empowers our team to help clients build their ideal futures.
We're looking for experienced financial advisors who thrive on making connections, who love rolling up their sleeves to solve complex planning challenges, and who are driven to grow both new business and lasting trust. If you have the technical acumen to deliver thoughtful financial advice - and the outgoing, motivated personality to build genuine client relationships - Savant is where you can put down roots and see your impact multiply for years to come
What You'll Do Every Day
As a Financial Advisor, you'll step into an advisory role with real influence and opportunity to grow. Day-to-day, you'll:
Serve as a co-advisor for established client relationships, helping deliver our proven, comprehensive planning approach with the support of our in-house technical specialists.
Take the lead on routine and follow-up client interactions - answering questions, anticipating needs, and coordinating updates to keep clients' plans on track and ahead of life's changes.
Identify and convert new opportunities to grow the firm's client base and your own book of business - turning your business development drive and network into meaningful results.
Cultivate new relationships through personal prospecting, existing connections, referrals, and centers of influence - all supported by Savant's robust resources and team environment.
Embody “The Savant Way” by delivering profitable, high-quality service that exceeds expectations, strengthens our brand, and helps our communities thrive.
A couple things to note about our Financial Advisor position:
Candidates must live within commutable distance to our Bloomington, IL office and have flexibility to also support and travel to our Peoria, IL office.
All candidates can expect to work in-office.
Typical office hours are Monday-Friday, 8:00am - 5:00pm, but due to the nature of the work, events may be after office hours, so flexibility in schedule is required
All candidates must have their Series 65 and either have their CFP or be able to obtain it within 1 year of hire.
What You'll Bring to the Table
To thrive as a Financial Advisor at Savant, you'll bring:
2-5 years of experience in an advisory or support role, with proven success developing plans and managing trusted client relationships.
A Bachelor's degree (an MBA is even better!).
Certified Financial Planner™ designation preferred - or you're ready to earn it within your first year here.
Strong technical skills - you're comfortable in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning or portfolio balancing tools.
Solid financial planning and wealth management acumen, sound judgment, and the experience to back it up.
Excellent communication and listening skills, with a genuine “client first” attitude.
A collaborative spirit - you love working with and through others to deliver the best possible results for your clients.
If you're ready to combine your technical expertise, drive for growth, and passion for client relationships into a career that's built to last - apply now and discover your forever home at Savant Wealth Management.
Please note: All Financial Advisor applicants must have a clean U4 with no disclosures.
Why Join Us?
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
We are a team with distinct backgrounds and diverse views.
We believe in collaboration, innovation, excellence, doing what's right, and helping our team to provide world class service.
Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.
The Perks:
At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $69,000 - $100,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.
In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
Financial Advisor - Peoria
Finance internship job in Peoria, IL
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Analyst
Finance internship job in Bloomington, IL
Salary Range:
$58,000 - $74,000
The Financial Analyst determines and implements management accounting procedures and methods. The employee demonstrates a certain degree of creativity and latitude performing a variety of tasks under general supervision. The Financial Analyst relies on limited experience and judgment to plan and accomplish goals. Builds and maintains production process models to analyze operations performance. Assists in strategic planning and provides feedback to strategy and operations leadership. *Position is hybrid in our Bloomington, IL office*
Essential Functions and Responsibilities:
Prepares and analyzes various management reports in accordance with departmental guidelines.
Examines and reviews unusual variances. Makes recommendations when applicable for process improvement.
Utilize production models to forecast and budget various data points (operational and financial).
Prepare models for new business opportunities and ad hoc analysis.
Meets and works directly with company leadership at all levels throughout the company. Makes suggestions/recommendations regarding budget analysis and financial reporting to support business unit and departmental goals.
Ensures expenses are allocated correctly. Resolve discrepancies.
Financial Advisor - Bloomington, IL
Finance internship job in Bloomington, 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.
Financial Representative Entry Level
Finance internship job in Peoria, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Advisor
Finance internship job in Bloomington, IL
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyUS Experienced Financial Advisor
Finance internship job in Peoria, IL
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Merrill Experienced Financial Advisor
Finance internship job in Peoria, IL
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
Investment Services Intern
Finance internship job in Peoria, IL
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Summary Pay Range
The pay for this position is $19.00 per hour
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Defined Contribution Plan - 401K
Health and Welfare
Ability to earn paid time off (Personal Time)
Additional Benefits
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
On-site fitness center, fitness classes, and wellness program
Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law.
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
Auto-ApplyFinancial Advisor
Finance internship job in Peoria, IL
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $50,000.00 - $50,000.00 (Amount based on relevant experience, skills, and competencies.)
Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.
We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Peoria market.
About This Job
The main purpose of this job is to sell investment products to individual investors.
Essential Functions
Manage an existing client book of business with recurring revenue
Partner with internal team members to generate new business opportunities
Contact customers to introduce your planning, investment and insurance services
Leverage digital tools to enhance your client's experience, including MoneyGuidePro, eSignature and SalesForce
Perform other duties as assigned
Knowledge, Skills, & Abilities Required
Strong knowledge of the brokerage and financial services industry
Strong ability to build client relationships and sell financial services
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required.
5+ years related financial services experience required
FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD required.
**Level of role is determined by knowledge, experience, skills, abilities, and education
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Financial Advisor I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $50,000 annually.
This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 401 Main Street, Peoria, Illinois 61602
Time Type:
Full time
Auto-ApplyFinancial Analyst
Finance internship job in Peoria, IL
Total Rewards "Your life - our Mission" OSF HealthCare is dedicated to provide Mission Partners with a comprehensive and market-competitive total rewards package that includes benefits, compensation, recognition and well-being offerings that focus on the whole person and engage with their current stage of life and career. Click here to learn more about benefits and the total rewards at OSF.
Expected pay for this position is $33.52 - $39.44/hour. Actual pay will be determined by experience, skills and internal equity. This is a Salaried position.
Overview
Please note-H1B Sponsorship is not available for this position.
This position requires on site work in Peoria, IL.
POSITION SUMMARY: The Financial Analyst supports the processes that drive business performance of the region and operating entities within the region. The Financial Analyst will be a business partner to leaders across the region on financial matters. This position will prepare financial forecasts, capital plans, business cases and hind-sight reviews. In addition this position will leverage Ministry Financial Planning & Analysis, Healthcare Analytics and other resources to perform analyses and activities needed to support leaders in achieving performance targets.
Qualifications
REQUIRED QUALIFICATIONS:
Education: Bachelor's degree
Experience: 1 year of work experience in analytics or Finance and Accounting
Other skills/knowledge:
* Demonstrated advanced computer skills.
* Demonstrated strong analytical skills to gather, manipulate and interpret large amounts of data and transform into useable information to address operational needs.
* Demonstrated ability to perform under changing circumstances and deadlines; strong attention to detail with the ability to learn quickly; and strong written and verbal communication skills with the ability to command respect and confidence with professional peers.
PREFERRED QUALIFICATIONS:
Experience: Experience with finance in the healthcare industry
Licensure/Certifications: CPA, CMA, CHFP, or PMP certification Other skills/knowledge: Understanding of the healthcare industry, trends, issues, risks Experience with database and decision support systems
OSF HealthCare is an Equal Opportunity Employer.
Auto-ApplyAdvisor, Investment and Financing
Finance internship job in Marietta, IL
Many opportunities are currently available in the Chaudière-Appalaches region. As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:
* Attend to members' investment and financing needs while ensuring quality service
* Developing strategies and offering investment, financing and insurance products
* Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
* Stay up-to-date on the financial services industry, market trends and best practices in your field.
What we offer*
* Competitive salary and annual bonus
* 4 weeks of flexible vacation starting in the first year
* Defined benefit pension plan that provides predictable, stable income throughout retirement
* Group insurance including telemedicine
* Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
What you bring to the table
* College diploma in a related field
* A minimum of two years of relevant experience
* Please note that other combinations of qualifications and relevant experience may be considered
* Knowledge of French is required
* Must have a valid driver's license and access to a vehicle
#MVT4
#LI-Hybrid
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)
Auto-ApplyFinancial Advisor - Bloomington, IL
Finance internship job in Bloomington, 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-ApplyFinancial Representative Entry Level
Finance internship job in Bloomington, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Advisor - Bloomington
Finance internship job in Bloomington, IL
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Advisor
Finance internship job in Canton, IL
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. 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.
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
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.
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
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.
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
Merrill Experienced Financial Advisor
Finance internship job in Peoria, IL
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Internal Audit Intern
Finance internship job in Peoria, IL
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Summary Pay Range
The pay for this position is $19.00 per hour
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Defined Contribution Plan - 401K
Health and Welfare
Ability to earn paid time off (Personal Time)
Additional Benefits
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
On-site fitness center, fitness classes, and wellness program
Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law.
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
Auto-ApplyFinancial Representative Entry Level
Finance internship job in Lincoln, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Central Illinois!
At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team.
Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you.
Our thriving offices are located:
Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
Pittsfield office: 311 W Washington Street Pittsfield IL 62363
Jacksonville office: 606 E State Street Jacksonville IL 62650
Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor:
Time with Northwestern Mutual: 22 years
Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.
Eli Cook Growth and Development Director:
Time with Northwestern Mutual: 11 years
Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.
Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.
Brent Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 38 years
Previous Experience: Brent has spent his entire career with Northwestern Mutual.
Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.
Austin Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 13 years
Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.
Sheila Davidsmeyer Financial Advisor:
Time with Northwestern Mutual: Over 27 years
Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.