Finance representative jobs in Peoria, IL - 42 jobs

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Agricultural Skills into Financial Services: Strong Work Ethic and Discipline: Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financial services. Problem-Solving Skills: Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions. Trust and Community Focus: Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financial representatives. Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. About Us: At Northwestern Mutual Central Illinois, we are driven by our core values of Courage, Passion, and Growth. Our team thrives in a professional yet relaxed environment, where collaboration, mentorship, and joint work are keyespecially during a new representatives first year. We offer dynamic coaching and accountability led by experienced advisors who are invested in your success. Beyond the office, were deeply committed to our community, proudly supporting organizations like HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If youre looking to grow a meaningful career with purpose and impact, wed love to connect. Follow this link to see why Northwestern Mutual could be a great fit for your future career: ******************************************* 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 Meet Our Local Leaders: 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. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition About the Insurance Agent Role: As an Insurance Agent at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored protection strategies. With the proper certifications, you can quickly advance your practice to offer comprehensive financial planning services to clients. Our Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. 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.

Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Chestnut Health Systems is seeking a full-time Financial Intake Representative to work Monday through Friday at our Bloomington, IL facility. Chestnut Health Systems is a leading provider of behavioral and primary health care services. Over four decades, Chestnut has grown to over 700 committed, compassionate employees providing substance use, mental health and primary care treatment to patients in Central and Southern Illinois. We provide fully integrated care for all of our patients by combining behavioral health care services with our community-based primary care health centers. Chestnut also conducts research and training throughout the U.S.A, as well as provides employee assistance programs internationally. Responsibilities Assist clients, members of the community, and families with financial intake, insurance applications and grant funding requirements. Address questions that relate to financial intake or access to Chestnut services. If appropriate, notify any services not covered by the person's current benefits. Obtain, complete, and maintain required data entry for the purpose of inputting demographic, financial, and intake information into the EMR. This includes, but is not limited to: income, insurance eligibility and coverage, funding sources, appropriate payers and waterfall priority. Consistently enter clear and timely documentation of all billable and non-billable services provided. Thoroughly explain required intake paperwork in accordance with program and agency policies and procedures. Obtain all required signatures from clients (or responsible parties) pertaining to accessing and maintaining services. Distribute materials related to financial assistance, client rights, and Chestnut services as needed. Present a courteous, respectful, and professional demeanor to clients, visitors, and other staff during normal business operations and while assisting clients and their families through intake for services. Maintain consistent knowledge of Chestnut's policies, procedures, and services. Keep current standing in various required trainings both in person, electronic, or on the company's training module. Complete Crisis Prevention Institute (CPI), and Cardiopulmonary Resuscitation (CPR) trainings within one (1) year of hire. Complete Incident Reports as necessary. Maintain several filing systems (both electronic and physical) and complete data entry for reports with a high standard of organization and attention to detail. Maintain and monitor email, voicemail, and mailbox. Participate in individual supervision and team meetings for personal and departmental development. Apply feedback appropriately. Promote Chestnut's culture of customer service excellence through the adherence to Chestnut's behavioral standards for customer service. Exercise trauma-informed communication and inclusive care. Maintain and protect confidentiality and security of all organizational information gained in the course of performing job responsibilities both inside and outside the workplace including, but not limited to, financial and client information. Perform other duties as assigned by supervisor. Qualifications Requires a high school diploma or equivalent. Must have at least three (3) years' experience working in a customer service environment, office setting, and/or health services-related field. Experience in a mental health or substance use environment desired. Prior experience and knowledge of insurance carriers, billing, or accounts receivable preferred. Must either have or obtain a Certified Application Counselor (CAC) certification within one (1) year from the date of hire. Must have intermediate computer and typing skills; intermediate skills using Word and Excel; and possess the ability to learn other Microsoft Office Products. Position requires the ability to communicate in a professional manner in person, over the phone, and via telecommunications. Position also requires strong attention to detail and organizational skills, with the ability to work both independently and collaboratively, and to effectively structure a workday. Satisfactory completion of Chestnut's background checking process. PHYSICAL REQUIREMENTS: Position may involve prolonged periods of sitting at a desk and/or inconsistent standing, bending, lifting, or twisting while being able to lift up to 10 pounds at times. Position also requires walking between department wings and buildings throughout the day. This full-time position includes an excellent compensation and benefits package including health, dental, vision, life, and disability insurance, a retirement savings plan with company match, generous paid time off benefits, and more. ***For additional information and inquiries text "Chestnut" to 97211 Chestnut welcomes applications from qualified individuals with recovery experience. EOE - Minorities/Females/Vets/Disabled The anticipated starting pay for new hires for this position is between $16.00 - $17.00 an hour. There are several factors taken into consideration in determining base pay, including but not limited to: job-related qualifications, skills, education, experience, local market conditions, and internal equity. check out our benefits here!

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.

**Your Work Shapes the World at Caterpillar Inc.** When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. During the Part-time Finance Internship, you will have the opportunity to gain valuable on-the-job experience and contribute to real-world projects in one or more of the following areas including; Corporate Cash Management, Employee Benefits Fund Management, Foreign Exchange/Commodities Risk Management, Corporate Funding, Accounts Receivables or Supplier Finance. As a finance intern, you will perform the same tasks as our Entry Level Finance Analysts. Role Definition Performs various clerical and routine accounting tasks in support of an operating unit. Responsibilities - Responding to inquiries and contacting other departments or vendors to resolve a variety of problems. - Posting entries, verifying and reconciling input to financial reporting systems. - Upon request, take part in special projects and ad hoc reporting requests. - Maintain, implement, and adhere to internal controls while ensuring that accounting procedures comply with GAAP. PT Internship Qualifications: Must be currently pursuing a degree at a 4-year accredited university/college in one of the following programs: Bachelor's or Master's degree in Finance, Economics, Business, or a related Technology field, at the time of application and throughout the program. Minimum 3.0/4.0 GPA (both Finance GPA & Cumulative GPA). 12 completed semester hours at a 4-year university prior to the start of the internship. If a transfer student must have 12 semester hours completed at a 4-year university. Skill Descriptors Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Level Basic Understanding: - Explains the importance of accuracy in own function or unit. - Identifies tasks or outputs that require accuracy and detail-level attention. - Identifies the procedures for making sure that results are mistake-free. - Describes consequences of errors within own unit or function. What You Have: Skills Needed for Success in Role: Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments. Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material. Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way. Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations Final Details: If you are interested in applying for this position, please attach a copy of your resume and an unofficial copy of your transcripts to your application. Also, frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application - please use the candidate log-in on our career website as it will reflect any updates to your status. **Summary Pay Range:** $22.50 - $40.25 **Intern Hour Rate:** An intern's hourly rate is based on the major/degree being pursued and the number of completed academic hours achieved before the start of the internship. **Intern Benefits:** The total rewards package, beyond base salary, may include if eligible: + Accrued Paid Time Off (PTO) + Paid Holidays + Paid Volunteer Day + Housing Stipend + Relocation Assistance + Medical coverage + Voluntary benefits Relocation is available for this position. Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at **************************** **Posting Dates:** January 16, 2026 - January 21, 2026 Any offer of employment is conditioned upon the successful completion of a drug screen. Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply. Not ready to apply? Join our Talent Community (*********************************************** .

Position Description: The position of Small Business Banker is responsible for developing and maintaining a high quality loan portfolio while supporting commercial lenders in their efforts to generate additional loan and deposit revenue for the bank. As primary liaison with small business clients, the incumbent will be responsible for maintaining existing small business client relationships through a regular calling schedule, soliciting potential new loan and deposit accounts, identifying cash management opportunities, and providing support to the credit administration function. Key Accountabilities: Develops and maintains high quality loan portfolio. Maintains a weekly calling program with current small business clients to solidify business relationships as well as identify loan and/or deposit opportunities. Identifies issues or obstacles in small business relationships and establishes plans to meet these issues or obstacles. Solicits new small business clients for loans and/or deposit accounts. Manages own pipeline while also assisting with the managers pipeline of work, including conducting loan closings with clients. Maintains thorough understanding of deposit, cash management and electronic banking products and works in conjunction with Cash Management Officer in selling, opening and servicing these products. Analyzes loan requests, prepares credit presentations, and makes recommendations to manager. Assures new loans are documented according to the terms approved in credit presentations. May assist Business Banking Administrator with document tracking as required by loan policy, including gathering documents and obtaining customer signatures as required. Promotes the Privilege Banking Program by contacting businesses and setting up meeting times for onsite presentations to meet with their employees and sign-up interested clients. Participates in community activities to increase the Bank's visibility and enhance new business opportunities. Actively upholds the organization's vision, mission and values, encompassing mutual respect, honoring commitments, working with integrity and accepting responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, promotes working environment free of harassment of any type. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Has a strong commitment and dedication to internal and external customer service. Requirements Position Requirements: Excellent time management and organizational skills Ability to handle multiple tasks within tight time frames Excellent attention to detail Strong customer service skills Strong verbal, written, and interpersonal communication skills Proficiency with Microsoft Office software 2-3 years of commercial lending experience preferred Benefits & Perks: We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family. Salary Description $21- $26

Full-time Description Position Description: The position of Small Business Banker is responsible for developing and maintaining a high quality loan portfolio while supporting commercial lenders in their efforts to generate additional loan and deposit revenue for the bank. As primary liaison with small business clients, the incumbent will be responsible for maintaining existing small business client relationships through a regular calling schedule, soliciting potential new loan and deposit accounts, identifying cash management opportunities, and providing support to the credit administration function. Key Accountabilities: Develops and maintains high quality loan portfolio. Maintains a weekly calling program with current small business clients to solidify business relationships as well as identify loan and/or deposit opportunities. Identifies issues or obstacles in small business relationships and establishes plans to meet these issues or obstacles. Solicits new small business clients for loans and/or deposit accounts. Manages own pipeline while also assisting with the managers pipeline of work, including conducting loan closings with clients. Maintains thorough understanding of deposit, cash management and electronic banking products and works in conjunction with Cash Management Officer in selling, opening and servicing these products. Analyzes loan requests, prepares credit presentations, and makes recommendations to manager. Assures new loans are documented according to the terms approved in credit presentations. May assist Business Banking Administrator with document tracking as required by loan policy, including gathering documents and obtaining customer signatures as required. Promotes the Privilege Banking Program by contacting businesses and setting up meeting times for onsite presentations to meet with their employees and sign-up interested clients. Participates in community activities to increase the Bank's visibility and enhance new business opportunities. Actively upholds the organization's vision, mission and values, encompassing mutual respect, honoring commitments, working with integrity and accepting responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, promotes working environment free of harassment of any type. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Has a strong commitment and dedication to internal and external customer service. Requirements Position Requirements: Excellent time management and organizational skills Ability to handle multiple tasks within tight time frames Excellent attention to detail Strong customer service skills Strong verbal, written, and interpersonal communication skills Proficiency with Microsoft Office software 2-3 years of commercial lending experience preferred Benefits & Perks: We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family. Salary Description $21- $26

The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience. Duties & Responsibilities Customer Service & Relationship Building Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Identify customer needs and offer solutions through the bank's products and services. Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. Resolve customer concerns and issues promptly, ensuring a positive experience. Sales & Referrals Promote and cross-sell bank products. Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate. Account Management Open and manage a variety of accounts. Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers. Provide assistance with and support for online banking services and digital banking tools. Loan & Credit Processing Refer clients with credit needs to the appropriate banker or line of business. Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift. Compliance & Risk Management Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions. Maintain confidentiality of customer information and ensure compliance with privacy regulations. Monitor for potential fraud or suspicious activity, following bank procedures to address issues. Operational Support Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports. Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $16-$19/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** 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.

Ameritas is seeking a Dental Insurance Provider Network Representative to drive network growth and persistency results through personal efforts at a state level. This position champions all network development recruitment projects in a specified region as assigned by the Director-Provider Networks and management team in various territories. The role is responsible for working within team performance metrics and assigned budgets. The position also partners with the Ameritas sales force at a regional level, to develop a mutual understanding of how group sales relates to provider network development. This is a remote position to be located in either Nevada or Arizona and does not require regular in-office presence. The candidate must be located in one of the listed states and will cover a territory of Western and Southwestern states. This role will require up to 80% travel. What you do * The PNR (Provider Network Rep) is responsible for recruitment projects assigned by Director-Provider Networks and manager in various areas of the nation utilizing such methods as researching competitor data, developing recruitment call strategies, maintaining and posting reports, ensuring consistency through contact management leads, preparing fee increase requests, and obtaining policyholder names and approvals. * The PNR works with the management team to improve his/her skills in recruitment methods and successes through utilizing PSS techniques, monthly coaching tips provided by the manager, recruitment ride-alongs, and through customized coaching plans and proficiency checklists identified and developed by the manager to specifically deliver increased recruitment project and overall job performance successes. * This position assists the Sr. PNR or manager in the implementation of provider recruitment events and dental conventions in assigned recruitment project areas as necessary. * The incumbent will be responsible for on-site reviews in their territories within the specified service standards timeframe, including scheduling and conducting office visits and educating the dental staff on Ameritas quality assurance standards. The position ensures that re-onsite follow up compliance is completed in assigned areas via phone calls, or in-office visits if necessary, and provides compliance status reports to the management team. * This position maintains provider networks to overall persistency levels set by the company by conducting periodic "PR" calls and contacts with key providers as well as attempting to retain potentially- terminating providers in assigned areas. * This position maintains Salesforce.com for each assigned recruitment project within specified deadlines. * The PNR partners with the group sales reps and new STEP reps in their assigned project areas as well as local territories to offer "ride alongs" on recruiting calls and onsite visits. * The PNR partners with the management team on a semi-annual basis to best determine key account service needs. * The PNR will be available for enrollment and broker meeting participation, on an as needed basis * The PNR partners with Provider Relations in the provider contracting process; in researching provider inquiries; in identifying and creating Best Practices; and providing an overall seamless level of customer service to the provider network. * This position attends PNR team and national team meetings as required. What you bring * A four-year Bachelor's degree or equivalent combination of education and work experience is required. * Proven results in individual production as demonstrated by consistently meeting or exceeding goals. * Ability to manage multiple priorities through effective time management, organizational and decision making skills. * Professional presentation and conduct at individual, managerial and corporate levels required. * Comprehensive understanding of provider contracts * Detailed dental product and plan design knowledge is essential * Strong technical and computer skills are a must with advanced proficiencies in Word, Excel, PowerPoint, proficiency in Microsoft Teams, Internet applications, Salesforce and competitor analysis tools such as Network360. * Completion of and certification in of Professional Selling Skills, PTS, Selling in A Competitive World is necessary * Demonstrated ability in interpersonal and human relations skills, including verbal, written, communication and presentation skills * A strong commitment to excellent customer service, as demonstrated by consistently meeting deadlines and effective relationship-building with customers, team members, management and internal staff. * Travel is necessary and may require up to 80% travel in order to provide field recruitment, on-site provider visits, industry events, and sales presentations * This role is continually challenged to develop provider networks in a competitive managed care marketplace. Network development needs change and increase on a continuous level, requiring the PNR to be adaptive and responsive to quick shifts in business plans. Because of the multiple customers with whom this position builds relationships, the incumbent must be able to work in high-stress periods, with an innate ability to work independently. Adherence to deadlines and procedures is vital to the efficacy and accuracy required of this position. Assigned projects and goals are used as motivation and disciplinary action is employed for not meeting such standards. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: * 401(k) Retirement Plan with company match and quarterly contribution * Tuition Reimbursement and Assistance * Incentive Program Bonuses * Competitive Pay For your time: * Flexible Hybrid work * Thrive Days - Personal time off * Paid time off (PTO) For your health and well-being: * Health Benefits: Medical, Dental, Vision * Health Savings Account (HSA) with employer contribution * Well-being programs with financial rewards * Employee assistance program (EAP) For your professional growth: * Professional development programs * Leadership development programs * Employee resource groups * StrengthsFinder Program For your community: * Matching donations program * Paid volunteer time- 8 hours per month For your family: * Generous paid maternity leave and paternity leave * Fertility, surrogacy and adoption assistance * Backup child, elder and pet care support An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

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)

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tom Conklin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Life & health insurance license (must be able to obtain).

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! Provides financial planning, investment services, and member relationship management. Refines financial strategies, deepens member engagement, and enhances advisory skills. Assesses member needs, conducts consultations, and recommends tailored investment and insurance solutions. Strengthens knowledge of brokerage operations, compliance, and business development. Within two years transitions to a Financial Advisor III. Provides the highest quality member experience, for both internal and external members. Core Hours Monday - Friday 8:45 am - 5:15 pm Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs. Required: High school diploma or equivalent Maintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current. Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance. Must be fingerprinted and pass FINRA's background checks. Must sign Broker-Dealer's Registered Representative Agreement 2-6 years of licensed experience in securities Preferred: Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field 4-6 years of licensed experience in securities may be considered in place of a degree. Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred. Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) Bi-lingual, Spanish preferred Strong knowledge of investment products, financial planning concepts, and regulatory requirements Excellent communication, interpersonal, and relationship-building skills Sales and business development experience with a focus on financial solutions Ability to analyze financial data and present recommendations to member/clients Proficiency in financial planning software and CRM systems Annual Base Pay Range The pay range for this position is $58,656.00 - $58,656.00. This position is eligible for incentive pay opportunities based on sales performance. Benefits Health and Welfare Generous paid time off (Holiday, Personal or Sick Time, Vacation) Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP) Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account) Health Savings Account Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan) Life Insurance Accidental Death & Dismemberment Insurance Disability Benefits Defined Benefit Plan - Pension Defined Contribution Plan - 401K Additional Benefits Employee Assistance Program Tuition reimbursement Career growth through internal job postings Management Development Program: formal mentoring and training 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 Employee discounts on entertainment, cell phone plans, theme park tickets, and more On-site fitness center, fitness classes, and wellness program 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.

Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Job DescriptionBenefits: 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.

Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. During the Part-time Finance Internship, you will have the opportunity to gain valuable on-the-job experience and contribute to real-world projects in one or more of the following areas including; Corporate Cash Management, Employee Benefits Fund Management, Foreign Exchange/Commodities Risk Management, Corporate Funding, Accounts Receivables or Supplier Finance. As a finance intern, you will perform the same tasks as our Entry Level Finance Analysts. Role Definition Performs various clerical and routine accounting tasks in support of an operating unit. Responsibilities • Responding to inquiries and contacting other departments or vendors to resolve a variety of problems. • Posting entries, verifying and reconciling input to financial reporting systems. • Upon request, take part in special projects and ad hoc reporting requests. • Maintain, implement, and adhere to internal controls while ensuring that accounting procedures comply with GAAP. PT Internship Qualifications: Must be currently pursuing a degree at a 4-year accredited university/college in one of the following programs: Bachelor's or Master's degree in Finance, Economics, Business, or a related Technology field, at the time of application and throughout the program. Minimum 3.0/4.0 GPA (both Finance GPA & Cumulative GPA). 12 completed semester hours at a 4-year university prior to the start of the internship. If a transfer student must have 12 semester hours completed at a 4-year university. Skill Descriptors Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Level Basic Understanding: • Explains the importance of accuracy in own function or unit. • Identifies tasks or outputs that require accuracy and detail-level attention. • Identifies the procedures for making sure that results are mistake-free. • Describes consequences of errors within own unit or function. What You Have: Skills Needed for Success in Role: Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments. Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material. Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way. Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations Final Details: If you are interested in applying for this position, please attach a copy of your resume and an unofficial copy of your transcripts to your application. Also, frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application - please use the candidate log-in on our career website as it will reflect any updates to your status. Summary Pay Range: $22.50 - $40.25 Intern Hour Rate: An intern's hourly rate is based on the major/degree being pursued and the number of completed academic hours achieved before the start of the internship. Intern Benefits: The total rewards package, beyond base salary, may include if eligible: Accrued Paid Time Off (PTO) Paid Holidays Paid Volunteer Day Housing Stipend Relocation Assistance Medical coverage Voluntary benefits Relocation is available for this position.Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at **************************** Posting Dates: January 16, 2026 - January 21, 2026 Any offer of employment is conditioned upon the successful completion of a drug screen. Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply. Not ready to apply? Join our Talent Community.

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.

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.

As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to: * Advise members and clients on the best strategies and work with them to identify expected results * 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 * Participate in outreach activities and represent the caisse in the community 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 * Bachelor's degree in a related field * A minimum of one year of relevant experience * Please note that other combinations of qualifications and relevant experience may be considered * Mutual fund representative certificate - Autorité des marchés financiers * Knowledge of French is required * Knowledge of current financial, economic, political and legislative events * All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors * Debt management * Notions of compliance with legislation respecting the distribution of financial products and services * Understanding of the philosophy and fundamentals of financial services cooperatives * Policies, legislation and standards related to products and services offered by the caisse * Desjardins business processes * Service standards * Techniques used to assess and monitor individual financing applications Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Trade Union (If applicable) 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) Unposting Date 2026-02-6