Financial Representative Trainee (Sales) - Milwaukee, WI
Investment banker job in Waukesha, WI
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Investment Associate
Investment banker job in Northbrook, IL
Cedar Pine seeks an Investment Associate for its private company Investments Team. Investment Associates are key to the team by conducting diligence, analyzing companies & industries, and creating presentations to share key insights with the rest of the team. Cedar Pine's investment platform focuses on direct investments in privately held, high-growth businesses and invests at multiple points during a company's lifecycle, including growth financings and late-stage buyouts. The platform has a dual focus on the healthcare and defense industries, with flexibility to selectively invest in other verticals. Additionally, the team continues to research additional sectors to build investment theses and expand our cannon. The platform will lead de novo financings or follow in syndicated deals, coinvest alongside sponsors and lead control transactions. Furthermore, the platform will support portfolio companies via subsequent investments as they grow. In select instances, the team will invest in funds that advance the investment strategy. This is an exciting opportunity to work with accomplished investors within a highly collaborative team, support a rapidly growing and diverse portfolio of private investments, and have a considerable impact on the family office investment strategy.
Cedar Pine has a
Applicants must be residents of Illinois to be considered for this position. Cedar Pine follows a hybrid work policy and requires 3 days in office each week.
RESPONSIBILITIES
Reports to the Vice President of Investments on the Investment Team and is responsible for assisting the VP in all aspects of direct investments, including company & market analyses and industry research.
Perform in-depth due diligence and prepare formal investment memos for the family.
Contribute to the investment process during all stages of the deal life cycle, including sector research, introductory meetings, due diligence, financial modeling, management and banker calls, presentations to the investment committee, deal execution, and ongoing portfolio monitoring.
Utilize financial analyses to create alternate projections to objectively demonstrate downside protection and support conclusions for integration within investment presentations.
Lead financial modeling exercises, including integrated three-financial statement models, discounted cash flows, comparable company analysis, precedent transaction analysis, investment returns analysis, and entity distribution waterfalls.
Analyze and research market sectors for theme exploration, thesis development and deal due diligence.
Effectively communicate findings, questions, and ideas among the investment team internally, on due diligence calls, and with the broader investment committee.
Track deal process stages and monitor the existing pipeline of new opportunities.
Outreach to targeted businesses and management teams that may be potential investments for Cedar Pine.
Balance the investment objectives of the platform with external parties' goals to reach attractive compromises while always protecting the family's best interests.
QUALIFICATIONS & SKILLS
Bachelor's degree from a leading four-year educational institution, MBA preferred.
4-6 years of industry experience spanning investment banking or other equity analysis roles and investing at a buy-side institution,
e.g.,
a private equity firm or family office.
Driven to perform rigorous research with top-tier financial modeling skills, and ability to analyze potential transactions with an open mind and free of selection bias.
Exceptional attention to detail with the ability to perform multiple tasks in a fast-paced, entrepreneurial environment.
Experience with the complete transaction process and successful deal closing(s).
Self-motivated, critical thinker with an intellectual curiosity that will pair with and contribute to a strong team.
Innate desire to dig deep for information, immerse oneself in research to arrive at a well-informed conclusion, as opposed to a convenient or shallow finding.
Collaborative demeanor with proactive and inclusive interpersonal and communication skills.
Willingness to step up and down as needed to ensure work product is high quality and delivered on time.
High level of integrity, professionalism, and ability to manage sensitive information with confidentiality and discretion.
A strong work ethic and ability to elicit confidence from the organization.
Experience with investment databases and deal CRM platforms, such as Pitchbook, DealCloud and AlphaSense, are pluses but not required.
About Cedar Pine
Cedar Pine is a private investment firm specializing in strategic, long-term assets. Cedar Pine's team strives to create value by applying and building on decades of unique expertise as operators and investors in healthcare, finance, and real estate. Cedar Pine is not an investment adviser and does not accept outside capital.
Additional Benefits
Health & Wellness
Subsidized Medical, Dental, and Vision coverage
Life Insurance, Short- and Long-Term Disability, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA)
Gym membership reimbursement
Daily onsite lunch program
Financial Security & Recognition
401(k) retirement savings plan
Discretionary annual bonuses and Long-Term Bonus Program
“Last mile” transportation coverage for commuters using public transit
Time Off
Paid time off (PTO), including sick leave and holidays
Paid Parental Leave
Continued Learning
Financial support for continued education, conferences, networking groups, and professional development to foster career growth and industry engagement
Culture & Community
Monthly team building events
Charitable giving program and volunteer opportunities
Compensation Range:
The base annual salary range for this position is $150,000-$175,000, depending on experience, skills, and qualifications. In addition to base salary, the role is eligible for both an annual short-term bonus and a long-term incentive opportunity. Final compensation will be determined in alignment with the Firm's compensation structure and the candidate's relevant qualifications.
Equal Opportunity Employer:
Cedar Pine is proud to be an Equal Opportunity Employer. We make employment decisions based on merit and business needs, without regard to race, color, ancestry, national origin, gender, sexual orientation, gender identity or expression, age, religion, disability, medical condition, veteran status, marital status, or any other status protected by law. This policy applies to all employment practices including recruitment, hiring, compensation, benefits, promotions, and terminations. We are committed to a workplace where every employee feels respected, included, and valued.
Investment Associate
Investment banker job in Northbrook, IL
Job Description
Cedar Pine seeks an Investment Associate for its private company Investments Team. Investment Associates are key to the team by conducting diligence, analyzing companies & industries, and creating presentations to share key insights with the rest of the team. Cedar Pine's investment platform focuses on direct investments in privately held, high-growth businesses and invests at multiple points during a company's lifecycle, including growth financings and late-stage buyouts. The platform has a dual focus on the healthcare and defense industries, with flexibility to selectively invest in other verticals. Additionally, the team continues to research additional sectors to build investment theses and expand our cannon. The platform will lead de novo financings or follow in syndicated deals, coinvest alongside sponsors and lead control transactions. Furthermore, the platform will support portfolio companies via subsequent investments as they grow. In select instances, the team will invest in funds that advance the investment strategy. This is an exciting opportunity to work with accomplished investors within a highly collaborative team, support a rapidly growing and diverse portfolio of private investments, and have a considerable impact on the family office investment strategy.
Cedar Pine has a
Applicants must be residents of Illinois to be considered for this position. Cedar Pine follows a hybrid work policy and requires 3 days in office each week.
RESPONSIBILITIES
Reports to the Vice President of Investments on the Investment Team and is responsible for assisting the VP in all aspects of direct investments, including company & market analyses and industry research.
Perform in-depth due diligence and prepare formal investment memos for the family.
Contribute to the investment process during all stages of the deal life cycle, including sector research, introductory meetings, due diligence, financial modeling, management and banker calls, presentations to the investment committee, deal execution, and ongoing portfolio monitoring.
Utilize financial analyses to create alternate projections to objectively demonstrate downside protection and support conclusions for integration within investment presentations.
Lead financial modeling exercises, including integrated three-financial statement models, discounted cash flows, comparable company analysis, precedent transaction analysis, investment returns analysis, and entity distribution waterfalls.
Analyze and research market sectors for theme exploration, thesis development and deal due diligence.
Effectively communicate findings, questions, and ideas among the investment team internally, on due diligence calls, and with the broader investment committee.
Track deal process stages and monitor the existing pipeline of new opportunities.
Outreach to targeted businesses and management teams that may be potential investments for Cedar Pine.
Balance the investment objectives of the platform with external parties' goals to reach attractive compromises while always protecting the family's best interests.
QUALIFICATIONS & SKILLS
Bachelor's degree from a leading four-year educational institution, MBA preferred.
2-4 years of industry experience spanning investment banking or other equity analysis roles and investing at a buy-side institution,
e.g.,
a private equity firm or family office.
Driven to perform rigorous research with top-tier financial modeling skills, and ability to analyze potential transactions with an open mind and free of selection bias.
Exceptional attention to detail with the ability to perform multiple tasks in a fast-paced, entrepreneurial environment.
Experience with the complete transaction process and successful deal closing(s).
Self-motivated, critical thinker with an intellectual curiosity that will pair with and contribute to a strong team.
Innate desire to dig deep for information, immerse oneself in research to arrive at a well-informed conclusion, as opposed to a convenient or shallow finding.
Collaborative demeanor with proactive and inclusive interpersonal and communication skills.
Willingness to step up and down as needed to ensure work product is high quality and delivered on time.
High level of integrity, professionalism, and ability to manage sensitive information with confidentiality and discretion.
A strong work ethic and ability to elicit confidence from the organization.
Experience with investment databases and deal CRM platforms, such as Pitchbook, DealCloud and AlphaSense, are pluses but not required.
About Cedar Pine
Cedar Pine is a private investment firm specializing in strategic, long-term assets. Cedar Pine's team strives to create value by applying and building on decades of unique expertise as operators and investors in healthcare, finance, and real estate. Cedar Pine is not an investment adviser and does not accept outside capital.
Additional Benefits
Health & Wellness
Subsidized Medical, Dental, and Vision coverage
Life Insurance, Short- and Long-Term Disability, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA)
Gym membership reimbursement
Daily onsite lunch program
Financial Security & Recognition
401(k) retirement savings plan
Discretionary annual bonuses and Long-Term Bonus Program
“Last mile” transportation coverage for commuters using public transit
Time Off
Paid time off (PTO), including sick leave and holidays
Paid Parental Leave
Continued Learning
Financial support for continued education, conferences, networking groups, and professional development to foster career growth and industry engagement
Culture & Community
Monthly team building events
Charitable giving program and volunteer opportunities
Compensation Range:
The base annual salary range for this position is $150,000-$175,000, depending on experience, skills, and qualifications. In addition to base salary, the role is eligible for both an annual short-term bonus and a long-term incentive opportunity. Final compensation will be determined in alignment with the Firm's compensation structure and the candidate's relevant qualifications.
Equal Opportunity Employer:
Cedar Pine is proud to be an Equal Opportunity Employer. We make employment decisions based on merit and business needs, without regard to race, color, ancestry, national origin, gender, sexual orientation, gender identity or expression, age, religion, disability, medical condition, veteran status, marital status, or any other status protected by law. This policy applies to all employment practices including recruitment, hiring, compensation, benefits, promotions, and terminations. We are committed to a workplace where every employee feels respected, included, and valued.
Internship - PWM Investment Solutions Support (Year-Round)
Investment banker job in Milwaukee, WI
About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026.
The Impact You'll Make:
Support and maintain applications used for Managed Product offerings (e.g,. Envestnet)
Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use
Assess book of business efficiencies to assist field consultants in preparing for branch office visits
Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance
Perform additional duties and assist with ad hoc projects as assigned
What You'll Bring to Baird:
Pursuing a bachelor's degree in finance, economics, business or related degree preferred
Anticipated graduation date of May 2027 or later
Strong written and verbal communication skills
Ability to work in a team environment and manage priorities to meet specific deadlines
Exceptional organizational and time management skills with a high attention to detail
Strong client service critical thinking and troubleshooting skills
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyInvestment Associate - Private Debt & Equity
Investment banker job in Milwaukee, WI
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly-rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC's Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.
**Please note, this opening is for a targeted 2026 start date**
Associate Responsibilities:
Analyze and evaluate private equity and private credit investments across a wide range of industries.
Develop investment theses.
Perform detailed financial analysis and modeling.
Assist in the writing of investment memos and present opportunities during investment committee discussions.
Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
Actively monitor portfolio performance.
Qualifications:
Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development.
A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
Strong interpersonal skills including written / oral communication and relationship building.
#LI-Onsite
Compensation Range:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington
or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
Auto-ApplyFuture Positions
Investment banker job in Buffalo Grove, IL
Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
Investment banker job in Milwaukee, WI
**BMO Commercial Banking** BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses.
As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally.
**Program Overview**
Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern.
**What's in it for you?**
+ Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking
+ Technical Training - an engaging and interactive learning program including an introduction to credit
+ Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities
+ Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients
+ Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc.
+ Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking
We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves.
**Qualifications:**
+ You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029
+ You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026
+ You have a preferred minimum GPA of 3.0/4.0
+ You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future
+ You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc.
+ You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity
The annual base salary for this position is USD $45,886
**Salary:**
$44,300.00 - $66,400.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Financial Services Representative
Investment banker job in Milwaukee, WI
Returning from Military Service? Join Our Team
Serving others is your calling. You should be proud of making a difference in the lives of our country. Agents at New York Life Insurance Company also take pride in making a difference in the lives of members of their communities by helping their clients build a more secure future for their families.
Just like the military, New York Life values integrity, rewards hard work, and enjoys a long history of accountability and achievement. In fact, we've been protecting America's families and honoring our obligations since 1845.
Join us.
We are actively hiring talented people for sales and sales management positions. The discipline, drive, and leadership qualities you developed during your military service may make this career an ideal fit.
You don't need previous experience in the financial industry to succeed in this career. Our top-notch, career-long training program will provide you with the foundation you need to hone your skills and continue to serve your community in a new way. You will have the support of a Fortune 100 company behind you, providing guidance, mentors, consultants, and marketing and sales resources.
We're looking for motivated self-starters who want:
Comprehensive and ongoing professional training and development
State-of-the-art marketing and sales solutions
A vast array of competitive insurance and financial products designed to meet the protection and financial needs of the clients
A clearly defined career path, including opportunities in Management for qualified individuals
Competitive benefits, including a defined benefit pension plan and significant income potential
Visit nylbenefits.com and select “NYL Agents” to explore the benefits offered to our agents. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
New York Life Insurance Company equal opportunity M/F/Disability/Veteran/SexualOrientation/Gender Identity
1692148 (Exp. 2/10/2024)
As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs.
You'll also:
Develop and implement business and marketing plans
Prospect for potential clients
Discuss the financial concerns and needs of individuals
Present potential solutions using our suite of products and services
Develop your professional skills and knowledge
Many of our financial professionals have served their country with distinction. Why not take the steps now to become a part of this great legacy?
We are looking for people who possess the following background/characteristics:
4-year college degree
Highly self-motivated and self-disciplined with the ability to work independently
Outgoing personality with the ability to develop relationships (i.e., “People Person")
Fearless, positive attitude, and willingness to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
Investment banker job in Milwaukee, WI
Application Deadline:
12/15/2025
Address:
790 N Water Street
Job Family Group:
Commercial Sales & Service
BMO Commercial Banking
BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses.
As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally.
Program Overview
Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern.
What's in it for you?
Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking
Technical Training - an engaging and interactive learning program including an introduction to credit
Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities
Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients
Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc.
Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking
We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves.
Qualifications:
You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029
You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026
You have a preferred minimum GPA of 3.0/4.0
You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future
You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc.
You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity
The annual base salary for this position is USD $45,886
Salary:
$44,300.00 - $66,400.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyCommercial Banking Intern Summer 2026
Investment banker job in Schaumburg, IL
Still in school but ready to launch your career? Our internship program is perfect for ambitious students looking to gain valuable hands-on experience that will build more than just your resumé - it will expand your career possibilities after graduation.
Our program is structured to provide students unique experiences tailored to their field of interest. Through these experiences, you'll build a foundation on which to further your career, your abilities and your dreams. Internships span 12 weeks and are offered in all of our business segments.
Why Huntington? As an intern, you will be exposed to many facets of our business and our distinguished culture:
We offer a robust schedule of events - full of professional development opportunities
Interact with our Executive Leadership Team on multiple occasions
Learn from senior leaders about career pathing and Huntington business segments
Master the key concepts of our innovation framework through a business relevant team project
Immersion into our award winning culture through volunteer and social events
Duties & Responsibilities:
Collaborate directly with your manager
Support organization and department initiatives
Provide recommendations to improve your department
Work both independently and within a team
Exhibit a professional, business-like demeanor
Exhibit excellent oral and written communication skills
Aptitude - proficiency with computer software, particularly the Microsoft Office Suite
Take initiative to achieve personal career goals
Participate in all HNB internship events
Energy, enthusiasm, and passion for Huntington!
Basic Qualifications:
High School graduate
Enrolled in an Undergraduate or Graduate accredited University
Demonstrated teamwork and leadership through extracurricular activities and/or work experience
Exceptional communication, interpersonal, and relationship building skills
Ability to work independently or as part of a team
Proficiency in MicrosoftOffice applications
Preferred Qualifications:
Course(s) of study applicable to the area of business
Ability to maintain professional composure in a dynamic work environment that often requires management and completion of multiple tasks
Demonstrate sound judgment and ability to apply logical/critical thought processes when developing solutions
Ability to display a positive business presence with management and external personnel
A strong interest in Banking as a career
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$20-$25 hourly
The compensation range represents the low and high end of the base compensation range for this position. Colleagues in Intern positions are eligible for paid holidays and Huntington's retirement savings plan.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyFinancial Representative - State Farm Agent Team Member
Investment banker job in Bartlett, IL
Benefits:
401(k)
Paid time off
State Farm Insurance Agent located in Bartlett, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Michelle Twitchell - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Profit sharing
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Detail oriented
Ability to make presentations to potential customers
Must be available to work the following schedule: Weekdays 9:00AM - 5:00PM
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $45,000.00 - $80,000.00 per year
Do you want a career and not just a job?
We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
Our office is located in Bartlett, Illinois.
I have been a State Farm agent since 1984.
I am a proud graduate of Millikin.
We currently have 8 team members at our agency.
We have 91 years of combined insurance experience in our office.
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Crystal Excellence Award, National Quality Award, Silver Scroll, Golden Triangle, and Bronze Tablet
Additional languages spoken: Spanish
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyFinancial Representative State Farm Agent Team Member
Investment banker job in Elgin, IL
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
401(k)
Health insurance
Now Hiring: Experienced Life Insurance & Financial Services Sales Representative
Location: Elgin, IL
Agency: John Sutton - State Farm Insurance
Position Type: Full-time
Compensation: Competitive base + commissions + performance bonuses
Are you ready to take your financial services career to the next level?
At John Sutton State Farm in Elgin, were expanding our team and looking for a licensed, driven, and experienced financial services professional with a proven track record in life insurance and financial product sales. If you're currently with a firm like Edward Jones, New York Life, or another brokerage and are looking for greater flexibility, higher earning potential, and a more entrepreneurial environmentthis may be the move you've been waiting for.
What Youll Do:
Proactively identify and cultivate new business opportunities for life insurance, annuities, and other financial service products
Build lasting relationships with individuals, families, and small business owners in the Elgin area
Deliver personalized recommendations through comprehensive financial needs analysis
Educate clients on State Farms suite of financial and insurance products
Work in a collaborative, high-performing office environment with strong back-office support
What Were Looking For:
Minimum 2+ years of experience in life insurance or financial services sales
Active Illinois Life/Health license required
FINRA Series 6, 63 and 65 preferred
Strong prospecting, relationship-building, and closing skills
Bilingual Spanish speakers highly encouraged to apply
Self-starter mindset with entrepreneurial drive
Familiarity with the Elgin market or surrounding area a plus
Why John Sutton State Farm?
No asset minimums. No AUM quotas. No cold call lists from HQ.
Youll receive quality leads, strong local brand recognition, and the support of one of the most respected names in insurance and financial services.
Flexible, independent-agent style selling with the backing of a trusted Fortune 500 brand
Aggressive commission structure with uncapped earning potential
Pathway to Agency Ownership for the right candidate
If youre feeling stuck in a rigid corporate structure, tired of pushing products that dont align with client needs, or looking for a more entrepreneurial environment with real growth potential, we want to talk to you.
Private Client Banker - Carpentersville - Carpentersville, IL
Investment banker job in Carpentersville, IL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPrivate Client Banker - Libertyville Cook - Libertyville, IL
Investment banker job in Libertyville, IL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyMain Banker
Investment banker job in Waukegan, IL
Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include:
Bank Vault Attendant
Vault Attendant
What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need:
High School/GED preferred
Minimum of 1 year cash handling in a high volume environment.
Ability to handle high volume and stress situations.
Basic math skills with knowledge of currency
Excellent guest service communication skills
Ability to handle high volume and stressful situations
Proficiency in Excel and/or Google Docs
Computer and typing skills
Bilingual a Plus ( Preferred)
Physical Requirements:
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 50 lbs.
Certificates, Licenses, Registrations: â Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary:
Medical, Dental, Vision
Matches 50% of your contribution, up to 4% of eligible contribution
Educational Tuition Reimbursement
Paid Time Off
Ventra Program, EAP programs, etc.
Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Salary Range:
$19.00-$30.00
Financial Representative - State Farm Agent Team Member
Investment banker job in Waukegan, IL
Replies within 24 hours Benefits:
Competitive salary
Opportunity for advancement
Training & development
🌟 Join the Team at Manuel Torres State Farm in Waukegan! 🌟 Bilingual Spanish Sales Representative
Location: Waukegan, IL
Type: Full-Time
Are you ready to make a difference while speaking your native language? Manuel Torres State Farm is on the hunt for a vibrant, bilingual Spanish Sales Representative to join our dynamic team in Waukegan! If you're passionate about helping others, love building relationships, and thrive in a fast-paced environment, this is the role for you!
What You'll Be Doing:
🌟 Connect & Engage: Use your Spanish-speaking skills to build lasting relationships with our diverse clients. Your ability to communicate clearly and effectively will be key in delivering exceptional customer service.
💼 Sales & Solutions: Dive into the exciting world of insurance! Help clients understand their options, recommend products that fit their needs, and close sales with confidence and enthusiasm.
🛠️ Team Player: Collaborate with our awesome team to reach sales goals and contribute to a fun, supportive work environment. Your positive attitude and teamwork will shine here!
📈 Grow & Learn: Take advantage of professional development opportunities and advance your career with us. We're committed to your growth and success!
What We're Looking For:
🗣️ Bilingual Brilliance: Fluency in Spanish and English is a must! Your language skills will be the key to connecting with our clients.
🌟 Sales Savvy: Experience in sales is a plus, but if you're a quick learner with a passion for customer service, we want to hear from you!
💬 People Person: Excellent communication skills, a friendly demeanor, and a knack for problem-solving. We need someone who can build rapport and make clients feel valued.
🎉 Energetic & Enthusiastic: Bring your positive energy and enthusiasm to our team. We're looking for someone who's ready to dive in and make an impact!
Perks & Benefits:
Competitive salary with performance-based incentives
Paid time off and holidays
Opportunities for career advancement and professional development
A fun, inclusive, and supportive work environment
Ready to join a team where your skills and personality will truly shine? Apply today and let's make a difference together at Manuel Torres State Farm in Waukegan!
How to Apply:
Send your resume and a brief cover letter highlighting why you're the perfect fit for this role to [email address]. We can't wait to meet you!
Manuel Torres State Farm is an Equal Opportunity Employer.
Compensation: $17.00 - $20.00 per hour
We're Hiring!
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyBMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
Investment banker job in Milwaukee, WI
Application Deadline: 12/15/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses.
As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally.
Program Overview
Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern.
What's in it for you?
* Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking
* Technical Training - an engaging and interactive learning program including an introduction to credit
* Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities
* Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients
* Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc.
* Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking
We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves.
Qualifications:
* You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029
* You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026
* You have a preferred minimum GPA of 3.0/4.0
* You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future
* You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc.
* You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity
The annual base salary for this position is USD $45,886
Salary:
$44,300.00 - $66,400.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyPrivate Client Banker - Carpentersville - Carpentersville, IL
Investment banker job in Carpentersville, IL
JobID: 210686960 JobSchedule: Full time JobShift: Base Pay/Salary: Carpentersville,IL $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinancial Representative Entry Level
Investment banker job in Barrington, 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 - Chicagoland!
At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support financial services workers who share our commitment to making a difference. Recognized as one of the
Top Places to Work in Chicago
since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a
record-breaking $9.2 billion in dividends in 2026
, our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alexs Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities.
Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515
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 Our Team:
Ryan Kramer CLF, ChFC, CLU, Managing Partner:
Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.
Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters.
Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.
Trent Mausser CLU, ChFC, Managing Director:
Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.
Prior Experience: Recognized nationally as a top college representative, Trent was featured in
USA Today
in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.
Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand.
Kevin Pabst ChFC, Managing Director:
Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.
Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.
Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house.
Scott Carr CLU, MSM, Managing Director:
Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.
Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.
Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.
Jason Frano Managing Director:
Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.
Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.
Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family.
Tracey Daniels Executive Director of Selection, Chicagoland
Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.
Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.
Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her 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.
Learn more about Northwestern Mutual - Chicagoland: *******************************************
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. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
U.S. Private Bank - Private Banker - 2025 ReEntry Program
Investment banker job in Evanston, IL
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 22, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our
ReEntry Overview
page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
Three plus years of previous work experience in Private Banking or Financial Services
Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
Proven sales success and strong business acumen
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
Proactive, takes initiative, and uses critical thinking to solve problems
Strong community presence with an established network
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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