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Investment Banker Jobs in Waukegan, IL

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  • Financial Representative Trainee (Sales) -- Chicago. IL

    Mutual of Omaha 4.7company rating

    Investment Banker Job 11 miles from Waukegan

    Work Type: Full Time Regular Application Closes: Open Until Filled SHARE 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: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $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. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. 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 *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Absence Distribution Director - Remote Remote | 503620 Summer 2025 Environmental, Social, and Governance (ESG) Intern Nebraska | 503623 Summer 2025 Graduate Data Science Intern - Remote Remote | 503664
    $36k yearly 6d ago
  • Investment Associate

    RCP Advisors

    Investment Banker Job 37 miles from Waukegan

    RCP is looking to hire a highly motivated Associate to join our investment team this summer (2025). The individual in this role will participate in all aspects of RCP's investment process, with a focus on underwriting primary, secondary and co-investment opportunities in the Lower Middle Market Buyout space. Working alongside the collaborative team, this person will have the opportunity to make an immediate positive impact on RCPs business while continuing to develop his or her own professional skills. Duties and responsibilities Diligence and execute co-investment transactions, which will entail all aspects of directly investing into the cap table of an operating company, including meeting management teams, assessing industry attractiveness and creating detailed LBO valuation models Underwrite secondary investment opportunities, including top down and bottoms up LBO valuation models for baskets of operating companies Evaluate primary investment opportunities for RCP's fund of funds product and serve as an integral member of the deal team that assesses and underwrites potential commitments. This includes top down-market research, screening and review of data room materials, meeting with fund managers and quantitative and qualitative due diligence on partnerships and companies Prepare investment memos and co-lead RCP investment committee discussions on primary, secondary and co-investment opportunities Train and mentor pool of analysts on investment team Requirements and Qualifications Required Bachelor's degree required - this is a Pre-MBA position 2-3 years of work experience in an industry with private equity exposure (secondaries, co-investment firm, investment banking, credit underwriting, valuation, management consulting, investment management) Advanced modeling and Microsoft Office skills (Excel, PowerPoint, Word) Ability to prioritize and manage his/her workload such that deadlines are consistently met High degree of comfort in a dynamic and fast paced work environment Possess strong attention to detail and the ability to effectively prioritize multiple tasks Analytical, quick thinker with unconventional problem-solving capabilities Excellent time management, project planning, and organizational skills Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences Dynamic relationship building and partnership skills; a strong teammate with experience leading initiatives across multiple departments Must have the ability to interact with a variety of individuals (employees at all levels, clients, vendors), along with the ability to work independently are required Benefit & Compensation Insurance services including medical, dental and vision plans. Company and employees pay premiums. 401k with a company safe harbor contribution for all eligible employees Short- and long-term disability Voluntary life, AD&D, voluntary accident insurance, voluntary critical illness and voluntary hospital indemnity Employee Assistance Program Pre-tax commuter benefit program Transit and cell phone stipend 12 paid holidays Unlimited time off for vacation, sick and personal time Paid Parental leave Compensation range for this role is $115,000 - $160,000 If you believe you would be a good fit for this position, please send your resume to ***********************. Thank you in advance for your consideration. About RCP Advisors Founded in 2001, RCP Advisors is a private equity investment firm headquartered in Chicago that provides access to lower middle market private equity fund managers through primary funds-of-funds, secondary funds, and co-investment funds. Additionally, the firm provides advisory and investment research services. The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands. RCP Advisors is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at RCP Advisors are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) RCP Advisors will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at ************** or ***********************.
    $115k-160k yearly 4d ago
  • Investment Implementation Associate

    GCM Grosvenor 4.3company rating

    Investment Banker Job 37 miles from Waukegan

    As a member of the Investment Implementation team within GCM Grosvenor's Finance Department, the Associate will conduct day-to-day investment operations-related responsibilities for the GCM Grosvenor funds with a focus on implementation of hedge fund, private equity, real estate, and infrastructure investments. The Associate will liaise with numerous internal departments, including Investments, Portfolio Management, Legal, Fund Finance and Client Services in addition to external parties such as investment managers, administrators and custodians to coordinate the relevant functions. As an onsite/hybrid employee, you are expected to be in the office on Tuesdays, Wednesdays and Thursday. RESPONSIBILITIES Ensure that the investment-related decisions of GCM Grosvenor's Portfolio Managers, Investment Committees and Operations Committee are executed appropriately by implementing subscriptions, redemptions and transfers of interests among hedge fund, private equity, real estate, and infrastructure investments. Prepare and disseminate applicable investment documentation for investments (e.g., subscription documents, co-investment documents, redemption notices, transfer agreements and letters of direction). Liaise with external investment managers, administrators and custodians regarding investment decisions and related inquiries. Serve as the main point of contact between GCM Grosvenor, external administrators, and managers to ensure compliance with Anti-Money Laundering requirements. Identify and negotiate transactions required with investment managers to effect GCM Grosvenor Fund modifications, Fund restructures, transitions and transfers in-kind. Interface directly with external clients by preparing client reports and communications and implementing customized client requirements. Review and analyze governing documentation for planned investments in order to understand the terms and conditions of the GCM Grosvenor Fund investment. Review key provisions of underlying hedge fund documentation that have been abstracted into GCM's databases in order to aid in investment decision making. Review legal documentation for newly created GCM Grosvenor funds to identify and extract key information required for completing subscription agreements. Perform liquidity analysis on hedge fund investments. Monitor and ensure compliance with internal trading policies and procedures. Design and implement control techniques including working with Information Technology staff to develop and implement automated solutions and find ways to leverage existing technology and software. Participate in and lead special and recurring projects and report results to senior management. Perform additional related duties as assigned. EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS BA/BS with outstanding academic credentials. 3 to 5 years of business experience in the financial industry. A prior focus in the asset management segment of the financial services industry is preferable. Outstanding verbal and written communication skills. Proven ability to communicate effectively with clients and key stakeholders. Strong attention to detail and concern for quality and accuracy of final product. Ability to multi-task and prioritize work in a fast paced, changing environment. Excellent work ethic and high degree of professionalism. Proven ability to design and implement new processes. Superior organization, decision making and problem solving skills. Demonstrated initiative and ability to manage projects independently from start to finish. Strong interest in furthering technological initiatives to create efficiency and reduce risk. Proven ability to work both independently and within a team. Strong analytical abilities. Highest degree of integrity and ability to maintain confidential information. Proficient in Adobe Acrobat and Microsoft Office Suite (including Outlook, Excel, Word and PowerPoint). Desire to work in dynamic, entrepreneurial organization. In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. He or she will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion and judgment. CULTURE We are not afraid to think differently. Embrace new ideas. Dream big. Welcome change. We are a culture of empowerment, accountability, high performance, and trust. Successful team members are self-motivated and energized by working alongside thoughtful and smart colleagues in a fast-paced environment. Individuals who thrive on this team enjoy being a part of an organization focused on excellence. We look for naturally collaborative individuals who enjoy interacting at all levels of the organization. DIVERSITY, EQUITY & INCLUSION A diverse, engaged team is critical to our ability to successfully create and deliver value to our clients. We are committed to creating an inclusive environment where diverse professionals can thrive professionally, and we are dedicated to training, retaining, and promoting minorities, women, LGBTQ employees, veterans and individuals with disabilities. Over 55% of GCM Grosvenor employees and 43% of executive management are women and/or ethnically diverse individuals. In addition, we seek to drive a more diverse, inclusive industry through our partnership with diverse professionals organizations and by consciously working with subcontractors and vendors that are certified as minority-, women-, or persons with disabilities-owned businesses.
    $96k-152k yearly est. 21h ago
  • Investment Associate

    Selby Jennings

    Investment Banker Job 37 miles from Waukegan

    Company Overview A well-established investment advisory firm, recognized for its commitment to diversity and inclusion, and named one of the best places to work in a major city for consecutive years. Job Responsibilities Research and Analysis: Conduct research on various industries and market segments to develop actionable investment ideas and theses. Perform quantitative and qualitative analyses to support investment underwriting. Support Senior Associates: Assist in processing new investment opportunities, including market assessments, competitive positioning, and financial analysis. Financial Modeling: Build robust financial models to support deal underwriting and structuring. Due Diligence: Facilitate diligence efforts on pursued deals, including business diligence, risk underwriting, and managing external advisors. Portfolio Management: Monitor and support existing portfolio companies, identify acquisition targets, new product/market opportunities, assist with financial planning, and attend board meetings. Communication: Prepare internal memoranda and other materials to support investment recommendations and communicate with internal stakeholders. Interaction: Facilitate ongoing interactions with management teams, attorneys, accountants, consultants, bankers, and other service providers. Qualifications Experience: At least two years of experience at an investment bank or principal-oriented investment fund. Experience in asset-backed credit, restructuring, leveraged finance, or debt capital markets is valued. Education: Bachelor's degree in Accounting, Finance, Business, or a related discipline with a strong academic record. Skills: Advanced financial modeling and analysis skills. Ability to manage multiple projects in a transaction-oriented environment. Strong collaboration and communication skills. Proficiency in MS Office (Word, Outlook, Excel, PowerPoint). High level of initiative, professional demeanor, and integrity.
    $82k-141k yearly est. 9d ago
  • Investment Associate, Chicago

    Chicago Pacific Founders

    Investment Banker Job 37 miles from Waukegan

    Based in Chicago and San Francisco, Chicago Pacific Founders ("CPF") is a leading strategic private equity firm focused on building and scaling companies within the healthcare services sector. This includes a focus on value-based care, multi-specialty buy-and-build, healthcare IT & AI, and healthcare real estate. CPF was created by healthcare founders and operators with 60 years of experience and a mission of “doing well by doing good.” CPF seeks to partner with organizations delivering the highest quality of care via a founder-friendly approach. Our leadership team has a diverse set of experience as it is comprised of former healthcare founders, operators, and investment professionals with a passion and successful track record of building healthcare businesses. Since 2014, CPF has invested in ~25 portfolio companies and completed over 140 add-on acquisitions. We are currently investing out of Fund III ($875M) with approximately $4 billion assets under management. For more information, please visit ******************* POSITION OVERVIEW The incoming Investment Associate (Summer 2026) will be responsible for building and refining intricate financial models, conducting thorough due diligence on potential investments, and assisting in the execution of transactions from start to finish. They will monitor portfolio company performance and conduct industry research to identify new investment opportunities. This role offers a stimulating environment where they will rapidly develop expertise in financial analysis, industry research, and transaction execution, laying the foundation for a successful career in private equity. KEY RESPONSIBILITES Build complex financial models to analyze investment opportunities and assess portfolio company performance Analyze various investment prospects within the healthcare services sector, considering their potential for profitability and growth Research and identify potential investment opportunities in target industries or sectors Conduct preliminary financial and operational analysis on target companies to assess fit with investment criteria Support preparation and presentation of investment recommendations to the investment committee Assist in the negotiation of transaction terms, coordinating with advisors, and drafting legal documentation Monitor portfolio company performance, participating in value creation strategies, and providing updates to senior management Assist with fundraising and investor relations activities, including preparing marketing materials and participating in presentations Provide analytical and administrative support to more senior team members QUALIFICATIONS The ideal candidate for the Associate position should possess the following qualifications: Strong academic credentials and achievement Strong M&A and deal execution experience from a top investment bank, consulting or private equity firm
    $82k-141k yearly est. 3d ago
  • Investor Relations Associate

    Asset Manager

    Investment Banker Job 37 miles from Waukegan

    RFP Manager - Investor Relations THE OPPORTUNITY: 7+ years of RFP writing experience in alternatives investment (institutional client experience preferred) Deep knowledge of separately managed accounts, registered/private funds, and investment strategies Strong writing, editing, and proofreading skills (writing samples required) Experience managing RFPs, RFIs, and DDQs across multiple teams and deadlines Ability to analyze investment data, including performance, attribution, and risk metrics Tech-savvy with Microsoft Suite; experience with RocketDocs a plus RESPONSIBILITIES: Oversee the RFP process - manage incoming requests, delegate tasks, review/edit content, ensure accuracy, and meet deadlines Liaise with internal teams (Investments, Operations, Compliance, Legal, etc.) to gather accurate information Ensure high-quality responses that strategically position the firm's products for institutional investors Maintain and update the firm's RFP database (RocketDocs) Drive process improvements - monitor KPIs, implement efficiencies, and explore technology solutions Potential for internal mobility within the organization 43090
    $82k-141k yearly est. 21h ago
  • Macro Futures Quantitative Trader

    Anson McCade

    Investment Banker Job 37 miles from Waukegan

    My client are a global proprietary trading firm looking to hire a senior Macro Futures Quantitative Trader based in their Chicago office. The role will be in one of the firm's strongest performing teams in Europe - they are now seeking a senior team member based in the US. As part of the team, you will focus on high-frequency macro futures strategies, utilizing the firm's market-leading platform to maximize returns. The ideal candidate will have a proven track record of success, demonstrating a high Sharpe ratio and exceptional return on capital. In this role, you will contribute directly to the team's PnL, with a generous bonus structure tied to your personal contributions. Responsibilities: Develop, implement, and manage high-frequency macro futures trading strategies. Collaborate with the European-based team to refine and optimize models and strategies. Use quantitative techniques to analyze and interpret market data, identifying trading opportunities in macro futures. Continuously improve trading strategies based on performance metrics, including Sharpe ratio and return on capital. Contribute to the overall PnL of the team with an emphasis on maximizing risk-adjusted returns. Collaborate with other quantitative traders and developers to leverage the firm's cutting-edge technology and infrastructure. Qualifications: Proven experience (5+ years) in high-frequency macro futures trading, with a strong track record of success and high Sharpe ratio. Expertise in quantitative analysis, statistical modeling, and programming (Python, C++, R, etc.). Strong understanding of macroeconomic drivers and how they impact futures markets. Demonstrated ability to generate significant returns on capital while managing risk effectively. Self-motivated, results-oriented, and able to work both independently and collaboratively within a high-performance team. Strong communication skills and the ability to work closely with team members across global offices. What They Offer: Access to a market-leading trading platform and proprietary technology. Opportunity to work in one of the firm's highest-performing teams. Attractive compensation package with a formulaic bonus based on personal PnL contributions. A fast-paced, dynamic work environment with ample room for growth and development.
    $72k-129k yearly est. 13d ago
  • Experienced Investment Banking Analyst

    Dresner Partners

    Investment Banker Job 37 miles from Waukegan

    *Please only respond to this advertisement if you have at least 1 year of previous experience working at an investment bank, valuation firm, commercial bank (or similar position) with extensive financial modeling experience. No recruiter calls will be accepted. A leading middle-market investment bank based in Chicago is currently seeking to hire an experienced investment banking analyst. This opportunity is open in locations nationwide. We offer our analysts the opportunity to gain extensive experience across multiple industries and transaction types including mergers & acquisitions, financings, restructuring and valuations. Analysts work on small deal teams and interface directly with senior-level bankers, client executives, private equity firms and other investors. The investment banking analyst program is a highly competitive two to three-year program and analysts who perform well have the opportunity to remain with the firm as an associate. Location: Nationwide Responsibilities: Play a key role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.) Primary responsibilities include modeling (valuation, merger, company projections, analyzing large data sets), research, analyzing and summarizing industry and company dynamics, compiling potential buyer/investor lists, etc. Interact with clients, potential buyers and investors Assist with all aspects of business development Contribute to periodic newsletters and industry pieces Skills: Strong financial modeling skills Strong accounting and financial statement analysis skills Excellent communication skills, both written and verbal Strong analytical and problem-solving skills Detail-oriented Strong work ethic Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks Advanced Microsoft Office skills, including Excel, PowerPoint and Word Candidate ideally possesses a Series 79 and Series 63 license Background Preferences: At least one year of experience working at an investment bank, valuation firm, commercial bank (or similar position) with extensive financial modeling experience Strong undergraduate and graduate academic performance Undergraduate degree in finance, accounting, business or economics is preferred
    $59k-94k yearly est. 7d ago
  • Options Trader

    Goldenstone Investments LP

    Investment Banker Job 37 miles from Waukegan

    GoldenStone Investments LP is a hedge fund manager in Chicago that is looking for exceptional talent to join . The firm mainly focuses on US equity and equity options markets. It employs various option-based trading strategies such as volatility arbitrage, event driven, and M&A arbitrage to deliver superior returns to its investors. Expereinced Options Trader Requirements: 1. 2 years options trading experience. Proven track record. Self-driven, hard-working and demonstrated strong interest and knowledge in financial market. 2. Personal traits of Competitiveness, strong communication skill and teamwork spirit. 3. Proficient in probability, statistics, and various quantitative analysis techniques. 4. Bachelor's degree+ from a top school is preferred and Major in Finance, CS, Math, or quantitative finance related. The firm offers a fast pacing and exciting working environment. We provide extensive training and growth opportunity.
    $73k-132k yearly est. 13d ago
  • Investment Banking Associate

    Next Level Recruiting, LLC 4.1company rating

    Investment Banker Job 37 miles from Waukegan

    ***Chicago/Minneapolis/Detroit Investment Banking Experienced Associate roles*** Our clients are well-established, growing Middle Market Investment Banks looking to add strong M&A Associates & VP's to the firm. -Deal Size: Middle Market (100-300m) -Deal Types: Primarily Sell Side M&A / Some Cap Raises -Competitive Comp. w/ boutique culture -White space to grow / Working closely with Sr. Management & MD's -Generalist in nature w/ segmented industry groups (Tech/TMT, Industrials, Healthcare, Consumer, Business Services) -No RE/Oil & Gas/FIG -Strong deal flow Target Candidate Profiles: -Ideal candidate will have 1+ years of Investment Banking Associate level experience, primarily M&A. Feel free to apply below, if appropriate. Daniel
    $106k-141k yearly est. 7d ago
  • Quantitative Trader

    Albert Bow 4.5company rating

    Investment Banker Job 37 miles from Waukegan

    Quant HFT Traders / Researchers | Up to $300k + bonus every 6 months | US or Remote Global My client is a quantitative trading firm that specializes in high-frequency trading and algorithmic trading across various global financial markets. They specialize in delivering high-performance, algorithm-driven trading solutions designed to capture opportunities in global financial markets. Using cutting-edge technology and data-driven strategies, they offer unmatched speed, precision, and scalability in executing trades across multiple asset classes, including equities, derivatives, and cryptocurrencies. Their systems are built to minimize latency and maximize efficiency, ensuring real-time market insights and seamless order execution. Whether you're looking to enhance liquidity, optimize trading strategies, or reduce risks, their expertise in quantitative research and automated trading gives you a significant competitive edge. By leveraging their advanced tools, you'll be positioned to thrive in the fast-paced, ever-evolving financial landscape. In short, they empower you to capitalize on market inefficiencies and gain superior results through innovative, technology-driven trading solutions. They are looking for experienced individuals or teams with a strong track record in developing profitable trading strategies - across multiple asset classes. Requirements: Proven experience in quantitative trading strategies for MFT or HFT. MFT: Experience with holding periods from a few minutes to 2 weeks. HFT: Sharpe ratio of 4+. Strong skills in mathematics, statistics, and programming (Python, C++, etc.). Ability to thrive in a fast-paced trading environment. Deep understanding of financial markets and market microstructure. The role has a salary banding between $150-300k base plus a bonus paid every 6 months. You will also get a PnL return. They have offices around the world or could offer remote if necessary. Does this sound like something you might be interested in? Please apply with an up to date resume and we can organise a time for a call. Best regards, Ed
    $65k-117k yearly est. 17d ago
  • Financial Representative

    Modern Woodmen of America 4.5company rating

    Investment Banker Job 47 miles from Waukegan

    Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
    $30k-41k yearly est. 14d ago
  • Financial Representative

    Northwestern Mutual 4.5company rating

    Investment Banker Job 32 miles from Waukegan

    Financial Representative//Financial Services Professional Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: #90, Fortune 100 company (2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021. 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 3 Combined client assets of NMIS and NMWMC as of June 30, 2021 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
    $43k-67k yearly est. 17d ago
  • Quantitative Trader- Commodities Trading Firm

    Thurn Partners

    Investment Banker Job 37 miles from Waukegan

    Job Title: Energy Quantitative Trader- Commodities Trading Firm Salary expectations: $150,000-250,000 Company Insight: A prominent global trading firm is looking for a talented Commodities Quant Trader with experience in the Northern American and European Oil, Natural Gas and Power markets to join their team. Known for its innovative blend of systematic, discretionary, and quantitative strategies, the firm consistently delivers high-quality, uncorrelated returns for its clients drawing on deep knowledge in trading, technology, and operations, all grounded in rigorous scientific research. In this pivotal role, you will be collaborating with the senior traders as well as quantitative researchers, utilizing their premier research platform to enhance both discretionary and systematic strategies and structure and evaluate new trading opportunities. This position presents substantial growth potential and the chance to influence key investment decisions, making it ideal for individuals passionate about commodities who seek to foster collaboration while maintaining autonomy. Your role: Research and implement analytical tools to understand the commodity markets. Analyze large data sets using advanced statistical methods to forecast fundamental drivers of commodities and prices. Develop a strong understanding of commodity fundamentals, and come up with trading strategy ideas. Document all fundamental models, challenge them, as well as trading recommendations. Implement trading strategies, within the allocated risk mandate. Experience/skills required: Quantitative background - includes degrees in Mathematics, Statistics, Econometrics, Financial Engineering, Operations Research, Computer Science and Physics. Programming proficiency with at least one major programming or scripting language (Pythonn,C++). Hands-on experience in the North American commodities market. High GPA/ 1st Class Hons degree. Proven track record of meeting challenging objectives. Ability to manage multiple tasks and thrive in a fast-paced team environment. Pre-Application: Please do not apply if you're looking for a contract or remote work. You must be eligible to live and work in the US, without requiring sponsorship. Please ensure you meet the required experience section prior to applying. Your application is subject to our privacy policy, found here: ********************************************
    $65k-114k yearly est. 21h ago
  • Financial Representative

    The Breakaway Group

    Investment Banker Job 26 miles from Waukegan

    In the Financial Representative role with Northwestern Mutual- you will work to deliver financial security to clients through a comprehensive planning process that integrates risk and investment products. We are looking for a go-getter who has the desire to help others better their financial future. THIS CAREER OFFERS THE FOLLOWING TO YOU: Stipends for training and licensing to help you get started. The ability to positively impact someone else's life. Access to personalized mentoring and award-winning training programs. Backing by Northwestern Mutual, an industry leader with a proven track record of success. Are you wondering if you could be a good fit? Many people find their calling in financial services after working in other industries- don't let past experience hold you back. DO YOU... Know how to connect with people, how to build personal, and how to form trusted relationship? Find financial planning interesting to you? Become very committed to your role and find yourself driven by success? Want to earn more for your hard work? Enjoy helping people make more informed, confident decisions about their finances? Find yourself ready to live the life you want, both personally and professionally? If you answered yes to one or more of those questions, being a Financial Representative for Northwestern Mutual might be the perfect fit for you! THIS IS A CAREER WITH ENDLESS OPPORTUNITIES This career is primarily commission based but also includes training stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. Average Compensation vs Top 25% Year 1 - $52,000 - $106,000 Year 3 - $103,000 - $202,000 Year 5+ - $430,000- $1,123,000 Beyond income, you'll also have access to a comprehensive benefits package. We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. It's also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter. LOCATION: Schaumburg, IL Devotion to its policy owners has led Northwestern Mutual through 164 years of industry success. Some of our accolades include: Fortune 100 Company Number one "World's Most Admired" company by Fortune magazine for over 25 years Named one of the “50 Best Companies to Sell For” by Selling Power magazine Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine Top 5 independent broker-dealers Northwestern Mutual has always received the highest possible financial strength ratings from the four major rating agencies: A.M. Best: A++ Fitch Ratings: AAA Standard & Poor's: AAA Moody's Investors Service: AAA
    $33k-63k yearly est. 3d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 24 miles from Waukegan

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $50k-70k yearly 6d ago
  • Financial Representative

    Guardian Life 4.4company rating

    Investment Banker Job 37 miles from Waukegan

    The Guardian Network is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated. We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success. What you'll be doing Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services. Provide clients with information related to financial products and services on an ongoing basis. Develop and maintain a base of clients who value your input and guidance. Work with clients to keep their financial plans current and aligned with their goals. Requirements Must be a US citizen or permanent resident A four‐year college degree Preferred Qualities Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding Desire to help others achieve financial success through planning and protection Driven to win and seeking a high-income potential opportunity An interest in building markets through connections and experiences to cultivate long term relationships About Guardian A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit ********************* About Park Avenue Securities LLC Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered. As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.
    $44k-69k yearly est. 9d ago
  • Personal Banker Hampton

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 49 miles from Waukegan

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 7600 W Hampton Ave, MILWAUKEE, WI 53218 @RWF22 Posting End Date: *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-32k yearly est. 60d+ ago
  • Financial Associate - Wealth Management

    Claire Myers Consulting

    Investment Banker Job 37 miles from Waukegan

    Our client, a well-established wealth management advisory firm in Oak Brook, IL, is seeking a Financial Associate to support high-end financial planning and investment operations. This role is ideal for a detail-oriented, business-minded professional with strong analytical and client service skills. Key Responsibilities Develop needs-based financial models and recommend portfolio solutions. Prepare proposals, open new client accounts, and manage client information. Input and analyze client data using financial planning software. Research and resolve client-specific issues, providing clear communication. Support the team with financial strategies and non-client projects. Qualifications Experience: 7+ years in a professional office setting, with financial services or planning experience preferred. Education: Bachelor's degree; financial planning coursework is a plus. Licensing: Series 6 required; Series 7 and 63 strongly preferred or expected shortly after hire. Skills: Strong organizational, communication, and technical abilities, with proficiency in Microsoft Office; experience with CRM, financial planning tools, or investment platforms is a plus. Compensation $85,000 - $100,000, plus bonus opportunities, based on experience.
    $85k-100k yearly 21h ago
  • Structured Finance Associate

    Consult Energy USA

    Investment Banker Job 37 miles from Waukegan

    Senior Structured Finance Associate Company: Leading Global Renewable Energy & Infrastructure IPP About the Company: I'm partnered with a globally recognized leader in renewable energy and infrastructure development, specializing in Utility Scale renewable projects and driving the clean energy transition across key markets. Position Overview: The Senior Structured Finance Associate will be critical in structuring and modeling Tax Equity transactions for Utility Scale renewable projects. The ideal candidate will bring expertise in structured finance, renewable energy exposure, and the ability to lead financial strategies that optimize project capital structures. Key Responsibilities: Lead the structuring, negotiation, and execution of Tax Equity financing transactions. Develop, refine, and maintain financial models for project finance, focusing on Tax Equity structures. Collaborate with cross-functional teams, including project development, legal, and engineering, to support deal execution. Conduct due diligence and manage relationships with lenders, investors, and key stakeholders. Qualifications: 2-5 years of experience in structured finance, with a strong background in Tax Equity transactions. Proven expertise in financial modeling, structuring, and execution of project finance deals. Exposure to renewable energy financing is required, and experience in utility scale projects is strongly preferred. Exceptional analytical, negotiation, and communication skills. Ability to manage multiple projects simultaneously and work in a fast-paced environment
    $41k-77k yearly est. 3d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Waukegan, IL?

The average investment banker in Waukegan, IL earns between $87,000 and $291,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Waukegan, IL

$159,000
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