Financial Representative Trainee - Starting at $16/hr
Personal Banker Job 13 miles from Northbrook
Financial Representative Trainee (Sales) -- Chicago. IL
Work Type: Full Time Regular Application Closes: Open Until Filled
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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 *************************.
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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”.
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Macro Futures Quantitative Trader
Personal Banker Job 22 miles from Northbrook
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.
Quantitative Trader - RV/Cash Treasuries
Personal Banker Job 22 miles from Northbrook
A Chicago HFT firm with a 20+ year track record is looking to bring on a Quantitative Trader with cash treasuries experience. The firm is well known for their work in the futures space as well as their very collaborative environment and top tier technology. They are looking for somebody that can bring on fresh ideas/strategies to create revenue streams and generate profit.
Responsibilities:
Collaborate with researchers and developers to create new strategies as well as optimizing and enhancing existing ones.
Monitor and reconcile trade positions throughout the day
Research new opportunities for growth and pursue the expansion of market share
Qualifications:
3+ years of post-graduate experience working on high frequency trading strategies
B.S. / M.S. / PhD in CS, stats, Mathematics, Physics from a top 25 university
Proven success of developing models in a high frequency trading environment
Proficiency in Python or C++
Quantitative Trader
Personal Banker Job 22 miles from Northbrook
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
Quantitative Trader- Commodities Trading Firm
Personal Banker Job 22 miles from Northbrook
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: ********************************************
Financial Representative - Sales Role (Training and Development Provided)
Personal Banker Job 14 miles from Northbrook
Are you a self-motivated, performance driven, client-focused professional seeking uncapped growth both financially and professionally?
Join our Schaumburg and Barrington Northwestern Mutual team and start your career!
About The Role:
Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.
The advisor career with Northwestern Mutual allows one the opportunity to:
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
Commission structure to support early development
Uncapped Income Potential
Renewable Income
Flexibility of your schedule
Leadership Opportunities
Sponsorship of Licensing/Credentialing SIE, Series 6, Series 63, CFP, and more
Robust development bonuses to aid as you launch your business
Bonus Programs + Expense Allowance
Comprehensive Medical, Dental and Vision Coverage
Retirement Package; Pension Plan
Group Life and Disability Income Insurance
**This is primarily commission based but also includes stipends and bonuses. It allows you to control what you want to earn and how quickly you grow in your career. In the first year as a Financial Representative, our reps make an average of $85,000-$125,000 in their first year and their is potential for much more.
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
Prior sales and/or business experience preferred
Prior financial services experience not needed
Legal authorization to work in the US without sponsorship
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, recruitment, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
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:
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.
401(k)
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid time off
Paid training
Professional development assistance
Referral program
Retirement plan
Vision insurance
Education:
Bachelor's (Preferred)
Ability to Commute:
Schaumburg, IL (Required)
Barrington, IL (Required)
Ability to Relocate:
Schaumburg, IL: Relocate before starting work (Required)
Barrington, IL: Relocate before starting work (Required)
Work Location: In person
Financial Associate - Wealth Management
Personal Banker Job 21 miles from Northbrook
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.
Financial Representative
Personal Banker Job 34 miles from Northbrook
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.
Financial Representative
Personal Banker Job 9 miles from Northbrook
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.
Financial Representative
Personal Banker Job 14 miles from Northbrook
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
Structured Finance Associate
Personal Banker Job 22 miles from Northbrook
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
Financial Representative
Personal Banker Job 22 miles from Northbrook
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.
Financial Services Representative
Personal Banker Job 22 miles from Northbrook
Our client is seeking several motivated individual to join our Institutional Services groups. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical and methodical.
Responsibilities:
Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
Client inquiries typically encompass a broad array of themes including:
Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools;
Cash deposit and withdrawal activity, position transfers, and account administrative functions.
Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic;
Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
Margin calculations; Commission structure, interest, and fee.
Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions.
Required Qualifications:
Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
Multi-language skills an advantage URGENT NEED FOR PORTUGUESE AND SPANISH
Bachelor's or advanced degree is required.
If you meet the required qualifications and are interested in this role, please apply today.
The Solomon Page Distinction
Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs - this specialized approach sets us apart in the industries we serve.
About Solomon Page
Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.
Opportunity Awaits.
Associate, Underwriting | Private Equity Financing
Personal Banker Job 22 miles from Northbrook
Award-winning and rapidly growing Middle Market Private Equity lender hiring for Associate on Underwriting team! Offering an energetic and innovative culture, this firm has quadrupled in size since launching over a decade ago. Join a high-caliber team boasting a track record of tremendous success.
Keys to an interview - Associate, Underwriting:
Minimum of 2 years' full time work experience in Deals & Transactions Advisory, Valuations, Commercial Banking (direct lending / leveraged finance / asset based lending), Investment Banking, or Public Audit
Nice to have (or be progressing towards) advanced certification or degree (i.e. CPA, CFA, MBA)
Key Responsibilities - Associate, Underwriting:
Maintain full ownership over portfolio accounts that have closed.
Evaluate creditworthiness by analyzing financial statements, cash flow projections, and other relevant information.
Conduct thorough due diligence on potential transactions, including industry analysis and risk assessment.
Assist in preparing credit proposals, underwriting documents, and other necessary documentation.
Collaborate with internal teams to ensure accuracy and completeness of underwriting files.
Support senior underwriters in managing client relationships and negotiating terms.
Equity Trader Position
Personal Banker Job 22 miles from Northbrook
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Quant Trader - Interest Rate Futures
Personal Banker Job 22 miles from Northbrook
Role is based in Chicago, full-time
Hours: 7:30am - 5pm
About Us Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 350 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Overview We are seeking someone with a curious mind and an entrepreneurial spirit to join one of our trading desks as a Quant Trader. This is a well-established desk trading in commodities and interest rates. The ideal candidate for this role will have exposure to interest rates, be tech-savvy, eager to learn, and have the desire to make an impact, and takes initiative. You will have the opportunity to learn from experienced traders and apply your knowledge to the desk quickly. Responsibilities
Learn proprietary methodologies and trading systems within a systematic environment that support an established trading business
Engage in both trading execution, monitoring, and automation development work to enhance overall trading efficiency
Execute quantitative research and post-trade analysis utilizing Python
Build and maintain trading models
Enhance existing trades; identify and pursue new opportunities
Requirements
3+ years of on-desk trading exposure, specifically with interest rate futures
Possess a strong work ethic and be able to learn quickly in a fast paced, high-pressure environment
Detail oriented and organized
Maintain composure and communicate clearly when under pressure
Ability to succeed working as part of a diversified team
Strong interest in trading and financial markets
Strong understanding of math, probability, and statistics
Proficiency in SQL, Python, and statistical modeling
Advanced aptitude for problem solving multitasking
Financial Rep - Upcoming Grad
Personal Banker Job 12 miles from Northbrook
Financial Representative Trainee (Sales) -- Chicago. IL
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
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Quantitative Trader - Commodities
Personal Banker Job 22 miles from Northbrook
A prop trading firm in Chicago is looking to add a trader with commodity options market making experience. The firm has been around for 5+ years and was founded by individuals who spent time at top firms across the industry. They offer a very close and collaborative environment that will allow for lots of transparency and the opportunity to make an impact immediately.
Responsibilities:
Actively manage and reconcile the desk's position to ensure profitability
Monitor trading algorithms and offer feedback to developers and researchers on areas that can be improve
Create and grow relationships with brokers and other trading counter parties
Create new trading strategies to increase desk profitability and capture market share
Qualifications:
2-5 years of experience with a proven track record at a trading firm
Strong understanding and knowledge of options pricing
Prior experience dealing with brokers and OTC products
B.S. / M.S. / PhD in CS, stats, Mathematics, Physics from a top 25 university
Proven success in a high frequency trading environment
Financial Representative
Personal Banker Job 23 miles from Northbrook
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.
Financial Rep - Upcoming Grad - Starting at $16/hr
Personal Banker Job 18 miles from Northbrook
Financial Representative Trainee (Sales) -- Chicago. IL
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
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