Financial Planner
$15 per hourPrudential Financial
Business Development Manager at Prudential Advisors Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Planner in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at View phone number on click.appcast.io or email View email address on click.appcast.io to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Seniority level: Not Applicable Employment type: Full-time Job function: Sales, Business Development, and Finance #J-18808-Ljbffr Prudential Financial
$50k - $75k
A leading financial services firm located in Illinois is seeking a Business Development Manager to foster client relationships and guide them in achieving their financial goals. This role offers comprehensive training with no prior financial knowledge required, although...SuggestedFull time- A leading fraternal benefit society is seeking financial representatives dedicated to helping individuals improve their financial lives. In this role, you will create personalized financial plans and provide guidance to help members achieve their goals. Candidates should...Suggested
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- ...Group is looking for an analytical Paraplanner to support the financial planning team in the United States, Illinois. The position involves... ...with exposure to real client cases and a path toward becoming a financial planner or advisor. #J-18808-Ljbffr Masis Professional GroupSuggested
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...DataAnnotation is committed to creating high-quality AI. We are looking for a Financial Consultant to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$48.5k - $60k
First Bank Chicago is looking for a Relationship Banker for their Northbrook, IL location. This full-time, on-site position will involve developing and maintaining client relationships, onboarding new clients, and providing professional banking services. The ideal candidate...Full time- A financial institution in Illinois seeks a Relationship Banker to be the frontline representative, providing excellent customer experiences and building relationships. The role involves engaging with customers, promoting bank services, and maintaining account management...
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...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at officeShift work$20.25 - $24.75 per hour
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Citibank (Switzerland) AG is looking for a Personal Banker in Oakbrook, Illinois. This entry-level position emphasizes building customer loyalty and increasing sales to individual clients. Responsibilities include assisting in business credit requests, coaching branch staff...- A financial services institution in Metamora is seeking a dedicated Personal Banker to enhance customer financial health through personalized banking solutions. The role involves maintaining strong customer relationships, delivering excellent service, and meeting sales...Hourly payFull time
- ...oriented individual that is ready to meet our customers' needs. Proactively promotes all Heartland Bank products and services. Offers financial solutions to fit customers' needs in a confident manner. Responsibilities Create an excellent customer experience and engage...Work experience placement
$250k
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A leading financial institution is seeking a Personal Banker to enhance customer experience and manage financial relationships in Springfield, IL. This role involves proactive sales, customer education on financial products, and risk management. Candidates should have a...$48.5k - $60k
...but not limited to, name and address changes, account renewals, signer and beneficiary updates, etc. Counseling clients on their financial needs by making recommendations where necessary and appropriate Resolve client issues in a tactful and professional manner Assist...Full timeFlexible hours$20.55 - $25.05 per hour
...id: 37819**About Working at Commerce**Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’...Hourly payFull timeMonday to FridayShift work$41.71k - $69k
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PNC is hiring a Personal Banker in Springfield, IL. This role requires candidates to acquire and deepen customer relationships through proactive sales and exemplary service. The ideal applicant will have solid communication and interpersonal skills, along with a customer...$61k - $250k
Northwestern Mutual is seeking ambitious individuals to become financial advisors in Illinois, focusing on client-building and personalized financial planning. Responsibilities include managing client relationships and financial goals, utilizing award-winning training and...- As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America's Retirement Company and its mission to make a secure financial future possible - one person, one family, one institution at a time...Local area
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# Financial AdvisorCasey Tax and Accounting - Casey, IL 62420## OverviewSalary Range$50,000.00 - $80,000.00 Base+Commission/monthCategoryFinance## Description**About Us** At First Neighbor Bank, we've been serving our community for generations with a commitment to personalized...- Regional Director | The Greater Midwest Financial Group | Prudential Advisors The Opportunity: Prudential Advisors is looking for experienced financial advisors in the Central Illinois Area that are interested in taking their practice to the next level. This exciting opportunity...Full time
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Basic Requirements...Full timeWork at officeFlexible hours
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Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and...Work at office$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™....Work at officeWork from homeHome officeFlexible hours- 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...Local area
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Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company‑funded retirement package and...Full timeContract workFor contractorsWork at office- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
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