Financial Advisor
$50k - $80kPriority Dispatch
# 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 service and trusted financial guidance. As a community bank, we believe that strong relationships are the foundation of financial success-for our clients, our employees, and our community.**Position Summary** We are seeking an experienced and client-focused **Financial Advisor** to join our team. This role is dedicated to helping individuals, families, and businesses in our community build and preserve wealth through sound financial planning and investment strategies. The right candidate will be someone who values long-term relationships over transactions and takes pride in guiding clients with integrity and care.**Key Responsibilities*** Develop and maintain strong, trust-based relationships with clients.* Provide investment advice and financial planning tailored to each client's goals and values.* Conduct regular portfolio reviews and make appropriate recommendations.* Educate clients on financial strategies in a way that is approachable and easy to understand.* Collaborate with other bank departments to ensure clients receive well-rounded financial solutions.* Stay current with market trends, regulatory requirements, and investment products.**What We Offer*** Competitive salary range of $50,000-$80,000 with performance-based incentives.* Comprehensive benefits including health, dental, vision, and retirement plans.* Employee Owned Stock Program* Opportunities for professional growth and continuing education.* A supportive, team-oriented environment where your work makes a difference in the community.At First Neighbor Bank, you'll have the opportunity to do meaningful work while building lasting relationships in the community you call home.## Qualifications* Bachelor's degree in Finance, Business, or a related field (advanced credentials such as CFP, ChFC, or CFA preferred).* FINRA licensing (Series 7, 63, and/or 65/66) or ability to obtain within a designated timeframe.* Minimum of 2 years of experience in financial advising, investment management, or wealth planning.* Strong knowledge of investments, retirement planning, and risk management.* Excellent listening, communication, and relationship-building skills.* Commitment to serving clients with integrity and putting their needs first. #J-18808-Ljbffr
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...SuggestedFor contractorsWork at office- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...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...SuggestedFull timeWork at officeFlexible hours
- 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
$80k - $100k
...Associate Financial Advisor Berger Financial Group Inc, Springfield, Illinois, United States Description: This position works in tandem with a Financial Advisor to maintain client relationships. The goal is to offer custom advice in areas such as investment management...Work at officeWork from homeMonday to Friday- ...Regional Recruiter @ Modern Woodmen of America 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...Full timeLocal area
- ...Organization : Name CHICAGO NORTH SHORE IL Default: Location : City BUFFALO GROVE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
$140k - $200k
...is prioritized, and your impact is profound. As a senior-level Financial Consultant, you won’t just manage portfolios—you’ll transform lives... ...relationships through advanced financial planning. Trusted Advisor Status : You’ll be the go-to expert for clients navigating wealth...Work at officeLocal areaFlexible hours$16 - $18 per hour
...award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers...Hourly payFull timeWork at officeLocal area$15 per hour
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...Minimum wageFull timeContract workPart time- Job Description Top 100 AmLaw firm seeks an associate to join its Finance Practice Group in its Chicago office. Qualified candidates must have 3-5 years of solid and meaningful experience in the areas of acquisition financing, agented syndicated secured financings and ...Work at office
- ...affords personal and professional growth opportunities. Learn more at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
$43.89k - $102.08k
...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the...Hourly payFull timeTemporary workWork experience placementLocal area- ...invoicing process by preparing, reviewing and processing invoices accurately and on time. Reconcile client budgets with internal financial data to help ensure accurate reporting and financial visibility. Maintain accurate financial records and support the day-to-day financial...Internship
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50 - $60 per hour
...A leading AI development firm is seeking a Wealth Manager to train AI on financial decision-making processes remotely. This role is designed to accommodate multiple lifestyles, offering flexibility for both part-time and full-time engagement. Candidates should possess...Hourly payFull timePart timeRemote work$65k - $75k
...Personal Financial Counselors (PFC) Provide personal financial counseling services to military service members and their families. Services include financial education and counseling that may encompass one‑on‑one counseling, consultation with a commander or other staff...Contract workWork at officeFlexible hours- ...J.P. Morgan Chase is seeking a Private Client Advisor in Illinois. This role involves offering comprehensive financial planning and advice to a diverse client base. Candidates should have a minimum of 2 years of financial advisory experience, possess required licenses...
$65k - $75k
...organization to find an experienced FP&A Analyst to join its finance team in Westchester, IL. In this hybrid role,ая you’ll support financial strategy through reporting, modeling, and cross‑functional collaboration. Key Details Compensation: $65,000–$75,000 annually...Work at officeRemote work$85k - $95k
...dynamic FP&A Analyst to join their team! Hybrid - REMOTE FRIDAYS! FP&A / Analytics (Primary - ~75%) Prepare monthly and quarterly financial reports, including variance analysis Analyze performance at both the segment and consolidated level Track and report KPIs across products...Local areaRemote work$80.75k - $95k
...Job Title Senior Financial Analyst (FP&A) Job Description Summary C&W Services is seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Analyst to support financial planning, forecasting, reporting, and business performance analysis across...Minimum wageInternshipFlexible hours$70k - $80k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an... ...client relationships through active participation in the financial planning process. Responsibilities include creating and implementing...Work at officeLocal areaRemote work2 days per week$44.72k - $57.5k
...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 workPart timeWork experience placementWork at office- The Federal Bureau of Investigation (FBI) is seeking candidates with an accounting background to become special agents. This position offers a unique opportunity to leverage your skills in an investigative role addressing national security threats. As an FBI special agent...Work at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$16.01 - $18.41 per hour
Pay or shift range: $16.01 USD to $18.41 USD. The listed range is the estimated amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. Description SUMMARY The Relationship...Contract workWork at officeShift workWeekend work$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$41.71k - $69k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Local areaImmediate startDay shift
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