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
$61k - $119k
...Financial Advisor OpportunityBecoming 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...SuggestedWork at office$61k - $119k
...Overview 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...SuggestedWork 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
$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- ...A fraternal financial services organization is seeking financial representatives to help individuals achieve their financial goals through tailored plans. Applicants should possess strong leadership skills, integrity, and the ability to build relationships. Required qualifications...Suggested
- ...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...
- 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- ...Role Overview As a Financial Representative at Northwestern Mutual, you will help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Key Responsibilities Client Consultation: Engage with clients to...Work from homeVisa sponsorshipFlexible hours
- ...Northwestern Mutual invites motivated college students to join its Internship Program as College Financial Representatives in Springfield, IL. You will build a foundation for an integrated financial planning practice while receiving coaching and access to exclusive products...InternshipFlexible hours
- ...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
- ...Financial Aid 80% #Assist with activities related to student financial aid programs for the School of Medicine #Enter and update financial aid information, budgets, and award packages while ensuring accuracy and completeness #Review financial aid records and required...
$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$140k - $200k
...is prioritized, and your impact is profound. As a senior-level Financial Consultant, you won’t just manage portfolios—you’ll transform... ...deepening relationships through advanced financial planning. Trusted Advisor Status : You’ll be the go-to expert for clients navigating...Work at officeLocal areaFlexible hours$65k - $75k
...Personal Financial Counselors (PFC) provide financial counseling services at military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services may include one-on...Contract workWork at officeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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$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 the...Minimum wageInternshipFlexible 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...
$80k - $89k
...all aspects of the meeting registration process including meeting and course setup, and assisting with the month‑end and year‑end financial close process. The Senior Finance Staff Associate processes cash disbursements for the Association’s related entity, OMSPAC. Additionally...Work at officeFlexible hoursNight shiftAfternoon shift2 days per week3 days per week- Regions Bank in Du Quoin, Illinois, is seeking a Relationship Banker I to deliver exceptional customer experiences on the cash line and over the phone. You will process transactions, identify customer needs, and help in resolving end-to-end inquiries while building meaningful...
$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Immediate startRemote work- ...legally authorized to work in the U.S. will be considered. A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The...Work at office
$37.62k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours$18 - $20 per hour
...Personal Banker About the Role The Personal Banker serves as a trusted financial partner to our customers by building relationships, understanding individual financial needs, and recommending appropriate banking solutions. Based at our Stevenson location in Springfield...Temporary workWork at officeLocal area$41.25k - $68.75k
...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 officeShift work$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. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$76.4k - $138.6k
...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this...Summer holidayLocal areaFlexible hours$19 per hour
...job; it's a chance to make a difference. As a locally owned, community-focused bank, we help individuals and businesses reach their financial goals through personalized service and trusted relationships. Our team is built on care, creativity, teamwork, balance, smart work...Full timeWork at office
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