Financial Services Advisor - Insurance & Planning
drew karis - State Farm Agent
drew karis - State Farm Agent in La Grange, IL is seeking a Financial Services Representative to market financial products, educate customers on options, and support risk management through life and health coverage. You will blend sales-driven and consultative approaches to build client relationships and grow the agency. This role requires an active Life & Health license and strong communication and analytical skills. #J-18808-Ljbffr drew karis - State Farm Agent
- ...Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth... ..., risk management, estate planning, retirement planning, children’s college... ...client needs. A passion for client service. You enjoy talking with clients and...SuggestedFull timeTemporary work
- WestPoint Financial Group, located in Lisle, Illinois, is seeking a Wealth Management Advisor to provide comprehensive financial guidance in insurance, investments, and retirement planning. This role includes developing customized solutions and partnering with in-house...Suggested
- PNC Wealth Management is seeking a Wealth Advisor to develop tailored investment and insurance strategies, build a loyal client base, and... ...drive referrals while delivering exceptional service. The role emphasizes financial planning, relationship management, and adherence to...SuggestedWork at office
- ...allows one to offer a service of value in return for... ...you touch. As a Lenox Advisor, you will work... ...through and secure their financial future. Who We Are Lenox... ...a premier wealth and insurance advisory firm providing... ...risk management, estate planning, retirement planning,...SuggestedDay shift
- ...and is goal-oriented. This role involves building lasting client relationships and meeting sales targets. The position offers a competitive salary, opportunities for growth, and comprehensive training in insurance products to ensure success. #J-18808-Ljbffr Jill WilleySuggested
$90k - $122k
Job DescriptionSenior Analyst, Financial Planning & Analysis - Specialty About Acrisure A global fintech... ...with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure...Full timeWork at officeImmediate startFlexible hours$61k - $76k
...Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small... ...and medium-sized businesses, financial sponsors and consumers.... ...Companies to Work for in Finance and Insurance & Overall 2025-2026. Newsweek... ..., organizational and planning capabilities. Ability to identify...Remote work- ...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... ...you sell The look and feel of an independent advisor—with the benefits of being an employee Three...Full time
- Senior Financial PlannerCompany OverviewWe are a full-service Wealth Management firm that has been serving the greater... ...in-depth knowledge of financial planning principles and strategies, along... ...health including investments, taxes, insurance, and estate planning.Provide...
- Advanced Planning Advisors Group Inc. in Naperville, IL is seeking a full‑time Financial Advisor to provide comprehensive guidance to individual... ..., investments, and insurance. The role emphasizes staying... ...team to deliver high‑quality service. #J-18808-Ljbffr Advanced Planning...Full time
$115k - $135k
...InsuranceFitch Ratings’ North American Insurance group provides public and... ..., Mortgage, Title, Captives, Financial Guaranty, and Insurance-... ...ratings, research, and data services to help investors make informed... ...analysis or in a strategic planning, financial management or actuarial...Shift work$120k - $185k
...strategic, operational, and financial advice to private equity firms... ...consumer products, financial services, healthcare, energy and technology... ...modeling, including scenario planning ~ Financial planning &... ...a trusted and reputable advisor Qualifications: ~...Full timeWork experience placementLocal area- ...and residents, to build a full-service community hospital in the... ...Chicago; creating a comprehensive plan to increase services and meet... ...second to none! Patient Financial Services Representative The... ...performing patient billing, insurance follow-up, and financial counseling...Temporary work
$75k - $90k
...Job Description: Financial Services Associate Our client is a rapidly growing boutique... ...firm provides comprehensive financial planning and wealth management services to affluent... ...completing Annuity and Life Insurance applications with carriers is mandatory...Summer workWork at office$60k - $75k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative... ...: Consult customers with financial planning and investment options. Assist... ..., IL and help customers with their insurance and financial services needs,...For contractors- ...performance. What you will do Manage interest rate risk model and produce reports for interest rate scenarios. Administer planning model and reporting tools to prepare rolling forecast and annual budget. Analyze variances between actual results and budget/...Work experience placement
$60k - $80k
...Modern Woodmen has an excellent opportunity for a Financial Representative in the Chicagoland area. Our... ...Representatives help their clients (Modern Woodmen members) plan for their financial security through life insurance, annuities, investments and other financial...Flexible hours$81k - $110k
...Job Description Team: Financial Planning and Analysis Salary Range: $81000 - $110000 USD Location: Hybrid - Chicago (1 day in-... ...Chicago office. Opportunity for Impact Applied is where insurance technology gets reinvented and we build it fast. Our cloud...Full timeWork at officeWorldwide1 day per week$72k - $141k
...business unit is not your typical slow-moving insurance company. We have the resources of a... ...business partners to support the financial management associated with CNA’s Long-Term... ...Strong project management, organization and planning skills, with the ability to manage multiple...Full timeWork experience placementWork at officeFlexible hours- Hightower is seeking a Wealth Advisor to serve high-net-worth clients, lead comprehensive financial plans, and deliver tailored wealth management solutions. You’ll work with an experienced team and meet clients from our Chicago or Oak Brook offices, with travel as needed...
- Financial RepresentativeThe purpose of the Financial Representative is to meet the needs... ...s) and develops appropriate marketing plan to sell insurance and investment solutions.Travels... ...the purpose of sales, conservation, and service.Adequately prepares for and conducts all...Work at officeLocal area
$60k - $75k
Heyinsuranceguy is seeking a Financial Services Representative for their State Farm Agent Team in Aurora, IL. The ideal candidate will have... ...licenses. Responsibilities include consulting on financial planning, assisting with portfolio management, and maintaining compliance...Full timeFlexible hours- JPMorgan Chase in Oak Brook, Illinois is seeking a Private Client Advisor to deliver personalized financial planning and advisory services to a range of clients. You will focus on building a book of business and maintaining relationships, emphasizing client needs and integrity...
- Financial Advisor Location: Remote / Flexible Employment Type: 1099 Independent Contractor... ...is available through Schwab Advisor Services. What You'll Do Continue... ...investment, and comprehensive financial planning strategies for clients. Maintain...For contractorsRemote workFlexible hours
- ...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... ...sell \n The look and feel of an independent advisor—with the benefits of being an employee \n Three...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...goals through financial planning. On your path to becoming a... ...• Investment & Advisory Services • Trust Services •... ...including investments for growth, insurance for protection, and annuities...Work at office- Jerry Lucente State Farm is seeking a Financial Service Representative to market and educate customers on financial options. You will analyze... ...and portfolio strategies, and support clients with planning for everyday risks. The role emphasizes compliant, consultative...
- Northwestern Mutual is offering a college internship as a Financial Representative in Oak Brook, Illinois. The program provides students the opportunity to build a financial planning practice while receiving guidance from industry experts. Students will learn skills in...InternshipFlexible hours
$115k - $135k
...Analyst, Associate Director - Insurance At Fitch, we have an open... ..., Mortgage, Title, Captives, Financial Guaranty, and Insurance‑Linked... ...insurance analysis or in a strategic planning, financial management or... ...analysts, professional services, or financial/operational roles...Shift work$136k - $204k
...make a difference and are proud to be an insurance company that goes well beyond coverages... ...US Actuarial Pricing team supporting the Financial Lines portfolio. As the lead pricing... ...development, price monitoring, loss-ratio planning, profitability studies, and rate filings...Full timeTemporary workWork at officeRemote work3 days per week
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