Financial Services Pro - Insurance & Investments
$70k - $100kKariskares
Kariskares is looking for a Financial Services Representative to join the State Farm Agent Team in La Grange, Illinois. This full-time position requires a strong sales-oriented approach to educate customers on financial products and insurance. Responsibilities include consulting on financial planning, generating leads, and ensuring compliance with regulations. The role offers a competitive salary ranging from $70,000 to $100,000 per year along with various employee benefits such as health insurance and paid time off. #J-18808-Ljbffr Kariskares
$300k
...Description Job Description Senior Financial Advisor AFIN Family Wealth... ...accessible by offering personalized, hands-on service. We educate our clients about financial... ...products, and take the mystery out of investing, insurance, estate conservation, and preserving...SuggestedFull timeWork at officeLocal area- ...CFO Position Overview Halo Investing is a fast-growing financial technology company with a mission to empower... ...notes, SMAs, defined outcome ETFs, insurance, and annuities, connecting... ...roles within a regulated financial services firm, including proven experience as...SuggestedWork at officeLocal areaFlexible hours3 days per week
$41.71k - $69k
...Retail Banking Sales & Service Bilingual, English... ...and guidance regarding financial solutions that are in... ...everyday banking, retail investments, lending solutions,... ...part-time roles will be pro-rated based on number... ...also offers health insurance, tuition reimbursement...SuggestedContract workPart timeLocal areaImmediate startDay shift$41.5k - $60.5k
...Retail Banking Sales & Service Delivers... ...and guidance regarding financial solutions that are in... ...personal banking and investment advice. Meets customer... ...part-time roles will be pro-rated based on number... ...BMO also offers health insurance, tuition reimbursement...SuggestedContract workPart timeLocal areaDay shift- JMG Financial Group, Ltd. in Downers Grove is seeking a full-time Financial Advisor to service clients in Illinois. The advisor will provide comprehensive... ...planning, including investments, taxes, retirement, estate planning and insurance, with supervisory responsibilities...SuggestedFull timeWork at office
$60k - $80k
Comprehensive health insurance plan with dental options. STD, LTD... ...relations consulting firm providing investment community intelligence and... ...the cycles of the public financial markets. We are looking for... ...exceptional client service. We have Associate/AVP positions...- ...Managing Director, Financial Services About the Company Established financial services platform... ..., and a strong understanding of life insurance and retirement strategies. Applicants... .... While not mandatory, exposure to investments, advisory business, and AUM is...Full timeWork at office
- ...Associate Vice President, Finance, Financial Planning & Analysis About the Company Thriving financial services holding company Industry... ...Services Holding Companies Insurance Finance Banking & Mortgages Investment Banking Trusts Financial Advisers...Temporary work
$75k - $85k
Pearlmark is a Chicago-based investment firm that targets domestic core... ...market research to build pro forma assumptions leveraging... ...Portfolio Management Maintain financial models post-closing; update quarterly... ..., dental, vision, life insurance/ADD, 401(k) retirement plan,...Full timeWork at office$168.4k - $384.6k
...EY is a leader in serving the global financial services marketplace and the only professional... ...Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a... ..., implement, and support cutting-edge investment management solutions. Collaborating with...Work experience placementSummer holidayFlexible hours- ...Fiduciary Officer (CFO) About the Company Thriving financial services holding company Industry Financial... ...& Professional Services Holding Companies Insurance Finance Banking & Mortgages Investment Banking Trusts Financial Advisers Wealth...Temporary work
$50k - $75k
...Insurance And Financial Services Representative As Insurance and Financial Services Representative for Denise Mote Insurance Agency, you are... ...insurance advice, assisting clients with retirement planning, investment management, and insurance needs, and staying current...Flexible hours$45.38k - $75.63k
...Sells the bank's products and services to existing and prospective... ...can help them achieve their financial goals. Identifies and... ...clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer... ...and spouse/child life insurance; short and long-term disability...Full timeTemporary workPart timeWork experience placementWork at office- An independent insurance agency located in Naperville, IL is looking for an Insurance and Financial Services Position Team Member. The successful candidate will establish customer relationships, work to meet marketing goals, and develop leads, with a strong emphasis on...Full time
- ...Stakes About the Company Pioneering mutual life insurance company Industry Financial Services Type Privately Held Founded 1845... ...Specialties life insurance retirement and investments About the Role The Company is seeking a Vice...
$110k - $190k
...Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three... ...to its clients including brokerage, investment advisory, financial and wealth... ...deposits & cash management, annuities, insurance, retirement and trust services. We...Temporary workWork at officeLocal area$70k - $95k
...Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States. Along the way,... ...various duties related to the financial reporting process. Areas of responsibility...Temporary workWorldwideFlexible hours- ...About the Company Rapid-growing financial services organization Industry Financial... ...Savings Synchrony Financial Insurance Venture Capital Consumer Financing... ...platform, with a focus on strategic vision, investment initiatives, and driving profitable growth...Work at office
$75k - $90k
...Job Description: Financial Services Associate Our client is a rapidly growing boutique... ...Wealth Management and Fidelity Registered Investment Advisory firm located in Oakbrook... ...Experience completing Annuity and Life Insurance applications with carriers is mandatory...Summer workWork at office- ...Sr Payroll SpecialistPEAK6 is a leading investment firm headquartered in Chicago. More... ...have built and operated several leading financial technology firms and today our team includes... ..., an outsource provider of flood insurance, a value investment arm, an incubation...Work at officeRemote work2 days per week
- ...About Us: EquiTrust Life Insurance Company is a national carrier... ...provided exceptional customer service to our clients by operating... ...Accountant, you will support daily financial reporting and accounting... ...payable, payroll, taxes, investments, treasury, and operations....InternshipWork at officeRemote work
- ...ll find the ingredients you need at LPL Financial to shape your success while helping clients... ...corporate employee advisors who provide investment solutions to mass affluent investors... ...candidate will be success driven with a client service attitude and the ability to deliver high...Work experience placementWork at officeImmediate startWork from home
- Dick Valentine - State Farm Agent seeks a motivated team member to enhance client relationships and service delivery in Romeoville, IL. As part of our insurance agency, you'll assist in customer interactions, contribute to business growth, and enjoy a supportive work environment...
$55.8k - $89.4k
...innovative wealth management, asset servicing, asset management and... ...With more than 135 years of financial experience and over 24,000... ...exceptional service. The Investment Associate will be... ...caregiver leave, life & accident insurance, and other voluntary and well...H1bWorldwideFlexible hours- Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you’ll support client... ...to inclusive, mission-driven services that empower diverse young adults toward...
$175k - $225k
...in 1895, we are a leading global investment banking enabling growth and success... ...Associate to join the top-ranked Insurance Investment Banking Group’s team... ...sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms (...Full timeImmediate start- Dental Insurance, Vision Insurance, Medical Insurance Full-Time | On-site Required Skills Power BI Budgeting Financial Modeling Microsoft Excel Location Chicago, Illinois, USA Job Description... ...support clients in making informed investment decisions. Education Bachelor's...Full time
- ...Description We’re looking for experienced financial professionals to join our team... ...stable firm, and you have a passion for insurance and investments, then there’s no better place to work... ..., expanding your products and services, or giving your clients greater peace...Work at office
$80k - $105k
...HUB is one of the largest global insurance and employee benefits broker,... ...and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more... ...Investor Relations leaders Duties Financial reporting enhancement and new...Local area- ...About the Company A publicly traded insurance organization undergoing growth and continued... ...to spearhead its accounting and financial reporting function during a phase of significant... ...and consolidations, reinsurance and investment accounting, internal controls, and...
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