Head of Creative, Empower Personal Wealth
Finance Advisor Job 193 miles from Effingham
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As the Head of Creative for Empower Personal Wealth, you will operate as an Executive Creative Director and oversee the creative development efforts for all the direct to consumer (D2C), performance marketing creative, UX design, rollover, cross-over, organic social media and participant communications for the enterprise. You'll lead and direct the efforts of a team of creative directors, writers, and art directors on direct to consumer (D2C) efforts. Further, this executive creative leader partners closely with the creative teams that focus on the company's B2B efforts to establish and maintain a unified Empower brand. This highly visible role engages with senior executives throughout the company on a regular basis to present creative concepts for approval. In addition, this leader will build a pipeline of talent poised to meet the rapid expansion of creative content needs as Empower builds its stature in the marketplace as a storied retail brand.What you will do:
Lead Empower's internal creative development by inspiring the team to develop compelling creative that entices end users in the D2C and B2B2C space to take the actions we want them to take
Provide executive creative leadership on all performance marketing creative materials, which represents a significant part of our media buy. Develops a large variety of creative for testing and implementation for the broad spectrum of creative needs, including Direct Response (TV/video/radio/direct mail) and paid social
Leverage appropriate measurement tools for each campaign so that creative is conceived with these tools in mind
Provide creative leadership over the UX design of Empower.com and our on-line tool sets, ensuring our brand strategy is thoroughly integrated and articulated in all aspects of our website which is our primary communication and sales lead channel
Play an active role in the management of the outside creative agency's efforts in our brand campaign work and ensure that the internal D2C creative aligns with that of the brand campaign
Attract, retain and develop creative talent that constantly seeks ways to keep abreast of emerging trends in the creative arena such that we can more effectively connect and compel end users to consider Empower
Uncover and compile best practices in creative development techniques to keep our approach to creative development current with the industry
Lead the internal creative team from a goals and KPI perspective; conveying that good creative delivers desired results
Maintain and update style guides to ensure branding standards throughout the Empower enterprise are consistent and up to date
Manage the creative development process in partnership with the creative team leads and build a strong partnership with the internal agency team leaders who this leader will partner with to ensure excellence in creative product outcomes-these department leads include brand media specialists, social, video and traffic managers
What you will bring:
Bachelors Degree in Fine Arts or equivalent creative advertising background
15+ years advertising writing/art background required
Depth of experience in digital creative development a must
Prior experience as a creative director, now serving in an Executive Creative Director (or equivalent) role
5+ years of creative team management required
Strong business to consumer and business to business creative background required
Proven track record of developing successful ad campaigns in all formats (online/off-line/broadcast)
What will set you apart:
Experience working in a highly regulated environment a plus.
Excellent communication skills and selling ability
Able to work well under pressure and time constraints
Strong detail-orientation and solid organizational skills
Collaborative, with a team-oriented approach
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
#PJMK
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$183,300.00 - $265,800.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
03-15-2025
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Workplace Flexibility: Remote - Nationwide
Financial Advisor
Finance Advisor Job 193 miles from Effingham
Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is income, schedule flexibility, or the feeling of making an impact in the world.
If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then this could be a perfect opportunity!
As a Financial Advisor at Lakeshore Financial Group, you'll build lasting relationships with your clients and help them achieve their financial goals. And you'll help solidify your own future, too. This career offers flexibility at a company where hard work is valued and rewarded. If you are the right person for this opportunity, you will be ambitious, entrepreneurial-minded, self-motivated, and committed to cultivating and nurturing long-term client relationships, while building equity in your own business.
Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses.
Please note that while the salary range listed is average for a first-year advisor, the potential earnings for the role are unlimited.
Must Haves:
Entrepreneurial drive and a hunger to expand your practice within a supportive framework
Exceptional communication and interpersonal skills
Nice-to-Haves:
Life & Health Insurance License
Series 7, Series 66, and SIE Registrations
Experience as a financial advisor or wealth management professional.
Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.
Join our team and build a rewarding career!
Financial Advisor
Finance Advisor Job 193 miles from Effingham
As a Financial advisor, you'll:
Provide personal, actionable and achievable advice and connect clients to insurance, investment, banking and generosity programs.
Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and firm's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
High Net-worth Financial Advisor (Chicago)
Finance Advisor Job 193 miles from Effingham
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in the vibrant city of Chicago - this is an ongoing brief, as our client continues to expand.
This is a salaried position plus commission based on new revenue generation.
Your Role
As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.
Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.
What We're Looking For
We are seeking ambitious, client-focused professionals with a strong background in:
Experience: 5-10 years of proven success in sales, business development, and relationship management.
Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.
Why Join This Opportunity?
Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career.
Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.
If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!
Financial Management Advisor
Finance Advisor Job 136 miles from Effingham
Title: Financial Management Advisor
Responsibilities:
Government Programs is a small, innovative, supportive and a highly collaborative Team.
Responsible for coordinating complex projects and reviewing the results.
Also responsible for completion of the cost report for our flagship hospital which includes transplant and GME as well as the Home Office Cost Statement.
May also be responsible for reviewing 6 - 8 cost reports completed by our Team Members.
Completion and/or review of Medicaid DSH Eligibility and HSL surveys.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field required.
Requires 7+ years of cost reporting experience
Healthcare industry experience
Microsoft Excel experience (VLOOKUPS, Pivot Tables)
HFS Software experience (Cost reporting software)
Relational database and financial or operational modeling experience a plus.
Financial Advisor
Finance Advisor Job 204 miles from Effingham
About Us:
At Wilsave Financial, we are committed to helping clients achieve their financial goals through tailored solutions and expert guidance. As a leader in the financial services industry, we pride ourselves on a culture built on integrity, trust, and excellence. Our team is composed of top-tier professionals who are passionate about making a meaningful impact on the lives of our clients while upholding the highest ethical standards.
Position Overview:
We are seeking a highly motivated and driven Financial Advisor to join our growing team. This is a rare opportunity to work alongside and be mentored by one of Illinois' top financial security professionals, as recognized by Forbes. The ideal candidate will have a proven track record in annuity sales, a deep understanding of financial products, and exceptional public speaking skills. Above all, we are looking for someone who embodies integrity, honesty, and trustworthiness-core values that guide everything we do. If you are a results-oriented professional with a commitment to ethical excellence and a desire to excel, we invite you to apply.
Key Responsibilities:
Annuity Sales: Prospect, advise, and sell annuity products, providing clients with tailored solutions to meet their financial goals.
Client Relationships: Build and maintain long-term relationships with clients by delivering exceptional service and personalized financial advice.
Public Speaking: Conduct engaging seminars, workshops, and presentations to educate groups on financial planning and annuity products.
Team Collaboration: Work collaboratively with team members to achieve collective goals and deliver comprehensive financial solutions.
Qualifications:
Proven experience in selling annuities and other financial products.
Strong knowledge of financial planning principles and investment strategies.
Exceptional public speaking and presentation skills, with the ability to engage and educate diverse audiences.
Unwavering integrity, honesty, and trustworthiness-these traits are non-negotiable and must define your professional and personal character.
Strong interpersonal skills and a team-oriented mindset.
Life & Health Insurance License required.
Bachelor's degree in Finance, Business, or a related field is a plus.
What We Offer:
Unlimited Earning Potential: Competitive salary + commission-based compensation with the opportunity to earn multiple six figures annually.
Elite Mentorship: Personalized training and mentorship from a Forbes-recognized top financial security professional.
Professional Growth: Ongoing training and development opportunities to enhance your skills and advance your career.
Impactful Work: The chance to make a meaningful difference in clients' financial futures while upholding the highest ethical standards.
Collaborative Environment: A supportive and dynamic team culture that values integrity, innovation, and excellence.
Financial Advisor
Finance Advisor Job 202 miles from Effingham
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.
As a Financial Advisor, you will:
Build a client base and develop knowledge of Bankers Life financial products and market trends
Develop yourself with our award-winning training and mentorship network
Present clients with financial solutions and drive them to action
Take ownership of your business and build a team
The ideal candidate will have:
Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support
High level of self-motivation; ability to accomplish goals independently
History of success in sales, competitive roles, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Advisor (Training Provided)
Finance Advisor Job 206 miles from Effingham
Becoming a Financial Advisor
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 an advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plan including investments for growth, insurance for protection, and annuities for guaranteed income in retirement that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Investment Banking Associate
Finance Advisor Job 193 miles from Effingham
***Chicago/Minneapolis/Detroit Investment Banking Experienced Associate roles***
Our clients are well-established, growing Middle Market Investment Banks looking to add strong M&A Associates & VP's to the firm.
-Deal Size: Middle Market (100-300m)
-Deal Types: Primarily Sell Side M&A / Some Cap Raises
-Competitive Comp. w/ boutique culture
-White space to grow / Working closely with Sr. Management & MD's
-Generalist in nature w/ segmented industry groups (Tech/TMT, Industrials, Healthcare, Consumer, Business Services)
-No RE/Oil & Gas/FIG
-Strong deal flow
Target Candidate Profiles:
-Ideal candidate will have 1+ years of Investment Banking Associate level experience, primarily M&A.
Feel free to apply below, if appropriate.
Daniel
Financial Advisor's Assistant
Finance Advisor Job 175 miles from Effingham
We are a woman-owned and women-led Financial Planning firm dedicated to providing personalized Retirement Income Planning and Investment Advisory services to more than 300 families. Our firm prides itself on creating customized strategies to meet the unique needs of each client, combining experienced financial advice with a warm, client-centric approach. We are highly service-oriented, and our clients stay with us because of the incredible experience they receive. We are here to be our clients' advocate and guide as they navigate the complexities of life, particularly when moving into and through retirement. We are a close team and support each other to achieve this mission!
We are expanding our team and hiring a highly organized and efficient Assistant to join our team. This position is crucial in supporting the advisory team and the clients, including facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, preparing required documents, marketing efforts, and administrative tasks. You're an administrative pro who can deepen client relationships through phone conversation. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You're a go-getter when it comes to follow through and details rarely slip your grasp. You are also a bit of a techie, with intermediate to advanced level skills in all Microsoft programs and you love learning and using new technology. You take immense pride in your work.
Key Responsibilities:
Client Interaction:
Greet and welcome clients in a friendly and professional manner in person and over the phone
Assist in preparing for client meetings, including compiling necessary documents and information
Handle client inquiries and follow up on outstanding tasks or requests
Ensure a positive client experience by providing excellent service and timely responses
Marketing Assistance:
Personalize and send marketing emails and client mailings
Manage and update the firm's website, social media accounts, and other online marketing channels
Organize and participate in client events and webinars
Plan and organize events, including client appreciation events and seminars
Coordinate logistics, invitations, and follow-ups for events
Administrative Support:
Incoming and outgoing phone calls as well as respond to client requests promptly and professionally
Schedule meetings and manage calendars for the advisory team
Generate reports and maintain accurate records of client information
Order supplies and coordinate client gifts to enhance client relationships
Qualifications:
Bachelor's degree in finance, marketing, business, or a related field highly preferred
3+ years' experience in an administrative role
1+ years' experience in marketing or communications highly preferred
Intermediate to Advanced skills in all Microsoft programs (Word, Excel, PowerPoint, Outlook)
Ability to communicate with clients and business contacts in a courteous and professional manner both verbally and in written format
Strong with technology and aptitude to learn new software programs
Ability to prioritize and handle a variety of changing responsibilities and manage time-sensitive projects with specific attention to detail
Ability to work independently and as part of a team
Detail-oriented and able to manage multiple tasks and deadlines
Additional Information:
Hours are Monday through Thursday between 8:00am - 5:00pm and Friday between 8:00am - 4:00pm
Experienced Investment Banking Associate
Finance Advisor Job 193 miles from Effingham
*Please only apply for this position if you have extensive M&A and private placement experience with a middle-market or bulge bracket investment bank.
Experienced Associate
Dresner Partners, a leading middle-market investment bank headquartered in Chicago, is currently seeking to hire an experienced associate for its Chicago office. We offer our deal team members the opportunity to gain extensive experience across multiple industries and transaction types, including mergers & acquisitions, financings, and valuations. They work on small deal teams, interface directly with senior-level client executives and bankers, and play an active role in the entire transaction process from pitch to closing.
Location: Chicago, IL
Responsibilities:
Manage transaction execution under the direction of a Managing Director
Play a critical role in day-to-day client interaction
Take a leadership role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.)
Interact with potential buyers and investors
Assist with all aspects of business development
Review the work product of junior resources
Manage and train junior staff
Contribute to periodic newsletters and industry pieces
Skills:
Proven project management and leadership skills
Strong financial modeling skills
Strong accounting and financial statement analysis skills
Excellent communication skills, both written and verbal
Strong analytical and problem-solving skills
Detail oriented
Strong work ethic
Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks
Advanced Microsoft Office skills, including Excel, PowerPoint and Word
Candidate ideally possesses a Series 79 and Series 63 license
Background Preferences:
At least three years of relevant experience (e.g., investment banking, valuation, commercial banking, corporate development, etc.)
An MBA is preferred but not necessary
Investment Banking Associate
Finance Advisor Job 193 miles from Effingham
I'm partnered with an Advisory team & we're seeking an Investment Banking Associate to join our Green-focused Investment Bank in Chicago, specializing in renewable energy project finance. The ideal candidate will have experience in debt and tax equity financing, advanced modeling skills, and a deep understanding of renewable energy project economics.
Key Responsibilities:
Lead financial modeling for renewable energy projects, including debt and tax equity transactions.
Support structuring and executing financing solutions for renewable energy projects.
Assist with project economics analysis and assess incentive systems.
Collaborate with senior bankers on client relationships, presentations, and transaction execution.
Non-Negotiable Skills/Experience:
2-5 years of Project Finance experience in renewable energy.
Knowledge of renewable project economics and incentive systems (e.g., ITC, PTC).
Strong experience in Debt and Tax Equity financing.
Advanced financial modeling skills.
Desirable (but not essential) Skills/Experience:
Exposure to Tax Equity transactions.
Experience in origination and relationship management.
Involvement in both debt and capital raises for renewable energy projects.
Qualifications:
Bachelor's degree in Finance, Economics, or related field.
CFA, MBA, or equivalent qualifications a plus.
2-5 years experience renewable focused experience
Investment Banking Analyst
Finance Advisor Job 193 miles from Effingham
Job Title: Senior Investment Banking Analyst (Pre-MBA)
Firm Type: Boutique Sell-Side M&A Advisory
Industry Focus: Healthcare, Industrials, Technology
Experience Level: 1+ years of Investment Banking Experience
About the Firm:
EGIS Careers is representing a leading boutique investment bank specializing in sell-side M&A advisory. Our team works on high-profile, complex transactions for middle-market clients across various industries, with a particular focus on Healthcare, Industrials, and Technology. We pride ourselves on providing a collaborative, hands-on environment where junior team members play a key role in executing deals from start to finish.
Position Overview:
We are seeking a highly motivated and skilled Senior Investment Banking Analyst to join our team in Chicago. The ideal candidate will have a minimum of 1 year of full-time experience in investment banking, specifically within a middle-market firm, with transaction experience in Healthcare, Industrials, or Technology sectors. This is an excellent opportunity for an individual looking to enhance their skills before pursuing an MBA or advancing their career in investment banking.
Key Responsibilities:
Assist in the execution of sell-side M&A transactions from initial marketing to deal closure.
Conduct financial analysis, including financial modeling, valuation, and due diligence.
Prepare client presentations, marketing materials, and pitch decks.
Collaborate closely with senior bankers on deal structuring, negotiations, and client relationship management.
Perform industry research and competitor analysis to inform transaction strategies.
Maintain and manage transaction timelines and coordinate with external parties such as legal and accounting advisors.
Assist in preparing documents for internal and external stakeholder review, ensuring accuracy and timeliness.
Requirements:
Minimum Experience: 1+ years of investment banking experience (middle-market focus preferred, no bulge bracket experience).
Industry Focus: Transaction experience in one or more of the following industries is preferred: Healthcare, Industrials, or Technology.
Location: Must be based in Chicago
Skills:
Strong proficiency in financial modeling and valuation techniques.
Expertise in preparing pitch materials and client presentations.
Excellent written and verbal communication skills.
Ability to manage multiple tasks in a fast-paced, high-pressure environment.
Strong attention to detail and problem-solving capabilities.
Educational Background: Bachelor's degree in finance, economics, accounting, or a related field.
Preferred Qualifications:
Prior experience in a boutique or middle-market investment bank.
Familiarity with deal execution processes and comfort in managing multiple workstreams.
Exposure to M&A transactions in the Healthcare, Industrials, or Technology sectors.
Strong desire to pursue an MBA or advance within investment banking post-role.
Financial Representative
Finance Advisor Job 218 miles from Effingham
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 throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
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 future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Financial Analyst Intern
Finance Advisor Job 143 miles from Effingham
Highpoint Healthcare Advisors is a Healthcare M&A Advisory Firm that assists business owners in successfully transitioning their business to the right long-term partner. We specialize in mergers and acquisitions within the healthcare industry and provide expert guidance to ensure smooth and successful transactions.
Role Description
This is an on-site internship role for a Financial Analyst located in Carmel, IN. The Financial Analyst Intern will be responsible for day-to-day tasks, such as financial modeling, analyzing financial data, preparing financial statements, and curation of presentation materials. The intern will also have the opportunity to gain hands-on experience in the finance sector and contribute to the success of various projects.
Qualifications
Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis functions
Familiarity with financial modeling and forecasting
Strong Analytical Skills and the ability to interpret financial data
Experience with Financial Statements and Financial Reporting
Excellent written and verbal communication skills
Ability to work independently and as part of a team
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Currently pursuing a degree in Finance, Accounting, or related field
Wealth Advisor
Finance Advisor Job In Effingham, IL
Salary Range: $99,300 - $132,400+ annually - final salary to be determined based upon prior experience, more information to follow At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Position Summary
The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution.
Primary Accountabilities
* Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business.
* Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
* Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
* Identifies and refers business to other areas within the Bank as appropriate.
* Provides quality service in meeting customer needs, inquiries and problems.
* Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
* Represents the Bank in community organizations and activities to enhance the Bank's image.
* Develops and maintains a referral network of internal and external sources for additional sales opportunities.
* Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
* Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
* The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
* May require work in a Midland office to ensure collaboration and support of internal and external customers.
* Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
* Other duties as assigned.
Position Qualifications
Education/Experience:
* Bachelor's Degree.
* CFP preferred.
* 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
* Knowledge of financial planning and estate planning techniques.
* Demonstrated success working in team environment.
* Ability to meet time constraints without constant supervision.
* Sales oriented, friendly and persuasive personality.
* Professionalism and courtesy in dealing with customers and bank employees.
* Effective communicator.
* High degree of accuracy with attention to detail required.
Competencies:
* Business insight
* Cultivates innovation
* Drives results
* Makes sound decisions
* Being a brand champion
* Collaborates
* Communicates effectively
* Customer focus
* Being Authentic
* Emotional Intelligence
* Self development
* Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Management Internship
Finance Advisor Job In Effingham, IL
Part-Time Make BIG Money at Menards! * Extra $3 per hour on Sat/Sun * Store Discount * Profit Sharing * Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! * Flexible Scheduling * Dental Plan * On-the-job training Start building an exciting and rewarding career in retail with a growing company as a Management Intern with Menards! Immediate openings available!
Our Management Internship is a paid, hands-on training program designed to develop and prepare you for the world of Retail Management.
As you progress through the 12-week Management Internship program, your General Management team, Department Managers, and Store Team Members will work alongside you to develop your understanding of our business and help prepare you to take on a management role in the near future!
This is a paid part-time position that will have the opportunity to develop stronger organizational, Communication and time management skills as well as the opportunity to gain hands-on management experience.
Apply today! We are hiring immediately and are excited to talk to you about the great opportunities available with Menards!
Financial Aid Representative
Finance Advisor Job 37 miles from Effingham
Description can be found here: ************* edu/sites/default/files/inline-files/LTC_Financial_Aid_Representative_FT_10. 24.
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Budget Analyst
Finance Advisor Job 32 miles from Effingham
Budget Office The Budget Office is seeking a Budget Analyst to support the university's budgetary functions. Primary responsibilities include overseeing the budget submission process for the university community and preparing detailed reports for the Illinois Board of Higher Education (IBHE), the Legislature, and other external agencies. This role is also responsible for maintaining, analyzing, and generating reports related to the university's budget.
Essential Duties and Responsibilities
* Assists in developing, preparing, examining, and/or reconciling budget proposals, projections, and/or reports.
* Reviews, reconciles, and processes budget transactions in conformance with applicable laws, regulations, or institutional policies.
* Updates and maintains budget information within the University's financial management system.
* Provide technical assistance in the preparation and execution of budgets across campus.
* Compiles and analyses data; develops summaries or visual aids of financial information for reporting purposes.
* Monitors, research, and/or distributes information regarding departmental budgets.
* Assist the Senior Budget Analyst and performs tasks in their absence.
* Performs other related duties as assigned.
Minimum Qualifications
* High school diploma or equivalent.
* Any one or combination totaling three (3) years (36 months) from the categories below:
A. Course work in accounting, business administration, finance, statistics, or a closely related field, as measured by the following conversion table or its proportional equivalent:
* 30 semester hours equals one (1) year (12 months)
* Associate's degree (60 semester hours) equals eighteen months (18 months)
* 90 semester hours equals two (2) years (24 months)
* Bachelor's Degree (120 semester hours) equals three (3) years (36 months)
B. Work experience in budgeting, financial management, or closely related experience.
Preferred Qualifications
* Strong Interpersonal, written and verbal communication skills.
* Ability to prioritize, meet deadlines and balance multiple projects simultaneously.
* Strong organizational, time management skills and attention to detail.
* Proficiency in Microsoft Office.
* Working Knowledge/experience with Crystal Reports, Argos, and Banner.
Work Hours
The core work hours of this position are Monday through Friday, from 8:00 AM to 4:30 PM.
Salary: $21.50 - $28.21/hour; final rate will be commensurate with experience.
Application Deadline: February 19, 2025.
The Civil Service Examination for this classification is a credentials assessment. No participation other than submission of applicant materials is required from qualified applicants.
* Application.
* Resume.
Benefits Overview:
Eastern Illinois University is proud to offer an excellent benefits package designed to support our employees' well-being and career goals.
This position is eligible for the following benefits:
* Comprehensive Medical Coverage: Competitive employee insurance premiums with flexible plan options.
* Vision Insurance: Vision coverage is included with medical at no cost.
* Dental Insurance: Dental plans available to meet your needs.
* Retirement Benefits: Participation in the State University Retirement System, which includes medical insurance benefits upon retirement.
* Tuition Waivers: Opportunities to pursue educational goals through tuition waivers for employees and dependent children.
* Generous Paid Time Off: Up to 12 paid holidays annually, plus earned vacation and sick time.
For more information on our employee benefit programs for this specific position class, please visit ******************************************************
Diversity and Inclusion: Eastern Illinois University is committed to fostering a learning community where all members feel welcomed and valued. The university provides equality of opportunity in all areas of campus life, and we strive to recognize and appreciate the unique value of our students, faculty, and staff. Every member of campus has the right to learn and work in an environment free of discrimination and harassment, and beyond that, our goal is for all members of our community to develop a strong sense of belonging to Eastern Illinois University.
The University and Community: Eastern Illinois University takes pride in creating a warm, welcome environment for all faculty, staff and students. Established in 1895, EIU boasts a rich, tradition of preparing students for their personal and professional goals. A traditional regional residential institution, EIU offers a superior education at a relatively low cost while consistently earning high rankings and distinctions for its affordability, academic program quality, career placement rates, campus safety, online degree options, student support, and sustainability initiatives. EIU focuses on individualized attention and superior student relationships and has earned recognition as the highest- ranking independent public regional university in Illinois and a place among the Midwest's top public regional universities according to U.S. News and World Report. Eastern offers faculty a wide range of research and public service activities. EIU hosts more than 175 student organizations on campus, and offers a variety of cultural events, NCAA Division I athletics, and active research opportunities for its students to enjoy and to thrive. EIU has become recognized for providing the resources of a large institution while creating the kinds of individual relationships that support student and alumni success.
The University is located in East Central Illinois, combines the benefits of a community of 20,000 with access to several large cities, including Chicago, St. Louis, and Indianapolis.
Important Information for Applicants:
Eastern Illinois University is an Affirmative Action/ Equal Opportunity Employer committed to diversity, inclusion, and belonging in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, gender identity, gender expression, age, national origin, disability, status as a protected veteran, or any other applicable legally protected characteristics.
Applicants with disabilities are encouraged to apply and may request a reasonable accommodation under the Americans with Disabilities Act to complete the application and/or interview process. If would like to request assistance with the application/interview process, please contact Human Resources at ************** or eiu_****************** for assistance.
Apply Now →
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Financial Analyst
Finance Advisor Job 27 miles from Effingham
About us
Rural King is America's Farm and Home Store, providing essentials to the communities we serve. With a wide array of necessities ranging from food and feed to farm and home products, Rural King serves over 130 locations across 14 states and is constantly expanding. Our annual sales exceed $2.5 Billion, and our heart beats in Mattoon, IL, home to our corporate office, distribution center, and flagship store.
One thing our customers appreciate is our unique shopping experience, complete with complimentary popcorn and coffee. It's just one way we show our appreciation for their support.
At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment where dedicated individuals come together to serve rural communities passionately. Join us, and you'll find not just a job but a chance to grow professionally, contribute meaningfully, and make a difference in the lives of those we serve.
How we reward you
401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2%
Healthcare plans to support your needs
Virtual doctor visits
Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care Program
15% Associate Discount
Dave Ramsey's SmartDollar Program
Associate Assistance Program
RK Cares Associate Hardship Program
24/7 Chaplaincy Services
What You'll do
As a Financial Analyst, you will be responsible for executing financial projects consisting of gathering, analyzing, interpreting, communicating, and monitoring financial data to drive business results across Rural King. You will partner with key stakeholders to address financial information.
Support the financial project management needs of the Financial Planning and Analysis team.
Understand the business unit(s) and the operating systems that support them. Serve as a project resource defining and executing projects regarding various business initiatives.
Prepare business cases including financials and success factors for proposed operating and/or product changes.
May conduct pilot tests of proposed operating and/or product changes.
Complete post-audit of business cases after implementation is complete.
May manage projects independently that typically cross multiple business units, divisions, or states.
Create and maintain pro-forma and cash flow models for current and future areas/ projects.
Prepare and/or train others on financial systems and serve as a technical resource to accounting team.
Generate and present financial reporting to Finance Department.
Provide input for setting project priorities and for project results.
Use discretion and independent judgment in daily decisions while maintaining a high level of confidentiality and professionalism.
Actively participate in learning initiatives offered such as training programs, workshops, and webinars. Leverage these opportunities to acquire new knowledge, refine existing skills, and stay current on the latest developments.
Provide friendly, proactive, and professional internal and external support to others, assisting with inquiries, concerns, and issues promptly and effectively.
Demonstrate behaviors that exemplify Rural King's Values: People First, Integrity, Attitude, Initiative, Teamwork, Accountability, and Continuous Improvement.
Perform other duties as assigned.
Supervisory Responsibilities
None
Essential Qualities for Success
At least 1 year of financial experience or equivalent combination of experience and education.
Confidence in playing an integral role in the annual business planning process.
Experience and proficiency collaborating as a project team member and managing a segment of the project work.
Proficient in completing financial projects and seeking out desired results.
Experience and proficiency with problem-solving and interpersonal communication.
Proficient presenting financial data to management.
Proficient in financial analysis combined with insight into the nuances of the retail segment.
Proficient preparing data sets, statistical reports, and computer applications to support financial analysis work.
Experience and proficiency in analyzing financial statements and financial reports.
Highly proficient in Microsoft Excel.
Proficient with or the ability to quickly learn VBA programming.
Excellent verbal and written interpersonal and communication skills.
Excellent customer service skills.
Strong understanding of retail business practices.
Excellent negotiation and conflict resolution skills.
Demonstrated ability to adapt in a fast-paced environment.
Strong analytical and problem-solving skills.
Excellent organizational skills and attention to detail.
Physical Requirements
Ability to maintain a seated or standing position for extended durations.
Capability to lift 15 pounds periodically.
Ability to navigate and access all facilities.
Skill to effectively communicate verbally with others, both in-person and via electronic devices.
Close vision for computer-related activities.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
The pay range for this position is $50,000 - $55,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here ************************************************************************************