Head of Creative, Empower Personal Wealth
Finance Advisor Job 138 miles from West Lafayette
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 104 miles from West Lafayette
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 104 miles from West Lafayette
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 104 miles from West Lafayette
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 62 miles from West Lafayette
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 121 miles from West Lafayette
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 (Training Provided, Career Changers Encouraged)
Finance Advisor Job 104 miles from West Lafayette
GET MORE OUT OF YOUR CAREER
Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially.
Northwestern Mutual - Chicago is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a world-class company, and have a demonstrated interest in community impact and business development.
We've been helping clients achieve financial security for nearly 160 years. We are searching for an individual to help us carry on that tradition, by joining our firm in our Chicago office. Finance background is not needed - successful advisors come from a wide range of backgrounds and experiences. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
Financial Representatives at Northwestern Mutual helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Many people (50 percent) find their calling in financial services after working in other industries.
You could be right for this opportunity if you have:
• Professional work experience or 4-year degree
• Entrepreneurial ambitions
• History of success
• Excellent time-management skills
• Desire for continuous learning
• Interpersonal relationship skills
• Legal authorization to work in the US without sponsorship
We are seeking people with a background in teaching, coaching, real estate, communication, marketing, mortgage lending, public relations, car sales, hospitality, training, management, accounting, business owners, sales, or technology.
Compensation & Benefits
This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization. Northwestern Mutual provides training and reimburses costs associated with the certifications.
• Commission structure to support early development
• Unlimited earning potential
• Renewable income
• Mentorship and professional development training throughout your entire career
• Support for insurance licensing, SIE, Series 6 & Series 63 or Series 7 & Series 66
• Retirement Package and Pension Plan
• Parental leave
• Flexible schedule
• Health savings account
• The opportunity to design your roadmap to leadership and specialized roles
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Income Growth Opportunity:
This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization.
This career is primarily commission based and includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average:
Average vs Top 25%
Year 1 | $75,813- $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $332,066 - $490,000
Year 15 | $341,000 - $790,000
Why join Northwestern Mutual:
• #90, Fortune 100 company (2022)
• Forbes' Best Employers for Diversity (2018-2022)
• Top 10 US Independent Broker-Dealers1
• #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2022)
• $224 billion3 (retail investment client assets held or managed)
• FORTUNE 2023 Worlds Most Admired companies
1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2022.
2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
3 Combined client assets of NMIS and NMWMC as of June 30, 2021
Job Type: Full-time
Benefits:
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance
Schedule:
• Monday to Friday
• Flexible schedule
• Hybrid schedule
Supplemental pay types:
• Bonus pay
• Commission pay
Financial Advisor
Finance Advisor Job 118 miles from West Lafayette
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 Planner
Finance Advisor Job 42 miles from West Lafayette
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 motivated, highly personable individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Planner in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Investment Banking Associate
Finance Advisor Job 104 miles from West Lafayette
***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 75 miles from West Lafayette
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 104 miles from West Lafayette
*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 104 miles from West Lafayette
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 104 miles from West Lafayette
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 42 miles from West Lafayette
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative
Finance Advisor Job 108 miles from West Lafayette
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 are also dedicated to team leadership and development. 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' livesand 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
Have 2 or more years in the Financial Services industry.
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. 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.
Bachelor's degree in finance, business, economics, or a related field; a master's degree or relevant certification (CFP, CFA) is preferred.
Experience in financial advising, typically 2+ years.
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 Planning & Analysis Analyst
Finance Advisor Job 22 miles from West Lafayette
Jordan Manufacturing Company has been creating innovative outdoor products and providing exceptional customer service for over
45 years
, and our success starts with our team. As a growing family-owned and -operated business, we welcome employees of diverse backgrounds and experiences to join us. Jordan Manufacturing supports our team by recognizing achievement and promoting from within, ensuring a work-life balance, collaborating to achieve excellence, operating with integrity and prioritizing safety every day.
Giving back to the community and to our team are also a tradition at Jordan Manufacturing. We hold annual food drives and support local charities, and celebrate our employees with appreciation lunches, achievement awards, core value awards and holiday gift baskets each year.
Why should you join the Jordan Manufacturing family? We truly value every member of our team and strive to live and work by our core values:
·
Celebrate: Recognize our achievements, learn from our mistakes
·
Healthy Balance: When your life works, your work works.
·
Always Collaborate: Teamwork makes the dream work.
·
Integrity: Doing what is right, not necessarily what is easy
·
Safety: It's everyone's responsibility
·
Excellence: It's not a skill, it's an attitude
Job Title: Financial Planning & Analysis (FP&A) Analyst
Job Purpose: We are seeking a skilled and detail-oriented Financial Planning and Analysis (FP&A) Analyst to join our dynamic team. The FP&A Analyst will play a critical role in supporting key financial decision-making processes by providing valuable insights, financial forecasting, budgeting, and variance analysis. The ideal candidate will have strong analytical skills, a deep understanding of financial modeling, and the ability to communicate complex financial data to various stakeholders.
Reports To: Sr. Finance Manager
Location: Hybrid remote and on-site at corporate headquarters in Monticello, IN
Department
:
Finance
Classification
:
Full-time
Job Duties and Responsibilities:
· Budgeting & Forecasting: Drives the development, maintenance, and refinement of the company's annual budget and periodic forecasting processes, ensuring alignment with company goals and objectives.
· Financial Analysis: Conduct detailed financial analysis, including variance analysis, profitability assessments, and cost control initiatives. Provide actionable insights to improve financial performance.
· Strategic Analysis: Conduct scenario “what if” modeling to evaluate economic scenarios, business opportunities, and business threats along with their associated financial impact.
· Reporting: Prepare monthly, quarterly, and annual financial reports, highlighting key metrics and trends. Present findings to senior management and other stakeholders in a clear and concise manner.
· Financial Modeling: Develop and maintain financial models for business decision-making, capital expenditures, forecasting future financial trends, and investment strategies.
· Compliance: Ensures all financial analysis, planning, and reporting activities meet industry standards and banking compliance.
· Systems and Data: Power user in enterprise resource planning (ERP), Business intelligence (BI), payroll and other systems to effectively identify and understand data. Gather, “clean”, and analyze large datasets from various sources to inform financial insights. Implements policies and procedures to collect and analyze financial data to ensure accurate and consistent interpretations of the financial data. Responsible for training the organization on self-service reporting tools and data.
· Business Partnering: Collaborate with department heads to provide financial insights and support on a wide range of business initiatives, ensuring financial goals are met and aligned with overall business strategies.
· Process Improvement: Identify and implement improvements in financial processes and systems, with the aim of increasing efficiency, accuracy, and timeliness in financial reporting and analysis. Manages the preparation, coordination, and documentation of financial analysis and planning projects to promote and ensure quality standards and sound methodologies. Facilitates the process for automating the data gathering activities, using direct database queries or transitioning standalone reports to BI toolset.
· Account Reconciliation: Perform detailed account reconciliations for various balance sheet, resolving discrepancies and ensuring balances are accurate.
· Tax Compliance: Assist with the preparation of tax returns, including sales tax, income tax, and other applicable tax filings. Ensure tax compliance and resolve any issues that may arise.
· Audits: Supports the planning and execution of internal and external audits, analyzing financial data, and preparing reports.
· Ad-hoc Analysis: Perform ad-hoc financial analyses as required by senior management to support business decisions and strategic initiatives.
Required Qualifications
Education
· Bachelor's degree in accounting or finance
Experience
· 3-5 years proven experience in financial planning and analysis, accounting or similar role
Knowledge, Skills, & Abilities
Highly motivated, self-starter willing to deliver results and meet strict deadlines.
Possesses strong understanding and is a power user of ERP systems and financial reporting tools.
Proven capabilities in Business Technology (ERP, BI systems and SQL) with hands on issue resolution experience, including solution design, testing, and recommending corrective actions.
Extensive knowledge of department and cross functional connectivity.
Strong analytical and problem-solving skills, with attention to detail.
Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
Ability to work independently and collaborate with the appropriate team members, manage multiple priorities, and meet deadlines in a fast-paced environment.
Strong business acumen and a proactive, solution-oriented mindset.
Understands accounting concepts and processes, as well as financial modeling concepts.
Working Conditions
Environment
Position is hybrid remote with some travel to Monticello, IN.
May require employee to work across leadership, management, and the production staff.
Essential physical requirements
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift 15 pounds at times.
Benefits
Jordan Manufacturing offers an excellent work environment and benefits for full-time employees, including:
· Paid Holidays
· Paid Time Off (PTO)
· Paid Bereavement Leave
· Military and Jury Duty Leave
· 401k
· Health Insurance
· Vision & Dental Insurance
· HSA and FSA Options
· Employee Assistance Program
· Life Insurance
· Short- and Long-Term Disability
As part of the hiring process, Jordan Manufacturing may conduct a background check and pre-employment drug screen with an applicant's signed consent. The background check may consist of prior employment verification, reference checks, education confirmation, criminal background, or other information, as permitted by law. Results of any pre-employment check will be considered as part of the hiring process, but may not necessarily disqualify a candidate from employment. Third-party services may be hired to perform these checks. All offers of employment and continued employment are contingent upon a satisfactory background check.
Financial Analyst Intern
Finance Advisor Job 53 miles from West Lafayette
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
Cybersecurity Vulnerability Management Intern
Finance Advisor Job 49 miles from West Lafayette
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Job Summary:
We are seeking a highly motivated and detail-oriented intern to join our Threat and Vulnerability Management team as a Vulnerability Management Intern. In this role, you will support the Vulnerability Management Lead and other information security teammates by assisting with research, reviewing processes, and contributing to the documentation of vulnerabilities and security best practices. This internship requires the completion of a capstone project focused on enhancing the organization's security through meaningful contributions to vulnerability management. This is a fantastic opportunity to learn about the cybersecurity field, understand the operational and strategic initiatives in a security organization, and contribute to enhancing the company's risk posture.
Key Responsibilities:
* Threat Research: Assist in researching new and emerging vulnerabilities in the cybersecurity landscape. Stay up-to-date with the latest security threats, trends, and patch releases to help inform internal processes and decision-making.
* Vulnerability Assessment and Risk Analysis: Help analyze scan results, categorize vulnerabilities based on severity, and prioritize remediation efforts based on overall risk to the organization.
* Process Documentation: Help create and maintain process documentation, standard operating procedures (SOPs), and training materials to ensure consistency and clarity in vulnerability management practices. Review existing processes and identify opportunities for improvement.
* Asset Inventory: Correlate asset ownership data with asset inventory in vulnerability prioritization tool.
* Assist with Research for Attack Surface Management Program Development: Assist in researching industry best practices and standards for developing an attack surface management program.
Skills and Qualifications:
* Basic Understanding of Cybersecurity: A foundational knowledge of cybersecurity concepts and practices. An eagerness to learn more about vulnerabilities and risk management is essential.
* Strong Research Skills: Ability to research and synthesize information from various sources, such as cybersecurity blogs, news, and databases, to stay updated on the latest vulnerabilities and threats.
* Attention to Detail: Ability to document information accurately, ensuring clarity and precision in reports and process documentation.
* Good Communication Skills: Strong written and verbal communication skills, including the ability to translate technical concepts into easy-to-understand language for non-technical stakeholders.
* Organizational Skills: Ability to manage multiple tasks, stay organized, and prioritize effectively to support the team.
* Team-Oriented: Willingness to work collaboratively with different departments to ensure a smooth and effective vulnerability management process.
* Education: Currently pursuing a degree in Cybersecurity, Information Technology, Computer Science, Business, or a related field.
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company's Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-AS1
Junior Financial Advisor
Finance Advisor Job 42 miles from West Lafayette
At Community First Bank of Indiana (CFB) we set our intentions to serve and give our best to others each day. Our mission? We partner with you to build a better future. Ready to get started?
As part of our team, you'll be empowered through the bank's investment in employee education to continuously grow as a professional. We invite you to join our team of trusted, local bankers that leave our communities saying, “We've never been treated like that by a bank.” CFB is proud to have been named a Best Place to Work in Indiana for 9 consecutive years by the Indiana Chamber of Commerce. And, we're always looking for the best and brightest to join our team!
Benefits:
Health, Dental, Vision Insurance
Bank Paid Life Insurance
Paid Short-Term & Long-Term Disability
Generous Matching 401(k) Retirement Plan
3 weeks of Paid Time Off (immediate accrual)
Purchased Paid Time Off
Access to Earned Wages
Wellness Program
Competitive Salary
Tuition Reimbursement
Paid Holidays and 3 Float days
Maternity/Paternity paid leave
Annual bonus eligibility
Community Service Projects
Position: Junior Financial Advisor
Objective: The Junior Financial Advisor will be responsible for assisting senior advisors with client management, financial analysis, and the development of comprehensive financial plans as well as managing their own book of clients.
Classification: This position is a Full-Time Exempt position who reports directly to the Investment Department Manager
Location: Howard County
DUTIES AND RESPONSIBILITIES:
Assist Senior Financial Advisors in developing and implementing financial plans for clients.
Conduct research on investment products and strategies.
Prepare financial reports and presentations for clients.
Attend client meetings and take detailed notes.
Update client databases and maintain accurate records.
Market financial products and services to potential clients.
Stay up to date on current financial trends and regulations.
Develop and maintain client relationships.
Manage a book of business, ensuring client satisfaction and retention.
Contribute to the growth and success of the wealth management team.
OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
QUALIFICATIONS:
Bachelor's degree in finance or economics, or prior experience in the financial industry
1-2 years of experience as a licensed advisor preferred.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving skills.
Familiar with financial planning software and technology
SIE, Series 7 and Series 66 licenses and Indiana Insurance License preferred, but not required.
SKILLS AND ABILITIES:
High level of organization and attention to detail
Ability to work effectively both independently and as part of a team.
Familiar with financial planning software and technology
Strong interest in and understanding of the financial services industry.
Strong work ethic and willingness to learn.
CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.