Finance planner jobs in Pleasant Prairie, WI

This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Finance: Support M3 implementation, go-live and day to day business activities for finance AP, GLs, Fixed Assets, assist with period close activities such as booking and mapping JEs from SAP (prepared by the team) to M3 COA, and generating reports required for financial reporting pack submission to ABF. Work with client business team and Infor consultants on behalf of the client as temporary employee during absence of regular employee

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. As an Analyst in the Investment Banking group at Stout, you'll be a key member of multiple deal teams advising corporate and financial sponsor clients on mergers, acquisitions, divestitures, capital raising, and special situations transactions across a broad range of industries. Our lean deal teams mean that you'll assume a high level of responsibility from the get-go and quickly build foundational finance, communication, marketing, and client facing skills that will benefit you for the rest of your career. We'll partner with you to advance your career goals and support you through formal training programs, mentorship programs, and on-the-job training you'll receive directly from all members of the team (both junior and senior bankers). At Stout Investment Banking, you are immersed in meaningful deal experience right away in order to establish a strong foundation for your future career growth. What You'll Do: Perform industry and company research Analyze financial statements and building financial models to assess business performance and transaction scenarios Perform valuation analyses and analyzing data sets to inform strategic decision making Prepare marketing materials such as pitch books, teasers, confidential information memorandums, and management presentations Attend calls and on-site meetings with clients to support transaction processes Drive the transaction process, with support from experienced bankers Qualifications/Requirements: Pursuing a BA/BS in Accounting, Economics, Finance, or related discipline Strong academic record of at least a 3.5 (preferred) Relevant Investment Banking, Private Equity, Venture Capital, or relatable internship, or relatable fields Analytical, quantitative, and detail-oriented mindset Excellent communication and interpersonal skills Collaborative team player with strong work ethic and entrepreneurial focused on growth Must be eligible to work in the US, without employer sponsorship, at the time of hire and in the future How You'll Thrive : Embrace high levels of responsibility and take initiative to deliver results in a fast-paced environment. Collaborate effectively with team members and clients while building strong relationships. Demonstrate analytical rigor and attention to detail in all aspects of the role. Exhibit a strong work ethic and entrepreneurial mindset, contributing to both personal and organizational growth. Leverage structured training, mentorship, and networking opportunities to develop professionally and achieve your career goals. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,000 - $105,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - ****************************************** Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. ***************************************** The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and personal growth? Stout might just be the right place for you.

Optiver's Equity Options Trading team is looking for a Grad Equity Analyst to drive our fundamental research-driven trading. Ideal candidates are self-starters, have a competitive mentality, and are excited by the opportunity to bring their knowledge and skills to a growing team. Having a determined and proactive risk-taking mindset is essential to perform well in this role. As an Equity Analyst, you will play a critical role on our team and have the opportunity to make a material impact to the firm's PnL. You will sit directly on the trading desk, where you will be able to influence trading decisions and positions daily. In addition, you will have the ability to put research-driven trading positions in your own book from day one. What you'll do: As Optiver's Equity Analyst, you will be responsible for leveraging current events and your research experience to impact the team's trading decisions. As a member of our team, you will work in close collaboration with Traders, Quantitative Researchers and Developers to creatively solve problems and identify new trading opportunities. In this role, you can expect to: Be extensively trained via our Optiver academy program for Equity Analysts Identify fundamental-driven trade opportunities and work with traders to capture these opportunities, focusing on maximizing your impact on overall desk PnL Think probabilistically and perform scenario analysis for relevant upcoming events, catalysts and analyze time sensitive headlines for companies within your coverage sector(s) and predict their influence on volatility and/or stock price Assist in the growth of our fundamental research team through various avenues (i.e. creating processes, identifying new areas of inefficiencies and building industry networks to monetize fundamental-driven trading ideas) What you'll get: You'll join a culture of collaboration and excellence, surrounded by curious thinkers and creative problem-solvers. Motivated by a passion for continuous improvement, you'll thrive in a supportive, high-performing environment alongside talented colleagues, collectively tackling some of the toughest challenges in the financial markets. In addition, you'll receive: The opportunity to work alongside best-in-class professionals from over 40 different countries Highly competitive compensation package including performance-based bonus structure 401(k) match up to 50% Comprehensive health, mental, dental, vision, disability, and life coverage 25 paid vacation days alongside market holidays Extensive office perks, including breakfast, lunch and snacks, regular social events, clubs, sporting leagues and more Who you are: Current student graduating with a bachelor's or master's between December 2025 and June 2026, or already graduated with 1 - 2 years of prior relevant experience Ability to start full time work August 2026 Someone with a willingness to pursue the CFA program Has a genuine interest in financial markets and fundamental analysis Possesses strong communication and interpersonal skills Is superior with time management, organizational and multitasking skills Has the ability to work under the guidance of mentors and develop fundamental research-driven ideas Has strong analytical, quantitative and problem-solving skills Possesses computer programming skills (preferred, but not required) Able to both think independently and work collaboratively A determined and resilient individual Has a willingness to learn new techniques/skills and teach others Who we are: At Optiver, our mission is to improve the market by injecting liquidity, providing accurate pricing, increasing transparency and stabilising the market no matter the conditions. With a focus on continuous improvement, we prioritise safeguarding the health and efficiency of the markets for all participants. As one of the largest market making institutions, we are a respected partner on 100+ exchanges across the globe. Our differences are our edge. Optiver does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, or other legally protected characteristics. *We accept one application per role per year. If you have previously applied to this position during this season and have been unsuccessful, you can reapply once the next recruitment season begins in 2026. Below is the expected base salary for this position. This is a good-faith estimate of the base pay scale for this position and offers will ultimately be determined based on experience, education, skill set, and performance in the interview process. This position will also be eligible for a discretionary bonus (if determined by Optiver) and Optiver's benefits package with the benefits listed above. Base Salary Range$171,000-$171,000 USD

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly Capital, LLC, a boutique investment bank specializing in Mergers & Acquisitions (M&A), capital sourcing, project finance and corporate finance advisory services, has an incredible career opportunity for an Analyst to join our growing practice in our Chicago. Our M&A practice is made up of professionals working closely with middle market companies nationwide to help maximize opportunity and minimize risk associated with a variety of strategic transactions to grow, acquire, consolidate, finance or exit a business. Paired with strong client relationships and business-focused perspectives, this specialization allows us to bring tangible value to each client engagement or transaction. Under the direction of a Managing Director, Vice President, Associate, or Senior Analyst, an Analyst is expected to perform many of the elements of an engagement. You will enjoy this role if: * You would like to work with a variety of middle market clients and help them maximize their value by completing transactions for public and private companies. Clients are in industries such as business services, manufacturing and distribution, food and beverage, healthcare and consumer products throughout the United States and internationally. * You want to continue to expand your leadership experiences and hone your skills as a comprehensive Investment Banking/ Finance professional in the areas of executing sell-side and buy-side M&A strategies and identifying cost-effective financing alternatives and sources. * You crave a leadership opportunity to be part of a thriving Mergers & Acquisitions practice where you are part of a talented, down-to-earth team that thrives on collaboration. * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What You'll Do: * Interact directly with transaction team members on matters related to client and engagement management * Create transaction financial models to be used in valuation, structuring and negotiation * Prepare detailed memoranda and presentations describing the key attributes of client companies and industries * Data gathering, document review and preparation of reports * Research & financial analysis of target companies * Communication with business owners to ensure delivery of exceptional client service * Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Qualifications * Bachelor's degree in Finance, Accounting or related field required. * One (1)+ year of experience in investment banking, business valuation services, commercial banking, or public accounting. * Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication, and highly developed Microsoft Suite skills required. * Experience creating discounted cash flow and leveraged buyout models and analysis. * Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties. The compensation range for this role is $65,560 to $124,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

JobID: 210659377 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $175,000.00-$175,000.00; Chicago,IL $175,000.00-$175,000.00; Boston,MA $175,000.00-$175,000.00; New York,NY $175,000.00-$175,000.00 Spend your summer working alongside the top professionals in the business to come up with solutions that shape the global economy. Our bankers are focused on long-term relationships and developing strategies that help our government, institutional and corporate clients grow and innovate; they do this by providing sound advice, helping them access funds and making connections, all while helping clients manage the many risks in today's complex environment. Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets. As an Investment Banking Summer Associate within our team, you will collaborate with leading professionals to devise solutions that influence the global economy. You will focus on building long-term relationships and crafting strategies that support the growth and innovation of our government, institutional, and corporate clients. Your role will involve offering sound advice, facilitating access to capital, and fostering connections, all while assisting clients in navigating the complexities and risks of the current environment. You will work alongside our industry and product teams to develop and implement strategies that enable our clients to expand and meet their goals in the global market. Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets. The Investment Banking Summer Associate Program spans the following industry and product teams: Consumer & Retail, Diversified Industries, Financial Institutions, Healthcare, Latin America Advisory, Leveraged Finance, Media & Communications, Mergers & Acquisitions, Mid-Cap Investment Banking, Natural Resources, Real Estate, and Technology. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. We'll give you what you need to succeed from training to mentoring from senior leaders to projects that engage all your skills. What to expect Our nine-week program kicks off with four days of orientation and training, giving you technical and practical skills. Top performers may receive a full-time job offer at the end of the summer. Job responsibilities * Analyzing market data, building detailed financial models and preparing client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory * Managing client transactions from pitch to close under the guidance of our senior leaders * Coming up with innovative and creative ways to solve complex, real-world business challenges * Learning how we help clients and communities grow, no matter their needs * Sharpening your technical skills * Building your professional network with mentors, senior executives and others Required qualifications, capabilities, and skills * Pursuing an MBA degree with an expected graduation date of December 2026 - June 2027 * Enrolled in an MBA program in the U.S. * Excellent analytical, quantitative and interpretative skills * Strong writing, communication and interpersonal skills * Ability to thrive in a dynamic, collaborative work environment * Being adaptable, flexible and resilient * Knowing your way around Excel, PowerPoint and Word * Fluency in English Locations and groups you may join: * New York City: All groups * Boston: Technology * Chicago: Diversified Industries, Mergers & Acquisitions * Houston: Natural Resources (Oil & Gas) * San Francisco: Healthcare, Mergers & Acquisitions, Technology Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2025 JPMorganChase. JPMorganChase is an equal opportunity and affirmative action employer Disability/Veteran

The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates. The Role Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Communications Services stocks. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or “moats,” and the candidate should be able identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements. Expectations or Goals Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model. Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors. Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources. Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated. Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation. Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team. Promptly and diligently answer client inquiries regarding covered companies. Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research. Always act with impartiality and an ‘investors first' attitude. Qualifications Intelligence, energy, motivation, and a high degree of personal integrity. Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism. Creativity, with a penchant for experimenting with new ways to approach questions. Strong attention to detail. Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives. Ability to communicate complex ideas clearly and succinctly. Comfortable drawing conclusions amid incomplete information and under tight deadlines. Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view. Bachelor's degree; CFA designation and/or MBA preferred. Three plus years of relevant experience either in equity research or industry. Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $110,775.00 - 188,325.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

As an Associate in M&A you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills 3 years prior work experience: in an investment banking front office role in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence) Bachelor's degree Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

Prairie Capital Advisors, Inc. is an employee-owned company that offers investment banking, ESOP advisory and valuation services to support the growth and ownership transition strategies of middle-market organizations. Our core values of Integrity, Respect, Teamwork and Passion are the foundation of our business. As an employee-owned firm, cultural fit is extremely important to us. Many companies talk about their culture - but we believe a truly special environment is formed when you build successful people around you. When you are passionate about what you do and those around you, it shows. Our employee-owners enjoy a highly collaborative and entrepreneurial environment where they are given as much responsibility as their experience and capabilities permit. We are currently seeking an Associate to join our investment banking team in our Chicago Loop or Oakbrook Terrace, IL offices. Team members are expected to be active contributors during each phase of the deal process and key non-transactional project work. What you will be doing: Performing valuation and financial modeling tasks based on client needs, including leveraged buyout, discounted cash flow, comparable public company, and precedent transaction analyses Preparing correspondence, marketing information, and presentations for senior professionals Drafting, editing, and organizing client pitches, offering materials, and management presentations Researching and compiling market data relating to prior or future transactions Performing other duties and special projects as assigned Position Requirements: Bachelor's degree in finance or accounting and two years of sell-side M&A experience Exceptional attention to detail with strong analytical and problem-solving capabilities Ability to communicate directly with senior level management, board members, and shareholders Proficiency in managing multiple project-oriented tasks effectively and in a timely manner Ability to function equally well in both a team setting and on a self-directed basis Strong knowledge of Excel, Word, and PowerPoint Strong work ethic and personal integrity, with the willingness to work long hours and travel as needed Applicants must be authorized to work in the United States without requiring sponsorship now or in the future

Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. SocGen's transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise. Société Générale is looking for individuals who highly value: Academic accomplishments Interest in financial markets and analyzing various businesses and industries Team spirit and collaboration Adaptability, innovative thinking, energy, and enthusiasm The opportunity to experience varied work environments Commitment to building meaningful professional relationships in the financial sector Intrigued by content and pitch development Profile Requested\: Undergraduate Class of 2026 Projects include, but are not limited to: Support deal teams in pitching and executing transactions Create & maintain financial analyses and models Understand product and market dynamics through comparable and markets analysis Conduct due diligence and research on various businesses and industries Develop presentation materials for internal colleagues, clients, and investors

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: * Building valuation models and supporting transaction execution * Conducting company and industry research * Preparing client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers on engagements across sectors and geographies * Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications * 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications * MBA with an expected graduation date of December 2026 to June 2027 * Strong verbal and written communication skills * Ability to operate effectively both independently and in teams * Advanced Microsoft Office (Excel, PowerPoint, Word) skills * Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Chicago. Pay Range: IL (Chicago): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $126,400.00 - $262,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Major Duties : Solves complex problems Takes a new perspective on existing solutions Exercises judgment based on the analysis of multiple sources of information Impacts a range of client, operational, project or service activities within own team and other related teams Identifies and implements process improvements Works within broad guidelines and policies Independently manages client relationships of varying complexity (independently evaluating and responding to client inquiries, determining service requirements, providing training, producing client reporting, and helping clients interpret financial metrics to understand the impact of their investment decisions) Regularly Interfaces with senior staff at Northern Trust and/or client offices (CIOs, Treasurers, Directors of Investments), without (or with minimal) oversight Provides leadership to internal IRAS, operations, and client servicing partners to problem solve client issues and requests Provides data quality oversight, assistance with prioritization of work, and mentorship to less tenured team members Leads client projects and provides solutions to client requests Assists management with strategic projects and initiatives Knowledge : Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines Applies best practices and how own area integrates with others Is aware of the competition and the factors that differentiate them in the market Explains difficult or sensitive information; works to build consensus Uses insights into how the IRAS team integrates with other Northern Trust teams within Business Services, C&IS, and Wealth Management to coordinate efforts and resources to achieve shared and individual objectives, as well as to provide leadership in solving cross-practice problems Expected to use judgement to make decisions without seeking approval Experience : Acts as a resource for colleagues with less experience May lead small projects with manageable risks and resource requirements Provides formal and informal guidance to less tenured team members Accountable for own contributions Bachelor's degree required, preferably in business, finance, technology or related field 3+ years' investment analysis or trust-investment related background, investments operations, client-servicing, or transferable experience from a related field Interest in, or progress towards advanced degree, CFA, CIPM, CAIA or other investments-related professional designation is a plus Prior client-servicing or sales experience required Business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needs Use of Microsoft Office tools, advanced Excel skills preferred Exposure to Northern Trust or third party financial software is a plus Effective organizational, written, and verbal client servicing skills. Time management and multi-tasking skills. Salary Range: $74,200 - 126,200 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area. Summary of the Role The Investment Consultant (IC) directly engages with mid-market RIAs that use various investment solutions throughout client portfolios. This position promotes and wholesales Calamos ETF, private fund, and mutual fund products to acquire and retain assets. The IC exclusively builds and manages RIA relationships from Calamos' Chicago office via email, phone and Zoom correspondence. Primary Responsibilities * Generate and retain assets within Calamos' ETF, private fund, and mutual fund product suite * Generate business opportunities within a territory through direct outreach to RIAs * Manage and cultivate key relationships with wealth management clients while positioning Calamos' full product offerings * Articulate Calamos solutions with competing products to educate RIAs on similarities and differences in design * Maintain knowledge of industry related topics * Proficiency in delivering value-add presentations to a broad array of audiences * Update activity in CRM and engage with Sales Management on tactical initiatives and projects * Attend company, industry and other related events as directed * Manage related duties as assigned Preferred Qualifications * Bachelor's degree required * 3-5 years direct industry experience, including strong investment management knowledge and proven client facing capabilities * Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe * ETF, private fund, and mutual fund product familiarity * Proven industry experience strongly preferred * Strong communication skills, both verbal and written, along with significant client interaction experience * High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent * PC skills in Microsoft Excel, Word, PowerPoint and sales database applications Compensation Disclosure The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $60,000 - $80,000 annually. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future. Benefits Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

William Blair's Private Capital Markets (PCM) group is a team of capital raising experts dedicated to advising and delivering bespoke, non-control capital solutions to our clients. Providing advisory services to clients including both sponsor- and founder-backed companies across a wide range of industries and at all stages of the business lifecycle - early / growth companies; middle-market companies; and scaled mature companies. Whether a client is looking for growth capital, acquisition funding, shareholder liquidity, or to refinance debt, the PCM group leverages our deep investor relationships across junior capital, structured equity, minority equity, growth equity, and pre-IPO crossover investors to deliver creative, bespoke solutions that achieve our client's objectives. The PCM group's understanding and expertise in all types of private capital help our clients navigate opaque and creative financing markets on a daily basis. As an Associate in Private Capital Markets, you will execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. This role performs extensive financial modeling, capital structure analysis, research and completes due diligence activities. The selected individual will work closely with client staff to advance projects, gather necessary information, convey complex financial modeling outcomes and present analysis results. In addition, an Associate provides training and mentorship to less experienced staff. Responsibilities may include but are not limited to: Perform extensive financial analysis including capital structure analysis, cash flow modeling, and sensitivity analysis to support junior capital / structured equity, minority equity, or growth equity capital raises. Utilize creative approaches to illustrate key concepts / messages to internal teams, prospects, and clients. Build advanced three statement financial models to assess financial performance, cash flow and sensitize different capital structures / solutions to achieve the client's objectives. Leverage broad understanding of different business models, finance / accounting topics and sources of capital. Demonstrate strong understanding of private capital markets, including market trends, key structures, and key investors / players. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets, trends and investors; update private capital markets databases. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of pitch materials that highlight the competitive advantage of William Blair. Identify improvements to processes and propose solutions to complete tasks more efficiently. Create relationships with clients and foster effective dialogue with finance and accounting staffs to facilitate efficient processes. Anticipate needs and challenges and provide seamless solutions. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required. Prior investment banking experience required; capital markets or investing / lending experience is a plus. Advanced financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc. Experience analyzing financial statements and related data to assess historical and projected financial performance for client companies and prospects. Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment. Detail oriented with strong analytical abilities. Effective leadership and coaching skills. Committed to satisfying internal and external customers. Ability to manage expectations of senior bankers, other deal team members, and clients while working on multiple projects simultaneously. Excellent mathematical, writing, verbal and computer skills. #LI-CG1

You will be a key member of our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be deeply involved in exciting, demanding projects at an early stage of your career. Our granular approach means you'll have meaningful engagement with the entrepreneurs and enterprises who are our clients and partners, enabling you to develop advanced strategy skills. You will build financial models, develop valuation analyses, create pitchbooks and other presentations and perform due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should have a bachelor's degree in business or a related area or a bachelor's degree with relevant experience. You should be able to work in a fast-paced, team-based environment with minimal supervision, have strong research, quantitative, and analytical, skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint. You should be proficient at synthesizing complex information about businesses and using strong writing, design and speaking skills to position them effectively for relevant audiences. Benefits Paid time off and holidays; health, dental, and vision insurance; 401(k) plan. Compensation: $80,000 per year. Minimum bonus of $20,000.00 during first year.

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. Lazard has advised on more than 500 restructurings over the past decade with total restructured liabilities over $2 trillion, including many of the largest and most complex. Unlike most other firms, our professionals combine their restructuring knowledge with expertise in liability management, M&A, credit analysis, capital raising, industry insights and negotiation in distressed situations. Day-to-day activities of Summer Associates are dependent on your prior experience and abilities, and include: financial analysis and modeling, the creation and preparation of client presentations, and interaction with clients, among other things. You'll need to have: * 2-3 years of prior work experience * Currently matriculated at a MBA or JD program and within two years of graduation * Top academic performance * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Ability to multi-task This opportunity is located in Chicago and an interest in working in Chicago is necessary. Please also submit your application via Lazard's career website at ********************** What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $185,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area. Summary of the Role The Investment Consultant (IC) directly engages with mid-market RIAs that use various investment solutions throughout client portfolios. This position promotes and wholesales Calamos ETF, private fund, and mutual fund products to acquire and retain assets. The IC exclusively builds and manages RIA relationships from Calamos' Chicago office via email, phone and Zoom correspondence. Primary Responsibilities Generate and retain assets within Calamos' ETF, private fund, and mutual fund product suite Generate business opportunities within a territory through direct outreach to RIAs Manage and cultivate key relationships with wealth management clients while positioning Calamos' full product offerings Articulate Calamos solutions with competing products to educate RIAs on similarities and differences in design Maintain knowledge of industry related topics Proficiency in delivering value-add presentations to a broad array of audiences Update activity in CRM and engage with Sales Management on tactical initiatives and projects Attend company, industry and other related events as directed Manage related duties as assigned Preferred Qualifications Bachelor's degree required 3-5 years direct industry experience, including strong investment management knowledge and proven client facing capabilities Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe ETF, private fund, and mutual fund product familiarity Proven industry experience strongly preferred Strong communication skills, both verbal and written, along with significant client interaction experience High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent PC skills in Microsoft Excel, Word, PowerPoint and sales database applications Compensation Disclosure The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $60,000 - $80,000 annually. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future. Benefits Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Rolling Meadows - 1600 Golf Rd (IL3511) Pay and benefits information Pay range$26.44 - $36.06 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement * Conducts local seminars and member engagement events to grow book of business * Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity * Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products * Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations * Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings * Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures * Establish, maintain, and develop business relationships with members and internal/external sources * Execute customer and broker purchase/sales orders of securities for current/new clients * Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business * Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment * Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions * Monitor, track and report performance of individual sales plans and assigned strategies for leadership * Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies * Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits * Perform other duties as assigned or appropriate * Proven ability to prospect and grow and established book of business * Ability to generate GDC based on defined thresholds within a specified period of time * FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) * Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions * Effective interpersonal, verbal, and written communications skills * Effective planning, organizational, time management and problem-solving skills * Effective skill building relationships through rapport, trust, diplomacy, and tack * Effective skill exercising initiative and using good judgment to make sound decisions * Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely * Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes * Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm * Experience in business development to include market strategy, product demonstration and promoting products and services * Experience consulting with customers to assess their financial status and identify investment needs * Effective knowledge of investment and insurance products * Effective knowledge, to interpret industry related laws and government regulations * Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software * Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications * Desired : In pursuit of designations e.g., CFP, ChFC, CLU * Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives * Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 1400 E Golf Road, Schaumburg, IL 60173 Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive