Head of Creative, Empower Personal Wealth
Finance Planner Job In North Chicago, IL
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 Planner
Finance Planner Job In Danville, IL
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.
Financial Planner
Finance Planner Job In Chicago, IL
About the Company:
Our client is a dynamic financial services firm in Chicago, dedicated to providing tailored financial strategies to individuals and businesses.
Position Overview: Our client seeks a detail-driven Financial Planner to develop and execute customized financial plans while supporting advisors and firm leadership. The ideal candidate has a strong background in financial planning, risk analysis, and insurance solutions, with a CFP or CFA preferred.
Key Responsibilities
Financial Planning & Analysis:
Develop comprehensive financial plans covering wealth management, retirement, tax strategies, and risk mitigation.
Conduct cash flow projections, insurance needs assessments, and portfolio reviews.
Recommend risk management and insurance solutions.
Prepare financial reports and presentations for client meetings.
Plan Implementation & Monitoring:
Coordinate plan execution with advisors and external professionals.
Review financial plans regularly to align with clients' evolving goals.
Monitor risk and insurance strategies, recommending adjustments as needed.
Research & Strategy Development:
Stay current on industry trends, tax laws, and financial strategies.
Research advanced planning solutions for high-net-worth clients.
Serve as a resource for advisors on financial planning best practices.
Collaboration & Support:
Assist advisors in client meeting preparation with reports and strategic insights.
Provide internal training on financial planning and insurance solutions.
Work with vendors and providers to implement client solutions.
Qualifications:
5+ years of experience in financial planning or wealth management.
CFP, CFA, or relevant certification preferred.
Strong financial analysis, risk assessment, and insurance planning skills.
Experience with high-net-worth clients is a plus.
Proficiency in financial planning software and Microsoft Office.
What Our Client Offers:
Competitive salary and benefits package.
A collaborative and growth-oriented work environment.
Professional development and career advancement opportunities.
Financial Planner/Paraplanner
Finance Planner Job In Lisle, IL
Does this describe you?
✔ Super nerd for all things finance
✔ You know what “CFP ” means (and have probably researched the pass/fail rate)
✔ You've watched a video on excel formulas until the bitter end
✔ Teamwork makes dreams work
✔ Growth mindset
✔ Your friends and family are tired of you asking if they started their Roth IRA yet
✔ Following-through is never just an *option
✔ 12 different financial planning software solutions? That's it?!
✔ The last big purchase you made included hours of research - even if it was just a vacuum
✔ If you had the choice, you'd always round to 10 decimals
✔ "Holistic" planning isn't just portfolio management
If the answer is yes, then you are exactly what we're looking for!
More details about the position:
Vantage Point Financial is looking to add a key employee to our Team. We are seeking a Paraplanner / Financial Planner who is ready to help an already thriving company continue to grow. We are looking for hard-working, success/detail-oriented employees with positive energy, who possess great people skills and have a “team player” mentality. If you want to join a Financial Services Firm that leads and empowers its clients, employees, and the community to achieve beyond what they thought possible, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
2+ years of Financial Planning experience OR a degree in Financial Planning
CRM Software / Database experience (Example: Salesforce, Redtail, Etc.)
Proficient and comfortable with digital tools, onboarding, and servicing
Financial Planning Software experience (Example: eMoney, Money Guide Pro, RightCapital, Etc.)
PREFERRED QUALIFICATIONS:
Current CFP or current CFP Candidate In-Process is a plus
RightCapital, Holistiplan, Kwanti, and Riskalyze experience is a plus
SIE (Securities Industry Essentials) Certification is a plus
FINRA Series 65 Securities Licensing (Must be Active & in good standing) is a plus
Life & Health Insurance Licensing is a plus
ROLE DESCRIPTION:
Creating a client-friendly culture of success and growth is at the heart of our business model. Prioritizing client needs and helping to create solutions is an integral part of our culture and at the core of everything we do. As a Financial Planner/Paraplanner you will pursue this mission through the following duties and responsibilities:
Preparing financial analyses and financial plans for clients.
Assisting with analysis, rebalancing, and administration of client investment portfolios.
Conducting investment research, reporting, and analysis.
Providing support for processing client service needs.
Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Develop effective working relationships with Team Members and Internal Departments to provide best-in-class service for clients
Participate in client sales & informational events/venues as needed
Actively participate in pre and post Client Meeting Support for the Advisor Team
Provide thorough, high-quality research, problem-solving and issue resolution
Generate various daily, weekly, monthly, and annual reports for Financial Advisor(s) / Office
REQUIRED SKILLS:
Energetic, positive, motivated, and outgoing
Ability to prioritize projects and manage time
Organization skills & attention to detail
Self-directed initiative and follow through
High level of confidence, perseverance, and a desire to succeed in a goal-oriented environment
Excellent interpersonal, written, and verbal communication
Ability to closely follow office processes & policies related to office operations & client privacy
Desire to be part of a Team Environment and to learn through a mentoring relationship
Ability to adhere to complex Regulatory and Compliance requirements
COMPENSATION:
$55,000 - $100,000* (Base Salary + Bonuses / Incentives)
*Based on applicable Experience, Certifications, and/or Qualifications*
Career growth and advancement opportunities:
Ongoing, Specialized Training
Medical Coverage + 401k Plan w-Match + Profit Sharing
Generous PTO Policy and Paid Holidays
Monday-Friday Schedule & Great Work/Life Balance
Professional, Fun, Motivating Atmosphere
We want to help you reach your full potential! We are looking for hard-working candidates with a passion for Financial Planning and who genuinely enjoy making a difference in people's lives!
If you feel you meet this position's requirements, please submit your resume today!
Investment Banking Associate
Finance Planner Job In Chicago, IL
***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
Investment Associate
Finance Planner Job In Chicago, IL
RCP is looking to hire a highly motivated Associate to join our investment team this summer (2025). The individual in this role will participate in all aspects of RCP's investment process, with a focus on underwriting primary, secondary and co-investment opportunities in the Lower Middle Market Buyout space. Working alongside the collaborative team, this person will have the opportunity to make an immediate positive impact on RCPs business while continuing to develop his or her own professional skills.
Duties and responsibilities
Diligence and execute co-investment transactions, which will entail all aspects of directly investing into the cap table of an operating company, including meeting management teams, assessing industry attractiveness and creating detailed LBO valuation models
Underwrite secondary investment opportunities, including top down and bottoms up LBO valuation models for baskets of operating companies
Evaluate primary investment opportunities for RCP's fund of funds product and serve as an integral member of the deal team that assesses and underwrites potential commitments. This includes top down-market research, screening and review of data room materials, meeting with fund managers and quantitative and qualitative due diligence on partnerships and companies
Prepare investment memos and co-lead RCP investment committee discussions on primary, secondary and co-investment opportunities
Train and mentor pool of analysts on investment team
Requirements and Qualifications
Required
Bachelor's degree required - this is a Pre-MBA position
2-3 years of work experience in an industry with private equity exposure (secondaries, co-investment firm, investment banking, credit underwriting, valuation, management consulting, investment management)
Advanced modeling and Microsoft Office skills (Excel, PowerPoint, Word)
Ability to prioritize and manage his/her workload such that deadlines are consistently met
High degree of comfort in a dynamic and fast paced work environment
Possess strong attention to detail and the ability to effectively prioritize multiple tasks
Analytical, quick thinker with unconventional problem-solving capabilities
Excellent time management, project planning, and organizational skills
Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences
Dynamic relationship building and partnership skills; a strong teammate with experience leading initiatives across multiple departments
Must have the ability to interact with a variety of individuals (employees at all levels, clients, vendors), along with the ability to work independently are required
Benefit & Compensation
Insurance services including medical, dental and vision plans. Company and employees pay premiums.
401k with a company safe harbor contribution for all eligible employees
Short- and long-term disability
Voluntary life, AD&D, voluntary accident insurance, voluntary critical illness and voluntary hospital indemnity
Employee Assistance Program
Pre-tax commuter benefit program
Transit and cell phone stipend
12 paid holidays
Unlimited time off for vacation, sick and personal time
Paid Parental leave
Compensation range for this role is $115,000 - $160,000
If you believe you would be a good fit for this position, please send your resume to ***********************. Thank you in advance for your consideration.
About RCP Advisors Founded in 2001, RCP Advisors is a private equity investment firm headquartered in Chicago that provides access to lower middle market private equity fund managers through primary funds-of-funds, secondary funds, and co-investment funds. Additionally, the firm provides advisory and investment research services.
The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands. RCP Advisors is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at RCP Advisors are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) RCP Advisors will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at ************** or ***********************.
Experienced Investment Banking Associate
Finance Planner Job In Chicago, IL
*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 Planner Job In Chicago, IL
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
Financial Advisor
Finance Planner Job In Rosemont, IL
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.
As a Financial Advisor, you will:
Build a client base and develop knowledge of Bankers Life financial products and market trends
Develop yourself with our award-winning training and mentorship network
Present clients with financial solutions and drive them to action
Take ownership of your business and build a team
The ideal candidate will have:
Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support
High level of self-motivation; ability to accomplish goals independently
History of success in sales, competitive roles, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Advisor's Assistant
Finance Planner Job In Merrillville, IN
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
Investor Relations Associate
Finance Planner Job In Indianapolis, IN
Boomerang Ventures combines a venture studio and venture fund to provide hands-on expertise and capital to very early-stage life science start-ups to build them more quickly and effectively toward a fast, lucrative exit. Founders needing business, technical and other expertise to form a new company (NewCo) and position it for a lucrative exit are a good fit for the Studio.
The Boomerang Studio purpose and passion is to
transform lives,
and we do this in our niche of
bringing amazing, connected healthcare ideas to life.
We are seeking a highly motivated and analytical individual to join our team as an Investor Relations Associate. In this role, you will be responsible for supporting our team in identifying, analyzing, and cultivating investment partners. You will be working with the Studio Director, other Boomerang Executives and portfolio CEOs while managing potential investment opportunities in startups and emerging ventures. The ideal candidate is passionate about innovation, has a strong understanding of market trends, and possesses the financial acumen to evaluate early-stage businesses. Additionally, you will conduct in-depth research on the venture capital ecosystem to support strategic decision-making.
Role and Responsibilities
As an Investor Relations Associate, you will enhance Boomerang's presence in the startup ecosystem through community events, resources, and content. You will also support the Studio team and Studio portfolio companies with research and due diligence on early-stage investors and help grow participation in Studio events.
Venture and Angel Investor Research:
Perform research on regional and national angels, angel groups, venture capital firms, family offices including their investment strategies, portfolio companies, and industry focus to develop a curated database of potential pre-seed and seed investors for Studio portfolio companies.
Track venture funding activity and analyze market dynamics and opportunities for early-stage investors.
Develop proficiency in research resources such as Pitchbook, Angel List, LinkedIn, and AI tools such as Perplexity to support the Studio team and PortCos. Identify and develop additional tools to improve Studio and PortCo fundraising efficiency and effectiveness.
Platform Development:
Build and maintain a database of curated venture and angel investors.
Build partnerships with accelerators, incubators, co-working spaces, venture studios and other startup resources.Network with founders and industry professionals to source investment.Design and execute exclusive events for founders and investors to strengthen Boomerang's brand.
Develop and keep current a calendar of startup and investor events in the Midwest. Identify events for Boomerang and PortCos to attend to source investors.
Create and maintain resources for portfolio companies and the broader ecosystem (e.g., cloud credits, SaaS discounts) and develop a curated database of marketing/support partners with negotiated rates to assist with pitch decks, social media, digital marketing, etc.
Content Creation:
Produce blog posts, interviews, and case studies on startup best practices and venture trends.
Develop playbooks and guides on fundraising, scaling, and business development.
Assist in crafting content strategies for Boomerang's online presence and PR initiatives.
Portfolio Support:
Support portfolio companies with investor relations as needed by connecting them with resources and mentors.
Monitor portfolio performance and provide regular updates to the Studio leadership team.
Industry Engagement:
Stay up-to-date with industry trends, technological advancements, and funding ecosystems.
Attend conferences, pitch events, and networking sessions to identify new opportunities.
Embody Boomerang Core Values
Collaborative: Operate as part of a team, leveraging the strengths of teammates. Collaborate cross-functionally with various teams to align financial strategies with business objectives.
Innovative: Demonstrates curiosity and creativity. Aspires to do better and be the best.
Results Driven: Strong leadership skills; takes ownership and accountability for personal and team results. Sets and achieve high-performance goals. Delivers according to plans.
Problem Solver: Demonstrates a resourceful, methodical, and structured approaching to challenges through first principles thinking
Customer Oriented: Leading by example, while empathizing with our customers, create value in everything we do.
Target Profile
Education: Bachelor's degree in Finance, Economics, Business, Engineering, or a related field; MBA or equivalent advanced degree is a plus.
1-3 years of experience in venture capital, private equity, investment banking, management consulting, or a related field.
Experience researching venture capital firms, analyzing funding trends, and understanding the VC landscape is highly desirable. Demonstrated ability to identify investor /portfolio company fit and the lead investor contacts.
Technical Skills: Proficiency in financial modeling, valuation techniques, and market analysis tools; advanced Excel skills are essential.
Analytical Skills: Strong problem-solving ability with attention to detail and an aptitude for evaluating qualitative and quantitative data.
Communication Skills: Excellent written and verbal communication; ability to create compelling reports and presentations.
Interpersonal Skills: Strong networking skills and the ability to build relationships with Boomerang colleagues and stakeholders across the ecosystem.
Mindset: Entrepreneurial, proactive, and eager to work in a fast-paced, dynamic environment.
Passion: A genuine interest in startups, venture capital, and emerging technologies in connected healthcare
Expected Results and Metrics of Success
Works directly with Studio Director for funding of the Studio and supporting the Boomerang's portfolio company CEOs.
Demonstrated focus on activities which will best impact Studio and PortCo goals.
Improves business processes and execution of each stage. Attracts new talent to the Studio and Newco's.
Commitment Expected
Minimum of 40 hours per week and located at HqO preferred
Travel and after-hours work as needed to build and maintain business and community relationships.
The duties and responsibilities described here may not be a comprehensive list. Additional tasks may be assigned from time to time and/or the scope of the job may change as necessitated by business demands.
Financial Advisor
Finance Planner Job In Des Plaines, IL
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.
Investment Banking Analyst
Finance Planner Job In Chicago, IL
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 Advisor (Training Provided)
Finance Planner Job In Skokie, IL
Becoming a Financial Advisor
Becoming a Financial Advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming an advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plan including investments for growth, insurance for protection, and annuities for guaranteed income in retirement that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
High Net-worth Financial Advisor (Chicago)
Finance Planner Job In Chicago, IL
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 Representative
Finance Planner Job In Kokomo, IN
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 Planner Job In Aurora, IL
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Financial Planning & Analysis Analyst
Finance Planner Job In Monticello, IN
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 Planner Job In Carmel, IN
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
Outbound Financial Sales Representative
Finance Planner Job In Zionsville, IN
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.
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.
Job Summary
As the Outbound Sales Representative, you will build business relationships with advisors who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based and on the field position. The Outbound Sales Representative is responsible for working independently on out going call efforts while maintaining a strong product knowledge that is used to promote and market products to representatives and solicit orders.
Responsibilities
Making proactive outbound calls to representatives to sell our products
Identify leads, manage prospects and acquire new business
Make proactive calls-out as part of marketing, product or lead generation campaigns
Follows up on generated leads to help grow business and documenting the outcome
Occasional traveling to client sites or conferences to help grow business
Provides product and illustration sales support
Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls
Identify cross sell opportunities and build strong Delaware Life brand with the callers and clients
Generate illustrations and webinars from sales purposes
Helps and participates with DLM's marketing campaigns follow through in support of external and internal wholesalers
Resolves client concerns
Responds to voicemail/email broker requests
Participates in team meetings and training programs
Identifies client situation and present options available
Maintains integrity of broker database
Demonstrates knowledge of Delaware Life's products
Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
Productively work together and collaborate with other home office departments
Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products
Keep the sales desk manager appraised of any training or development needs that will result in greater performance and personal growth.
Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors
Other duties as assigned
Experience
Bachelor's degree or equivalent experience
At least 1+ years of cold calling experience, with strong track record of success is a preference
Strong presentation, negotiation and closing skills
Strong knowledge of annuity, insurance or investment products preferred
Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 3 months of hire
Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence, and organizational skills
Working knowledge of office automation tools; experience with contact management tools a plus
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.
#LI-KS1