Finance Planner Jobs in Streamwood, 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!

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Job Description Summary We're in search of a dynamic and experienced Wealth Advisor with a strong background in investments to join our team. This role will involve both leadership responsibilities and collaboration, catering to clients with varying levels of complexity. Responsibilities Coordinate and drive the delivery of Corient's broad investment, planning and wealth management services and resources to benefit our clients. Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client's input, determine short and long-term deliverables and develop a plan to accomplish them. Manage the client service experience and liaise with investment management and wealth planning colleagues, service teams and external providers. Lead team of subject matter experts in various wealth management disciplines to deliver exceptional value-added services, advice, and deliverables to client families. Coordinate the delivery of the full scope of Corient's solutions to our clients, including tax, family office, wealth transfer, and trustee services. Serve as clients' primary relationship manager for Corient, including proactive and regular communication. Cultivate client referral sources and centers of influence, and develop new business opportunities on ongoing basis. Qualifications & Requirements Bachelor's degree in finance, Economics, or a related field. Proven experience in Wealth Management or similar role. CFP or CFA, required. Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities. Strong analytical mindset, attention to detail, and problem-solving abilities. Collaborative team player with a proactive approach to work. Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards. The base pay range for this position is $175,000 - $200,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Job Title: Senior Investment Associate Type: Full-Time, Permanent/Direct Hire Pay Range: $120,000 - $135,000 base salary plus 20% bonus Benefits: Generous PTO, 401(k) company match, bonus opportunities, continuing education reimbursement, competitive employee health insurance package including a wellness program & more Company: Real Estate/Development Company - Portfolio $1 Billion in Real Estate Projects Key Responsibilities: Support the evaluation and underwriting of acquisition and development opportunities by performing complex financial analyses, including Argus valuation models and Excel-based pro formas, cash flow projections, sensitivity analyses, and municipal incentive analyses. Review and analyze investment offering materials and gather and evaluate economic and market intelligence, including leases and sales comparables, location analytics, and demographic data. Support the sourcing of equity and debt capital by preparing detailed financial models, presentations, and other required deliverables for prospective investors and lenders. Assist with the preparation of investment committee memos for both internal and third-party review. Assist with managing due diligence on potential investments, including the review and analysis of leases, operating information, legal documentation, and other investment-related information, as well as touring properties, engaging with owners, brokers and other key stakeholders, and participating in interviews with tenants and service providers. Collaborate with leasing, asset management, property management, accounting, and other internal stakeholders to validate and optimize underwriting assumptions on new opportunities. Complete research and other ad-hoc analyses as required. Train and facilitate the development of Investments team analysts. Key Qualifications: 2-5 years of work experience in commercial real estate investments, asset management, commercial banking, and/or investment sales with a minimum of 2 years in real estate development or acquisitions. Experience underwriting multiple property types with a preference for retail, mixed-use, office, and/or healthcare. Bachelor's degree from a top-tier college or university with a strong record of academic achievement. Strong financial and analytical skills with advanced proficiency in Argus and Excel, a strong understanding of real estate investment metrics, and experience modeling joint ventures and distribution waterfalls.

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.

***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

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 ***********************.

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 licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP ) 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: Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP Inclusive culture, career long mentorship, and the support of an established office structure Progressive advancement opportunities Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Uncapped earnings Passive income opportunities and bonus programs 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: ********************************

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

Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is income, schedule flexibility, or the feeling of making an impact in the world. If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then this could be a perfect opportunity! As a Financial Advisor at Lakeshore Financial Group, you'll build lasting relationships with your clients and help them achieve their financial goals. And you'll help solidify your own future, too. This career offers flexibility at a company where hard work is valued and rewarded. If you are the right person for this opportunity, you will be ambitious, entrepreneurial-minded, self-motivated, and committed to cultivating and nurturing long-term client relationships, while building equity in your own business. Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. Please note that while the salary range listed is average for a first-year advisor, the potential earnings for the role are unlimited. Must Haves: Entrepreneurial drive and a hunger to expand your practice within a supportive framework Exceptional communication and interpersonal skills Nice-to-Haves: Life & Health Insurance License Series 7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies. Join our team and build a rewarding career!

*Please only respond to this advertisement if you have at least 1 year of previous experience working at an investment bank, valuation firm, commercial bank (or similar position) with extensive financial modeling experience. No recruiter calls will be accepted. A leading middle-market investment bank based in Chicago is currently seeking to hire an experienced investment banking analyst. This opportunity is open in locations nationwide. We offer our analysts the opportunity to gain extensive experience across multiple industries and transaction types including mergers & acquisitions, financings, restructuring and valuations. Analysts work on small deal teams and interface directly with senior-level bankers, client executives, private equity firms and other investors. The investment banking analyst program is a highly competitive two to three-year program and analysts who perform well have the opportunity to remain with the firm as an associate. Location: Nationwide Responsibilities: Play a key role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.) Primary responsibilities include modeling (valuation, merger, company projections, analyzing large data sets), research, analyzing and summarizing industry and company dynamics, compiling potential buyer/investor lists, etc. Interact with clients, potential buyers and investors Assist with all aspects of business development Contribute to periodic newsletters and industry pieces 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 one year of experience working at an investment bank, valuation firm, commercial bank (or similar position) with extensive financial modeling experience Strong undergraduate and graduate academic performance Undergraduate degree in finance, accounting, business or economics is preferred

Investment Analyst - Chicago, USA Seize the opportunity to join a dynamic financial team in the heart of Chicago as an Investment Analyst. This role is ideal for those passionate about the hedge fund sector and equipped with a knack for meticulous research and analysis. As an Investment Analyst, you will play a pivotal role in shaping investment strategies and decisions. Key Responsibilities: Cover fundamental SMID cap equities. Monitor fundamental economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews. Prepare plans of action for investment based on financial analyses. Present oral and written reports on general economic trends, individual corporations, and entire industries. Required Skills: Research Associate: Ability to conduct deep dive research into market trends, financial statements, and investment opportunities. Hedge Fund Knowledge: Familiarity with hedge fund strategies and portfolio management is crucial for effective analysis and decision-making. Experience: 5-7 years of experience in a similar seat at a hedge fund covering a Long Short strategy. Location: This position is based in the vibrant city of Chicago, Illinois - a major hub for finance professionals offering a stimulating work environment surrounded by some of the best minds in the industry.

Blackford Capital is a Grand Rapids, Michigan-based private equity investment firm that acquires, manages and builds value in lower middle market manufacturing, distribution and consumer product companies. Founded in 2010, Blackford Capital has established a history of value creation for our investors and management teams. About the Role The purpose of the job is to contribute to the evaluation and execution of investment opportunities by supporting the Deal team in conducting due diligence, financial modeling, and market research to identify and assess potential investment prospects. Essential Job Responsibilities Develop and maintain relationships with industry professionals to support deal sourcing efforts. Contribute to the preparation of accurate and relevant information to be shared with the IC, such as, financial evaluation of investment opportunities, material is created in accordance with the required information and is as accurate as possible, assist in following up on questions / requests after each IC meeting, maintain documentation of decisions and requests by IC members. Assist in developing and maintaining financial models to evaluate potential investment opportunities, including financial projections, cash flow analysis, and sensitivity assessments. Collaborate with the VP and Associate in conducting due diligence on target companies, analyzing their financial statements, industry dynamics, competitive landscape, and relevant market trends. Ensure all follow ups from lenders and LPs are answered in a quick and precise manner, maintain updates on financing processes (mainly debt side), work with the VP to lead lender discussions, and conduct and provide ad-hoc analysis as required. Ensure all closing documents are secured and stored in our repository, work with the management teams to manage post-closing initiatives and work as the liaison between the management team and BFC, work with the management teams to conduct weekly progress meetings, board meetings and other activities for value creation. Qualifications Bachelor's Degree Required Experience 1 - 3 years' experience in Private Equity, investment banking or M&A, exposure to manufacturing industry preferred Preferred Skills Highly analytical; extensive financial modeling skills and experience in Excel Previous successful transaction experience on either the buy or sell side Knowledge of business growth strategy and the risk/return characteristics of private equity investment opportunities Previous M&A transaction experience on either the buy or sell side Extremely organized Strong interpersonal and communication skills Clear, concise writing skills Self-directed, self-motivated, hard-working, strong initiative Ability to be adaptable in a fast-paced, ambiguous working environment Willingness to work long hours when required Pay range and compensation package Competitive compensation based on experience 401k plan with employer match Extensive PTO Program Parking provided Employer provided health, dental, and vision insurance with 90% employer covered premium Equal Opportunity Statement Blackford Capital is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristics protected by law.

Our Story Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients. Your Future Team Do you aspire to work with a team that trusts and relies on you for your insight, relishes your analytical depth, and is blown away by your productivity and efficiency? Do you desire a clear and defined roadmap for your professional development and career path? Does having a coach/mentor dedicated to your success sound compelling? How about working for a team that truly recognizes your hard work and commitment? As a wealth advisor, you will support a Senior Advisor/Partner in our organization and grow quickly to manage your own client base. What You'll Do Client Management: Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management. Technical Expertise: Analyze data, design financial plans, and present them effectively to the client base. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance your knowledge and skills. Business Development: Develop referrals from your existing clients and your professional network to expand our client base. While business development will not be required in the early stages of this role, It will be important for ongoing career and compensation growth. Client Segmentation: Manage a book of clients, providing tailored financial advice and solutions . What You'll Bring 2-5 years of work experience Relationship building and management skills Passion for the financial planning business and a genuine interest in helping clients achieve their goals. High ethical standards and integrity in all business dealings. Commitment to excellence and continuous improvement. Entrepreneurial spirit, demonstrated through personal investment in your professional growth and the firm's future. What We Offer Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) 401k matching plan HSA employer contributions Student loan assistance Pet insurance 40-hour work week, with year-round 5-hour Fridays Hybrid in Office Policy Base salary of $75,000 - $100,000 plus discretionary bonus (base salary amount will be dependent on experience) Hightower Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

As a Financial advisor, you'll: Provide personal, actionable and achievable advice and connect clients to insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and firm's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

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!

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.

Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. #hybrid #KP1

Financial Representative//Financial Services Professional Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: #90, Fortune 100 company (2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021. 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 3 Combined client assets of NMIS and NMWMC as of June 30, 2021 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

The Kovitz Global Investment Committee evaluates investment managers and asset classes in the context of managing client portfolios. Our approach more closely resembles an endowment approach than a typical wealth manager. The analyst will work with senior investment team members to identify and research investment managers focused on both public and private investments. The research process emphasizes both qualitative and quantitative analysis. You will be speaking with investment managers, former manager employees, peer asset allocators, and other professionals relevant to building an investment thesis. Effective communication will be critical as you build an investment case, draft investment memos, and make recommendations to the team. This is an opportunity to join a team where one can bring meaningful contributions to the investment process and progress professionally within an established and growing wealth management firm. REQUIRED QUALIFICATIONS Entrepreneurial, high-integrity, team-oriented individual with strong oral and written communication skills. Passion for long-term, research-oriented, investing. Experience understanding business fundamentals, analyzing management teams, and identifying value-creative ideas. High degree of curiosity and a track record of successful accomplishments in life. Strong academic background. 3-5 years of analytical and investing experience required. Required ability to: Identify key merits and risks with investment ideas and conduct the required research to arrive at portfolio decisions. Conduct interviews with portfolio managers and industry representatives. Clearly communicate conclusions to the team and other stakeholders to build support for investment ideas. To apply please provide a resume, and an investment memorandum representative of your best work to ******************************* ADDITIONAL ROLE INFORMATION Job Type: Full-Time (Hybrid*) Compensation Structure: Base Salary + Bonus Job Function: Global Investment Committee Research Analyst Location: Deerfield, IL & Chicago, IL