Current jobs related to Financial Consultant II - Elgin - First Citizens Bank
-
Retail Personal Banker II
1 week ago
Elgin, United States Fifth Third Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...
-
Financial Services Consultant
4 days ago
Elgin, Illinois, United States John Sutton - State Farm Agent Full timeAbout Us:At John Sutton State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 30 years. With a focus on providing exceptional customer service and comprehensive insurance solutions, we have earned a strong reputation as a leader in the industry.About John SuttonUniversity of IllinoisPresident's Club...
-
Chief Financial Officer
2 weeks ago
Elgin, Illinois, United States Greenville Water Full timeGreenville Water is seeking a seasoned and driven Chief Financial Officer to lead our financial operations.POSITION OVERVIEW:The Chief Financial Officer will oversee all monetary functions within our organization, including financial assessment, predictive analysis, cash management, budget formulation, and grant oversight. The ideal candidate will possess a...
-
Insurance and Financial Services Specialist
23 hours ago
Elgin, Illinois, United States Omega Innovations Full timeAbout Omega InnovationsWe are a leading financial consulting company seeking a highly skilled Insurance and Financial Services Merchant to join our team. As a key member of our office team, you will play a crucial role in supporting our clients and driving business growth.Key Responsibilities:Supporting clients with their insurance and financial...
-
Retail Personal Banker II
2 weeks ago
Elgin, United States Fifth Third Full timeSelected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the pro Personal Banker, Retail, Spanish, Banker, Customer Experience, Financial, Banking, Business Services
-
Insurance Sales Consultant
2 weeks ago
Elgin, Illinois, United States New York Life - Todd Couture Full timeJob OverviewEmbark on a rewarding career in the insurance sector as an entry-level insurance sales consultant. We are seeking an individual who excels in interpersonal communication, possesses keen attention to detail, and can articulate various insurance programs and plans to prospective clients.Key Responsibilities:Maintain and update reports, records, and...
-
Financial Services Representative
1 day ago
Elgin, Illinois, United States John Sutton - State Farm Agent Full timeAbout Our AgencyAt John Sutton - State Farm Agent, we are dedicated to helping individuals and families manage the risks of everyday life, recover from the unexpected, and realize their dreams. Our mission is to provide exceptional customer service and comprehensive insurance solutions to our valued clients.Role and ResponsibilitiesAs a Sales Associate at...
-
Customer Service Specialist
4 days ago
Elgin, Illinois, United States John Sutton - State Farm Agent Full timeAbout Us:At John Sutton State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 30 years. With a focus on providing exceptional customer service and comprehensive insurance solutions, we have earned a strong reputation as a leader in the industry.About John SuttonUniversity of IllinoisPresident's Club...
-
Lead Environmental Consultant
2 weeks ago
Elgin, Illinois, United States Hampton Lenzini and Renwick Inc Full timeAbout Hampton, Lenzini and Renwick, Inc. (HLR) Established in 1965, Hampton, Lenzini and Renwick, Inc. (HLR) is a fully employee-owned civil engineering firm based in Elgin, IL, with additional offices throughout Illinois. HLR is recognized as a premier provider of professional consulting engineering, environmental, and surveying services, catering to both...
-
Elgin, United States John Sutton - State Farm Agent Full timeAre you an ambitious and customer-focused individual with a passion for sales? Do you dream of a rewarding career where you can make a positive impact on people's lives? Look no further! John Sutton State Farm is seeking a Sales Associate to join our dynamic and successful team.About Us:At John Sutton State Farm, we take immense pride in being a trusted...
-
Elgin, Illinois, United States John Sutton - State Farm Agent Full timeAre you a motivated and customer-focused professional with a keen interest in sales? Do you aspire to build a rewarding career that allows you to make a positive difference in people's lives? If so, John Sutton State Farm is seeking a Sales Associate to become part of our vibrant and successful team.About the Company:At John Sutton State Farm, we take pride...
-
Retail Sales Associate II
3 months ago
Elgin, United States CubeSmart Full time**Retail Sales Associate II (Full-Time)** CAROUSEL_PARAGRAPH * Elgin, Illinois * Customer Service/Retail * 13962 ** Share Job** ** Job Description** **Overview** **At CubeSmart, our culture makes the difference. When we say its whats *inside* that counts, we are saying you count.** **Responsibilities** **What CubeSmart offers:** Non-Traditional Retail...
-
Bilingual Sales Consultant
2 weeks ago
Elgin, Illinois, United States Farmers Insurance Full timeBecome Part of the Farmers Insurance Family - The Chantal Ortiz Meza AgencyPosition: Candidate for Agency Ownership Development ProgramThe Farmers Insurance Protégé Program offers a unique opportunity for aspiring business owners aiming to pursue agency ownership within Farmers Insurance. This extensive 6-12 month training program pairs you with an...
-
Insurance Sales Consultant
7 days ago
Elgin, Illinois, United States New York Life - Todd Couture Full timeJob OverviewEmbark on a rewarding career in the insurance sector as an entry-level insurance agent. We are in search of a personable individual with exceptional listening abilities, meticulous attention to detail, and the capability to clearly convey insurance programs and options to prospective clients.The ideal candidate will seize the opportunity to...
-
Insurance Sales Consultant
7 days ago
Elgin, Illinois, United States New York Life - Todd Couture Full timeJob OverviewStep into the dynamic field of insurance sales as an entry-level Insurance Sales Agent. We are in search of an individual who excels in interpersonal interactions, possesses keen listening abilities, and can clearly articulate various insurance programs and plans to prospective clients.Our ideal candidate will seize the opportunity to enhance...
-
Chiropractor - Elgin, IL
2 months ago
Elgin, United States The Joint Chiropractic Full timeLooking for a new way of delivering quality chiropractic care? The right adjustment is all it takes. Here at The Joint Chiropractic, we’ve got your back. As one of our doctors, you will find that our unique operating model gives you all the support you need to focus on doing what you do best: looking after your patients. We support you with marketing,...
-
Student Accounts Coordinator II
4 weeks ago
Elgin, United States Elgin Community College Full timeAbout ECC: Elgin Community College serves over 9,000 students at every stage of their educational journeys, including university transfer programs, career and technical education, continuing education classes, and adult basic education. As a community, we pride ourselves on nurturing a welcoming campus where every person-students, staff members,...
-
Student Accounts Coordinator II
4 weeks ago
Elgin, Illinois, United States Elgin Community College Full timeAbout ECC:Elgin Community College serves over 9,000 students at every stage of their educational journeys, including university transfer programs, career and technical education, continuing education classes, and adult basic education. As a community, we pride ourselves on nurturing a welcoming campus where every person-students, staff members, faculty...
-
Insurance Sales Representative
4 days ago
Elgin, Illinois, United States John Sutton - State Farm Agent Full timeAbout Us:At John Sutton State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 30 years. With a focus on providing exceptional customer service and comprehensive insurance solutions, we have earned a strong reputation as a leader in the industry. As a State Farm agency, we have access to a wide range of...
-
Tax Director
2 days ago
Elgin, Illinois, United States CyberCoders Full timeAbout the RoleWe are a leading full-service CPA firm in the Chicago area seeking a highly experienced Tax Director to join our team. As a Tax Director, you will play a key role in leading our tax practice and providing innovative tax planning, consulting, and compliance expertise to our clients.Key ResponsibilitiesReview and prepare complex tax returns for...
Financial Consultant II
1 month ago
Overview:
Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story.
Our Financial Consultants serve as the subject matter experts in advising and selling investment opportunities to our mass affluent clients and prospects. You will get to foster and cultivate relationships with branch partners to help our clients enhance their financial goals with financial planning and investment strategies. You will focus on business develop and client prospecting to expand our investment relationship within a particular territory. If you are a highly self-motivated person that thrives as an individual producer in a team environment, our Financial Consultant position could be the perfect opportunity.
Responsibilities:- Sales - Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals.
- Client Service - Meets with clients and prospects to update client goals by leveraging financial planning Reviews investments, strategies, and goals on a regular basis to ensure effective wealth management. Provides ongoing client service to assigned accounts by answering inquiries, making recommendations, and monitoring goals. Utilizes investment proficiency to assist mass affluent individuals in managing their finance.
- Risk Management - Ensures compliance with all applicable banking, investment, and legal regulations and policies.
- Relationship Development - Develops and maintains strong relationships with mass affluent individuals to meet or exceed production goals. Identifies tools or methods to enhance personal service and referral performance. Works with Bank partners and external centers of influence to source new business opportunities.
- Bachelor's Degree and 6 years of Financial Services experience OR High School Diploma or GED and 10 years of Financial Services experience
- Must have valid Series 7, 63, 65/66, and State specific Life and Health Insurance licenses
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here:
