Current jobs related to Financial Services Professional - Schaumburg, Illinois - Cetera Financial Group
-
Financial Services Professional
2 weeks ago
Schaumburg, Illinois, United States Thrivent Full timeAbout the RoleAs a Thrivent Financial advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also enjoying the satisfaction of making a difference in their lives.With Thrivent, you will receive...
-
Financial Services Representative
1 week ago
Schaumburg, Illinois, United States OneMain Financial Full timeAbout the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...
-
Financial Services Professional
1 day ago
Schaumburg, Illinois, United States Thrivent Full timeAt Thrivent, you will be part of a Fortune 500 company that helps Christians build their financial futures and live more generous lives. Our team of financial advisors works to provide personalized advice and connect clients to Thrivent insurance, investment, banking, and generosity programs.Key Responsibilities:Build a financial practice guiding clients on...
-
Mortgage Banking Professional
2 months ago
Schaumburg, Illinois, United States Wintrust Financial Full timeJob SummaryWe are seeking a highly skilled Mortgage Banking Professional to join our team at Wintrust Financial. As a Residential Loan Originator, you will be responsible for procuring new mortgage transactions and providing exceptional customer service to our clients.Key ResponsibilitiesAssemble and review new loan applications, matching borrowers with...
-
Financial Services Professional
2 weeks ago
Schaumburg, Illinois, United States Bankers Life Full timeFinancial Services Career OpportunityBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our...
-
Financial Services Professional
2 weeks ago
Schaumburg, Illinois, United States Wells Fargo Full timeKey Responsibilities:As a Private Client Financial Advisor with Wells Fargo Advisors, you will participate in our comprehensive training program to develop the skills and knowledge necessary to deliver exceptional client service and achieve financial goals.Client Service Focus:Review and understand client goals and risk tolerance to provide tailored...
-
Senior Financial Analyst
2 weeks ago
Schaumburg, Illinois, United States Creative Financial Staffing Full timeSenior Technical AccountantAs a Senior Technical Accountant, you will play a key role in driving financial excellence and ensuring compliance with accounting standards. This position requires a deep understanding of accounting principles, regulatory requirements, and the ability to adapt to the evolving landscape of the healthcare industry.Why Work for...
-
Financial Risk Compliance Specialist
3 weeks ago
Schaumburg, Illinois, United States Cetera Financial Group Full timeThe Financial Compliance Analyst role collaborates closely with the Senior Analyst team leader. This position involves conducting post-trade evaluations on various financial instruments to pinpoint potential risks and breaches of broker-dealer regulations. Additionally, this role focuses on identifying trends and patterns in advisors' trading activities to...
-
Chief Financial Officer
2 weeks ago
Schaumburg, Illinois, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions. Our company is committed to delivering exceptional service and expertise to our clients and candidates.Job SummaryWe are seeking a highly skilled General Accountant to join our team. The successful candidate will be responsible for compiling and analyzing...
-
Financial Services Specialist
2 weeks ago
Schaumburg, Illinois, United States Bankers Life Full timeUnlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.What We OfferHybrid...
-
Financial Risk Compliance Specialist
2 months ago
Schaumburg, Illinois, United States Cetera Financial Group Full timeThe Financial Compliance Analyst role is integral to the Senior Analyst team, focusing on post-trade evaluations of financial instruments to uncover potential risks and breaches of broker-dealer regulations. This position emphasizes the analysis of trading patterns to minimize undue risks to the organization.Key Responsibilities:Conduct thorough monthly...
-
Financial Services Representative
1 month ago
Schaumburg, Illinois, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeJoin Northwestern Mutual as a Financial Representative and embark on a rewarding career that combines financial planning, risk management, and investment products. As a key member of our team, you will work closely with clients to deliver personalized financial solutions and help them achieve their long-term...
-
Financial Services Representative
2 weeks ago
Schaumburg, Illinois, United States Bank of Montreal Full timeJob Summary:As a key member of the Bank of Montreal team, you will deliver exceptional service to customers and prospects in Retail Banking Sales & Service. Your primary focus will be on identifying customer needs and providing advice and guidance on financial matters. This role requires a strong understanding of customer experience and a passion for...
-
Insurance and Financial Services Professional
2 weeks ago
Schaumburg, Illinois, United States Brad Sutter - State Farm Agent Full timeAbout UsAt Brad Sutter - State Farm Agent, we are dedicated to helping individuals and families manage the risks of everyday life. Our team is committed to providing exceptional customer service and delivering innovative solutions to meet the unique needs of our clients.Job SummaryWe are seeking a highly motivated and results-driven Sales Representative to...
-
Insurance and Financial Services Professional
2 weeks ago
Schaumburg, Illinois, United States Brad Sutter - State Farm Agent Full timeAbout UsAt Brad Sutter - State Farm Agent, we are dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Our agency has been proudly serving our community for over 20 years, built on the core values of integrity, exceptional customer service, and a commitment to being a reliable resource for our...
-
Financial Advisor
4 weeks ago
Schaumburg, Illinois, United States Northwestern Mutual Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Northwestern Mutual. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals by developing and implementing comprehensive financial plans.Our Financial Advisors are valued partners and proud business owners,...
-
Financial Planner
2 weeks ago
Schaumburg, Illinois, United States Northwestern Mutual Full timeAbout the Role:As a Financial Representative at Northwestern Mutual, you will play a crucial role in helping clients achieve their financial goals. You will develop and implement comprehensive financial plans, providing clients with the tools and support they need to succeed.Our Financial Representatives are valued partners and proud business owners, with...
-
Financial Planner
3 weeks ago
Schaumburg, Illinois, United States Northwestern Mutual Full timeAbout the RoleAs a Financial Representative at Northwestern Mutual, you will have the opportunity to help clients achieve their financial goals by developing and implementing personalized financial plans. Our team of experienced professionals provides comprehensive financial solutions, including insurance, investments, and retirement planning, to help...
-
Financial Advisor
2 weeks ago
Schaumburg, Illinois, United States Northwestern Mutual Full timeAbout the RoleAs a Financial Representative at Northwestern Mutual, you will play a critical role in helping clients achieve their financial goals. You will develop and implement comprehensive financial plans, utilizing insurance and investment strategies to provide clients with the tools and support they need to succeed.This is a unique opportunity to build...
-
Financial Services Representative
2 weeks ago
Schaumburg, Illinois, United States Brad Sutter - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Representative to join our successful team at Brad Sutter - State Farm Agent. As a key member of our team, you will be responsible for engaging with prospective clients, providing them with valuable insurance solutions, and building strong relationships with existing customers.Key...
Financial Services Professional
2 months ago
Cetera Financial Group is seeking a highly motivated and experienced Financial Services Professional to join our team. As a key member of our organization, you will be responsible for providing exceptional financial guidance and advice to our clients, helping them achieve their long-term financial goals.
Key Responsibilities- Client Acquisition and Retention: Develop and maintain strong relationships with existing clients, identifying new business opportunities and expanding our client base.
- Financial Planning and Advice: Provide personalized financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their goals.
- Product Sales and Cross-Selling: Identify and recommend suitable financial products and services to clients, ensuring they receive the best possible solutions for their needs.
- Compliance and Regulatory Requirements: Stay up-to-date with industry regulations and ensure all financial transactions and advice are compliant with relevant laws and regulations.
- FINRA Series 7 and 63 Licenses: Hold current and active licenses in good standing.
- State Life and Health Insurance License: Possess a valid state life and health insurance license.
- Strong Sales and Marketing Skills: Demonstrate excellent sales and marketing abilities, with a proven track record of success in financial services.
- 2+ Years of Financial Services Experience: Possess a minimum of 2 years of experience in financial services, with a strong understanding of financial products and services.
- Competitive Compensation and Benefits: Enjoy a competitive salary and comprehensive benefits package, including health, dental, and vision insurance.
- Opportunities for Advancement: Take advantage of opportunities for career growth and advancement within our organization.
- Collaborative and Supportive Team Environment: Join a dynamic and supportive team environment, with a focus on collaboration and teamwork.
