Financial Planning Associate
3 weeks ago
At Northwestern Mutual, we're committed to helping our clients achieve financial freedom. As a Financial Representative Intern, you'll play a key role in building a financial planning practice, working with local and nationwide experts, and leveraging exclusive financial products and resources.
Key Responsibilities:- Build and maintain a client base through prospecting and networking
- Develop and implement financial plans, offering valuable recommendations to clients
- Gain exposure to planning software platforms and tools
- Obtain licenses and certifications, such as the Series 6 & 63 or CFP
- Participate in weekly coaching, training, and development meetings
- Full-time student, preferably juniors and seniors
- Entrepreneurial spirit and curiosity for sales
- Highly involved on campus, with leadership roles or participation in student organizations
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business acumen
- Commissions
- Development stipends
- Productivity bonuses
- Support for insurance licensing
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
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Financial Planning Associate
2 weeks ago
Chicago, Illinois, United States ACCIONA Energía Full timeJob SummaryWe are seeking an experienced Associate Financial Planning and Asset Management professional to join our team at ACCIONA Energía's US headquarters in Chicago, IL.This role will support and manage the development of financial plans, budgets, and forecasts, as well as prepare regular performance reporting and variance analysis for key stakeholders,...
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Financial Planning and Analysis Associate
4 weeks ago
Chicago, Illinois, United States Tyree and D'Angelo Partners Full timeFinancial Planning and Analysis AssociateAt Tyree & D'Angelo Partners, we are seeking a highly skilled Financial Planning and Analysis Associate to join our team. As a key member of our finance team, you will be responsible for providing financial analysis and management assistance for budgeting, planning, and reporting requirements.Key...
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Financial Planning and Analysis Associate
4 weeks ago
Chicago, Illinois, United States Tyree and D'Angelo Partners Full timeFinancial Planning and Analysis AssociateWe are seeking a highly skilled Financial Planning and Analysis Associate to join our team at Tyree & D'Angelo Partners. As a key member of our finance team, you will be responsible for providing financial analysis and management assistance for budgeting, planning, and reporting requirements.Key...
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Financial Planning and Analysis Associate
4 weeks ago
Chicago, Illinois, United States Tyree and D'Angelo Partners Full timeJob Title: FP&A AssociateAt Tyree & D'Angelo Partners, we are seeking a highly skilled FP&A Associate to join our team. As a key member of our finance team, you will play a critical role in supporting the execution of accounting and finance functions, while also driving business growth and value creation.Key Responsibilities:Provide financial analysis and...
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Financial Planning and Analysis Associate
3 weeks ago
Chicago, Illinois, United States Tyree and D'Angelo Partners Full timePosition Title: FP&A AssociateWe are seeking a highly skilled FP&A Associate to join Tyree and D'Angelo Partners, a private equity investment firm focused on control investments in the lower middle market. The chosen candidate will work closely with senior management to execute accounting and finance functions, balancing ad hoc projects. Timely execution of...
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Senior Associate, Financial Planning Expert
4 weeks ago
Chicago, Illinois, United States Brilliant Staffing Full timeSenior Associate, Financial Planning and Analysis We are seeking a highly skilled Senior Associate, Financial Planning and Analysis to join our team at Brilliant Staffing. About the Role As a Senior Associate, Financial Planning and Analysis, you will be responsible for supporting financial planning, budget forecasting, and managing the financial...
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Chicago, Illinois, United States Brilliant Staffing Full timeJob Opportunity Senior Associate, Financial Planning and Analysis- $120,000+ DOE Our client, a global leader in regenerative infrastructure, is seeking a Senior Associate, Financial Planning and Analysis to join their team in Chicago. In this role, you'll support financial planning, budget forecasting, and manage the financial performance of operating assets...
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Financial Planning Expert
4 weeks ago
Chicago, Illinois, United States Kaufman Hall & Associates LLC Full timeJob DescriptionAt Kaufman Hall & Associates LLC, we are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our Financial Planning & Data Analytics practice, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Analyze and evaluate financial statements to identify trends...
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Financial Planning Expert
4 weeks ago
Chicago, Illinois, United States Kaufman Hall & Associates LLC Full timeJob DescriptionAt Kaufman Hall & Associates LLC, we are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our Financial Planning & Data Analytics practice, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Analyze and evaluate financial statements,...
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Associate Financial Services Representative
4 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Associate Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...
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Financial Planning Analyst
3 weeks ago
Chicago, Illinois, United States KOHLER Full timeJob SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at Kohler. As a key business partner to the VP-KBNA & Digital Experience, you will collaborate to align financial planning with digital transformation goals and provide financial insights to support decision-making.Key ResponsibilitiesDevelop and manage the Systems and...
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Financial Planning Specialist
4 weeks ago
Chicago, Illinois, United States Fidelity Investments Full timeAbout the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...
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Financial Planning Manager
4 weeks ago
Chicago, Illinois, United States TransUnion Full timeAt TransUnion, we're committed to building a culture where our associates can thrive and grow in their careers. As a Financial Planning Manager, you'll play a key role in driving business success by providing strategic financial guidance and support to our Communications, Media, and Tenant & Employment verticals. Key Responsibilities:Lead a team of Senior...
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Financial Planning Manager
4 weeks ago
Chicago, Illinois, United States TransUnion Full timeAbout the RoleTransUnion is seeking a seasoned financial professional to lead our Financial Planning and Analysis (FP&A) team. As a Manager I, Financial Planning & Analysis, you will be responsible for providing strategic financial guidance and support to our business leaders.Key ResponsibilitiesLead a team of Senior Analysts and provide core FP&A support,...
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Financial Planning Analyst
4 weeks ago
Chicago, Illinois, United States Kaufman Hall Full timeFinancial Planning and Analysis RoleKaufman Hall is seeking a highly motivated and detail-oriented Financial Planning Analyst to join our team. As a Financial Planning Analyst, you will play a critical role in supporting our clients' financial planning and analysis needs. Your primary responsibilities will include analyzing and evaluating financial...
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Financial Planning Analyst
3 weeks ago
Chicago, Illinois, United States City of Chicago Full timeJob SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at the City of Chicago. As a key member of our economic development team, you will be responsible for performing financial analysis, preparing recommendations, and leading legislative approval for the City's economic development incentives.Key ResponsibilitiesPerform...
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Senior Financial Planning Specialist
3 weeks ago
Chicago, Illinois, United States Robert W. Baird & Co. Full timeAs a Senior Financial Planning Specialist at Robert W. Baird & Co., you will play a key role in providing specialized services to experienced Financial Advisors and Baird Qualified Teams. Your primary objective will be to assist in their ability to offer sophisticated wealth management solutions to individuals and families, while strategically building the...
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Senior Financial Planning Analyst
3 weeks ago
Chicago, Illinois, United States Global Technology Associates Full timeFinancial Planning and Analysis RoleAt Global Technology Associates, we are seeking a skilled Financial Planning and Analysis professional to join our team. As a Financial Planning and Analysis Manager, you will be responsible for crafting and managing project plans and performance metrics, ensuring every initiative stays on track and delivers value.Key...
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Chicago, Illinois, United States ACCIONA Energía Full timeJob SummaryWe are seeking an experienced Associate, Financial Planning and Asset Management to join our team at ACCIONA Energía's US headquarters in Chicago, IL. This role will support and manage the development of financial plans, budgets, and forecasts, as well as prepare regular performance reporting and variance analysis for key stakeholders, tax equity...
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Financial Planning Professional
4 weeks ago
Chicago, Illinois, United States Plante Moran Full timeJoin Our Team as a Financial Planning ProfessionalWe are seeking a highly motivated and detail-oriented Financial Planning Professional to join our team at Plante Moran. As a Financial Planning Professional, you will be responsible for assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial...