9 senior advisor jobs at 8 companies in Bloomington, IL
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Senior Wealth Advisor
Normal, Illinois, United States
$102k-$183k/yrOnsiteFull Time
Heartland Bank and Trust CompanyNASDAQ: HBT: Community bank providing personal and business financial services.
5+ YOEBachelor's degree in finance and at least five years of financial advisor experience preferred, or equivalent education and experience; CTFA required, with CFP and master's degree in business preferred.
RivianNASDAQ: RIVN: Designs and manufactures electric vehicles and charging networks.
5+ YOERequires 5+ years of P&C personal lines insurance sales, an active resident P&C license, deep product and underwriting knowledge, and strong consultative communication skills. BA/BS in Business or Communications preferred.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, organizational, networking, listening, and problem-solving skills; U.S. work authorization required.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/sales experience, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, strong communication and consultative skills.
National Mortgage Licensing System (NMLS), Windows
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required; Series 65 or 66 and life and health insurance license required within 120 days; CFP/CFA preferred.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63, Series 65 or 66, life and health insurance license within 120 days, strong communication and solutions orientation.
Principal Advisor, Asset Management - Decatur, IL or ADM site
Decatur or Cedar Rapids or Des Moines or Erlanger or Lincoln
$104k-$195k/yrOnsiteFull Time
ADMNYSE: ADM: Processes agricultural commodities into food, feed, and industrial products.
5+ YOEBachelor's in engineering/STEM,5+ years plant leadership with asset management focus,proficiency with Microsoft Word, Excel, PowerPoint, Visio and PowerBI,ability to travel 25-50%,strong communication and project management skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, PowerBI
COUNTRY Financial: Provides insurance and financial services for individuals and businesses.
5+ YOE5+ years insurance/financial services experience (including management), SIE and Series 6/63 securities licensing (timed post-hire), property & casualty and life/health licenses required within 30 days, advisor program certification within 9 months, regular travel with some overnight.