2mo
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Wealth Management Associate - IL, Springfield (2355)
Springfield, Illinois, United States
OnsiteFull Time
Bachelor's degree or equivalent; State Life & Health, SIE, Series 7, Series 66 licenses; work authorization in the United States.
2mo
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Financial Advisor - Pekin, IL
Pekin, Illinois, United States
OnsiteFull Time
2+ YOESeries 6/63 licenses, SIE, Life/Health and Property/Casualty licenses preferred; entrepreneurial mindset; strong communication and business acumen.
2w
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Financial Advisor
Champaign, Illinois, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; client-facing relationship-building and entrepreneurial skills required.
2w
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Financial Advisor
Bloomington, Illinois, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial/client-facing experience, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; strong communication, time-management and critical thinking skills.
2w
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Financial Advisor
Decatur, Illinois, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial mindset, relationship-building experience, time-management, US work authorization; must obtain life/accident & health, SIE, Series 6,7,63; CFP support provided.
2mo
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Financial representative
McLean County, Illinois, United States
OnsiteFull Time
Ability to obtain/hold life insurance license, SIE and Series 6/7/63 registrations, pass background and regulatory checks, and demonstrate member-focused sales capabilities; training provided.
1w
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Investment Planning Services Representative
Bloomington or Richardson or Tempe
$49k-$53k/yr HybridFull Time
Associates degree preferred; contact center or financial services experience desirable; familiarity with Excel; strong verbal communication; required to obtain SIE, Series 6 and Series 63 and pass background/credit checks for FINRA sponsorship.
Microsoft Excel
5d
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Advanced Planning & Sales Support Consultant
Bloomington or Richardson or Tempe
$66k-$105k/yr HybridFull Time
3+ YOE3+ years financial services or brokerage experience; obtain/maintain SIE, Series 6, 63, 65 (or equivalent); Life/Health/Variable licenses; bachelor’s degree desired; strong communication, critical thinking, and Microsoft Office skills.
Outlook, Microsoft Teams, OneNote, Microsoft Excel, Microsoft Word
4w
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District Leader - River Valley District
Bourbonnais or Bloomington
$100k-$137k/yr FieldFull Time
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.
1w
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Registered Investment Services Assistant
Peoria, Illinois, United States
$22-$26/hr OnsiteFull Time
0+ YOEHigh school diploma, 0-2 years admin/member service experience, Illinois Life/Health insurance and FINRA licenses (SIE, Series 7, Series 66/63/65 combinations), current driver’s license, fingerprinting/background checks, Microsoft Office proficiency, sales support and securities/insurance experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce