124 Results for

Financial Representative Jobs in Chicago, IL

Jobs

Chicago, IL11 days ago

$75,000–$100,000 Per Year

Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

New!

Chicago, ILToday

$90,000–$130,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This organization is a well-established player in the packaging and logistics space, specializing in custom corrugated boxes and protective packaging solutions used across industries like manufacturing, food, and consumer goods.

New!

Oakbrook Terrace, ILToday

$150,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

New!

Remote-IN-Central Time Zone, IN2 days ago

Remote

$76,600–$122,835.81

The ideal candidate thrives in greenfield environments, excels at building pipeline from scratch, and understands the MSP ecosystem, partner economics, and co-sell motions with hyperscalers and channel partners. This role is focused on identifying, recruiting, and closing new MSP partners who will embed CloudHealth into their FinOps, cloud management, and managed services offerings.

Lombard, Illinois19 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Oak Lawn, Illinois30+ days ago

$19–$25.50 Per Hour

ROSEMONT, Illinois30+ days ago

Organization : Name: CHICAGO-NORTHWEST IL Default: Location : City: ROSEMONT Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Oak Lawn, Illinois30+ days ago

$19–$25.50 Per Hour

New!

Chicago, IL5 days ago

Full-time
Employee

As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners. Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Chicago, IL, USA; Cambridge, MA, USA; Addison, TX, USA; New York, NY, USA.Minimum qualifications: Bachelor's degree or equivalent practical experience.

Chicago, IL30+ days ago

Minimum of 2 years of related credit union work experience, or equivalent experience in related field or a Bachelor degree or Associate degree preferred . § Identify and leverage opportunities to market and cross-sell Vicinity Credit Union products and services to build strong member relationships.

Chicago, Illinois19 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Chicago, Illinois13 days ago

$125,000–$175,000 Per Year

At least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

Glen Ellyn, IL30+ days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

North Barrington, IL30+ days ago

Full-time

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. 1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services.

Northfield, IL30+ days ago

Full-time

As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. Required Experience and Education: 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM.

Chicago, IL7 days ago

$60,000–$100,000 Per Year

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

Chicago, Illinois15 days ago

Remote

What You'll Do / Your ImpactClient Experience & Advisory SupportProvide hands-on supervisory oversight of investment advisory activities to support a consistent, high-quality advisor and client experience. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.

Chicago, Illinois30+ days ago

The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

Chicago, IL30+ days ago

Full-time

The VP leads ContinuServe’s delivery of finance and accounting services at the highest level of complexity, ensuring excellence in compliance, reporting, and strategic advisory, while managing and mentoring a delivery team. The Vice President - Finance and Accounting (VP) serves as a Chief Financial Officer (CFO) and Chief Accounting Officer (CAO) for assigned clients, including complex government and quasi-government organizations.

New!

La Grange, IL4 days ago

$120,000–$160,000 Per Year

The CFO will oversee all accounting functions, including audits, tax preparations and internal controls, banking relationships and treasury functions, budgeting, compliance and recognition for government (federal and state) contracts and private grants, and service revenue from multiple payer sources. Experience managing finance (accounting, budgeting, control, and reporting) for a multifaceted nonprofit with multiple complex funding sources including government (federal and state) contracts and an affiliate structure with program areas delivered nationally.

Riverdale, IL28 days ago

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

Chicago, Illinois30+ days ago

Remote

Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry. Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services.

Chicago, IL30+ days ago

The leader owns large pursuit strategy end-to-end—shaping solutions, developing value narratives, estimating, differentiating competitively, and guiding cross-functional teams—while engaging C-suite stakeholders to deliver outcomes in growth, experience, and efficiency. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.

chicago, IL30+ days ago

Full-time

Daily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).

Chicago, IL30+ days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Chicago, IL30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Chicago, IL13 days ago

$80,000–$150,000 Per Year

You'll work with clients to protect what they've built and grow long-term wealth, using relationships you've already spent years earning. We run a non-captive model, which means you keep your independence and have real flexibility in how you serve clients.

Chicago, IL30+ days ago

Full-time

Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end.

New!

River Forest, IL6 days ago

In addition to the technical knowledge required for this position the counselor will need to have a thorough understanding of the role of financial aid programs within a private college environment, a commitment to the mission of a selective church-related college, exhibit exceptional interpersonal skills, and be market-sensitive and responsive to students. Through its College of Arts and Sciences, College of Business, College of Education, and College of Graduate and Innovative Programs, Concordia-Chicago offers more than 100 areas of study in small classes taught by professors who are passionate about teaching and student success.

New!

Skokie, IL1 day ago

$55,000–$70,000 Per Year

As an Insurance Sales Representative you will work as a member of a sales team focused on providing insurance and financial products that help customers protect their homes, cars, and retirement incomes, and live a good life. Working as Insurance Sales Representative you will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs.

Chicago, IL30+ days ago

$65,000–$85,000 Per Year
Full-time

Complete understanding of the automotive wholesale industry, including the correlation and roles of automobile dealers, financial services companies and auction houses. We provide comprehensive, competitive set of health, retirement, financial and other benefits, access to paid time off, resources and support to our employees so they can make an impact and contribute to the growth of our business and the communities we serve.

Wheeling, Illinois28 days ago

$49,953–$74,929 Per Year

Handles customer request and/or initial complaints, performs order entry, revisions to SAP, issues credit/debit requests, releases material for shipment and coordinates with Shipping. The final pay offered to a successful candidate will be based upon various factors unique to each individual that may include but are not limited to years of eperience, industry knowledge, technical skills, education, qualifications, etc.

River Forest, IL30+ days ago

Steadfast in Jesus Christ as revealed in the Holy Scriptures, Concordia University Chicago promotes academic rigor in its liberal arts and professional programs; grounds students in objective truth, integrity, and excellence; and practices faithfulness to the Confessional teachings of the Lutheran Church - Missouri Synod, as it forms students for vocations in church, family, and the world. Through its College of Theology, Arts & Humanities, College of Business, College of Education, and College of Health, Science & Technology, Concordia-Chicago offers more than 160 areas of study in small classes taught by professors who are passionate about teaching and student success.

Chicago, IL22 days ago

$55,000–$75,000 Per Year

The Business Development Representative focuses on building new business relationships and creating a pipeline of qualified prospects for the agency’s sales team. This role is ideal for someone who is motivated by goals, comfortable starting conversations, and interested in growing a long-term career in insurance and financial services.

Joliet, Illinois27 days ago

We’ve grown to become the leading provider of integrated entertainment, sports content, and casino gaming experiences thanks to our 43 destinations across North America, online sports betting and iCasino via theScore Bet Sportsbook and Casino®. Provides superior guest service by demonstrating and up-selling with expert knowledge all levels of the Player’s card benefits, current promotions and/or events, the casino floor layout, and any Direct Mail offers.

Naperville, Illinois26 days ago

$70,000–$120,000 Per Year

Serve as an empathetic problem solver for commercial customers by utilizing the in-depth training provided to recommend the best innovative overall solution for each customer's needs. As part of the Orkin Commercial sales team, you get the advantage of a highly persuasive pitch: top-notch service from an iconic brand name and the industry leader with almost 125 years of protecting homes and businesses.

Chicago, IL30+ days ago

Eagerness to build a strong personal brand; Excellent oral and written communication skills, and the ability to effectively communicate with various groups of people; Knowledge of project management software (Google Apps, Airtable, HubSpot); Proficiency with social media platforms, such as X, Instagram, and Facebook; Passion for conservative ideals and principles; Flexibility and eagerness to learn in a dynamic work environment; Positive and goal-oriented mindset with a strong work ethic and initiative; Reliable, punctual, and responsive, demonstrating ethical and responsible behavior; Receives and applies feedback constructively to improve performance; Effectively reports updates and progress to leadership in a timely manner; Innovative nature & desire to try new things; Strong organizational skills with the ability to manage multiple priorities and meet deadlines without the need for constant supervision; Willingness to fulfill all duties listed and any additional duties assigned; Demonstrates the physical ability to sit and stand for extended periods of time, and safely lift up to 15 lbs; Valid driver's license and ability to travel to locations as needed. Field Representatives are also responsible for importing and organizing recruitment-related data, conducting outreach to prospective members and activists, giving oral presentations, representing the organization at events and conferences, promoting those events and conferences in the field and on social media, representing the organization and the efforts of our students on social media, managing the territory's student activists, and developing new activism plans.

South Holland, IL30+ days ago

$70,000–$90,000 Per Year
Full-time

If you’re passionate about machine control or other smart machine technology, love working with contractors on real jobsite challenges, and thrive on prospecting, closing deals, and building long-term customer partnerships, this is the role for you. Take a consultative, value-selling approach — showing contractors how technology improves productivity, accuracy, safety, and ROI.Assist customers with quote development, pricing, and financing options to successfully structure deals.

Merrillville, IN11 days ago

Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Working knowledge of online and mobile banking systems, core banking products, and basic account servicing processes needed to support routine customer requests.

Chicago, IL8 days ago

Remote

This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

Tinley Park, IL11 days ago

$23–$24 Per Hour

You will not only represent the heart of NuMark Credit Union by offering products and services that meet our member's (customer's) financial needs, but you will also perform supervised lending activities, becoming a trusted partner in making dreams a reality. Take a look at our core values that dictate how we treat members and each other: Passionate - We are dedicated to exceeding expectations and are passionate, open-minded, and committed to serving members and their families on their lifelong financial journeys.

New!

Lemont, IL5 days ago

$22.50–$23.50 Per Hour

Take a look at our core values that dictate how we treat members and each other: Passionate - We are dedicated to exceeding expectations and are passionate, open-minded, and committed to serving members and their families on their lifelong financial journeys. You will not only provide excellent solutions for members, but you will also represent the heart of NuMark Credit Union by offering products and services that meet our members' financial needs.

Chicago, IL27 days ago

$100,000–$150,000 Per Year

Develop and Maintain Relationships: establish and retain strong, positive relationships with current and potential clients as well as relevant carrier partners; develop and maintain knowledge of carriers’ products, underwriting requirements, rate structures, and other pertinent information; assist agents/brokers with employee presentations and group enrollments; support agents/brokers by determining the best carrier and coverage options; identify and resolve agent/broker concerns/problems. Drive Results: identify prospects and make sales presentations to potential clients; accompany agents/brokers on sales calls to explain product and carrier alternatives; communicate new product information and provide training for agents/brokers to assist them in selling business; evaluate agent/broker effectiveness to determine marketing priorities; exceed sales goals by increasing volume of business.

New!

Chicago, IL5 days ago

Remote

$65,000–$80,000 Per Year

This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone.

New!

Lake Forest, IL4 days ago

$35,000–$50,000 Per Year

In this role, you will be on the front lines of driving growth for the agency by advising clients on their insurance needs, selling Farmers Insurance products (Auto, Home, Life, and Business), and delivering exceptional customer service. Cross-Selling: Identify opportunities to cross-sell and up-sell existing clients to ensure comprehensive coverage across auto, home, life, and commercial lines.

Chicago, IL7 days ago

First Help Financial, voted and certified as a “Great Place to Work” by our workforce for five years in a row, is adding a new partner to our Outside Sales department to accommodate our remarkable growth! First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service.

Chicago, IL21 days ago

Process ticket orders and membership sales (cash or credit card) using the Museum's ticketing software ACME and Raiser’s Edge at the admission doors, Visitor Center, and special exhibits. If you encounter any difficulty when using or accessing our online application, or if you need a reasonable accommodation for completing your application, participating in interviews, or any other part of the selection process, please reach out to us at recruitment@fieldmuseum.org.

Hammond, Indiana21 days ago

We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Ifyou are passionate about making a positive impact and helping others,we're seeking an Outside Sales Representative who is driven to connect with people and make a real difference in their lives.

East Chicago, Indiana12 days ago

We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients.

Northbrook, IL30+ days ago

$5–$15 Per Hour

Our flagship systems—BRUTE for automated wall panel manufacturing and DEX for on-site collaborative construction—are addressing the global housing crisis by delivering unprecedented speed, precision, and affordability in homebuilding. As a Sales Representative, you will drive revenue growth by selling LightSpeed's LPDC (LightSpeed ProBuild Dedicated Cell) robotic panel manufacturing service to builders, developers, and construction companies.

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Financial Representative Jobs in Chicago, IL

Financial Services Representative - Training Provided Lakeshore Financial Group

Outside Sales Representative - Protective Packaging Solutions Jobot

Senior Wealth Advisor Jobot

CloudHealth Partner Team-Field Sales Representative Arrow Electronics, Inc.

College Financial Representative, Internship Program Northwestern Mutual

Financial Service Representative Heights Finance Corporation

Financial Representative Western & Southern Life

Financial Service Representative Attain Finance

Field Sales Representative II, Financial Services, Google Cloud Google

Universal Personal Financial Representative Vicinity Credit Union

Financial Advisor Northwestern Mutual

Business Development Financial Advisor CAPTRUST

Financial Advisor/Wealth Manager Professions Inc

Senior Financial Advisor World Insurance Associates, LLC.

Senior Financial Advisor AFIN Family Wealth Management

Financial Advisor - Chicago Lenox Advisors

Supervision Manager - Financial Services Alera Group

Senior Financial Advisor Gallagher

AVP - Chief Financial Officer Continuserve

Chief Financial Officer Pillars Community Health

Work From Home - Entry-Level Financial Services Consultant II Virgo & Aries LLC

Financial Services Advisor Atlasfinancialsolutions Co

Financial Services Digital Customer Experience Strategy Leader Capgemini

Financial Services - Work From Home Spade Recruiting

Financial Advisor-Seattle RK Partners

Financial Advisor - Licensed RK Partners

Financial Advisor WestPoint Financial Group

Relationship Manager - Financial Services Advyzon

Financial Aid Counselor Concordia University, Chicago

Insurance Sales Representative Tnt Capital, Inc.

Remarketing Representative American Credit Acceptance

Inside Sales Representative Wieland

Student Account Representative - Cashier Concordia University, Chicago

Business Development Representative - State Farm Agent Team Member Freddie Crenshaw State Farm

Marketing Services Representative (Guest Services Rep) Hollywood Casino Joliet

Outside Sales Representative Orkin

Club America Field Representative, South Chicago Turning Point USA

Grade Control Sales Representative West Side Tractor Sales

Call Center Representative I Peoples Bank

Remote Sales Representative Reineke Agency

Universal Service Representative NuMark Credit Union

Call Center Representative NuMark Credit Union

Group Sales Representative, (Chicago) The Cason Group

Client Services Representative - Part Time GFI-Team Ikigai

Sales Representative Scott Carpinelli Farmers Insurance

Territory Sales Representative (Chicago, IL) First Help Financial

Visitor Services Representative (Full-Time) Field Museum

Outside Sales Representative Altitude Development Group

Direct Sales Representative Altitude Development Group

Sales Representative Swift HR Solutions

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