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Financial Plsnner

Rockford,IL

782 Financial Plsnner jobs in Rockford,IL

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Be Your Own Boss - Tool Sales Franchise w/ Training

Mac Tools

Janesville, WI 53546

~ 47 min OnsiteUrgently HiringFlexible Schedule

  • Strong Credit Profile Required
  • A strong credit profile
  • An initial down payment
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New, Posted 1 day ago
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Premier Client Specialist

BMO Financial

Rockford, IL 61101

OnsiteEducation AssistanceHealth InsuranceRetirement Benefit

  • Typically, 3+ years of relevant experience
  • Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
  • ## SIE Exam and,
  • ## State Life and Health insurance and,
  • ## Series 6, 63 and 65 OR Series 7 and 66.
  • ## If licenses are not currently held, they are required within 120 days of the role start date.
  • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
  • In-depth understanding of brokerage and insurance products.
  • In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
  • In-depth understanding of personal trust and investment management.
  • In-depth knowledge of client portfolio management.
  • Technical proficiency gained through education and/or business experience.
  • Intermediate level of proficiency:
  • Financial Needs Discovery
  • Product & Solution Design
  • Investment, Insurance & Advisory Products
  • Advanced level of proficiency:
  • Deposit & Cash Management
  • Lending & Credit
  • Prospecting & Acquisition
  • Sales Strategy & Execution
  • Advisory & Communication
  • Client Onboarding, Experience & Retention
  • Portfolio & Relationship Management
  • Risk & Compliance
  • Learning Agility
  • Collaboration
  • U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act.
  • This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
  • A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
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Insurance Advisor

HealthMarkets

Rockford, IL 61104

Urgently Hiring

  • Insurance agent
  • Independent contractor licensed insurance agent
  • 4-5 years of experience
SmartExplore AI is experimental.
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New, Posted 1 day ago
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Call Center Rep - No Experience Needed

The Radu Group

Lisle, IL 60532

~ 1 hr 28 min OnsiteFlexible Schedule

  • State and federal laws require licensing to sell certain insurance products
  • Ability to obtain a license is required
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Outside Sales Representative

PLATINUM SUPPLEMENTAL INSURANCE

Loves Park, IL 61111

RemoteChat Now

  • 18+
  • Comfortable with Travel: You're 18+ and ready for overnight travel Monday-Thursday within your assigned territory.
SmartExplore AI is experimental.
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New, Posted 1 day ago
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Assembly And Test A - 2nd Shift

Parker Hannifin

Machesney Park, IL 61115

$23.23-$27.80/hr
~ 21 min OnsiteUrgently HiringEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • High School Diploma or GED equivalent.
  • Must demonstrate effective verbal and written communication skills
  • Requires the use of general mathematics
  • Requires the use of complicated drawings, specifications, charts, tables and handbook formulas
  • Ability to work effectively with others and be a participative team player
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Oracle Cloud Solution Architect - Finance

Capgemini America

Rockford, IL

New, Posted 1 day ago
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Quality Manager

Woodward

Loves Park, IL 61111

~ 16 min OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Aken - Certified Technician/ Bachelor
  • The ITAR/EAR U.S. Persons requirement: All applicants must be U.S. Persons within the meaning of the ITAR and EAR, or eligible to obtain all required authorizations from the U.S. Department of State and/or the U.S. Department of Commerce
  • U.S. citizen or national, lawful permanent resident (i.e., 'Green Card holder'), or a protected person (e.g., asylee, or refugee)
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Registered Nurse

Maxim Healthcare Services

Rockford, IL 61104

$35-$38/hr
$1,000 bonus
OnsiteFlexible ScheduleHealth InsurancePaid Time OffRetirement Benefit

  • Current Registered Nurse (RN) license in Illinois
  • Current Health Certificate (per state regulations or contract requirements)
  • Current PPD or Chest X-Ray
  • Current BLS certification
  • One year of RN experience preferred
SmartExplore AI is experimental.
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New, Posted 1 hour ago
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Solution Architect - Agentic Finance Transformation

NTT DATA Americas

Beloit, WI 53511

$80-$90/hr
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