20 Best financial jobs in Chicago, IL (Hiring Now!)

Insurance & 529 Regional Director - Midwest Territory
Franklin Templeton Investments —Illinois
Using discretion, judgment, and the highest level of ethical standards, the Regional Director will be responsible for driving sales of Franklin Templeton…
$125,000 - $140,000 a year
Financial Representative - Lombard, IL
Northwestern Mutual Lombard —Lombard, IL
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more. Commission structure to support early development. Job Types: Full-time, Contract.
$100,000 - $242,000 a year
Quick Apply
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Chicago, IL
Active and valid FINRA Series 7 license required (may consider a 90-day COE). 66 license required (may be obtained with a 120-day COE).
$145,000 - $190,000 a year
Investor Relations and Rating Agencies Associate
CNA Insurance —Chicago, IL
Applies a strong understanding of the rating agency capital models to develop forecasts, support ORSA stress testing, perform ad-hoc analyses, and inform…
Estimated: $89.2K - $113K a year
Manager of Financial Planning and Analysis
Mulvey International —Chicago, IL
Experience in financial planning and analysis, corporate finance, or related field. Manage and develop a team of financial analysts.
Up to $150,000 a year
Quick Apply
1d
Financial Executive/CFO
Kennicott Bros Co —Chicago, IL
*Financial Planning and Analysis (FP&A):* Lead and develop comprehensive financial models and forecasts, providing insightful analysis to support decision…
Estimated: $100K - $127K a year
Quick Apply
Financial Sales Professional
WestPoint Financial Group —Chicago, IL
Ability to conduct detailed financial analysis using various methods and tools. Analyze clients' financial situations and develop customized strategies to help…
$75,000 - $200,000 a year
Quick Apply
Executive Underwriter, Middle Market Construction
Liberty Mutual —Chicago, IL
Ability to apply underwriting/appetite, tools, systems, and resources to achieve goals, solve complex problems, establish and build healthy working…
$91,800 - $209,000 a year
Part Time Associate Banker Chicago Northside (30 hours)
JPMorgan Chase & Co —Chicago, IL
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their…
Director of Student Financial Aid
SAE Institute —Chicago, IL
Establish excellence in customer service by providing the ability to resolve serious complaints, maintain key relationships, make adjustments, handle high…
Estimated: $55.7K - $70.5K a year
Quick Apply
8d
Senior Underwriter, Equipment Breakdown
Liberty Mutual —Chicago, IL
Ability to apply underwriting/appetite, tools, systems, and resources to achieve goals, solve complex problems, establish and build healthy working…
$67,000 - $192,500 a year
Certified General Real Estate Appraiser
Sterling Valuation —Oak Brook, IL
Certified General Appraiser to assist on commercial and industrial appraisals mostly for tax appeal purposes.
$60,000 - $80,000 a year
Quick Apply
Financial Analyst, Search
Google —Chicago, IL
Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience.
1d
AML/KYC Analyst
Robert Half —Chicago, IL
Bachelor’s degree in a related field or equivalent experience. Analyze credit and credit risk management to make informed decisions.
$33.25 - $38.50 an hour
Quick Apply
4d
Wealth Advisor
TPM Placement —Chicago, IL
Participate in planning meetings and assist in developing planning strategies. Three+ years of experience in a financial advisor or financial planner role.
$100,000 - $120,000 a year
Quick Apply
3d
Financial Controller
Innovation Arts & Entertainment —Chicago, IL
We are an industry leader in the field of producing and promoting events within the domain of Intelligent Entertainment. Manage our lines of credit and loans.
From $110,690 a year
Quick Apply
FINANCIAL MANAGEMENT SPECIALIST
U.S. Department of Justice —Chicago, IL
One year of experience (equivalent to at least the GS-07 level or pay band in the Federal service) that includes performing the following duties: 1) Assisting…
$54,728 - $105,289 a year
3h
Accounting/Finance Admin Assistant
Fotofab LLC —Chicago, IL
Various administrative tasks, such as processing documents, filing and data entry. Answering phone and transferring calls to the appropriate department.
$22 - $25 an hour
13d
Financial Specialist
Tesseract Business —Chicago, IL
An ideal candidate will also have experience in business office project management (paying bills, managing vendors/customers, etc.), cash management, and/or…
$50,000 - $60,000 a year
Quick Apply
Financial Guide
The Storehouse Firm —Oakbrook Terrace, IL
Conduct thorough financial assessments to identify areas of improvement and develop strategies for financial success. Job Types: Part-time, Contract.
From $2,500 a month
Quick Apply

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Insurance & 529 Regional Director - Midwest Territory

Franklin Templeton Investments - Illinois

Apply Now

Job Details

Full-time $125,000 - $140,000 a year

Benefits

Health insurance
401(k)

Qualifications

Sales
5 years
Public speaking
Series 7
Bachelor's degree
FINRA License
Financial services
Budgeting
Negotiation
Series 63

Full Job Description

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

We are seeking a Regional Director in Franklin Templeton’s Insurance, Retirement, and 529 channel who would be responsible for covering the Midwest region. The territory includes North and South Dakota, Nebraska, Minnesota, Iowa, Wisconsin, Illinois, Michigan, Indiana, and Ohio. This professional will be responsible for developing and deepening relationships with variable annuity and insurance partners, as well as internal partners, across the Midwest territory.

The ideal candidate will reside in Illinois, Ohio, Michigan, Minnesota, Wisconsin, or Indiana.

What are the ongoing responsibilities of the Insurance & 529 Regional Director?

Using discretion, judgment, and the highest level of ethical standards, the Regional Director will be responsible for driving sales of Franklin Templeton strategies placed at our insurance and select 529 clients throughout the territory. They will play an instrumental role in strengthening our client relationships and building Franklin’s brand awareness and market dominance.

Develop and deepen relationships across client distribution organizations including internal and external wholesaling teams, sales management, and home offices.
Execute business plan that aligns with the goals of the Insurance, Retirement, and 529 channel.
Secure opportunities to present to groups of financial advisors, internal wholesalers, and external wholesalers at a variety of events to provide value add content, economic updates, and strategy sales ideas.
Train wholesaling teams on Franklin strategies and marketing resources to support sales efforts.
Ensure alignment with Strategic Account Team priorities to pursue new mandates and product placements.
Collaborate with internal stakeholders including teammates, marketing, product management, and Franklin’s multiple investment management organizations in order to surpass client expectations and offer world class support to sales efforts.
Create and communicate client specific sales ideas to increase Franklin’s market share.
Remain a student of the market and industry.
Maintain client engagement activities in Franklin’s CRM system.
Manage expenses in a timely manner and adhere to corporate and regulatory guidelines for advisor and firm sponsorships.

What ideal qualifications, skills & experience would help someone to be successful?

Must have the highest ethical standards and display both professional and personal integrity
Highly effective team player
Flexible, adaptable, and able to travel up to 75% of the time
Bachelor’s degree
FINRA Series 7 and 63
Ability to leverage technology to increase efficiency and productivity
5 years relevant experience
Intellectually curious around the markets and financial services industry
Superb public speaking and presentation skills
Able to identify sales opportunities and anticipate client needs
Self-starter and motivated
Able to work in a fast-paced environment that experiences constant change
Strong negotiation skills
Ability to manage expense budget effectively
Goal oriented and results driven
Strong interpersonal skills with ability to develop strong relationships with clients, colleagues, and internal partners

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $125,000 - $140,000.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to

accommodations@franklintempleton.com

. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Apply Now

financial jobs in Chicago, IL

Insurance & 529 Regional Director - Midwest Territory

Financial Representative - Lombard, IL

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Investor Relations and Rating Agencies Associate

Manager of Financial Planning and Analysis

Financial Executive/CFO

Financial Sales Professional

Executive Underwriter, Middle Market Construction

Part Time Associate Banker Chicago Northside (30 hours)

Director of Student Financial Aid

Senior Underwriter, Equipment Breakdown

Certified General Real Estate Appraiser

Financial Analyst, Search

AML/KYC Analyst

Wealth Advisor

Financial Controller

FINANCIAL MANAGEMENT SPECIALIST

Accounting/Finance Admin Assistant

Financial Specialist

Financial Guide

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