- Edward Jones (Belvidere, IL)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Rockford, IL)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- First National Bank of Omaha (Dekalb, IL)
- …investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. **About This Role:** Duties ... May Include: Serves as an advisor to affluent clients with sophisticated investment needs Meets...investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance… more
- Edward Jones (Mendota, IL)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Edward Jones (Rockford, IL)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- UMB Bank (Rockford, IL)
- …the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based… more
- H&R Block (Rockford, IL)
- …time to be a part of H&R Block! What you'll do The Block Advisors Operations Advisor will play a pivotal role in ensuring the smooth operation of the office and ... + Assist in integration of the firm to Block Advisor 's platforms + Ensure the office is using the...Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates… more
- H&R Block (Rockford, IL)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- Walmart (Rockford, IL)
- …and wallet! **-Health benefits** include medical, vision and dental coverage **- Financial benefits** include 401(k), stock purchase and company-paid life insurance ... **-Paid time off benefits** include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your… more
- H&R Block (Rockford, IL)
- …including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank ... Day to day, you'll + Process various forms of financial information and materials and enter financial ...bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return + Provide… more
- MSC Industrial Supply Co. (Rockford, IL)
- …accuracy in forecasting and account visibility. + Act as a strategic advisor by leveraging market insights, benchmarking, and industry trends to educate customers ... process improvements that reduce costs and increase efficiency. + Present financial and operational insights to customer executives, linking MSC's solutions to… more
- Wipfli LLP (Rockford, IL)
- …and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed ... matters in a timely manner + Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs + Develop… more
- Emerson (Rockford, IL)
- …leads a cross functional team to establish NI as a trusted advisor and partner to our customers success. **Responsibilities:** **Customer Relationship Management:** ... flexible, competitive benefits plans to meet you and your family's physical, mental, financial , and social needs. We provide a variety of medical insurance plans,… more