Top 91 Investment Jobs in Hobart In

Financial Advisor
First Merchants Bank —Merrillville, IN
- Mid-level
- Finance
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Funds and Commercial Contracts Attorney
DLC Consulting Services, LLC —Chicago, IL
- $180,000 - $210,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
- Health savings account
- Health insurance
Quick Apply
4d
Financial Planning and Analysis Manager
Keystone Staffing Solutions, LLC —Gary, IN
- $135,000 - $145,000 a year
- Full-time
- Hybrid work
- Oracle
- Microsoft Outlook
- Management
- Health insurance
- Dental insurance
Quick Apply
Credit Analyst - Japanese Bilingual (Visa Sponsorship Available ) - Chicago, IL 11563
Leverages U.S. Inc. (Shigotosagashi.com) —Chicago, IL
- $90,000 - $100,000 a year
- Full-time
- Microsoft Excel
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Maintenance Supervisor
GoldOller Real Estate Investments —Park Forest, IL
- $30 an hour
- Weekends as needed
- Mid-level
- 3 years
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
2d
On-Site Community Association Manager
Community Specialists —Chicago, IL
- $120,000 - $135,000 a year
- Full-time
- Background check
- Customer service
- 5 years
- Health insurance
- Dental insurance
Quick Apply
10d
Paralegal
White Lodging Services Corporation —Merrillville, IN
- Full-time
- Hybrid work
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Financial Advisor
Edward Jones —Crete, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Planning Advisor
WealthBridge Financial Group —Hobart, IN
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN
Bank of America —Merrillville, IN
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Premium Auditor
ARMStrong Insurance Services —Portage, IN
- $44 - $50 an hour
- Full-time
- Remote
- Microsoft Word
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
9d
Registered Investment Advisor
WealthBridge Financial Group —Crown Point, IN
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Assistant Vice President of Finance and Administration, Controller
Valparaiso University —Valparaiso, IN
- Background check
- CPA
- Finance
Branch Manager - NW Indiana (Hobart, Valaparaiso) - Munster, IN
JPMorganChase —Merrillville, IN
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
10d
Relationship Banker
Old National Bank —Crown Point, IN
- $17.00 - $29.75 an hour
- Full-time
- Office
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance
Managing Director
WealthBridge Financial Group —Merrillville, IN
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Jr. Consumer Loan Underwriter
Horizon Bank —Michigan City, IN
- Full-time
- Dealership
- Travel
- Computer skills
Quick Apply
Senior Portfolio Manager - Metals
Middough Inc. —Merrillville, IN
- Full-time
- Bachelor of Science
- 11+ years
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Credit Analyst II
Horizon Bank —Valparaiso, IN
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Associate Banker
BMO Financial Group —Hammond, IN
- $41,714 - $50,000 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement

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investment jobs near hobart in

Financial Advisor

First Merchants Bank -
Merrillville, IN

Quick Apply

Job Details

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Parental leave
Vision insurance

Qualifications

High school diploma or GED
Series 7
Driver's License
Experience practicing in the securities industry

Full Job Description

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing excellent product delivery and service. Recommendations made are consistent with the company’s mission statement utilizing an explicit standard of care focusing on the clients best interests.

Essential Duties and Responsibilities:

Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales; including the deposits into the designated broker/dealer sweep account.

Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.

Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.

Meet activity and production goas as established; includes develop within existing book of business.

Continuously work to establish and enhance existing customer and business referral relationships.

Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services.

Comply with all the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory organizations.

Respond timely to client and prospect requests.

Assist in the development of an annual sales plan.

Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.

Process security transactions through the designated broker/dealer as requested by clients.

Maintain proper documentation, paperwork and files as required. Comply with applicable laws and regulations and maintain various compliance files; including advertising, complaints and correspondences.

Participate in civic activities to promote growth and development in the community and a positive image for the bank.

Participate in special projects and perform other responsibilities as required.

To be successful in this position, we require the following:

High School diploma or equivalent (GED).
A minimum of three (3) years of securities sales, annuity sales or related experience.
Valid driver’s license.
Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license.

The following would be a plus:

Bachelor’s degree in finance, accounting or a related banking field.
Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS.

First Merchants offers the following:

Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

investment jobs in hobart in

Financial Advisor

Funds and Commercial Contracts Attorney

Financial Planning and Analysis Manager

Credit Analyst - Japanese Bilingual (Visa Sponsorship Available ) - Chicago, IL 11563

Maintenance Supervisor

On-Site Community Association Manager

Paralegal

Financial Advisor

Wealth Planning Advisor

Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN

Premium Auditor

Registered Investment Advisor

Assistant Vice President of Finance and Administration, Controller

Branch Manager - NW Indiana (Hobart, Valaparaiso) - Munster, IN

Relationship Banker

Managing Director

Jr. Consumer Loan Underwriter

Senior Portfolio Manager - Metals

Credit Analyst II

Associate Banker

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