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Internal Associate Jobs in Illinois (NOW HIRING)

Oxford Financial GRP

Sr. Wealth Strategist

Chicago, IL · On-site

$125K - $161K/yr

Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate ...

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Internal Associate information

Are internal associate positions entry level?

Internal associate positions are often entry-level roles that require basic skills in communication, organization, and teamwork. They typically do not require extensive prior experience and may serve as a starting point for a career in finance, administration, or related fields, often involving on-the-job training. However, some companies may prefer candidates with relevant internships or certifications depending on the specific role.

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.
What are the most commonly searched types of Internal jobs in Illinois? The most popular types of Internal jobs in Illinois are:
What are popular job titles related to Internal Associate jobs in Illinois? For Internal Associate jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Internal Associate jobs in Illinois look for? The top searched job categories for Internal Associate jobs in Illinois are:
What cities in Illinois are hiring for Internal Associate jobs? Cities in Illinois with the most Internal Associate job openings:
Internal Associate jobs near you

Niemanns Loss Prevention Associate

Niemann Foods

Champaign, IL

$16 - $20/hr

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

SUMMARY

To act as a physical loss prevention deterrent for the store and company. To protect store property, assets, customers, and Associates through proper utilization of NFI Loss Prevention policies and procedures. To respond to emergency store situations and disturbances that may occur at any of the area stores that LP Agent is responsible for. Use store and company security systems to monitor the store operations for potential loss and safety concerns.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Looks for and may assist in the investigation of potential internal Associate theft situations.
  • Responds to emergency situations or disturbances that may threaten the store, customers, or Associates.
  • Apprehension and arrest of shoplifters
  • Completes detailed reports
  • Observation of customer and Associate actions
  • Provides a safe and customer friendly store environment
  • Communicates and assists law enforcement with requests
  • Keeps store management, Asset Protection Manager, and Area LP Lead Agent up to date with security or safety concerns/issues.
  • Follows and understands all company policies and procedures
  • Successfully completes company use of force policy training as well as first aid and first responder training.

KEY ATTRIBUTES

  • Naturally friendly
  • Smiles easy
  • Judgment and decision making skills
  • Honesty and integrity
  • Professionalism
  • Self-motivated
  • High energy level
  • Confidential
  • Written and oral communications skills
  • Knowledge and understanding of city and state regulations and procedures in all security matters
  • Knowledge of NFI Loss Prevention Security Policies and Procedures
  • Must be at least 21 years old
  • Genuinely enjoys taking care of the customer
  • Detail oriented

RECOMMENDED EQUIPMENT

  • There is no recommended equipment.

CERTIFICATES, LICENSES, REGISTRATIONS

  • This job has no required certificates, licenses, or registrations.

SUPERVISORY RESPONSIBILITIES

  • This job has no supervisory responsibilities.

EDUCATION and/or EXPERIENCE

  • High school diploma or general education degree (GED); or one year related experience required. 
  • Completed or in the process of completing a college or technical school education in criminal justice/law enforcement 
  • or a minimum of 3 to 6 months related work experience or training or past military security training and experience.

LANGUAGE SKILLS

  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. 
  • Ability to write routine reports and correspondence. 
  • Ability to speak effectively before groups, customers, or Associates.

MATHEMATICAL SKILLS

  • Ability to calculate figures and amounts such as discount, interest, commissions, proportions, percentages, area, and volume. 
  • Ability to apply mathematical skills and concepts to practical daily store operations and issues.

PHYSICAL DEMANDS

Regularly

  • Talk
  • Hear
  • Taste
  • Smell

Frequently

  • Walk
  • Sit
  • Stand
  • Use hands to finger, handle or feel
  • Reach with hands and arms
  • Climb or balance
  • Stoop, kneel, crouch, or crawl
  • Lift and/or move 25 pounds

Occasionally

  • Move up to 100 pounds. 

Vision

  • Close
  • Distance
  • Color
  • Peripheral
  • Depth perception
  • Ability to adjust focus 

WORK ENVIRONMENT

Occasionally

  • Exposed to wet and/or humid conditions
  • Moving mechanical parts
  • High precarious places
  • Fumes or airborne particles
  • Outside weather conditions
  • Extreme cold
  • Extreme heat

Noise Level

  • Moderate 

PAY RANGE (depends on industry experience)

       $16 up to $20/hour (IL Locations Only)

Starting pay will be based on experience, internal equity, and scope of responsibility.

BENEFITS (eligibility based on full-time/part-time status)

  • Medical, Dental, and Vision Insurance
  • Flexible Spending Accounts (Medical and Dependent Care)
  • Life Insurance
  • Voluntary Benefits
  • Paid Time Off
  • Retirement Plans
  • Employee Assistance Program

**Niemann Foods Management retains the discretion to add to or change the position requirements at any time.                                                     

**Position requirements may vary by store location

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