Client-First Financial Advisor: Grow Your Practice

Evergreen Wealth Strategies; Illinois; On-site; USD 85,000 - 125,000; Full time

Job summary

Evergreen Wealth Strategies in Illinois seeks a client-focused Financial Advisor to collaborate with Senior Advisors and provide tailored financial guidance. You will conduct annual reviews, prepare personalized recommendations, and coordinate with staff to ensure accurate reporting and timely service.

Responsibilities include onboarding clients, maintaining records, and meeting regulatory standards while pursuing FINRA licenses and continuing education.

Qualifications

• Bachelor’s degree in business or three years of applicable work experience
• Satisfactory background check and fingerprinting; insurance license and securities registration verification required for current professionals
• Willingness to obtain FINRA Series 6, 7, and 66, SIE, and life licenses within six months of hire

Responsibilities

• Collaborate with Senior Financial Advisors to provide exceptional client experience and maintain long-term relationships
• Conduct annual client meetings to review portfolios and discuss service needs
• Complete pre- and post-meeting actions: agendas, statements, reports, personalized recommendations, and note documentation
• Assist staff with onboarding, new account applications, and service actions as needed
• Maintain thorough client records, run reports, and ensure data quality

Skills

Client engagement

Ethical standards

Communication skills

Team oriented

Goal-driven

Detail-oriented

Adaptable conversations

Relationship building

Networking

Education

Bachelor’s degree in business

Experience with FINRA licensing (preferred)

Job description

Evergreen Wealth Strategies in Illinois seeks a client-focused Financial Advisor to collaborate with Senior Advisors and provide tailored financial guidance. You will conduct annual reviews, prepare personalized recommendations, and coordinate with staff to ensure accurate reporting and timely service.

Responsibilities include onboarding clients, maintaining records, and meeting regulatory standards while pursuing FINRA licenses and continuing education.