Financial Advisor

Rogue Search; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

ViziRecruiter, LLC is seeking a Financial Advisor to join a referral network connected to multiple bank branches in the Chicago area. You’ll leverage your Series 7, 66 (63/65) and insurance licenses to connect local clients with tailored investment solutions.

You’ll lead and coach licensed bankers, manage client relationships, meet sales targets, and design coaching sessions on investment strategies while traveling within your territory.

Qualifications

• Experience in brokerage or wealth-management industries.
• Licenses: Series 7, 66 (or 63/65) and an insurance license; Variable Annuity license is required.
• Motivated by commission sales and recognized achievement.
• Strong ability to motivate and train teams.
• Excellent communication and presentation skills; adept at breaking down complex products.
• Willingness to travel within the local area.

Responsibilities

• Lead and coach a team of licensed bankers toward sales goals.
• Manage client portfolios with complex financial needs and deliver solutions.
• Sell investment products and achieve sales targets.
• Design coaching sessions to train the team on strategies.
• Meet clients to understand goals and help realize financial dreams.
• Build trusted relationships with clients and colleagues.
• Track sales and coordinate daily with the team.
• Host seminars to grow business and referrals.
• Introduce clients to loans and estate planning where applicable.
• Mentor teammates and celebrate progress.

Skills

Sales

Leadership

Coaching

Customer relationships

Presentations

Travel

Job description

Overview

If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. It is an opportunity to enter a referral network from multiple bank branches with local lead flow for growth. You must have a Series 7, 66 (63 and 65), and an insurance license.

We connect awesome people to incredible opportunities. Discover an exciting career as a Financial Advisor where you'll get a steady stream of local clients and make a real difference in their lives!

What You'll Be Doing:

• Lead, coach, and inspire a team of licensed bankers as you all work toward success together.
• Handle a group of clients with unique and complex financial needs—think of it like being a financial superhero!
• Sell a range of investment products and smash your sales targets.
• Design fun and practical coaching sessions to train your team on investment strategies and solutions.
• Meet clients (sometimes solo, sometimes with a teammate) to understand their goals and help them achieve their financial dreams.
• Be a trusted presence at the bank, building solid and genuine relationships with customers and teammates.

You’re in charge of following the rules, always doing the right thing for your clients and colleagues, and ensuring every action leads to a great customer experience!

Responsibilities

• Hit your sales goals while always putting clients first.
• Coach and train your fellow bank employees through fun and engaging individual or group sessions.
• Meet with clients to review their accounts and close deals, sometimes teaming up with another banker.
• Handle client requests, prioritize tasks, and keep things running smoothly by delegating where needed.
• Stay in touch with clients to keep relationships strong and encourage referrals.
• Plan your sales strategy and guide your team to achieve excellent results.
• Stay up-to-date on financial products and trends to stay ahead of the game.
• Track your sales with internal reports and share progress with the team.
• Coordinate with your team daily to make sure everyone’s on track.
• Host seminars to grow your business and reach new clients.
• Introduce clients to other beneficial services, like loans and estate planning.
• Be a mentor to your team—get them pumped and ready to achieve great things.
• Set goals, guide progress, and celebrate every achievement!

Requirements

• Previous experience in the brokerage industry.
• Licenses: Series 7, 66 (or 63 and 65), plus insurance licenses (some exceptions for Michigan and Ohio). A Variable Annuity license is also a must.
• Love a challenge? Great—you’re motivated by commission sales, recognition programs, and friendly competition.
• You're a natural motivator, inspiring your team to do their best.
• Got a knack for breaking down complex products? Perfect—you’ll be explaining financial concepts in simple terms.
• You know how to build client relationships.
• You're a pro at sales and giving presentations.
• You’ll need to be comfortable traveling in your area.