Financial Advisor

rekroot; Chicago (IL); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Professional Growth Opportunities

Well-being Programs

Gift Matching Program

Job summary

An innovative hiring solutions firm is seeking a Strategic Talent Partner who is passionate about helping clients achieve their financial goals. This role offers the opportunity to build genuine relationships within your community while providing personalized financial advice. Enjoy the flexibility to control your schedule and the support of specialists across various sectors as you grow your practice. With unlimited earning potential and comprehensive benefits, this position is perfect for self-disciplined individuals eager to make a difference in the lives of others. If you are driven by generosity and a desire to serve, this opportunity is for you.

Qualifications

• Self-disciplined and motivated to help others achieve their financial goals.
• Strong interpersonal skills with a passion for coaching and guiding clients.

Responsibilities

• Provide actionable advice and connect clients to various financial programs.
• Develop long-term relationships based on trust and understanding.

Skills

Interpersonal Skills

Self-discipline

Motivational Skills

Coaching Skills

Education

Bachelor’s Degree

Equivalent Experience

Job description

Be among the first 25 applicants

Strategic Talent Partner | Innovative Hiring Solutions | Proven Track Record of Identifying Top Talent

• Provide personal, actionable and achievable advice and connect clients to insurance, investment, banking and generosity programs.
• Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
• Make client appointments by leveraging your network and firm’s reputation, delivering award-winning financial workshops and marketing your practice.
• Have the flexibility to control your schedule, allowing for work-life balance.
• Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Financial advisor if you’re:

• Self-disciplined, independent and driven to succeed.
• Motivated by helping others and seeing them achieve their goals.
• A natural coach or guide with strong interpersonal skills.
• Passionate about living a life of generosity by serving others, not just selling products.

Requirements

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits

You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

• Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
• Medical, dental, vision, disability and accidental death and dismemberment insurance.
• Pension, 401(k) and retiree medical plans.
• Ongoing support, training and opportunity for professional growth.
• Well-being programs to help you manage your physical, emotional and financial health.
• Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance, Business Development, and Sales