Financial Advisor

Jobtailor; Deer Park (IL); On-site; USD 60,000 - 100,000; Full time

Job summary

Jobtailor in Deer Park, IL seeks a results-driven financial professional to build and manage a growing client book. You will source clients, leverage referrals, and deliver tailored investment solutions aligned with client goals and risk tolerance.

You will engage prospects, assess needs, and collaborate with internal specialists to craft strategies. Strong communication and relationship skills are essential, along with a proactive, entrepreneurial mindset and commitment to ongoing training.

Qualifications

• Must hold Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Minimum 1 year experience in financial services or sales.
• Minimum 1 year experience in investments industry.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Proven ability to build trust and credibility.
• Proven ability to assess needs and recommend solutions.
• Able to work collaboratively on a team with partners.
• Strong follow-through and drive to achieve goals.

Responsibilities

• Developing a book of business to meet/exceed performance hurdles.
• Prioritize sourcing prospects; leverage referrals and customize solutions.
• Recommend investments aligned with client objectives and risk tolerance.
• Balance growth, referrals, follow-up, prospecting, and compliance.
• Organize resources to run an efficient practice.
• Consult specialists to design client-specific planning strategies.
• Complete mandated trainings, assessments, and continuing education.

Skills

Client engagement

Influence others

Communication

Prospecting/networking

Team collaboration

Time management

Relationship building

Education

Series 7 & 66 licenses

Tools

Microsoft Word

PowerPoint

Excel

Job description

Responsibilities

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience working in the financial service industry and/or a sales environment
• Minimum of one year experience in the investments industry
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to quickly build trust and credibility
• Proven ability to assess needs of and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Proven ability to listen and probe for clarity and understanding
• Goal and results oriented
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Strong follow-through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Core Competencies

Demonstrates expertise in client engagement and investment strategy development, leveraging strong interpersonal skills and a results-oriented approach to exceed performance goals. Proficient in managing resources effectively while maintaining compliance and pursuing continuous professional development.