Financial Advisor

Jobtailor

Glen Ellyn (IL)

On-site

USD 90,000 - 140,000

Full time

7 days ago

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Job summary

Jobtailor in Glen Ellyn, IL is seeking a seasoned Financial Advisor to provide comprehensive financial planning and investment guidance in collaboration with a team. You will sell managed products, deliver fee-based advice, and support branch sales with data-driven insights.

The role requires 4–6 years of experience, relevant FINRA licenses, and a Life & Health License. You will develop client plans, manage relationships, and help drive compliance and strategic initiatives while delivering

Qualifications

Typically 4–6 years of relevant experience
Post-secondary degree in related field or equivalent combination of education and experience
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
Life and Health Insurance Producer’s License
Completed LTC Continuing Education Requirements
Strong knowledge of financial industry
Experience with managed products and fee-based advice
Understanding of deposit and loan (including mortgage) products and banking services
Technical proficiency through education and/or business experience
Strong verbal and written communication
Collaborative and team-focused
Data-driven decision-making skills

Responsibilities

Build and manage client relationships to understand financial goals
Develop and present financial plans based on client needs
Provide guidance on investment strategies and managed products
Deliver fee-based financial advice and drive referrals
Ensure compliance with regulatory requirements and risk controls
Support business development through prospecting and seminars
Analyze data to inform strategic decisions and reporting
Coordinate with stakeholders to implement initiatives

Skills

Financial Planning

Investment Strategies

Data Analysis

Client Relationship Management

Regulatory Compliance

Risk Management

Fee-Based Advice

Business Development

Strategic Thinking

Collaboration

Education

FINRA Series 6, 63 & 65 Licenses

Life and Health Insurance Producer’s License

Completed LTC Continuing Education Requirements

Bachelor's degree or higher in related field

Tools

Databases

Data Visualization Tools

Reporting Software

Financial planning software

Job description

Provides financial and investment planning and advice in collaboration with team members
Delivers comprehensive banking solutions in the customer's best interest
Determines client needs and sells managed products and services, including mutual funds, ETF wrap accounts, insurance, annuities, and retirement savings plans
Provides solutions through referrals to business partners
Supports sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
Implements business development strategies, outbound calling campaigns, seminars, and branch employee referrals
Identifies opportunities to generate referrals for personal and commercial banking products
Implements relationship management plans with the lead relationship manager
Develops solutions and recommendations based on business strategy and stakeholder needs
Supports strategic initiatives and determines business priorities
Conducts analysis and assessment to resolve strategic issues
Coordinates strategic initiative activities and tracks metrics and milestones
Manages databases and supports analysis, forecasting, and data visualization
Produces insights, recommendations, reports, and dashboards
Builds and executes change management and communication plans
Provides input into operational programs
Designs and develops business tools and training programs
Integrates information from multiple sources to improve processes and reporting
Applies a consultative sales process and enhances the client experience
Introduces clients to investment strategies and develops financial plans
Communicates product developments and initiatives to sales management and sales force
Coaches and advises team members through joint appointments and product knowledge sharing
Builds relationships with internal and external stakeholders
Follows risk and compliance processes and protects customer assets and privacy
Complies with regulatory, legal, and ethical requirements
Identifies ways to enhance the client experience
Applies the Risk Management Framework and makes risk-informed decisions aligned with business strategy

Requirements

Typically, between 4–6 years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
Life and Health Insurance Producer’s License
Completed LTC Continuing Education Requirements
Strong working knowledge of financial industry
In-depth experience working with managed products and providing fee-based advice
In-depth understanding of deposit and loan (including mortgage) products and banking services
Technical proficiency gained through education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills

Core Competencies

Demonstrates expertise in financial and investment planning, providing comprehensive banking solutions, and implementing business development strategies. Proficient in managing client relationships, analyzing data for strategic decision-making, and ensuring compliance with regulatory requirements.

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