Financial Advisor

Advanced Planning Advisors Group Inc.; Illinois; On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

PTO

Paid Holidays

Professional Development

Job summary

Advanced Planning Advisors Group Inc. in Naperville, IL, seeks a motivated Financial Advisor to support senior advisors in delivering comprehensive planning and investment management services. Ideal for someone with advisory experience and an entrepreneurial mindset.

We offer a base salary with commissions, plus PTO, paid holidays, and opportunities for professional development and growth in a collaborative setting.

Qualifications

• Must hold Series 65 licensure or equivalent.
• Life & Health licensure required.
• Strong client service mindset and professionalism.
• High school diploma required.
• 1+ years in financial planning or investment advisory is preferred.
• 2+ years of sales experience preferred.

Responsibilities

• Prepare comprehensive financial plans including data gathering, analysis, and projections.
• Conduct client and prospect meetings to provide support and follow-up on action items.
• Communicate with clients using multiple channels to foster relationships.
• Collaborate with advisory team to develop investment strategies tailored to client needs.
• Grow the client base through consumer activities and marketing efforts.
• Support marketing and business development initiatives, including vendor research.
• Stay updated on industry trends, financial products, and regulations.
• Assist existing clients with inquiries and account service requests.
• All other duties as assigned.

Skills

Series 65

Life & Health Licensure

Professionalism

High School Diploma

Financial Planning Experience

Sales Experience

Education

High School Diploma

Job description

Job Description

Advanced Planning Advisors is a boutique financial planning and investment advisory firm in Naperville, IL, that is dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients.

As we continue to grow, we are seeking a motivated and detail-oriented Financial Advisor to join our team who will work closely with senior advisors to support the delivery of comprehensive financial planning and investment management services. This role is ideal for someone who has prior Financial Advising experience, is passionate about helping consumers achieve their financial goals, and has an entrepreneurial mindset.

Why Join Us

• You’re feeling capped where you are now and want independent opportunities
• We are a growing firm looking to have someone grow in success with us
• Opportunity to work in a collaborative and supportive environment
• Mentorship and professional development opportunities
• Competitive base salary plus a lucrative variable compensation model
• Marketing budget and top-notch administrative support

Key Responsibilities

• Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections
• Hold client and prospective client meetings to provide support and ensure follow-up on action items
• Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients
• Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives
• Help grow the firm’s client base through consumers activities and company-funded marketing efforts
• Support marketing and business development initiatives, including vendor research
• Stay current on industry trends, financial products, and regulatory requirements
• Provide support to existing clients by answering inquiries and performing account service requests
• All other duties as assigned

The Expertise We Are Looking For

• Investment licensure: Series 65 or equivalent (Required)
• Life & Health Insurance licensure (Required)
• A high level of professionalism and a commitment to client service (Required)
• High school diploma (Required)
• 1+ years of experience in financial planning or investment advisory services (Preferred)
• 2+ years of sales experience

What’s In It For You

• Pay: $55,000 - $65,000 Base + Commission/Fee Structure
• PTO
• Paid Holidays
• Professional Development & Growth Opportunities

Check Us Out!

• Website: https://apadvisorsgroup.com/
• Podcast: https://apadvisorsgroup.com/media/podcast/
• YouTube: https://apadvisorsgroup.com/media/youtube -playlist/

Company Description

We’re driven to provide the families and businesses we serve with a financial road map that helps them protect their future. Our customized financial plans help individuals, families and businesses more confidently navigate today’s complex financial world.