Financial Advisor – Chicago, IL – 1193

The Symicor Group; Chicago (IL); Sur place; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Branch office environment with independent payout structure

Best Financial Advisor support in the industry

Competitive transition packages

State-of-the-art technology and reporting options

Résumé du poste

A leading banking talent acquisition firm seeks Financial Advisors in Chicago. In this role, you will provide investment advice, engage new clients, and manage financial needs. Successful candidates will have experience in financial management and relevant licenses, alongside a passion for client service and sales.

Qualifications

• Three or more years of sales/client service experience in financial management.
• Generating $150K or more in gross revenue in each of the past two years.
• Knowledge of investment management strategies, processes, and products.

Responsabilités

• Provide investment advice and recommendations to clients.
• Conduct full needs assessments with current and potential customers.
• Sourcing and engaging new clients and overseeing trade executions.

Connaissances

Sales

Client Service

Negotiation

Networking

Relationship Building

Formation

Series 7 License

Series 66 or 63 License

State Life, Accident, and Health Insurance Licenses

Description du poste

Bankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago. Our nationally unique value proposition centers around providing the very best available banking talent to our valued clients…from a banker’s perspective. In fact, most of our recruiters are former bankers themselves! We know banking and how to evaluate the very best banking talent available in the market. Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client, an 85-year-old company focused on clients, financial planning, and investment management, is seeking to fill Financial Advisor roles based in the Chicago, IL market. The successful candidate will provide investment advice and recommendations to prospective and active clients. They will also help clients identify their financial needs and goals and recommend plans and products to achieve those objectives.

The position includes:

• Branch office environment with independent payout structure (up to 90+%).
• Best FA support in the industry
• Competitive transition packages.
• No non-compete or contacts; full ownership of their book and practice.
• Open architecture accounts and investment management.
• On-site managers and OSJ.
• State-of-the-art technology and reporting options.
• Sourcing and engaging new clients, opening new accounts, recommending securities for investment, overseeing trade executions, and providing ongoing advice and counsel.
• Conducting full needs assessments with current and potential customers.
• Recommending appropriate company products and services based on objectives, risk tolerance, and asset allocations.
• Providing superior customer service to meet or exceed customer needs, questions, and problems.
• Identifying new sales opportunities by maintaining contact with existing customers and referral sources.
• Developing new opportunities to deliver advice and solutions to existing clients.

Who Are You?

You seek to influence your own development and pursue your passions. You view a job title as a starting point for your future, not the final definition of who you are.

You also bring the following skills and experience:

• Three or more years of sales/client service experience in financial management.
• Generating $150K or more in gross revenue in each of the past two years.
• Series 7 and 66 or 63 Licenses are required. State life, accident, and health insurance licenses are preferred.
• Knowledge of investment management strategies, processes, and products.
• High proficiency in sales, networking, negotiation, and relationship building.
• Strong interpersonal communication, writing, and group presentation skills.

The next step is yours. Email us your current resume along with the position you are considering to: