Financial Advisor: Growth via Referrals & Coaching

Gilder Search Group; Glen Ellyn (IL); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Established client referrals

Strong pipeline of opportunities

Growth in wealth management

Zusammenfassung

Gilder Search Group partners with a nationally recognized financial services organization to expand its investment and wealth management presence. We have helped 250+ experienced Financial Advisors join the platform, creating a steady pipeline of opportunities.

This role emphasizes developing client relationships, delivering investment solutions, and collaborating with licensed professionals to grow assets within an established market.

Qualifikationen

• Brokerage or financial advisory experience required.
• Active licenses: Series 7 and at least one of Series 66 or Series 63/65.
• Insurance licensing is preferred.
• Proven ability to build lasting client relationships.

Aufgaben

• Develop and manage relationships with individual and high-net-worth clients.
• Provide investment recommendations and financial solutions based on client goals.
• Grow practice through an established internal referral network.
• Conduct client appointments with licensed referral partners.

Kenntnisse

Series 7

Series 66

Series 63/65

Insurance licensing

Relationship building

Consultative sales

Ausbildung

Bachelor's degree in Finance or Economics

Jobbeschreibung

Gilder Search Group partners with a nationally recognized financial services organization to expand its investment and wealth management presence. We have helped 250+ experienced Financial Advisors join the platform, creating a steady pipeline of opportunities.

This role emphasizes developing client relationships, delivering investment solutions, and collaborating with licensed professionals to grow assets within an established market.