Financial Advisor - Licensed

RK Partners; Chicago (IL); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Life and disability insurance

100% company funded pension plan

401K

Job summary

RK Partners is looking for a motivated Financial Advisor in Chicago, Illinois. In this role, you will have the freedom to offer solutions from a comprehensive portfolio of financial products while leveraging a strong network of professionals. Responsibilities include prospecting clients, maintaining relationships, and providing tailored financial solutions. Ideal candidates should possess strong interpersonal skills, networking abilities, and relevant educational background. Competitive benefits and compensation are on offer for qualified applicants.

Qualifications

• Strong interpersonal skills and customer service focus.
• Experience working with clients virtually.
• Market development/networking abilities.
• Presentation and organization skills.
• Strong work ethic, self-motivated and goal-oriented.

Responsibilities

• Prospecting for clients through referrals, personal observation and networking.
• Developing and maintaining long-term relationships with clients.
• Fact gathering and needs analyses to arrive at client-centric financial solutions.
• Expanding personal knowledge and skills through ongoing professional development.

Skills

Strong interpersonal skills

Customer service focus

Networking abilities

Presentation skills

Organizational skills

Self-motivated

Goal-oriented

Education

BA, BS, and/or graduate degree or equivalent work experience

Job description

As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.

Responsibilities

• Prospecting for clients through referrals, personal observation and networking
• Developing and maintaining long-term relationships with clients
• Fact gathering and needs analyses to arrive at client-centric financial solutions
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications

• Strong interpersonal skills and customer service focus
• Experience working with vlients virtually
• Market development/networking abilities
• Presentation and organization skills
• Strong work ethic, self-motivated and goal-oriented
• BA, BS, and/or graduate degree or equivalent work experience required

Benefits

Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.

In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Location

Mutiple Locations