Financial Planning Advisor – Client-Focused Growth

Jobtailor; Champaign (IL); On-site; USD 60,000 - 95,000; Full time

Job summary

Jobtailor is seeking a financial advisor to engage with clients, understand their goals, and develop comprehensive plans covering investments, insurance, and retirement. The role includes recommending insurance strategies to protect assets and income, monitoring plans, and updating clients as circumstances change.

Ideal candidates have strong interpersonal and communication skills, analytical thinking, and the ability to build trust.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services, insurance, or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.
• Licensing such as Series 6, 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Analytical thinking

Communication skills

Trust building

Education

Bachelor's degree

Job description

Jobtailor is seeking a financial advisor to engage with clients, understand their goals, and develop comprehensive plans covering investments, insurance, and retirement. The role includes recommending insurance strategies to protect assets and income, monitoring plans, and updating clients as circumstances change.

Ideal candidates have strong interpersonal and communication skills, analytical thinking, and the ability to build trust.