Financial Solutions Advisor

Jobtailor; Skokie (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Illinois is seeking a Financial Advisor to consult on investment and insurance strategies and develop comprehensive client financial plans.

You will own the client experience, identify sales opportunities, and expand an investment/insurance book of business while coaching staff to achieve investment results.

Qualifications

• University/college degree with < 1 year of professional experience or completion of a formal development program.
• Comparable combination of education, job-specific certification(s), and experience may be considered.
• FINRA Series 7 and Series 66 (or 63, 65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies
• Develops financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service
• Identifies sales opportunities and makes referrals to internal business partners
• Acquires, expands and maintains client relationships through branch business development and outbound calling
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Coaches and educates branch staff and internal business partners to identify investment opportunities
• Leads the branch team on actions to achieve investment results

Skills

Financial planning

Investment strategies

Insurance strategies

Sales techniques

Client relationship management

Problem solving

Business development

Outbound calling

Coaching

Monitoring financial plans

Communication

Interpersonal skills

Leadership

Team collaboration

Educational skills

Sales opportunity identification

Service efficiency

Relationship building

Adaptability

Education

University/college degree with < 1 year of professional experience

Comparable education/experience and certifications

Job description

Key Responsibilities

• Consults on investment and insurance strategies
• Develops financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service
• Identifies sales opportunities and makes referrals to internal business partners
• Acquires, expands and maintains client relationships through branch business development and outbound calling
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Coaches and educates branch staff and internal business partners to identify investment opportunities
• Leads the branch team on actions to achieve investment results

Qualifications

• University/college degree with < 1 year of professional experience and/or successful completion of a formal development program
• A comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered
• FINRA Series 7 and Series 66 (or 63, 65) required
• Life and Health Insurance required

Hard Skills

• Financial planning
• Investment strategies
• Insurance strategies
• Sales techniques
• Client relationship management
• Problem solving
• Business development
• Outbound calling
• Coaching
• Monitoring financial plans

Soft Skills

• Client experience management
• Communication
• Interpersonal skills
• Leadership
• Team collaboration
• Educational skills
• Sales opportunity identification
• Service efficiency
• Relationship building
• Adaptability