Growth-Focused Financial Advisor | Build Clients

Hickory Point Bank; Decatur (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Time Off

Job summary

A financial services firm is seeking a Financial Advisor to manage client relationships and develop new business. Responsibilities include generating a client pipeline through networking, recommending suitable investment solutions, and achieving asset management goals. Ideal candidates have a four-year degree or equivalent experience, licenses in Series 7 and 66, and excellent communication skills. This position offers a robust benefits package and is located in Decatur, Illinois.

Qualifications

• 4+ years working experience in sales (preferably intangible) or business.
• Must obtain Series 7 and 66 licenses.
• Life, Health and Variable Annuity license or ability to obtain within 6 months.

Responsibilities

• Generate client pipeline through networking and community involvement.
• Evaluate client financial needs and identify investment objectives.
• Recommends suitable investment products and solutions.
• Develop a book of business focused on asset management goals.
• Conduct duties in compliance with regulations.

Skills

Strong communication and interpersonal skills

Excellent problem-solving skills

Persistence and optimism

Education

Four-year college degree preferred

3-5 years of equivalent experience

Tools

Microsoft product packages

Job description

A financial services firm is seeking a Financial Advisor to manage client relationships and develop new business. Responsibilities include generating a client pipeline through networking, recommending suitable investment solutions, and achieving asset management goals. Ideal candidates have a four-year degree or equivalent experience, licenses in Series 7 and 66, and excellent communication skills. This position offers a robust benefits package and is located in Decatur, Illinois.