Private Client Advisor: Wealth Planning & Growth

Aumni; Orland Park (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Aumni is seeking a Private Client Advisor to join their team in Orland Park, Illinois. The role demands providing comprehensive investment solutions while building strong client relationships. The advisor must utilize leadership skills to foster client trust and assist in achieving their financial goals.

The ideal candidate will possess a valid Series 7 and Series 66 licenses, along with proven financial advising experience. Aumni offers a competitive rewards package alongside opportunities for personal and professional growth.

Qualifications

• Minimum of 2 years as a Financial Advisor or equivalent experience.
• Demonstrated success in client relationship building.
• Commitment to goals-based financial planning.

Responsibilities

• Champion teamwork and help bank goals.
• Build a book of business with personalized solutions.
• Provide holistic financial coaching beyond investment.

Skills

Client acquisition

Relationship management

Financial advising

Integrity

Educating clients

Understanding financial markets

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

Aumni is seeking a Private Client Advisor to join their team in Orland Park, Illinois. The role demands providing comprehensive investment solutions while building strong client relationships. The advisor must utilize leadership skills to foster client trust and assist in achieving their financial goals.

The ideal candidate will possess a valid Series 7 and Series 66 licenses, along with proven financial advising experience. Aumni offers a competitive rewards package alongside opportunities for personal and professional growth.