Private Client Wealth Advisor

Fairygodboss; Batavia (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is looking for a Financial Advisor in Batavia, Illinois. The role involves building client relationships and providing investment solutions tailored to their financial needs. Candidates should have 2+ years of experience, relevant licensing, and a commitment to client success.

The position offers a competitive total rewards package, including comprehensive health care, a retirement savings plan, and other benefits. Join a diverse workplace committed to inclusion and equal opportunity for all.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.
• Embrace digital innovations to help clients bank when and how they want.

Skills

Client acquisition

Relationship management

Financial coaching

Knowledge of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is looking for a Financial Advisor in Batavia, Illinois. The role involves building client relationships and providing investment solutions tailored to their financial needs. Candidates should have 2+ years of experience, relevant licensing, and a commitment to client success.

The position offers a competitive total rewards package, including comprehensive health care, a retirement savings plan, and other benefits. Join a diverse workplace committed to inclusion and equal opportunity for all.