Private Client Wealth Advisor

Fairygodboss; New Lenox (IL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is hiring a Financial Advisor in New Lenox, Illinois. The role emphasizes building strong client relationships while offering innovative investment solutions tailored to meet their financial needs. Successful candidates will have at least 2 years of experience and requisite licenses to support their clients effectively.

The position includes a comprehensive benefits package that covers health care, retirement savings plans, tuition reimbursement, and more, all while fostering a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship maintenance.
• Ability to achieve goals-based planning and advice.

Responsibilities

• Support teammates' success while fostering a culture of diversity.
• Build a book of business with personalized investment solutions.
• Educate clients on available technology and investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Investment solutions

Digital confidence

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 hiring a Financial Advisor in New Lenox, Illinois. The role emphasizes building strong client relationships while offering innovative investment solutions tailored to meet their financial needs. Successful candidates will have at least 2 years of experience and requisite licenses to support their clients effectively.

The position includes a comprehensive benefits package that covers health care, retirement savings plans, tuition reimbursement, and more, all while fostering a commitment to diversity and inclusion.