Senior Client Advisor - Banking & Investments

Hispanic Alliance for Career Enhancement; Frankfort (IL); On-site; USD 57,500 - 106,500; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

The Hispanic Alliance for Career Enhancement is seeking a Financial Advisor in Frankfort, Illinois. In this role, you will act as the primary client contact, uncovering financial needs and delivering holistic banking and investment solutions while ensuring regulatory compliance.

Qualified candidates will have at least 3 years of relevant experience in financial services, preferably with demonstrated knowledge of banking products. Enjoy a competitive salary range between $57,500.00 and $106,500.00, along with comprehensive benefits.

Qualifications

• Typically, 3+ years of relevant experience, preferably in financial services.
• Proven experience with banking products and associated services.
• SIE Exam, Series 6, 63, 65, and Life and Health insurance licenses required.

Responsibilities

• Act as the primary client contact to uncover financial needs.
• Collaborate with Financial Advisors for complex client needs.
• Develop and execute a business plan to achieve sales objectives.

Skills

Financial Needs Discovery

Client Onboarding

Sales Strategy & Execution

Education

Post-secondary degree in related field of study

Job description

The Hispanic Alliance for Career Enhancement is seeking a Financial Advisor in Frankfort, Illinois. In this role, you will act as the primary client contact, uncovering financial needs and delivering holistic banking and investment solutions while ensuring regulatory compliance.

Qualified candidates will have at least 3 years of relevant experience in financial services, preferably with demonstrated knowledge of banking products. Enjoy a competitive salary range between $57,500.00 and $106,500.00, along with comprehensive benefits.