Wealth Management Advisor: Build Your Client Base

Tri-State Wealth Advisors of Prudential Advisors; Downers Grove (IL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Medical and dental benefits

Access to independent platform

Job summary

A financial services company is seeking a motivated Financial Professional to join their team in Downers Grove, Illinois. The position emphasizes building relationships with clients and providing financial planning assistance. Ideal candidates are self-starters with strong communication and customer service skills. Comprehensive training is provided, and prior experience in finance is not required. The compensation structure includes hourly pay during training, transitioning to commission-based earnings which averages between $50,000 and $75,000 in the first year.

Qualifications

• No prior knowledge of the financial services industry is required.
• Prior exposure to the industry and the career is a plus.

Responsibilities

• Develop relationships with clients.
• Gather client information for financial plans.
• Help clients prepare for retirement.
• Prepare and review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator

Negotiator

Problem solver

Critical thinker

Sales experience

Networking

Education

College degree or equivalent work/life experience

Minimum high school diploma or GED equivalent

Job description

A financial services company is seeking a motivated Financial Professional to join their team in Downers Grove, Illinois. The position emphasizes building relationships with clients and providing financial planning assistance. Ideal candidates are self-starters with strong communication and customer service skills. Comprehensive training is provided, and prior experience in finance is not required. The compensation structure includes hourly pay during training, transitioning to commission-based earnings which averages between $50,000 and $75,000 in the first year.