Financial Advisor

Libertyville, IL
Direct Hire
Salary Range : $70,000 - $80,000
Financial Advisor and Wealth Manager
This firm works with over 2500 clients and has a team proven process to help clients reach their ideal financial life. This role, Financial Advisor, will work with all facets of the sales process; success will be evaluated by closed sales, client satisfaction, and teamwork. You will work to deliver solutions to help their clients reach their ideal financial goals. You will also work closely with the service team to ensure clients are well taken care of and onboarded smoothly. Finally, you will build comradery and referrals through existing client relationships.
Responsibilities and Duties

• Take prospective clients through their financial goals assessment process
• Conduct annual review meetings with existing clients
• Participate in daily sales trainings to continue to grow your sales and service skills
• Work with marketing to produce educational content for lead generation
• Remain in good order with compliance by following Securities and Exchange Commission regulations
• Build and maintain relationships with existing clients to generate referrals and identify new investment opportunities
• Work with the service team to ensure clients are taken care of with the highest standards for client service
• Market research & market analysis
• Recruit and solicit clients
• Recommend strategies
• Execute strategies
• Monitor accounts

You will have these Skills and Personal Attributes

• Proven track record
• Sales presentation skills - you are confident, articulate, professional
• Story telling ability - your stories are clear, concise, engaging and authentic
• Sales discovery skills - asking probing questions to identify client needs and pain points
• Teamwork - cooperative work with sales-support team members for an ideal client experience
• Quick learner, self-starter, responsible, and a desire to grow

A Little About Them
They are a financial advisory firm located in Libertyville that has been in business since 1988. Their mission is to lead people to their ideal financial lives. The Financial Planner will be part of the Sales Team with the goal of providing their clients with quality financial solutions and a high level of personalized service.
Their values-based financial planning is not the same as run-of-the-mill financial planning services. It's about having balance in all aspects of life. They help people enhance their quality of life by getting their entire financial house in perfect order and keeping it that way forever. They find working with clients to achieve this very rewarding.
Their ideal clients are financial delegators, goal oriented, and passionate about improving the quality of their own lives and improving the lives of others. They are interesting and fun to be around. They appreciate and value what they do, and this makes their work enjoyable.
They strive hard to be one of the best places to work on the planet, and they are looking to grow their company and their client base by adding people who have the right mindset and the right skill set. If you think this describes you, let's talk!
Benefits:

• 401(k) - 401(k) matching
• Flexible schedule - Hybrid after training period
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance
• Dental insurance

Base pay:

• Base pay of 70-80K

Supplemental pay types:

• Bonus pay
• Commission pay