Financial Consultant

Financial ConsultantBase Salary plus Quarterly BonusesChicago, ILHybrid Work ModelAre you a financial expert looking to shift gears from prospecting new clients to establishing in-depth relationships and crafting intricate financial plans? Your search ends here!Our client is recognized as one of the top 10 Best Places to Work in 2024, offering a unique opportunity for you to build long-term, dedicated relationships with existing clients by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.Your Role in Catalyzing GrowthIn this non-prospecting role, you'll serve as more than just a Financial Consultant; you'll be a trusted advisor offering personalized financial planning and guidance through face-to-face client interactions as they look to reach their retirement goals.The Value You BringNo longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planningLeverage your integrity, insights, and planning acumen to guide clients toward securing their financial futureDeliver custom investment solutions and retirement plans that cater to high-net-worth clients' immediate and future needsShowcase your expertise in interpersonal communication by forging long-lasting relationshipsBe a driving force for positive change for clients and the communityExpertise They Are Looking ForA Bachelor's degree is preferred; however, experience countsActive Series 7 "”non-negotiableAdditional Series 65 or 66 and state registrations are a tremendous plusCFP certification is preferred5+ years of financial planning experienceA proactive mindset centered around client satisfaction and problem-solving.The base salary range for this position is $55,000 - $65,000 per year. The total compensation package also includes quarterly bonuses and other variable compensation ($110k-$120k first year)

Created: 2024-11-09