Financial Advisor

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? First Choice Financial Services LLC, a financial services firm in Oak Brook, IL, has an opening for a full-time Financial Advisor/Associate Advisor - and this is far more than just another job opportunity. We are looking for someone to potentially take over the company so the owner can transition out.*Value We Deliver:*· _*Potential to be the successor of the company!*_· Access to existing clients and prospective clients· Paid marketing support· Access to referrals· Name and brand recognition of firm due to length of time & presence in the community· The equipment and software you need for illustrations and reports· Income and growth potential that's capped only by your ambition*Our Investments In You:*· 401(k)· 401(k) matching· Flexible PTO*The Expertise We Are Looking For: *· 2+ years of experience in Financial Planning or Investment Advisory services *(Required)*· Prior Experience Working in Financial Services Industry an Investment Advisor *(Required)*· Series 65/66 *(Required)*· Active State-Specific Life Insurance License *(Required)*· High School Diploma *(Required)*· Bachelor's or Associate's Degree in Finance or Similar Field *(Preferred)**What You'll Be Responsible For: *· Build genuine, long-term relationships with clients· Actively call out to clients and prospective clients to cultivate new business· Network to generate and build prospective client list· Build a strong client base with the firm's exceptional referral system due to a multi-business approach· Develop and execute additional prospecting and marketing strategies, as required· Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales· Collaborate and prepare comprehensive financial plan recommendations, while preparing and analyzing financial planning reports, to support those recommendations· Customize and sell various types of insurance products and investment services, to businesses and individuals, that best suit the needs of the client· Call on clients to deliver and explain policies, strategies and suggest additions or changes· Successfully take consumers through the sales cycle· Prepare and participate in all client meetings throughout the pre and post sales cycle· Assist in handling client inquiries and service requests· Case work and illustrations· Assist with the completion and review of applications*Key Traits of a Successful Financial Advisor/Associate Advisor: *· Highly motivated· Excellent client service skills· Initiative in business development· Elevated level of people skills· Entrepreneurial perspective and desire to grow the firm· Ability to adhere to rules and regulations as stated and required by the firm· Successful time management skills· Process driven· High level of follow-through· Excellent communication skills· Strong attention to detail*Salary: $60,000-$65,000 base pay plus commission/fee model *Check Us Out!Website: you feel like we would be a good fit, apply now!Job Type: Full-timePay: $60,000.00 - $65,000.00 per yearBenefits:* 401(k)* 401(k) matching* Paid time offCompensation Package:* Commission payAbility to Relocate:* Oak Brook, IL 60523: Relocate before starting work (Required)Work Location: In person

Created: 2024-11-02