Overview

Company: Confidential | Location: Peru, IL 61354

Role Summary

A leading financial services firm seeks a client focused Financial Advisor to join the established Investment Services Division within a respected Illinois institution. This opportunity is ideal for a proven producer who wants to grow their client base and serve clients with the backing of a well established, community oriented financial institution.

Responsibilities

Grow and manage a portion of the division's current book of business
Build and nurture strong relationships with current and prospective clients
Prospect and generate new leads through multiple channels
Develop a solid fee based and commission based book of clients using all available resources, including the bank’s customer base, the advisor’s own network of connections, and proactive community prospecting
Develop a strategic business plan for the division and track progress toward the goals you set for the division
Effectively communicate with people from diverse backgrounds and experience levels

Desired Skills and Experience

Coachable, honest, and trustworthy team player with a proven strong work ethic
Motivated and organized self starter with strong attention to detail
Adaptable and resilient in all situations with an optimistic outlook
Comfortable using technology to enhance the client experience, including DocuSign, eSignature and Salesforce
Bachelor’s degree preferred

Licenses and Certifications

FINRA Series 7 and Series 66 licenses (or ability to obtain them within 3 months of hire date for career changers)
Life, Health, Disability, Long-Term Care Insurance Licenses
CERTIFIED FINANCIAL PLANNER designation, CHFC, and other industry designations are a plus

Compensation and Benefits

Compensation is salary plus commission to start, with significant opportunities for professional and financial growth. The posted range is an estimate and compensation will be negotiable for an advisor who brings a book of business. PTO benefits will be adjusted for advisors on full commission.

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

Job Details

Job Type: Full-time
Pay: $40,000.00 - $70,000.00 per year
Location: Peru, IL 61354 (In person)

Requirements and Eligibility

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status or any other protected category. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa.

Financial Advisor

Job Description