Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL

As a Financial Solutions Advisor, you will provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will work with clients to build a financial plan with brokerage products, recommend banking and investments strategies, and mitigate and control risk as part of daily activities.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• At least one year experience in the investments industry
• At least one year experience working in the financial service industry and/or a sales environment
• Sets and accomplishes goals, achieving whatever you put your mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages your time and capacity
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Benefits

• Formulaic incentive eligible
• Benefits eligibility
• Paid time off