Financial Solutions Advisor - Des Plaines/Oakton, IL

Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals, build a financial plan, and recommend brokerage products. Responsibilities include triaging client leads, making referrals to business partners, and mitigating risk.

Requirements

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience working in the financial service industry and/or a sales environment
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• 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 time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Benefits

• Industry-leading benefits
• Paid time off
• Resources and support to make a genuine impact and contribute to the sustainable growth of the business and the communities it serves