Wealth Management Advisor
reputed company is a leading financial services company that offers a unique opportunity for individuals to become Financial Advisors. In this role, you will help clients reputed company their financial goals through personalized planning while building a client reputed company and managing relationships throughout various life stages.
Responsibilities
- Grow your client reputed company by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them reputed company their goals
- Grow relationships with clients to support them through every stage of life
Skills
- Bachelor's degree
- Entrepreneurial ambitions to be a business reputed company
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Obtain Life/Accident & Health Certifications
- Obtain Securities Industry Essentials (SIE)
- Obtain Series 6, 7, and 63 licenses
- Ability to Commute: Lombard, IL 60148
- Ability to Relocate: Lombard, IL 60148: Relocate before starting work
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Company Overview