Senior Financial Advisor at Jobot
Hinsdale, IL 60523
About the Job
Flexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more!
This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $150,000 - $220,000 per year
A bit about us:
This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.
We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.
Why join us?
Job Details
Key Responsibilities:
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $150,000 - $220,000 per year
A bit about us:
This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.
We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.
Why join us?
- Firm covers 90-95% of Medical Dental Vision
- Flexible schedule
- Remote work
- Guaranteed base salary + incentive bonuses
- 401k match up to 3%
- Profit sharing options
- Travel expenses covered for any company outings or meetings
Job Details
Key Responsibilities:
- Lead and manage client relationships, providing comprehensive financial planning and investment management services.
- Develop and implement customized financial plans and investment strategies based on clients' unique needs and circumstances.
- Utilize your existing book of business or network to bring new clients to the firm.
- Conduct regular portfolio reviews and make adjustments as needed to ensure clients' financial goals are being met.
- Stay current with market trends, investment products, and regulatory changes to provide clients with informed advice.
- Collaborate with other team members to deliver a holistic approach to financial planning and wealth management.
- Participate in networking and business development activities to grow the firm's client base.
- Maintain a high level of compliance with all regulatory and firm policies and procedures.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Certified Financial Planner (CFP) designation preferred.
- Minimum of 7-10 years of experience in financial planning and investment management.
- Proven ability to manage and grow client relationships.
- Strong understanding of financial markets, investment strategies, and financial planning principles.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- High ethical standards and professional integrity.
- Existing book of business or network that can be leveraged.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
150,000 - 220,000 /year