Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market
Overview
The Financial Solutions Advisor will own client financial planning and drive revenue across multiple locations. This role focuses on building relationships and delivering tailored investment solutions. It is ideal for a proactive advisor seeking a dynamic environment.
What You'll Do5
- 1Works with clients to plan short and long term financial goals using brokerage products including stocks bonds mutual funds annuities and banking solutions
- 2Recommends banking and investment strategies aligned with client needs
- 3Triages client requests and refers to internal partners based on asset thresholds
- 4Mitigates risk through daily activities and identifies new clients via referrals
- 5Provides coaching to referral partners on client needs and product offerings
Requirements5
- 1Currently holds Series 7 and 66 licenses or 63/65 with passing score within 60 days
- 2At least one year experience in investments and one year in financial services
- 3Strong computer skills multitasking and time management abilities
- 4Bilingual Spanish preferred with expertise in advisory account management and client experience branding
- 5Obtained insurance licenses and professional designations such as CFP or CRPC
Salary Insight
$70 - $80k per year
Location
Required Skills
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