Illinois Licensed Financial Advisor
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Job Summary
To support a growing virtual practice, the full-time Illinois Licensed Financial Advisor will build strong client relationships, provide customized investment advice, and manage client portfolios while ensuring compliance with regulatory requirements.
Key responsibilities
- Provide tailored investment recommendations based on client suitability, time frame, and goals
- Conduct regular portfolio reviews and develop customized action plans to help clients achieve their financial objectives
- Meet monthly sales goals through client relationship management and asset gathering from existing and new clients
Required qualifications
- Active Series 7 and 66 or (7, 63 and 65) licenses, along with Life and Health insurance licenses
- University degree with a minimum of 3-5 years of experience in the financial industry
- Ability to pass U4 background check requirements
- Knowledge of investment products, including mutual funds, annuities, and retirement planning
- Commitment to ongoing continuing education as mandated by FINRA and the organization
Complete Job Description
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