Financial Advisor
- Employer
- Partners Wealth Management
- Location
- Naperville, Illinois
- Salary
- $65,000 +
- Closing date
- Jun 10, 2024
View more categoriesView less categories
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
Partners Wealth Management offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. The role of Financial Advisor at PWM focuses on working with individuals, business owners, and not-for-profits in identifying their aspirations and goals and then developing and implementing the innovative strategies needed to help achieve them. He/she helps clients organize all aspects of their financial present and future and provides them with a peace of mind that comes with having a plan in place. Our Advisors have a fiduciary responsibility to function in the best interest of their clients and thrive on building genuine, long-term relationships. The Financial Advisor is further responsible for understanding firm policies, procedures and digital capabilities that will allow them to excel at serving their clients.
Duties and Responsibilities:
- Consult with clients on investment strategies based on individual financial and investment objectives, deliver advice, and participate in client reviews
- Identify asset retention opportunities, including viable alternatives when traditional solutions may not apply
- Work to develop asset allocations, case design and financial planning with and for clients
- Manage the five-step wealth management process
- Clearly articulate complex concepts to clients
- Meet with clients regularly to maintain and build rapport as well as determine if financial and insurance needs are being met and can be improved upon
- Cultivate new client relationships
- Facilitate eMoney administration
Key Characteristics:
- Strong understanding of financial services industry and diverse investment products
- Commitment to culture requires a demonstration of professionalism, accountability, client focus and teamwork
- Self-motivated, independent, and resourceful
- Honest, dependable and credible
- Drive to succeed and motivated to help others
- Able to use good judgment to provide solid financial guidance
- Passionate about living a life of generosity by serving others, not just selling products
- Ability to build relationships with clients and internal partners and influence others independently
- Acute attention to detail and organization
- Basic computer skills (Outlook, Word, Excel and PowerPoint)
- Excellent communication skills, both verbally and in writing
- Efficient time management skills; able to work independently
- Ability to prioritize and multi-task in a fast-paced environment
- Desire and willingness to learn and grow
Education/Licensing Requirements:
- Bachelor’s degree in finance, accounting or a related field
- The ideal candidate will have 3+ years’ experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance and managed accounts
- Previous experience in the independent financial services culture is preferred
- Previous experience with eMoney for data aggregation and financial planning preferred
- Series 7: FINRA General Securities Representative licensed
- Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licensed
- Licensed as an Illinois Life, Health and Disability Insurance Producer
- CFP preferred
- Must be willing to study for and pass additional federal and/or state exams relevant to the position
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert