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Financial Advisor

Employer
Partners Wealth Management
Location
Naperville, Illinois
Salary
$65,000 +
Closing date
Jun 10, 2024

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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 

 

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