Financial Advisor
at Financial Planner Recruiting, LLC
in
Oak Brook,
Illinois
Posted in Other 3 days ago.
Type: full-time
Job Description:
Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team.
Some Responsibilities Include:
-Create and update financial plans
-Present financial plans and meetings and participate in planning-related conversations
-Review client portfolios and investments
-Acting as the main point of contact for clients
-Support other advisors with various client needs
Qualifications:
-Bachelor's degree Required
-5-8 years of experience in financial planning
-Securities Licensing (7, 63/55 and/or 66)
-CFP is preferred, or the desire to pursue
-Strong verbal and written communication skills
-Team player and desire to grow
Compensation:
-Base salary starting at 100k+, plus bonus
-401k plus profit sharing
-4 weeks of PTO plus NYSE holidays
This position is a hybrid position, with 3 days in the office and 2 days working from home.