Financial Advisor at rekroot in Chicago, Illinois

Posted in Other 11 days ago.

Type: full-time





Job Description:

As a Financial advisor, you'll:
  • Provide personal, actionable and achievable advice and connect clients to insurance, investment, banking and generosity programs.
  • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
  • Make client appointments by leveraging your network and firm's reputation, delivering award-winning financial workshops and marketing your practice.
  • Have the flexibility to control your schedule, allowing for work-life balance.
  • Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.

Desired Characteristics

Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Financial advisor if you're:
  • Self-disciplined, independent and driven to succeed.
  • Motivated by helping others and seeing them achieve their goals.
  • A natural coach or guide with strong interpersonal skills.
  • Passionate about living a life of generosity by serving others, not just selling products.

Requirements
  • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
  • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits

You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
  • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
  • Medical, dental, vision, disability and accidental death and dismemberment insurance.
  • Pension, 401(k) and retiree medical plans.
  • Ongoing support, training and opportunity for professional growth.
  • Well-being programs to help you manage your physical, emotional and financial health.
  • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

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