Financial Advisor
$57,500–$106,500 year
On-site · Schaumburg, Illinois, United States
Job Summary
Provide financial and investment planning and advice in collaboration with a team to deliver a comprehensive banking solution. Drive sales of managed products and services (mutual funds, ETF wrap, insurance, annuities, retirement plans) and develop business through outbound calls, seminars, and referrals. Build client relationships through a consultative sales process, identify client needs, recommend solutions, and coordinate with lead relationship managers. Develop and implement solutions aligned with business strategy, produce regular reports/dashboards, ensure compliance with risk and governance standards, and support broader strategic initiatives within Wealth Sales & Service.
Required Qualifications
- Typically requires post-secondary degree in related field or equivalent experience
- FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
- Life and Health Insurance Producer’s License
- Completed LTC Continuing Education Requirements
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