Financial Advisor - Peoria Region
$58,656–$58,656 year
On-sitePeoria, Illinois, United States
Peoria, Illinois, United StatesOn-siteFull Time$58,656–$58,656 yearHigh School Or EquivalentBANKINGMedium
Full TimeHigh School Or EquivalentMediumBANKING
Job Summary
Provide financial planning, investment services, and member relationship management by assessing needs, conducting consultations, and recommending tailored solutions. Refine financial strategies, deepen engagement, and strengthen knowledge of brokerage operations, compliance, and business development. Maintain Life/Health Producer, FINRA Series 7, 66, and other required licenses while fulfilling continuing education and passing background checks. Work core hours Monday through Friday, with potential evening or Saturday availability. Transition to Financial Advisor III within two years.
Required Qualifications
- High school diploma or equivalent
- Current, valid driver's license
- Acceptable driving record
- Personal vehicle insurance
- Must be fingerprinted and pass FINRA's background checks
- Must sign Broker-Dealer's Registered Representative Agreement
- 2-6 years of licensed experience in securities
- Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses
- Ability to fulfill all continuing education and testing requirements necessary to keep licenses current
Desired Qualifications
- Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field
- 4-6 years of licensed experience in securities may be considered in place of a degree
- Experience in member/client relationship management, financial planning, or sales within a financial institution
- Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
- Bi-lingual, Spanish
- Strong knowledge of investment products, financial planning concepts, and regulatory requirements
- Excellent communication, interpersonal, and relationship-building skills
- Sales and business development experience with a focus on financial solutions
- Ability to analyze financial data and present recommendations to member/clients
- Proficiency in financial planning software and CRM systems
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