Financial Advisor
On-site · Chicago, Illinois, United States
Job Summary
Financial Advisor / Account Executive responsible for proactive lead/contact management, converting new prospects, and locating opportunities within the existing customer base. Focus on business development to cultivate new assets and accounts by effectively presenting the company’s value, responding to inquiries in a timely manner, and following up as needed. Emphasis on customer satisfaction and building long-lasting relationships while learning internal systems and processes; requires strong computer skills and experience with CRM tools to support collaboration across the team.
Required Qualifications
- Active FINRA Series 7 and 63
- 1 - 4 years of experience in a Financial Advisor or Wealth Advisor (or similar) capacity
- Bachelor's degree required
- Extensive computer skills, including Salesforce, MS Outlook, Word, & Excel
- Ability to act as a self-starter, responsible for personal tasks and assignments, while supporting fellow team members in a collaborative environment
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.