SR Financial Advisor
$31,200–$33,280 year
On-siteOak Forest, Illinois, United States
Job Summary
Contact clients to set up meetings and conduct in-depth reviews of their financial circumstances, current provisions, and future aims. Analyze information to prepare plans suited to individual requirements, complete risk analyses, and design financial strategies. Research the marketplace for new and existing products, respond to changing client needs, and promote sales to meet negotiated targets. Liaise with head office and suppliers to negotiate rates while ensuring compliance with regulatory aspects and disclosure requirements. Maintain current product knowledge and communicate changes in legislation affecting savings and investments.
Required Qualifications
- College Degree in business or related field
- Minimum (5) years industry experience
- Working knowledge of investment products, terms and procedures
- Illinois Insurance License
- Series 7, 63, 65 or 66 License
- Demonstrated and maintain high level of sales success
- Must possess excellent interpersonal, listening, telephone, written and communication skills
- Must possess a working knowledge of a personal computer, software applications and spreadsheets
- Must have exceptional time management skills
- Demonstrated ability to handle difficult and sensitive business situations
- Solid analytical, technical, creative and problem-solving abilities
- Must remain current in product knowledge, bank promotions and system operations
- Ability to organize, coordinate, and direct projects
- Must be able to lift and/or move up to 10 pounds
- Must be able to lift and/or move up to 25 pounds
- Must have close vision
- Must have distance vision
- Must have color vision
- Must have peripheral vision
- Must have depth perception
- Must have the ability to adjust focus
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