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Financial Solutions Advisor

Job in Aurora, Kane County, Illinois, 60505, USA

Listing for: Jobtailor

Full Time position
Listed on 2026-07-13

Job specializations:

Finance & Banking
Insurance Sales, Financial Sales
Insurance
Insurance Sales, Financial Sales

Salary/Wage Range or Industry Benchmark: 75000 - 120000 USD Yearly USD 75000.00 120000.00 YEAR

Responsibilities

consults on investment and insurance strategies
develops financial plans for clients
grows and retains an investment and insurance book of business
owns the client experience
efficiently handles sales and service
identifies sales and executes opportunities
refers to internal business partners as appropriate
acquires, expands and maintains client relationships
actively coaches and educates branch staff and internal business partners
drives investment education and visibility among branch staff

Requirements

university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
comparable combination of education, job specific certification(s), and experience (including military service) may be considered
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required

Hard Skills

financial planning
investment strategies
insurance strategies
sales execution
client relationship management
coaching
education

Soft Skills

client experience ownership
communication
interpersonal skills
team collaboration

Certifications & Qualifications

FINRA Series 7
FINRA Series 66
Life Insurance
Health Insurance

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