Investment Advisor: Client Book & Portfolio
Job in
Decatur, Macon County, Illinois, 62523, USA
Listed on 2026-09-02
Listing for:
Limitless Decatur
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Hickory Point Bank & Trust in Decatur, IL seeks a Financial Advisor to manage client relationships, assess goals, and optimize portfolios. You will develop a client pipeline, recommend suitable investment products, and work to grow assets under management while maintaining regulatory compliance.
Ideal candidates have a four-year degree (or 3–5 years equivalent) with licensing in Series 7/66 or the ability to obtain within six months, plus Life/Health/Annuity licensing or ability to obtain.
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