Financial Solutions Advisor - DES Plaines-Oakton, IL

Job Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

• Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
• Recommending brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommending banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment.

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals, achieving whatever one sets their mind to.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and be comfortable engaging all clients.
• Efficiently manage time and capacity.
• Thorough and thoughtful in incorporating regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with an ability to multitask in a demanding environment.
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

• Account Management
• Advisory
• Client Experience
• Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)
Hours Per Week: 40

US - IL - Des Plaines; 1300 E Oakton St - DES PLAINES / OAKTON BC (IL4429)

Pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive plan eligible.
Benefits:
Industry‑leading benefits, paid time off, resources and support.