Financial Advisor Practice Manager

Job Description

Are you interested in working in the financial services and wealth management industry?

Would you like to become a financial advisor?

Our firm is offering a truly unique opportunity for just the right candidate. We will hire someone who may be interested in becoming a financial advisor but does not know how to get started. You begin your career with a thoroughly planned growth trajectory. During the first two years as an Advisor Support Specialist, you begin to learn the fundamentals of working in our firm.

After two years and a proven track record, if you find you are still interested in taking the next steps, you can sit for your license exams and earn promotion to the position of Associate Advisor. Prior licensing will place you on a fast track, but all fundamentals of our firm and broker dealer must be learned prior to taking on any clients or setting any financial plans in place for clientele.

Once all metrics are achieved, income potential is only limited by you.

We are looking for a sharp, technology driven person with an aptitude for financial matters. We offer a competitive salary with a package of benefits, as well as flexibility and room for growth, including responsibilities and income potential.

Our firm is a part of a leading regional network offering financial services and wealth management, as well as, one of the largest independent broker/dealers in the country. Our office is located in the Southwest Suburbs.

• College Degree is required
• Internship in the industry preferred but not required
• Investment.
  
  Insurance experience or interest is a must
• Must have the following character traits:
  Positive energy, Self Starter, Loyalty to clients and our firm, have complete ownership & follow-through of tasks from start to finish
• Attention to detail at the highest level is a must
• Ability to deal with sensitive data and maintain the strictest confidentiality
• Excellent organizational and communications skills. Must have the ability to multi-task and flexibility to manage changing priorities
• Excellent client service skills; the highest level of professionalism is required.
• High proficiency with technology

• Begin to study for life insurance license
• Begin to study for the FINRA series 7 and 66 licenses
• Learn the fundamentals of our practice through execution and follow-up in the following areas:
• New client on-boarding
• Client meeting preparation and follow-up
• Client account servicing
• Operation and procedure administration
• Technology/software utilization
• Compliance and industry regulations
• Project management