Financial Solutions Advisor - Oak Park, IL

Position Summary

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

• Works with clients to plan their short‑term and long‑term financial goals by building a financial plan that includes brokerage products such as stocks, bonds, mutual funds, annuities, as well as banking and money‑managed solutions.
• Recommends banking and investment strategies that align with clients' financial goals and needs.
• Triage client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

• Currently holds Series 7 and 66 licenses (or Series 63/65 in lieu of 66) with a passing score on any missing series required 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 in the financial services industry or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one sets its mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
• Enjoys learning, adapts to new information, and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into daily activities and long‑term client strategies.

• Strong computer skills with an ability to multitask in a demanding environment.
• Minimum of three years of experience in the financial services industry or a sales environment where goals were met or exceeded.
• Additional professional designations such as CFP or CRPC.
• 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, or equivalent.
• Shift: 1st shift (United States of America).
• Hours per week: 40.

Annual Salary: $70,000 – $80,000, with eligibility for a formulaic incentive plan. Benefits include industry‑leading benefits, paid time off, and resources and support for employees.