Financial Solutions Advisor - Palos Hills, IL

We are seeking a financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals.

• Triage client leads and refer to appropriate business partners based on client needs and asset thresholds.
• Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products.
• Recommend banking and investment strategies that align with client financial goals and needs.
• 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.

• Currently holds Series 7 and 66 (or 63 and 65 in lieu of 66) licenses; if Series 66 is not held, a passing score must be achieved 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.
• Ability to set and accomplish goals, build and nurture strong relationships, and collaborate effectively with others.
• Strong communication skills and confidence in engaging all clients.
• Efficient time-management and capacity utilization in a fast‑paced environment.
• Thorough and thoughtful incorporation of regulatory due diligence into daily activities and long‑term strategies.
• Federal SAFE Act registration required; must complete background check and maintain registration.

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

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Location:

10260 S Roberts Rd, PALOS HILLS, IL 4225

Pay Range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Incentives:

This role is eligible to participate in a formulaic incentive plan, which may include monthly, quarterly, and/or annual incentive opportunities earned based on performance metrics.

Benefits:
This role is currently benefits eligible, with industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being.