Financial Advisor

Situated within an established Investment Services Division in Illinois, this client-focused Financial Advisor role centers on growing and managing a portion of the division's book of business while delivering thoughtful investment solutions to clients. The position emphasizes building lasting client relationships and guiding financial decisions for a diverse client base, with the role based onsite in Peru, Illinois.

Responsibilities

• Grow and manage a portion of division’s current book of business
• Build and nurture strong client relationships with current and potential clients
• Prospect and generate new leads through various channels
• Build and maintain a solid fee-based and commission book of clients using all available resources, including the bank’s customer base, the advisor’s own network of connections, and proactive prospecting in the community
• Develop a strategic business plan for the division and make regular progress toward the goals you set for the division
• Effectively communicate with people with a wide range of backgrounds and experience levels

Requirements

• Must be coachable, honest, and trustworthy team player with a proven hard work ethic
• Motivated and organized self-starter with strong attention to detail
• Adaptable and resilient in all situations with an optimistic outlook
• Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce
• Bachelor’s degree preferred
• FINRA Series 7 & 66 Licenses (or ability to obtain them in 3 months of hire date for career changers)
• Life, Health, Disability, Long-Term Care Insurance Licenses
• CERTIFIED FINANCIAL PROFESSIONAL™ certification, CHFC®, and other industry designations are a plus

Technologies

• DocuSign
• eSignature
• Salesforce

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Compensation

Compensation you control; salary plus commission to start, with tremendous opportunities to grow your career professionally and financially. The posted range is an estimate, and compensation will be considered negotiable for an advisor who brings a book of business with them. PTO benefits will be adjusted for advisors on full commission.

• Salary range: $40,000 - $70,000 per year

License/Certification

• Series 7 (Preferred)
• Series 66 (Preferred)
• Life & Health Insurance License (Preferred)

Ability to commute

• Peru, IL 61354 (Required)

Work location

In person

Job type

Full-time