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Financial Advisor

Rockford, IL 61107

Posted: 06/08/2023 Employment Type: Permanent Industry: Accounting & Finance Job Number: R 821480623

Job Description


Position Overview: We are seeking a knowledgeable and experienced Financial Advisor to provide personalized financial planning and investment management services to clients. As a Financial Advisor, you will assess clients' financial situations, develop tailored financial plans, and recommend suitable investment strategies and products to help them achieve their goals.

Responsibilities:
  • Build and maintain strong client relationships, serving as their primary point of contact for financial advice.
  • Conduct comprehensive financial assessments and develop personalized financial plans.
  • Recommend appropriate investment strategies and products based on clients' goals and risk tolerance.
  • Execute investment transactions and monitor portfolio performance.
  • Advise on risk management and insurance coverage.
  • Adhere to industry regulations and ethical standards.

Requirements:
  • Bachelor's degree in finance, economics, business, or a related field.
  • Series 6 or 65 license is required.
  • Proven experience as a Financial Advisor with a successful track record.
  • In-depth knowledge of investment products, financial planning strategies, and tax regulations.
  • Strong analytical, communication, and interpersonal skills.
  • Proficiency in financial planning software and tools.
  • High ethical standards and a commitment to maintaining client confidentiality.
  • Detail-oriented with excellent organizational and time management abilities.
  • Up-to-date knowledge of industry trends, market conditions, and regulatory changes.

Join our team as a Financial Advisor and work in a dynamic, client-focused environment. If you hold the necessary qualifications and have a passion for helping clients achieve financial success, we invite you to apply.

Please apply directly to this opportunity or contact Rachel at 815-997-1417 or rachel.thomann@furstpros.com with any questions.

Meet Your Recruiter

Rachel Thomann
VP, FurstProfessionals

Year Started: 2011

I wanted to be a physical therapist when I grew up.

 

Favorite Quote:

“My wish for you is that you continue. Continue to be who you are, to astonish a mean world with your acts of kindness.” – Maya Angelou

 

What do you enjoy most about your work?

It’s so rewarding to meet great people and match them up with our clients’ needs!

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