Start Your Job Search

Hundreds of jobs.

Financial Advisor

Rockford, IL 61107

Posted: 06/25/2024 Employment Type: Permanent Industry: Accounting & Finance Job Number: R 821480623

Job Description

We are seeking a Licensed Assistant to join our dynamic team in the financial services/wealth management sector. The ideal candidate will support financial advisors in servicing clients and managing day-to-day operations. This role requires strong organizational skills, attention to detail, and a proactive attitude towards client service and operational efficiency.
Key Responsibilities:
  • Assist financial advisors with client service activities including account openings, transfers, and maintenance.
  • Prepare and process client documentation and forms accurately and efficiently.
  • Coordinate with clients to schedule appointments and respond to inquiries promptly.
  • Maintain client records and ensure compliance with regulatory requirements.
  • Execute trades and monitor transactions under the supervision of financial advisors.
  • Prepare and distribute reports and presentations for client meetings.
  • Support marketing and business development initiatives as needed.
  • Collaborate with team members to enhance operational processes and client service delivery.
  • Stay updated on industry trends, products, and regulatory changes.

  • Bachelor's degree in finance, economics, business, or a related field.
  • Series 6 or 65 license is required.
  • Proven industry experience with a successful track record.
  • 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.

Join our team as a Licensed Assistant 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 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!

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Rockford, IL

Ready to take your career to new heights in Rockford, Illinois? Explore our job opportunities in this vibrant city and uncover endless possibilities for growth and success. Nestled in the heart of Winnebago County, Rockford blends urban convenience with a laid-back Midwest charm. From iconic landmarks like the Anderson Japanese Gardens and the Coronado Performing Arts Center to the mouth-watering cuisine at Beef-A-Roo and the exciting games hosted by the Rockford IceHogs at the BMO Harris Bank Center, this city has something for everyone. The Rockford region boasts a thriving arts scene, with galleries like the Rockford Art Museum and the Klehm Arboretum & Botanic Garden providing inspiration at every turn. Discover your next career move in Rockford, where opportunities abound and a unique culture awaits!