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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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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!