- The ideal candidate for this position will be able to manage time efficiently, build rapport and professional
- The primary duties include but are not limited to: gathering assets for fee-based and traditional brokerage
- Maintain a high level of compliance with FINRA and Form U4, SEC, and firm rules and regulations.
- Administer presentations for new prospects and referrals.
- Work collaboratively with other team members.
- Identify and deepen relationships with clients and potential clients.
- Possess knowledge on a wide array of financial products and services
- Other duties, as they arise.
- Series 7 and Series 66 registered
- Strong technology skills including Microsoft Office, Adobe Acrobat, and Internet; Knowledge of First
- Bachelor's degree in Finance, Economics, or related field (preferred)
- 5+ years of professional Financial Services or related career experience
- Maintains judgment, discretion, and confidentiality appropriate to the financial services industry
- Current driver's license and vehicle
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Financial Advisor - Chicago, United States - Albany Bank and Trust
Description
Job DescriptionJob Description
Albank Investments serves the financial needs of private clients, including high net worth individuals, business
owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly
complex financial goals with the highest standards of service and integrity. The Albank Investments Financial
Advisor is located at Albank's headquarters in Chicago and works through our correspondent bank partnership on
the Wintrust Investments platform. We offer comprehensive wealth management solutions including investment,
trust, and asset management services. The FA reports to Albank's Senior Vice President and works closely with
the Wintrust Investments Chief Operations Officer. The role is responsible for managing and growing a client
portfolio of assets under management.
RESPONSIBILITIES
organization of various projects. They should also have a commitment to client retention, client recruiting,
and superior customer service.
QUALIFICATIONS
including:
Bonus, profit sharing, 401(k), health (medical, dental, and vision) insurance, flexible spending account
(FSA), life insurance, 529 college savings plan, paid time off, employee assistance, and discounted financial
services.
Company Description Albank is a $700,000,000 commercial bank located on the north side of Chicago and in the near north suburbs.
Albank is oriented to business owners, real estateoperators/developers,
professionals and others who understand the benefits that flow from developing a personal relationship with a mid-sized business bank.
Company Description
Albank is a $700,000,000 commercial bank located on the north side of Chicago and in the near north suburbs.
Albank is oriented to business owners, real estate operators/developers, professionals and others who understand the benefits that flow from developing a personal relationship with a mid-sized business bank.
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