Jobs
>
Oak Brook

    Financial Advisor - Oak Brook, United States - Financial Planner Recruiting, LLC

    Financial Planner Recruiting, LLC
    Financial Planner Recruiting, LLC Oak Brook, United States

    3 weeks ago

    Default job background
    Description
    Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team.


    Responsibilities Include:

    • Acting as the main point of contact for clients
    • Create and update financial plans
    • Present financial plans and meetings and participate in planning related conversations
    • Review client portfolios
    • Review client investments and modify them as needed
    • Support other advisors with various client needs

    Qualifications:

    • Bachelors degree
    -5-8 years of experience in financial planning

    • Securities Licensing (7, 63/55 and/or 66)
    • CFP is preferred, or the desire to pursue
    • Strong verbal and written communication skills
    • Team player and desire to grow

    Compensation:

    • Base salary starting at 100k+, plus bonus
    -401k plus profit sharing
    -4 weeks of PTO plus NYSE holidays

    This position is a hybrid position, with 3 days in the office and 2 days working from home.

    #J-18808-Ljbffr
  • Lakeshore Financial Group

    Financial Advisor

    2 weeks ago

    Lakeshore Financial Group Oak Brook, United States

    Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...

  • Lakeshore Financial Group

    Financial Advisor

    1 week ago

    Lakeshore Financial Group Oak Brook, United States

    Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...

  • Lincoln Investment

    Financial Advisor

    2 weeks ago

    Lincoln Investment Lombard, United States

    Job Description · Job Description · Our · Lombard -based Chicagoland branch office is seeking an established · Financial Professional · to join the team and provide financial and retirement planning services to the local K-12 educator community. They will support a well-esta ...

  • NYLIFE Securities

    Financial Advisor

    2 weeks ago

    NYLIFE Securities Downers Grove, United States

    Job Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients ac ...

  • NYLIFE Securities LLC

    Financial Advisor

    2 days ago

    NYLIFE Securities LLC Downers Grove, United States

    · Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Su ...

  • Lakeshore Financial Group

    Financial Advisor

    3 weeks ago

    Lakeshore Financial Group Oak Brook, United States

    Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...

  • Lakeshore Financial Group

    Financial Advisor

    3 weeks ago

    Lakeshore Financial Group Oak Brook, United States

    Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...

  • Lincoln Investment

    Financial Advisor

    3 weeks ago

    Lincoln Investment Lombard, United States

    Job Description · Job DescriptionOur Lombard-based Chicagoland branch office is seeking an established Financial Professional to join the team and provide financial and retirement planning services to the local K-12 educator community. They will support a well-established Financi ...

  • Cetera Investment Services LLC

    Financial Advisor

    3 weeks ago

    Cetera Investment Services LLC Lisle, United States

    JOB FUNCTION / SUMMARY: · Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals. · ESSENTIAL DUTIES & RESPONSIBILITIES: · Completes a suitability review with client to a ...

  • NYLIFE Securities LLC

    Financial Advisor

    2 weeks ago

    NYLIFE Securities LLC Downers Grove, United States

    Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Succe ...

  • Lincoln Investment

    Financial Advisor

    3 weeks ago

    Lincoln Investment Lombard, United States

    Job Description · Job Description · Our · Lombard -based Chicagoland branch office is seeking an established · Financial Professional · to join the team and provide financial and retirement planning services to the local K-12 educator community. They will support a well-esta ...

  • Pure Financial Advisors, LLC

    Financial Advisor

    22 hours ago

    Pure Financial Advisors, LLC Chicago, United States

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of Mar ...

  • RK Partners

    Financial Advisor

    6 days ago

    RK Partners Chicago, United States

    Financial Advisor · You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. If you ...

  • Albany Bank and Trust

    Financial Advisor

    2 weeks ago

    Albany Bank and Trust Chicago, United States

    Job Description · Job DescriptionAlbank Investments serves the financial needs of private clients, including high net worth individuals, businessowners, and institutions. Since our founding in 2001, we have been helping clients meet their increasinglycomplex financial goals with ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago

    Northwestern Mutual Schaumburg, United States

    Financial Representative · BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL · Financial Representatives at Northwestern Mutual Chicagoland help their clients live more and worry less through our personalized approach to financial planning. Financial Representatives help their clients ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago

    Northwestern Mutual Schaumburg, United States

    Job description · In the Financial Representative role with Northwestern Mutual- you will work to deliver financial security to clients through a comprehensive planning process that integrates risk and investment products. We are looking for a go-getter who has the desire to help ...

  • Pure Financial Advisors

    Financial Advisor

    19 hours ago

    Pure Financial Advisors Chicago, United States

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of Mar ...

  • Republic Bank of Chicago

    Financial Advisor

    19 hours ago

    Republic Bank of Chicago Lincolnwood, United States

    Job Description · GENERAL FUNCTION: · The Financial Advisor combines interpersonal skills with all the resources of Republic Bank of Chicago and Ameriprise Financial to help community clients realize their financial goals. Financial Advisors are provided training to help them b ...

  • Northwestern Mutual - Greater Chicago

    Financial Advisor

    2 weeks ago

    Northwestern Mutual - Greater Chicago Skokie, United States

    Job Description · Job DescriptionA Career with a Purpose: The Financial Advisor Opportunity · You'll have the unique opportunity to create your own destiny and potentially have a lifelong impact on the lives of your clients, families, and your community. Northwestern Mutual offer ...

  • Wintrust Financial

    Financial Advisor

    3 days ago

    Wintrust Financial Chicago, United States

    Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards o ...