Financial Advisor

Overview

Our growing wealth-management clients are seeking capable professionals to develop and manage a financial planning practice as an advisor. Prior financial experience isn’t required, as the right candidate will be sponsored for industry licenses (investments, insurance, and Certified Financial Planner), have access to a financial planning training program, mentorship, and the infrastructure to build a practice. This role represents an entrepreneurial opportunity to grow a business with substantial support; if you’re seeking a traditional employee role, this may not be the right fit.

Key Responsibilities

• Develop and expand your personal book of business by actively prospecting and generating new client leads.
• Leverage existing professional, community, and personal networks to identify opportunities.
• Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
• Deliver presentations and financial plans addressing savings, investments, retirement, insurance, education, income/cash flow planning, and other financial priorities.

Qualifications

• Bachelor’s degree
• Strong communication, presentation, and interpersonal skills
• Self-starter with high motivation, resilience, and the ability to work independently
• Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses
• Passion for helping clients achieve financial goals and willingness to build a career from the ground up

Skills & Competencies

• Entrepreneurial mindset with a strong work ethic
• Natural ability to network and develop professional relationships
• Goal-oriented and comfortable in a performance-driven environment
• High level of integrity and professional presence
• Strong organizational skills for managing a pipeline of prospects and clients

Compensation & Benefits

• Performance-based compensation with unlimited earning potential tied directly to production
• Access to training, mentorship, and professional licensing support
• Benefits package including 401(k) and health insurance; retirement plan options
• Clear career path with potential for leadership opportunities

Job Details

• Job Type: Full-time
• Salary: $82,247.23 – $120,000.00 per year
• Location: Bloomington, IL 61791
• Work Location: In person
• Ability to Commute: Bloomington, IL 61791 (Preferred)
• Ability to Relocate: Bloomington, IL 61791 — Relocate before starting work (Preferred)