Financial Advisor

Role overview

A leading financial services firm seeks a client‑focused Financial Advisor to join its established Investment Services Division within a respected Illinois financial institution. This role offers a strong growth trajectory for a proven producer who wants to expand their client base while delivering attentive service with backing from a stable, community‑oriented organization.

Responsibilities

• Grow and manage a portion of the division’s current book of business
• Build and nurture strong relationships with current and prospective clients
• Prospect and generate new leads through multiple channels
• Develop and maintain a solid fee‑based and commission book of clients using all available resources, including the bank’s customer base, the advisor’s network, and proactive community prospecting
• Develop a strategic business plan for the division and track progress toward its goals
• Communicate effectively with clients from diverse backgrounds and experience levels

Desired Skills & Experience

• Coachable, honest, and a dependable team player with a strong work ethic
• Motivated and organized self-starter with keen attention to detail
• Adaptable and resilient with an optimistic approach
• Comfortable using technology to enhance the client experience, including DocuSign, eSignature, and Salesforce
• Bachelor’s degree preferred
• FINRA Series 7 & 66 Licenses (or ability to obtain them within 3 months of hire for career changers)
• Life, Health, Disability, Long‑Term Care Insurance Licenses
• Certified Financial Professional (CFP) certification, CHFC and other industry designations are a plus

Compensation and Benefits

Compensation is negotiable and includes salary plus commission to start, with substantial opportunities for professional and financial growth. The posted range is an estimate and may be adjusted for an advisor who brings a book of business. PTO benefits will be adjusted for advisors on a full commission arrangement.

Equity, Diversity, and Work Authorization

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected category. Applicants must be authorized to work for any employer in the United States. We cannot sponsor or take over sponsorship of an employment visa at this time.

Position Details

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Licenses and Certifications

• Series 7 (Preferred)
• Series 66 (Preferred)
• Life & Health Insurance License (Preferred)

Location and work setup

Location: Peru, IL 61354

Work Location: In person

Ability to commute: Peru, IL 61354 (Required)