Finance Jobs in Peru, IL

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23d ago

Financial Advisor

Confidential Peru, IL

Peru, IL

23d ago

$40k - $70k/yr Full time Advisor Business Development Client Relations

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Job Description

Situated within an established Investment Services Division in Illinois, this client-focused Financial Advisor role centers on growing and managing a portion of the division's book of business while delivering thoughtful investment solutions to clients. The position emphasizes building lasting client relationships and guiding financial decisions for a diverse client base, with the role based onsite in Peru, Illinois.

Responsibilities

Grow and manage a portion of division’s current book of business
Build and nurture strong client relationships with current and potential clients
Prospect and generate new leads through various channels
Build and maintain a solid fee-based and commission book of clients using all available resources, including the bank’s customer base, the advisor’s own network of connections, and proactive prospecting in the community
Develop a strategic business plan for the division and make regular progress toward the goals you set for the division
Effectively communicate with people with a wide range of backgrounds and experience levels

Requirements

Must be coachable, honest, and trustworthy team player with a proven hard work ethic
Motivated and organized self-starter with strong attention to detail
Adaptable and resilient in all situations with an optimistic outlook
Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce
Bachelor’s degree preferred
FINRA Series 7 & 66 Licenses (or ability to obtain them in 3 months of hire date for career changers)
Life, Health, Disability, Long-Term Care Insurance Licenses
CERTIFIED FINANCIAL PROFESSIONAL™ certification, CHFC®, and other industry designations are a plus

Technologies

DocuSign
eSignature
Salesforce

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

Compensation

Compensation you control; salary plus commission to start, with tremendous opportunities to grow your career professionally and financially. The posted range is an estimate, and compensation will be considered negotiable for an advisor who brings a book of business with them. PTO benefits will be adjusted for advisors on full commission.

Salary range: $40,000 - $70,000 per year

License/Certification

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

Ability to commute

Peru, IL 61354 (Required)

Work location

In person

Job type

Full-time

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