Financial Advisor

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Deliver tailored financial planning and investment recommendations, encompassing strategies for retirement, education, estate, and tax planning.

• Act as the main point of contact for a designated portfolio of clients.

• Establish trust and enhance client relationships through consistent communication and strategic advice.

• Evaluate clients’ financial circumstances and suggest suitable investment options.

• Operate in alignment with the bank’s defined investment philosophy and compliance requirements.

• Collaborate with Trust Officers, Financial Advisors, Portfolio Managers, and various departments.

• Cultivate new client relationships via networking, referrals, and community engagement.

• Stay informed about industry regulations and financial products.

• Engage in team meetings, product training sessions, and ongoing professional development.

• Assist the Trust and Wealth Management team in delivering outstanding client experiences and meeting departmental objectives.

⛳️ Requirements

• Bachelor’s degree in Finance, Business, Accounting, or a related discipline.

• At least 3 years of experience in financial advising, investment management, or wealth planning.

• CFP®, ChFC®, or other pertinent professional certification is preferred.

• Excellent interpersonal and communication abilities with a focus on client satisfaction.

• Capability to analyze financial data and offer sound advice to a diverse clientele.

• Knowledge of trust services and estate planning concepts is advantageous.

• Proven dedication to ethical practices, confidentiality, and adherence to regulatory standards.

🏝️ Benefits

• Paid vacation time.

• Paid flex (personal) time.

• Paid wellness time.

• Paid birthday.

• Paid volunteer time off.

• 11 paid holidays.

• Two health plans through Blue Cross Blue Shield of Illinois.

• Dental insurance.

• Vision insurance.

• Employer-paid short-term disability insurance.

• Employer-paid long-term disability insurance.

• Employer-paid life insurance.

• Additional life insurance available at a group rate for employees, spouses, or dependents.

• Discretionary 401k match.

• Profit-sharing contributions after meeting eligibility requirements.

• Opportunities for professional development.

• Product training.