Financial Advisor

Financial Advisor

Job Type: Full-time, Contract
Location: Rockford, IL, or other office locations
Work Arrangement: Hybrid, with work-from-home flexibility

About the Opportunity

A full-service financial organization serving the Chicagoland area is seeking a driven, self-motivated Financial Advisor to join its growing team.

The organization helps individuals, families, and businesses reach their financial goals through a comprehensive range of financial products and services. Advisors receive hands-on coaching and mentorship from experienced industry professionals, along with the resources and support needed to build a successful practice.

This opportunity is well suited for entrepreneurial professionals who value income potential, independence, and the ability to make a meaningful impact on their clients' financial well-being.

What We Offer

Income Potential

Uncapped earning potential based on performance and business development.

Opportunities to earn bonuses and incentives.

A comprehensive portfolio of financial products and services.

Independence

The opportunity to build and manage your own book of business.

Flexibility to develop your own approach to client relationships and business development.

Access to experienced mentors, coaching, and ongoing training.

Impact

Help individuals, families, and businesses achieve their financial goals.

Develop long-term client relationships through personalized financial guidance.

Make a positive impact on clients and the communities they serve.

Role Description

The Entrepreneurial Financial Advisor will develop and implement comprehensive financial strategies, including retirement planning, investment solutions, and risk management for individuals, families, and businesses.

Responsibilities include conducting client discovery meetings, analyzing financial information, preparing tailored financial plans, and presenting recommendations in a clear and accessible manner.

The advisor will build and manage a personal book of business, maintain ongoing client relationships through regular reviews, and stay current on financial markets, products, and regulatory requirements.

Collaboration with internal resources, participation in training, and adherence to professional and ethical standards are essential to success in this role.

Key Responsibilities

Develop and maintain relationships with individuals, families, and businesses.

Identify prospective clients and generate new business through networking, referrals, and other business development activities.

Conduct client discovery meetings to understand financial goals, needs, and priorities.

Analyze clients' financial circumstances and develop personalized financial strategies.

Present recommendations covering retirement planning, investment solutions, and risk management.

Build and manage a personal book of business while maintaining long-term client relationships.

Conduct regular client reviews and adjust financial strategies as needed.

Stay informed about financial markets, investment products, and applicable regulatory requirements.

Participate in ongoing training and mentorship opportunities.

Maintain high standards of integrity, professionalism, and regulatory compliance.

Qualifications

Self-motivated, entrepreneurial, and accountable for individual performance.

Strong relationship-building, communication, and interpersonal skills.

Ability to explain complex financial concepts clearly and effectively.

Comfortable working independently and developing new business.

Strong integrity and commitment to ethical practices and professional development.

Experience in sales or business development, particularly in financial services, is an advantage.

A bachelor's degree in Finance, Business, Economics, or a related field is beneficial but not required.

Licensing: SIE, Series 6, Series 7, Series 63, Series 65, Series 66, and applicable insurance licenses are beneficial but not required. Training and support may be provided to help the right candidate obtain the necessary licenses.

Additional Benefits

Uncapped earning potential

Comprehensive portfolio of financial products and services

Mentorship from experienced financial professionals

Bonus and incentive opportunities

Awards, trips, and other forms of recognition

Benefits package, including health, life, and disability insurance

401(k) and retirement benefits

Ongoing training and professional development

Marketing materials and business development resources

Work Arrangement

This is a hybrid opportunity based in Rockford, Illinois, or another office location, with a mix of in-office client meetings and work-from-home flexibility. The extent of remote-work flexibility will be discussed with qualified candidates.