Financial Advisor

<strong>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</strong>

Chicago, Illinois, United States

Rogue Search

<p>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</p> <p>During this time, we have found many recruitment Search Firms that are trying to hang on to outdated strategies, policies and logic that just doesn&rsquo;t make sense anymore including:</p> <ul> <li>The higher the level of search, the higher percentage fee you pay</li> <li>Fee Guarantee periods that don&rsquo;t exceed your own internal retention performance</li> <li>Don&rsquo;t partner with Human Resources, only work with Hiring Managers</li> </ul> <p><strong>Time for a change.&nbsp; Time to partner with RogueSearch</strong></p> https://www.roguehire.com/

keywords: job description,what you'll be doing,sales,strategy,management,experience,license,skills,travel

Full Time

Overview: <p>If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. It is an opportunity to enter a referral network from multiple bank branches with local lead flow for growth. You must have a Series 7, 66 (63 and 65), and an insurance license.</p> <p>&nbsp;</p> <p>We connect awesome people to incredible opportunities. Discover an exciting career as a Financial Advisor where you'll get a steady stream of local clients and make a real difference in their lives!</p> <p>&nbsp;</p> <p><strong>What You'll Be Doing:</strong></p> <ul> <li>Lead, coach, and inspire a team of licensed bankers as you all work toward success together.</li> <li>Handle a group of clients with unique and complex financial needs&mdash;think of it like being a financial superhero!</li> <li>Sell a range of investment products and smash your sales targets.</li> <li>Design fun and practical coaching sessions to train your team on investment strategies and solutions.</li> <li>Meet clients (sometimes solo, sometimes with a teammate) to understand their goals and help them achieve their financial dreams.</li> <li>Be a trusted presence at the bank, building solid and genuine relationships with customers and teammates.</li> </ul> <p>&nbsp;</p> <p>You&rsquo;re in charge of following the rules, always doing the right thing for your clients and colleagues, and ensuring every action leads to a great customer experience!</p>
Responsibilities: <ul> <li>Hit your sales goals while always putting clients first.</li> <li>Coach and train your fellow bank employees through fun and engaging individual or group sessions.</li> <li>Meet with clients to review their accounts and close deals, sometimes teaming up with another banker.</li> <li>Handle client requests, prioritize tasks, and keep things running smoothly by delegating where needed.</li> <li>Stay in touch with clients to keep relationships strong and encourage referrals.</li> <li>Plan your sales strategy and guide your team to achieve excellent results.</li> <li>Stay up-to-date on financial products and trends to stay ahead of the game.</li> <li>Track your sales with internal reports and share progress with the team.</li> <li>Coordinate with your team daily to make sure everyone&rsquo;s on track.</li> <li>Host seminars to grow your business and reach new clients.</li> <li>Introduce clients to other beneficial services, like loans and estate planning.</li> <li>Be a mentor to your team&mdash;get them pumped and ready to achieve great things.</li> <li>Set goals, guide progress, and celebrate every achievement!</li> </ul>
Requirements: <ul> <li>Previous experience in the brokerage industry.</li> <li>Licenses: Series 7, 66 (or 63 and 65), plus insurance licenses (some exceptions for Michigan and Ohio). A Variable Annuity license is also a must.</li> <li>Love a challenge? Great&mdash;you&rsquo;re motivated by commission sales, recognition programs, and friendly competition.</li> <li>You're a natural motivator, inspiring your team to do their best.</li> <li>Got a knack for breaking down complex products? Perfect&mdash;you&rsquo;ll be explaining financial concepts in simple terms.</li> <li>You know how to build client relationships.</li> <li>You&rsquo;re a pro at sales and giving presentations.</li> <li>You&rsquo;ll need to be comfortable traveling in your area.</li> </ul>