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Form of work- We are seeking an energetic, detail oriented, customer focused candidate to fill an entry-level position as an Associate Financial Advisor that offers room for growth. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
- The Associate Advisor will be fully trained and supported with the tools and resources to build an individual practice within our team to serve as an advisor to clients, providing sound financial advice and counsel consistent with client goals and risk tolerance. Hone your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
- A successful candidate must pass the Series 7 exam, the Series 66 (or combined 63 and 65). Complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete the activity requirements of the program on a career path to becoming a Financial Advisor.
- If you're dedicated to delivering excellent client service and this role sounds like a good fit, we want to talk to you!
Position location - 801 North Carbon, Marion, IL
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EOE
M/F/VET/DISABILITY
