Financial Advisor

Financial Planner

Financial Planners are the point of contact and relationship managers to high income/high net worth clients. Financial Planners manage a portfolio of clients to assess, understand, and identify their banking needs, and to provide options for wealth advice, banking products, and investment/insurance offerings.

Financial Planner Qualifications

• Bachelors in finance or related field
• CFP Designation
• Series 7 & 66 license within 6 months of hire date, if not already held
• Understanding of and compliance with industry rules and regulations
• Excellent written and oral communication skills
• Excellence in multi-tasking, decision making, and problem solving
• Excellence in sales and customer service

Financial Planner Responsibilities

• Assess, understand, and identify clients' banking needs
• Provide clients with options for wealth advice, banking products, and investment/insurance offerings
• Gather information regarding investments, savings, tax planning, retirement planning, estate planning, asset allocation, evaluating risk tolerance
• Develop financial strategies by assisting client in setting financial goals and mattching goals to appropriate financial plans
• Communicate proposed financial plans and options to cllients, explaining advantages and risks, answering questions, and assisting with concerns
• Cultivate/build relationship with trust, communication, and effectiveness
• Continued growth and learning, keeping up on industry trends, market research, and industry rules/regulations

This opportunity includes an excellent compensation and benefits package, as well as a wonderful work environment and low employee turnover rates.

I partner with institutions all over Illinois, and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email Eli Wergin at