![The Symicor Group](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
1 month ago
Bankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago. Our nationally unique value proposition centers around providing the very best available banking talent to our valued clients…from a banker’s perspective. In fact, most of our recruiters are former bankers themselves We know banking and how to evaluate the very best banking talent available in the market. Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client, an 85-year-old company focused on clients, financial planning, and investment managementis seeking to fillFinancial Advisor roles to be based in the Chicago, IL market. The successful candidate will provide investment advice and recommendations to prospective and active clients. They will also help clients to identify their distinct financial needs and goals and then recommend plans and products to help them achieve those objectives. The position includes: Branch office environment with independent payout structure (up to 90+%). Best FA support in the industry Competitive transition packages. No non-compete or contacts full ownership of their book and practice. Open architecture accounts and investment management. On-sight managers and OSJ. New completetechnology and reporting options. Sourcing and engaging new clients, opening new accounts, recommending securities for investment, overseeing trade executions, and providing ongoing advice and counsel. Conducting full needs assessments with current and potential customers. Recommending appropriate company products and services to meet the individual’s needs, based on objectives, risk tolerance and proper asset allocations. Providing superior customer service in meeting or exceeding customer needs, questions and problems. Identifying new or additional sales opportunities by maintaining contact with existing customers and referral sources on an ongoing basis. Identifying and developing new opportunities to deliver advice and solutions to existing clients Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Three or more years of sales/client service experience in financial management. Doing $150K or more in gross revenue in each of the past two years. Series 7 and 66 or 63 Licenses are required. State life, accident, and health insurance licenses are also preferred Knowledge of investment management strategy, process and products, general products. Demonstrate high level of expertise in sales, networking, negotiation, relationship building. Possess proficient interpersonal communication, writing and group presentation skills. The next step is yours. Email us your current resume along with the position you are considering to: #J-18808-Ljbffr
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Financial Advisor
2 weeks ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial Advisor Location: Lincoln Park - Chicago, IL Company: STRIDE Investments About Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
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Financial Advisor
2 months ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
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Financial Advisor
2 months ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
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Financial Advisor Preparatory Program
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Chicago, Illinois, United States Kansas Action for Children Full timePosition Overview:As a Financial Wellness Advisor, you will deliver essential financial guidance to military personnel and their families. This role involves a comprehensive approach to personal finance, ensuring that service members receive the support they need to manage their financial well-being effectively.Key Responsibilities:1. Provide personalized...
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Analyst - Financial Advisor Compliance - Temp
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Chicago, United States Interactive Brokers Full timeAbout INTERACTIVE BROKERS!This is Hybrid role (3 days in office /2 days remote) Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to...