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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
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Financial Advisor
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Analyst - Financial Advisor Compliance - Temp
1 month ago
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Financial Advisor
2 months ago
We are looking for driven individuals without a four-year degree to join our talented team of Financial Advisors in Chicago, Illinois. As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
Job Title:
Financial Solutions Advisor Stage I
Location:
Chicago, IL | In-Person
Schedule:
1st Shift
Job Type:
Direct Hire | Full Time
Responsibilities
Provide customized financial advice and solutions to clients.
Conduct client reviews and presentations on investment goals and products.
Engage with customers and share the value proposition.
Triage client leads and make appropriate referrals.
Participate in ongoing training with the Wealth Management Complex.
Mitigate risk in daily activities.
Identify and engage potential new clients through referrals.
Required Qualifications
2 years’ experience in the financial service industry or sales environment.
Obtain SIE within 30 days and Series 7 & 66 within 120 days of hiring.
Comfortable in a sales role and nurturing client relationships.
Register with the federal registry system for residential loan mortgage originations (SAFE Act).
Goal-oriented, thorough, and efficient with time management.
Adaptable and capable of managing complexity in a fast-paced environment.
Strong collaboration and communication skills.
Desired Skills
Proficient computer skills and ability to multitask.
Experience in financial services or sales with a track record of meeting or exceeding goals.
Skills in assessing client needs, recommending solutions, and managing relationships.
Join us in Chicago to kickstart your career as a Financial Solutions Advisor Stage I and make a significant impact by helping clients achieve their financial goals. Apply now to be part of our dynamic team and start your journey toward a rewarding future in financial advising.
Randstad is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.
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