Financial Advisor

3 weeks ago

Chicago, United States Raymond James Full time

Raymond James is currently seeking a Financial Advisor to join their full-service financial services staff, in the Greater Chicago Illinois.

This is a hybrid role in the Greater Chicago area.

If you have a portable book of Business and would like to take the next step in your career with the opportunity to make 40% more in the future, we would like to speak with you

Please apply

The Financial Advisor will offer a full line of investment products, including mutual funds, annuities, insurance, equities, and fixed income securities in a financial planning setting. This position requires you to conform to legal and regulatory requirements and guidelines associated with securities regulators, FINRA, the SEC and Raymond James Financial Services.

Responsibilities:

Identify client needs, analyze portfolio information, define investment goals, build plans and make recommendations for clients to achieve their investment objectives through individual investment strategies while meeting your asset and revenue targets.

Prospect for and retain clients by enabling them to reach their financial planning goals based on their objectives, time horizon, and risk tolerance.

Evaluates prospects and clients in terms of their financial needs, current holdings, and available investment capital and guides them in identifying their investment objectives.

Advises clients and prospective clients with information on investment products and services, in addition to providing suitable recommendations.

Seeks business on a continual basis for broker-dealer through customers and potential customers.

Obtains and verifies the customer's purchase and sale instructions, enters orders and follows up on completion of transactions.

Monitors the client's portfolio and makes recommendations consistent with changes in economic and financial conditions as well as the customer's needs and objectives, taking newly offered investments into consideration.

Demonstrates technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills, as well as provides exceptional service throughout the investment process.

Requirements:

Bachelor's Degree (B.A.) from a four-year college or university with a minimum of 3 to 4 years of Financial Advisor experience.

Series 7, 63, 65, 66 and appropriate insurance licenses

Strong Compliance Record and exceptional ability to grow revenue, assets and client base

Ideally seeking at least $300,000 in T12 or $50mm in AUM.

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