Financial Advisor

1 month ago


Chicago, Illinois, United States CCG Business Solutions, LLC Full time
Job Overview

We are seeking a highly skilled and experienced Financial Advisor to join our team at CCG Business Solutions, LLC. The successful candidate will be responsible for providing personalized financial planning and investment management services to our clients.

Key Responsibilities
  • Develop and implement customized financial plans and investment strategies for clients based on their financial goals and risk tolerance.
  • Conduct thorough financial analysis, including tax planning, estate planning, and retirement planning.
  • Provide expert advice on investment products and services, including securities, mutual funds, and insurance products.
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being and satisfaction.
  • Stay up-to-date on market trends, regulatory changes, and industry developments to maintain expertise in financial services.
Requirements
  • Minimum book of business of $30-40 million.
  • Professional standing with a strong reputation in the industry.
  • Located in North America.
  • May be an independent advisor looking for a stronger support structure or a better growth platform.
  • Succession planning and growth-oriented.
Benefits

Salary $80,000 - $100,000 plus bonus. All information will be kept confidential according to EEO guidelines.



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