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Financial Services Professional

1 month ago

Springfield, Illinois, United States Grenier Financial Services Full time
Job Title: Financial Advisor

We are seeking a highly skilled and experienced Financial Advisor to join our team at Grenier Financial Services. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to our clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations and goals.
  • Provide expert investment advice and guidance to clients, helping them make informed decisions about their investments.
  • Work closely with clients to understand their financial needs and goals, and develop tailored solutions to meet those needs.
  • Stay up-to-date with market trends and economic changes, and provide clients with expert analysis and guidance.
  • Collaborate with other members of our team to ensure seamless delivery of financial services to our clients.
Requirements:
  • CFP designation or equivalent experience.
  • Series 7 license and state health, life, disability, and variable annuity licenses.
  • Strong computer skills, including advanced knowledge of Microsoft Office, Excel, and PowerPoint.
  • Excellent oral, written, and interpersonal communication skills.
  • Impeccable ability to maintain confidentiality and integrity.
  • Effective follow-up skills and ability to meet deadlines.
  • Flawless attention to detail and accuracy.
  • Self-motivated with ability to work well independently and with the team.
  • Professional appearance and demeanor.
Benefits:
  • Vacation: 3 weeks to start, 4 weeks at year 10.
  • Generous paid sick time.
  • 401(k) with 4% employer match.
  • 1 floating day per year.
  • From Memorial Day to Labor Day, work 1/2 day on Fridays from home.
  • Off for NY Stock Exchange holidays.
  • Holidays: New Year's Day, Martin Luther King Jr Day, Presidents Day, Good Friday, Memorial Day, Juneteenth, July 4th, Labor Day, Thanksgiving, Christmas, with early closures before certain holidays.
  • Plus paid parking.
Compensation:
  • $120,000 to $130,000, based on experience and ability.
  • Plus bonus.