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Financial Services Professional

2 months ago

Libertyville, Illinois, United States Hirewell Full time
About the Role

Hirewell is seeking a highly skilled Financial Advisor and Wealth Manager to join our team. As a key member of our Sales Team, you will work closely with clients to understand their financial goals and develop personalized solutions to help them achieve their ideal financial life.

Responsibilities
  • Conduct comprehensive financial assessments with prospective clients to identify their goals and objectives
  • Develop and implement customized financial plans to help clients achieve their goals
  • Provide ongoing support and guidance to clients to ensure they remain on track to meet their financial objectives
  • Collaborate with the service team to ensure clients receive exceptional service and support
  • Stay up-to-date with industry trends and developments to continuously improve your skills and knowledge
Requirements
  • Proven track record of success in financial services or a related field
  • Excellent sales and communication skills, with the ability to build strong relationships with clients
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong teamwork and collaboration skills, with the ability to work effectively with colleagues and clients
What We Offer
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off