Financial Planner

5 days ago


Libertyville, Illinois, United States Hirewell Full time
{"title": "Financial Advisor and Wealth Manager", "description": "Join Our Team as a Financial Advisor and Wealth Manager

We are seeking a highly motivated and experienced Financial Advisor and Wealth Manager to join our team at Hirewell. As a Financial Advisor and Wealth Manager, you will be responsible for working with clients to help them achieve their financial goals and objectives.

Responsibilities:
  • Conduct financial needs assessments with clients to understand their goals and objectives
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide ongoing financial guidance and support to clients to ensure they stay on track with their financial plans
  • Work with clients to identify and implement strategies to optimize their financial situation
  • Stay up-to-date with industry developments and best practices to ensure clients receive the highest level of service
Requirements:
  • Proven track record of success in financial services
  • Strong sales and marketing skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
What We Offer:
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Advisor and Wealth Manager looking for a new challenge, please submit your application today.", "benefits": ["401(k) matching", "Flexible schedule", "Health insurance", "Health savings account", "Life insurance", "Paid time off", "Parental leave", "Retirement plan", "Vision insurance", "Dental insurance"], "base_pay": "70-80K", "supplemental_pay_types": ["Bonus pay", "Commission pay"]}