Financial Services Representative
3 weeks ago
We are seeking a highly skilled and motivated Financial Services Representative to join our team at Abbott Laboratories Employees Credit Union.
This role offers the opportunity to work with a reputable financial institution, providing expert advice and guidance to clients on their investment options.
The successful candidate will be responsible for building strong relationships with clients, understanding their financial goals, and developing personalized plans to achieve them.
Key Responsibilities:- Develop and maintain strong client relationships through regular communication and proactive advice.
- Conduct thorough financial analyses to identify areas of improvement and create tailored plans to meet clients' needs.
- Stay up-to-date with market trends and regulatory changes to provide informed guidance to clients.
- Series 7 and 66 (63/65) licenses required.
- Insurance license required.
- Minimum 3 years of experience in investment sales or related field.
Our ideal candidate will have excellent communication and interpersonal skills, a strong knowledge of investment products, and a passion for delivering exceptional client service.
Competitive salary: $75,000 - $100,000 per year based on experience. Benefits include comprehensive training, access to industry-leading technology, and opportunities for career advancement.
If you're a driven and customer-focused professional looking for a new challenge, please submit your application online at https://lplfinancial.wd1.myworkdayjobs.com/External/job/Gurnee-IL/Financial-Advisor---Abbot-Laboratories-Employees-Credit-Union_R-036164.
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