Ambitious Financial Growth Specialist

2 weeks ago


Lombard, Illinois, United States Forum Financial Management Full time

Forum Financial Management, LP is a leading Registered Investment Advisory Firm (RIA) with over $8.5 billion in assets under management.

We are seeking an ambitious financial growth specialist to join our team of experienced advisors. As an entrepreneurial organization, we offer a unique opportunity for career advancement and higher earning potential compared to similar firms in our industry.

In this role, you will be mentored by a seasoned financial advisor who will guide you in client meetings and co-develop personalized financial plans. Our advisory firm values innovation and evidence-based investing, using a highly diversified investment strategy derived from decades of academic research.

Job Responsibilities
  • Prospecting and Entrepreneurship: Market to potential new clients, generate referrals from existing clients, engage with assigned clients, build and maintain a network of individuals who can benefit from financial planning support.
  • Relationship Management: Act as an associate advisor in existing client relationships, work as the lead advisor on clients brought into the firm, respond to client calls and requests in a timely manner, attend meetings, take thorough notes, and identify clear next steps.
  • Financial Planning and Fiduciary Advice: Keep up-to-date with tax law changes, prepare and present investment recommendations, develop and deliver recommendations on insurance products, create Social Security Analyzer reports, and run Dash Plan Investment Policy Statements.
Requirements
  • 2+ years of experience as a financial advisor preferred
  • Clean compliance record
  • Bachelor's degree or graduate degree in business or a related field
  • Series 65 and CFP designation preferred, or intent to complete
Estimated Salary: $60,000 - $80,000 per year

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