Financial Advisory Consultant

2 weeks ago


Springfield, Illinois, United States Financial Growth Partners Full time
Job Overview

Position Summary:

Are you dedicated to enhancing the financial well-being of others?

We are seeking compassionate, energetic, and knowledgeable Advisors to expand our team in the Mid-Atlantic region with individuals who align with our mission and values. The role of Wealth Management Advisor is centered around investment-related sales, with the potential to transition into the Insurance sector.

Compensation Package:

$90,000 - $110,000 annually

Key Responsibilities:
  • Develop, nurture, and maintain a portfolio of high net worth clients by identifying valuable products and services tailored to their needs, acquiring assets held outside of our firm, and generating new business through referrals.
  • Enhance client loyalty and drive referrals from existing clients to create new acquisition opportunities.
  • Conduct comprehensive analyses and formulate investment strategies for wealth management clients, continuously revising account objectives to align with client goals.
  • Establish meaningful connections with clients to proactively manage their evolving circumstances throughout various life stages and facilitate generational wealth transfer.
  • Deliver insightful, relevant, and timely communications to your entire client portfolio.
  • Collaborate with a team of financial planning professionals, insurance agents, and support staff.
  • Exhibit a strong commitment to adhering to all regulatory standards.
  • Promote the Financial Growth Partners brand and our wealth management services in a competitive landscape.
Qualifications:

Essential Requirements:

  • Must be a U.S. citizen or permanent resident
  • Must reside within the designated territory
  • A four-year college degree is strongly preferred
  • Possession of Series 7, 66, (or 63 and 65) and relevant state insurance licenses
  • Exceptional interpersonal skills and the ability to build face-to-face relationships
  • No more than two broker-dealers in the past decade

What We Offer:

  • Access to tools and technology to effectively gather, manage, and service your clients.
  • Comprehensive development and training opportunities—locally, virtually, and nationally—to support your professional growth.
  • Resources to assist you in marketing and expanding your practice while communicating effectively with clients.
  • Mentorship and collaborative work opportunities.
  • Outstanding service and support.
  • A competitive benefits package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance, among others.
  • Leadership and career advancement opportunities, including tuition reimbursement and continuing education.
  • The Financial Growth Partners and Guardian FR contract includes a draw; experienced Financial Representatives typically earn between $90,000 and $100,000 annually, inclusive of first-year and renewal commissions, with renewal commissions commencing in the second year.
About Us

At Financial Growth Partners, we firmly believe in the potential of individuals. Our mission is to empower clients, guiding them to take charge of their financial journeys and become the architects of their own success stories. Our approach transcends mere transactions; it is about cultivating authentic relationships and serving clients with unwavering fiduciary responsibility. Your success is our success. We prioritize authenticity, openness, and transparency, and we are dedicated to fostering enduring relationships that span generations.



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