Financial Advisor
Republic Bank of Chicago
- Lincolnwood, IL
- Permanent
- Full-time
- Develop and cultivate your own client base via prospecting and servicing clients
- Analyze investment opportunities and client needs and recommend appropriate strategies
- Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management
- Market and present appropriate investment solutions, financial, and wealth management services to clients
- Prepare and deliver presentations/seminars to clients and prospects for business development and educational purposes
- Ability to create a sales and marketing strategy for the Financial Advisor’s business
- Regularly provide branch trainings to bank personnel to coach them on referring appropriate customers for Financial Advisor services
- Work closely with key bank personnel on the development and success of the investment program and its integration with other services & products provided to bank customers
- Attend Financial Advisor trainings and continuing education sessions via the Broker/Dealer to stay current regarding products, solutions, services, and policies
- Comply with all industry rules and regulations
- Excellent communication, presentation, time management, and organizational skills
- Computer literacy and proficiency in the MS suite of products (Word, Excel, Outlook, Power Point, etc.)
- Bachelor’s Degree preferred
- Minimum 3 years of experience as a Financial Consultant/Advisor
- Hold FINRA Series 7, 63, (65 or 66)
- Excellent communication, presentation, time management, and organizational skills
- Computer literacy and proficiency in the MS suite of products (Word, Excel, Outlook, Power Point, etc.)
- Bachelor’s Degree preferred
- Minimum 3 years of experience as a Financial Consultant/Advisor
- Hold FINRA Series 7, 63, (65 or 66)