Key Responsibilities:

Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections Hold client and prospective client meetings to provide support and ensure follow-up on action items Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives Help grow the firm's client base through consumers activities and company-funded marketing efforts Support marketing and business development initiatives, including vendor research Stay current on industry trends, financial products, and regulatory requirements Provide support to existing clients by answering inquiries and performing account service requests All other duties as assigned The Expertise We Are Looking For Investment licensure: Series 65 or equivalent (Required) Life & Health Insurance licensure (Required) A high level of professionalism and a commitment to client service (Required) High school diploma (Required) 1+ years of experience in financial planning or investment advisory services (Preferred)

What's In It For You Pay:

$55,000 - $65,000 Base + Commission/Fee Structure PTO Paid Holidays Professional Development & Growth Opportunities Check Us Out!

Website:

https://apadvisorsgroup.com/

Podcast:

https://apadvisorsgroup.com/media/podcast/

YouTube:

https://apadvisorsgroup.com/media/youtube-playlist/ If you feel you would be a good fit, apply today!

Pay:

$55,000.00 - $65,000.00 per year

Benefits:

Paid time off

Experience:

Financial Planning:

1 year (Preferred)

License/Certification:

Life & Health Insurance License (Required) Series 65/66 (Required) Ability to

Commute:

Naperville, IL 60563 (Required)

Work Location:

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