Job Description
Financial Advisor Midwestern Securities Trading Company, LLC - 4.3 Peoria, IL Job Details Full-time $40,000 - $100,000 a year 6 hours ago Benefits Health insurance 401(k) 401(k) matching Qualifications Customer communication Financial sales Teamwork Series 7 Bachelor's degree Customer relationship management Financial services Life & Health Insurance License Full Job Description Midwestern Securities is searching for multiple personable, motivated Financial Advisors or experienced sales professionals to join wealth management divisions inside our partnering community financial institutions. With opportunities in Peoria, Princeville, Goodfield, Moline, and Toulon, the service territory covers portions of the Tri-County area and beyond. This is an excellent opportunity for a proven producer who has the drive to grow their book of business as large as they want without the financial burden or employee management responsibilities that come with running an independent practice. It could also be a great opportunity for a budding sales superstar who is ready for a new career where they can help people reach their goals and improve their lives. Our team is experienced in coaching career changers into successful financial advisors. We offer training that meets you where you are and takes your skills to the next level. The main role of the Financial Advisor is to create lasting relationships with clients by helping them make intelligent financial decisions based on their unique situations and goals. He/she will focus on creating meaningful investment solutions for clients, not pushing any particular products.
Responsibilities Include:
Build and nurture strong client relationships with current and potential clients Prospecting both inside the institution to current bank customers and outside the institution to bring in new relationships Build and maintain a solid fee-based and commission book of clients using all available resources, including the bank's customer base, the advisor's own network of connections, and proactive prospecting in the community Effectively communicate with people with a wide range of backgrounds and experience levels Maintain compliance with FINRA, SEC, and internal regulatory standards Making regular progress toward your goals by consistently tracking, reviewing, and advancing your production and activity objectives Desired Skills & Experience:
Proven relationship-building and communication skills Coachable, organized, and highly motivated self-starter Strong ethical standards and team-oriented mindset Resilience, adaptability, and a growth-oriented attitude Comfortable with technology platforms that enhance the client experience Bachelor's or Master's degree (preferred) FINRA Series 7 & 66 licenses (preferred or willingness to obtain is required) Life, Health, Disability, and Long-Term Care Insurance licenses (preferred or willingness to obtain is required) CFP®, ChFC®, or other designations are a plus At least 2 years of financial services or 5+ years of successful sales experience (preferred) Midwestern Securities Trading Company, LLC is an independent broker-dealer and Registered Investment Advisory firm based in East Peoria, IL. Chosen candidates will work as independent contractors with Midwestern Securities and W2 employees of a financial institution. Midwestern Securities partners exclusively with community banks and credit unions, helping them grow their investment services while keeping control of their brand and customer experience. Founded by advisors for advisors, Midwestern Securities provides best-in-class support, training, and technology to help you thrive. Work Environment:
In-person role Standard day-shift hours with some flexibility for client meetings and events Supportive workplace culture Pay :
40,000.00-100,000.00 (dependent upon location) Commission eligible Important Information:
U.S. work authorization required, no visa sponsorship available Equal Opportunity Employer - All qualified applicants will receive consideration for employment regardless of, and will not be discriminated on the basis of, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status or any other protected category. Midwestern Securities Trading Company, LLC is a Member FINRA/SIPC.
Job Type:
Full-time Experience:
Financial Services:
2 years (Preferred) License/Certification:
Series 7 (Preferred) Series 66 (Preferred) Life & Health Insurance License (Preferred) Locations:
Princeville, IL 61559 Goodfield, IL 61742 Toulon, IL 61483 Moline, IL 61265 Peoria, IL 61611 Pay:
$40,000.00 - $100,000.00 per year Benefits:
401(k) 401(k) matching Health insurance Experience:
Financial services: 2 years (Preferred) License/Certification:
Series 7 (Preferred) Series 66 (Preferred) Life & Health Insurance License (Preferred) Work Location:
In person
