Financial Advisor

Financial Advisor Career Arena Peoria, IL Job Details Full-time $75,000 - $95,000 a year 9 days ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Cash flow management advisory services Customer communication CFP Investment management advisory services Budgeting advisory services Series 66 Series 7 Portfolio management advisory services Client retention Investment client management Financial goal setting advisory services Business development within finance Client growth strategy Practicing in the securities industry

Full Job Description Job Summary:

This role is designed for a relationship-driven professional who values a client-centered approach and thrives in a collaborative, team-oriented environment. The position provides a defined career track that includes stewardship of an existing client base, the ability to build and own your personal book, and a qualifying path to equity ownership in the firm.

Key Responsibilities:

Serve as a primary advisor to existing clients, delivering thoughtful financial planning and investment guidance Build and deepen client relationships through consistent, high-quality communication Contribute to business development efforts and organically grow client assets Collaborate with internal team members to deliver a seamless client experience Follow established processes while adapting to client-specific needs Qualifications Experience in financial advising, wealth management, or a related client-facing role Strong interpersonal and communication skills with a service-oriented mindset Detail-oriented with strong organizational and follow-through capabilities Working knowledge of financial planning concepts and investment strategies (Series 7 and Series 66 required; CFP® or progress toward designation preferred) Demonstrated ability or desire to develop client relationships and grow a book of business

What We Offer:

Immediate opportunity to work with an established client base A collaborative, team-supported environment Clear career progression with the ability to build and own your business A culture focused on serving clients with excellence and integrity Compensation is competitive and will be tailored based on experience, existing client relationships, and overall fit. The role includes a combination of base salary, performance-based incentives, and a qualifying path to equity participation.

Pay:

$75,000.00 - $95,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Vision insurance Application Question(s): Do you have experience in financial advising, wealth management, or a related client-facing role? Do you have working knowledge of financial planning concepts and investment strategies (Series 7 and Series 66 required; CFP)?

Work Location:

In person