Top 30 Financial advisor Jobs in Carbondale Il

Client Service Administrator - Maar Financial Group
Thrivent —Du Quoin, IL
- $46,000 - $58,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- 401(k)
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Insurance Agent - Carbondale, IL
Horace Mann - Agent Opportunities —Carbondale, IL
- Mid-level
- Financial services
- 2 years
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Insurance Agent | Marion, IL
Horace Mann - Agent Opportunities —Marion, IL
- Mid-level
- Financial services
- 2 years
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Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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financial advisor jobs near carbondale il

Client Service Administrator - Maar Financial Group

Thrivent -
Du Quoin, IL

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Job Details

$46,000 - $58,000 a year

Benefits

401(k)

Qualifications

Customer communication
Series 66
Series 7
Securities Industry Essentials

Full Job Description

Summary

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Job Description

Position Summary

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator’s main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.

Compensation

Compensation will be market and situation-based, corresponding to the candidate’s experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year’s employment, and participation in a 401(k) plan. Option of medical.

Salary Range based on license status: $46,000 - $58,000

Position Roles/Responsibilities/Accountabilities

Bachelor’s degree, preferably in a business or finance related field
Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
Interested in understanding economic trends, regulations, and other factors affecting client investments
Excellent writing skills
Very detail oriented and organized
Excellent problem solving and communication skills
Ability to flourish in a fast-paced environment
Ability to maintain integrity of sensitive/confidential information
Work well in a team-oriented environment
Demonstrate an ability to develop and cultivate relationships
Accept feedback and constructive criticism well
Pass any applicable pre-employment tests
Be able to demonstrate customer service orientation/experience obtained in any field
Proficient in Microsoft Word, Outlook, and Excel

External/Internal Dependencies

Must be able to work with all roles of the Maar Financial Group.
Must be able to represent the organization in work with external clients.
Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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Refine Your Search

financial advisor jobs in carbondale il

Client Service Administrator - Maar Financial Group

Insurance Agent - Carbondale, IL

Insurance Agent | Marion, IL

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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