Top 27 Financial advisor Jobs in Ottawa, Il

Financial Advisor
Confidential —Peru, IL
- $40,000 - $70,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
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Financial Aid Advisor, Full Time, Search Extended
Illinois Valley Community College —Oglesby, IL
- $21.09 - $26.36 an hour
- Full-time
- Background check
- Computer literacy
- Windows
Financial Aid and Veterans Benefits Advisor, Full Time
Illinois Valley Community College —Oglesby, IL
- $21.09 - $26.36 an hour
- Full-time
- Mid-level
- Analysis skills
- University
11d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor
Confidential —Peru, IL
CERTIFIED FINANCIAL PROFESSIONAL™ certification, CHFC®, and other industry designations are a plus. Build and maintain a solid fee-based and commission book of…
$40,000 - $70,000 a year
Quick Apply
Administrative Assistant
Confidential —Peru, IL
Hearing and visual ability required to read handwritten and/or typed documents, computer screens, etc., and answer telephone calls.
$21 - $25 an hour
Quick Apply

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
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financial advisor jobs near ottawa, il

Financial Advisor

Confidential
Peru, IL

Quick Apply

Job Details

Full-time
$40,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Financial planning
Series 66
Series 7
FINRA License
Financial services
Life & Health Insurance License

Full Job Description

Job description:

Leading financial firm is searching for a client-focused Financial Advisor to join an established Investment Services Division inside a well-respected financial institution in Illinois. This is an excellent opportunity for a passionate, proven producer who is ready to grow their book and service their clients with the support of a well-established, community-based financial institution.

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.

Responsibilities Include:

Grow and manage a portion of division’s current book of business
Build and nurture strong client relationships with current and potential clients
Prospect and generate new leads through various channels
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
Develop a strategic business plan for the division and make regular progress toward the goals you set for the division
Effectively communicate with people with a wide range of backgrounds and experience levels

Desired Skills & Experience:

Must be coachable, honest, and trustworthy team player with a proven hard work ethic
Motivated and organized self-starter with strong attention to detail
Adaptable and resilient in all situations with an optimistic outlook
Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce.
Bachelor’s degree preferred
FINRA Series 7 & 66 Licenses (or ability to obtain them in 3 months of hire date for career changers)
Life, Health, Disability, Long-Term Care Insurance Licenses
CERTIFIED FINANCIAL PROFESSIONAL™ certification, CHFC®, and other industry designations are a plus

Compensation:

Compensation you control; salary plus commission to start, with tremendous opportunities to grow your career professionally and financially. Posted range is an estimate. Compensation will be considered negotiable for an advisor who brings a book of business with them. PTO benefits will be adjusted for advisors on full commission.

We are an 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.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa.

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

License/Certification:

Series 7 (Preferred)
Series 66 (Preferred)
Life & Health Insurance License (Preferred)

Ability to Commute:

Peru, IL 61354 (Required)

Work Location: In person

Quick Apply

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financial advisor jobs in ottawa, il

Financial Advisor

Financial Aid Advisor, Full Time, Search Extended

Financial Aid and Veterans Benefits Advisor, Full Time

Empower Financial Planner

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