Top 15 Personal financial advisors Jobs in Springfield, Il

Merrill Financial Solutions Advisor (Partially Licensed) â€“ Mid-Land Market
Bank of America —Springfield, IL
- $36.06 - $40.87 an hour
- Full-time
- Background check
- Military
- Mid-level
Client Advisor with Athletic Background
Northwestern Mutual - Central Illinois —Springfield, IL
- $67,000 - $89,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
3d
Locum Certified Registered Nurse Anesthetist (CRNA) - Anesthesiology - General/Other in Illinois
LocumJobsOnline —Illinois
- Full-time
- Surgery
- Operating room
- Perioperative Care
1d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Springfield, IL
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
PROJECT REVIEW MANAGER
State of Illinois —Springfield, IL
- $8,325 - $10,325 a month
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Paid parental leave
- Paid holidays
11d
Home Exteriors Sales Professional
Sutton's —Springfield, IL
- $100,000 - $350,000 a year
- Full-time
- Microsoft Word
- Background check
- Mid-level
Quick Apply
Financial Advisor - Springfield, IL
COUNTRY Financial —Springfield, IL
- Full-time
- CPA
- Mid-level
- Office
Surgical Sales Executive- Chicagoland
Owens & Minor Distribution Inc. —Springfield, IL
- $80,000 - $90,000 a year
- Full-time
- Clean driving record
- Microsoft Excel
- 3 years
- Health savings account
- Disability insurance
Quick Apply
2d
Claims Manager
Troxell —Springfield, IL
- $50,000 - $70,000 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Insurance Agent - Springfield, IL
COUNTRY Financial —Springfield, IL
- Full-time
- Mid-level
- Office
- Bachelor's degree
Commissioning Project Manager (Remote)
SOLV Energy, LLC —Springfield, IL
- $110,632 - $138,290 a year
- Full-time
- Remote
- System design
- 3 years
- US work authorization
- Paid holidays
- Disability insurance
Quick Apply
Program Manager
Best Buddies Int. Inc —Springfield, IL
- $43,000 - $45,000 a year
- Weekends as needed
- Microsoft Outlook
- Public speaking
- Mid-level
Quick Apply
Director, State & Local Tax- Indirect Tax
Baker Tilly Advisory Group, LP —Springfield, IL
- $257,140 - $337,490 a year
- Full-time
- Management
- CPA
- 5 years
Quick Apply

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personal financial advisors jobs near springfield, il

Merrill Financial Solutions Advisor (Partially Licensed) â€“ Mid-Land Market

Bank of America -
Springfield, IL

Apply Now

Job Details

Full-time
$36.06 - $40.87 an hour

Qualifications

Customer relationship building
Regulatory due diligence
FINRA
Securities Industry Essentials
Customer relationship management
Due diligence
Experience practicing in the securities industry

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Job Description:
This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with clients' goals. Job expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
Builds relationships with internal service providers based on client needs and asset thresholds
Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years experience in investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Is a self-starter who efficiently manages time and capacity
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications:

Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Strong computer skills and the ability to multitask in a demanding environment
Bachelor's Degree, preferably in business-related field
Proven ability to partner and promote lead generation
Experience balancing investment management, sales activities and new client development
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses

Skills:

Account Management
Client Investments Management
Client Management
Client Solutions Advisory
Relationship Building
Advisory
Business Development
Fraud Management
Pipeline Management
Portfolio Management
Client Experience Branding
Issue Management
Prospecting
Referral Identification
Sales Performance Management

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

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personal financial advisors jobs in springfield, il

Merrill Financial Solutions Advisor (Partially Licensed) â€“ Mid-Land Market

Client Advisor with Athletic Background

Locum Certified Registered Nurse Anesthetist (CRNA) - Anesthesiology - General/Other in Illinois

Wealth Management Associate - Retirement Benefits Group

PROJECT REVIEW MANAGER

Home Exteriors Sales Professional

Financial Advisor - Springfield, IL

Surgical Sales Executive- Chicagoland

Claims Manager

Insurance Agent - Springfield, IL

Commissioning Project Manager (Remote)

Program Manager

Director, State & Local Tax- Indirect Tax

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