Team-Based Financial Advisor – Naperville Financial Consultants
Core
Provide comprehensive financial advice and strategies to existing and new clients in the greater Dixon area, serving as a mentee within a team structure.
Role type
Entry-level Financial Advisor (Team-Based)
Builds
Client relationships and a book of business for the Thrivent practice
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client relationship management, sales, product positioning, application completion, data analysis, event organization, research
Preferred skills
Technical computer aptitude, multitasking, integrity with confidential information
Technologies
Salesforce, Money Guide Pro, What-If Tax, Microsoft Office Suite
Responsibilities
Meet with new and existing clients to build relationships, solicit and sell appropriate products, complete applications and write recommendations, position products and strategies for financial clarity, build proficiency in advice tools, participate in community events for client attraction, research and respond to client inquiries, collaborate with Lead Advisor on complex scenarios, schedule and document client meetings
Seniority
Entry-level, mentee