Team-Based Financial Advisor – Naperville Financial Consultants
Core
A Financial Advisor providing comprehensive financial strategies and advice to existing and new clients in the greater Dixon area, serving as a mentee within a team structure.
Role type
Financial Advisor (Team-Based/Mentee)
Builds
Client relationships and book of business for Thrivent Financial
Domain
Financial Services / Wealth Management
Required skills
Financial planning, client relationship management, sales, product positioning, complex scenario analysis, Microsoft Office, Salesforce
Preferred skills
Business acumen, multitasking, integrity with confidential information
Technologies
Salesforce, Money Guide Pro, What-If Tax, Microsoft Word, Excel, PowerPoint
Responsibilities
Meet with new and existing clients to build a book of business, solicit and sell appropriate products, complete applications, write recommendations, service existing clients/contracts, research and respond to client inquiries, collaborate with Lead Advisor on complex scenarios, schedule and document client meetings
Seniority
Entry-level / Junior, mentee