6 Financial Advisor I Jobs in Naperville, IL
Savant Wealth Management is Hiring a Financial Advisor I Near Naperville, IL
Job Location
Naperville IL - Naperville, IL
Position Type
Full Time
Job Shift
Day
DescriptionThe Financial Advisor is an advisory role which is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firm’s technical specialists. They are also responsible for supporting the new business development efforts of senior advisors and developing their own new business development network.
The Financial Advisor can expect to focus in the following areas:
- Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”
- Assume co-advisory/service relationships with a number of existing clients.
- Take lead on routine and follow-up contact with clients
- Coordinate comprehensive financial planning process along with Planning Team from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification
- Participate in new client relationship development, including management of current client contact and communications.
- Participate in planning meetings regarding new prospects/new clients
- Coordinate follow-up workflow on new clients
- Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence at typical Savant fee schedule.
- Develop knowledge and familiarity with Savant’s IFP Roadmap Process and Investment Processes such that you can communicate and sell our services to prospective clients and centers of influence.
- Maintain team approach by assisting and filling in for others.
- Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage plans and manage client relationships
- Bachelor’s Degree from an accredited college or university; MBA (ideal)
- Certified Financial Planner™ certification preferred upon hire or attained within one year of date of hire
- Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software
- Financial planning/wealth management acumen, judgment and experience
- Excellent communication and listening skills
- Client first attitude
- A team player, collaborative, able to work with and through others
- We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital LLC, is an Equal Opportunity Employer
Job Summary
Full Time
$53k-67k (estimate)
06/21/2024
07/12/2024
The job skills required for Financial Advisor I include Prospecting, Listening, Client Relationship, Insight, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor I. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor I positions, which can be used as a reference in future career path planning. As a Financial Advisor I, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor I. You can explore the career advancement for a Financial Advisor I below and select your interested title to get hiring information.
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