Demo

Financial Advisor

Kinect
Chicago, IL Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/10/2025

Financial Advisor

Join a team dedicated to helping post-retirement clients with specialized financial advisory services. We provide a book of business with established clients needing expert guidance.

What You’ll Do :

  • Work with pre-existing clients to develop personalized retirement and financial plans.
  • Utilize company-provided technology and marketing support to grow your practice.
  • Collaborate with leadership and colleagues to enhance your skills and advisory strategies.

What We Offer :

  • Competitive benefits (medical, dental, vision, 401(k) match, life insurance).
  • Company-paid E&O, licensing fees, continuing education, and compliance support.
  • Advanced tools & resources to streamline client management and financial planning.
  • What You Need :

  • 2 years as a Financial Advisor with a strong sales track record.
  • Active FINRA Series 7, 63 & 65 (or 66) licenses ; CFP preferred .
  • State life & health license required.
  • Take your career to the next level with a flexible schedule and a high-potential client base . Apply today!

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