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Financial Advisor
Financial AdvisorProvision People • Chicago, IL, United States
Financial Advisor

Financial Advisor

Provision People • Chicago, IL, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Summary :

Our award-winning client is seeking a Financial Advisor / Account Executive. This role is responsible for providing exceptional service to the company's customers while learning the internal systems and processes. The role will be focused on support and business development with primary goals of converting new prospects and locating additional opportunities within the company's existing customer base.

Responsibilities :

  • Proactively contact all leads and opportunities delegated by the company.
  • Employ strong business development skills in order to convert new prospects while also locating and closing additional opportunities with existing customer base.
  • Cultivate new assets and new accounts by effectively positioning the value of the company to existing customers and prospects.
  • Respond to prospect and customer inquiries in a timely manner and perform follow-ups when applicable.
  • Place a high priority on customer satisfaction and focus on building and sustaining long lasting relationships.

Required Qualifications :

  • Active FINRA Series 7 and 63.
  • 1 - 4 years of experience in a Financial Advisor or Wealth Advisor (or similar) capacity.
  • Bachelor's degree required.
  • Extensive computer skills, including Salesforce, MS Outlook, Word, & Excel.
  • Ability to act as a self-starter, responsible for personal tasks and assignments, while supporting fellow team members in a collaborative environment.
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