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Financial Advisor
| Company | Allworth Financial |
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| Location | Wheeling, IL, USA |
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| Salary | $90000 – $130000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) is required.
- Minimum three-years of client-facing wealth management or financial planning experience is required.
- Must be Willing to become Series 7 and 63/65 (or 66) and life insurance licensed.
- Must possess professional enthusiasm, strong communication, presentation, listening, and analytical skills.
- Comfort with technology is required; experience with specific tools is a plus: MoneyGuidePro, Salesforce, Zoom or similar.
- Self-starter with the ability to work independently.
Responsibilities
- Meet with future clients to discuss their needs and concerns, and to assess their overall financial situation, before explaining how partnering with Allworth will help them meet their financial, investment, and retirement planning goals via our 7 Personal Decision Pointstm planning process.
- Establish formal advisory relationships with future clients who are deemed to be a good fit with the Allworth philosophy.
- Work closely with support teams to establish relationships and secure accounts with new clients.
- Work with the Financial Planning team to create plans for new clients.
- Periodically review plan with clients to enable Allworth to fulfill its fiduciary mission in planning and investment management.
- Communicate updates from our in-house Investment Management team to clients as needed, while answering questions regarding portfolio allocation, methodology, etc.
- Refer suitable clients to our tax planning division, or to our trusted 3rd party estate planning or insurance providers via our Integrated Solutions team.
- Update client records by dictating notes and follow-up activities in a highly customized CRM system that all team members rely on as a single source of client info.
- Become a subject matter expert on Allworth’s integrated services.
- Coordinate and participate with team members to support events and educational outreach.
- Provide clear and honest feedback to leadership about improving the Allworth experience.
Preferred Qualifications
- BA/BS or master’s degree preferred.
- Experience presenting and a persuasive nature is also highly desired.
- Familiarity with a Client Relationship Management (CRM) database program a plus.
