App
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Fifth Avenue Financial

Mundelein, IL

Job Description

Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based.

\n

\n

As part of our recruitment process, we require a short assessment. This assessment does not measure intelligence, education, or experience. It simply looks at your natural work preferences—like how you prefer to communicate, make decisions, and take in information.

\n

Please click this link to complete it:

\n

\n

Job Responsibilities:

\n
    \n
  • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
    • \n
  • Analyze customer financial situations and provide tailored financial services and insurance products
    • \n
  • Develop customized financial plans for clients that are tailored to their specific goals and objectives
    • \n
  • Monitor markets, research financial products, and stay updated with new developments in the financial sector
    • \n
  • Provide customer service to current and potential MassMutual customers
    • \n
\n

\n

Required Qualifications:

\n
    \n
  • Resident insurance license, Life & Health
    • \n
  • Minimum of 1 year of experience working in the financial services industry
    • \n
  • Strong customer service, communication, and presentation skills
    • \n
  • Excellent verbal and written communication skills
    • \n
  • Good knowledge of risk management and investment strategies
    • \n
\n

\n

Nice-to-haves:

\n
    \n
  • Bachelor’s degree in a related field such as finance, accounting, or economics
    • \n
  • Series 6 or 7
    • \n
  • Series 66, 63, or 65
    • \n
  • CFP certification
    • \n
  • Knowledge and proficiency in the use of CRM software and financial data analysis tools
    • \n
  • Strong organizational and time management skills
    • \n
  • Ability to multitask and prioritize
    • \n
  • Proficiency in MS Office
    • \n
\n

\n

Licensing:

\n

If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

\n

Apply
Vacancy posted 22 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Mundelein, IL vacancy
  • Financial Advisor
     ...Job Description Financial Advisor Trainee – Build a Business, Not Just a Book \n Port Jefferson, Long Island, NY | In-Office \n 100% Commission | Uncapped Earning Potential \n \n The Opportunity \n \n BrokerHunter is conducting a confidential search on... 
    Suggested
    Traineeship
    Work at office

    BrokerHunter

    Mundelein, IL
    22 days ago
  • Financial Advisor
     ...Job Description About the Role: \n We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have... 
    Suggested

    WestPoint Financial Group

    Mundelein, IL
    22 days ago
  • Experienced Financial Advisor
     ...Job Description Experienced Advisors — Build Your Practice Your Way \n \n You’ve already built a successful practice. The next...  ...the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! \n \n What... 
    Suggested
    Flexible hours

    Carolina Financial Group - Prudential Advisors

    Mundelein, IL
    28 days ago
  • Entry Level - Financial Advisor
     ...Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Mundelein, IL
    22 days ago
  • Financial Advisor
     ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, a top wealth management practice...  ...for a subset of the company's clients. · Execute delivery of financial plans and case preparation for client meetings. · Prepare the... 
    Suggested
    Full time
    Work at office

    Lead Advisor

    Vernon Hills, IL
    1 day ago
  • Financial Advisor
     ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial...  ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over... 
    Full time

    Thrivent

    Libertyville, IL
    13 hours ago
  • Financial Advisor

    $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Vernon Hills, IL
    1 day ago
  • Financial Advisor

    $150k

     ...Job Description Position: Financial Advisor \n \n Locations: Phoenix, AZ | Denver, CO | Remote​ \n \n About AQI \n Gallacher Capital (GC) dba Forward Wealth \n Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed... 
    Work at office
    Remote work

    AQI

    Mundelein, IL
    22 days ago
  • Financial Advisor
     ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera...  ...we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve... 
    Full time
    Contract work
    Work at office
    Remote work
    Monday to Friday

    Cetera Financial Group

    Mundelein, IL
    17 days ago
  • Financial Advisor
     ...Job Description ✨ Experienced Financial Advisor – Florida Market | Prudential Advisors \n \n Prudential Advisors is seeking an Experienced Financial Advisor to support and grow our established client base throughout the Florida market . If you're looking for... 

    Prudential Advisors

    Mundelein, IL
    22 days ago
  • Experienced Financial Advisor
     ...Job Description About the Job \n \n Prudential Advisors is looking for an Experienced Financial Advisor in the Georgia market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career... 
    Worldwide

    Prudential Advisors

    Mundelein, IL
    22 days ago
  • Financial Advisor

    $100k

     ...Job Description Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and... 
    Permanent employment
    Work at office
    Local area

    Florida Financial Advisors

    Mundelein, IL
    22 days ago
  • Financial Advisor
     ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their...  ...\n \n CAREER REQUIREMENTS \n When searching for future advisors, we look for a variety of skillsets that have proven to be leading... 
    Work at office

    WestPac Wealth Partners

    Mundelein, IL
    21 days ago
  • Financial Advisor
     ...Job Description Financial Advisor \n Reports to: Commercial Head \n \n About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services... 
    Temporary work
    Work experience placement

    BBVA Global Wealth Advisors

    Mundelein, IL
    22 days ago
  • Financial Advisor
     ...Description Our client is a well-established, independent wealth management firm seeking an experienced and relationship-focused Financial Advisor to join its growing team. This individual will serve as the primary advisor for an established book of clients while playing... 

    Masis Professional Group

    Mundelein, IL
    20 days ago
  • EXPERIENCED FINANCIAL ADVISOR
     ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and...  ...or company you sell \n The look and feel of an independent advisor—with the benefits of being an employee \n Three retirement programs... 

    Tri-State Wealth Advisors of Prudential Advisors

    Mundelein, IL
    29 days ago
  • Hybrid Financial Advisor - Flexible Hours

    $65k

     ...Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits... 
    Full time
    Flexible hours

    The Sperry Agency

    Vernon Hills, IL
    1 day ago
  • Senior Wealth Advisor - Ultra High Net Worth

    $400k

     ...Job Description Senior Wealth Advisor \n Ultra High Net Worth \n \n Overview \n \n $100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market... 
    Work at office
    Immediate start

    Leah Yosef International

    Mundelein, IL
    19 days ago
  • High Net-worth Wealth/Financial Advisor (New York City / Stamford)
     ...wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client practice in New York City...  ...on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial... 
    Private practice

    Talent Focus Executive Search and Consulting

    Mundelein, IL
    22 days ago
  • Senior Financial Advisor
     ...Job Description Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing...  ...recommendations \n • Develop and implement customized financial strategies and investment plans tailored to client objectives... 

    Lead Advisor

    Mundelein, IL
    29 days ago
  • Senior Financial Advisor
     ...Management provides clients with a holistic approach to reaching their financial goals, integrating comprehensive planning with tailored...  ...life goals. \n \n Role Description The Senior Financial Advisor is a full-time role, responsible for leading client relationships... 
    Full time
    Temporary work

    Pearl Capital Management

    Mundelein, IL
    22 days ago
  • Senior Financial Advisor
     ...Job Description Role Overview \n We are seeking an experienced Financial Advisor to join our growing team and play a meaningful role in the next chapter of our firm's success. With nearly $1.5 billion in assets under management and continued momentum, this is a unique... 
    Immediate start
    Remote work
    Relocation

    MEDIQUS Asset Advisors, Inc.

    Mundelein, IL
    22 days ago
  • Senior Financial Advisor

    $90k - $150k

     ...Job Description Senior Financial Advisor | $90,000 - $150,000 base + production bonus \n \n About the Company \n This firm has built one of the most powerful inbound lead generation platforms in the Baltimore metro area and is growing fast. \n \n About... 
    Relocation package

    The Well

    Mundelein, IL
    22 days ago
  • EXPERIENCED FINANCIAL ADVISOR
     ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and...  ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs... 
    Full time

    Tri-State Wealth Advisors of Prudential Advisors

    Wheeling, IL
    1 day ago
  • Financial Advisor
     ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial... 
    Full time
    Work at office
    Flexible hours

    Bankers Life

    Buffalo Grove, IL
    1 day ago
  • Associate Financial Advisor
     ...Job Description Our client, Triangle Financial, is hiring an Associate Financial Advisor. \n \n The Associate Advisor is a proactive, solutions-oriented professional who thrives in a fast-paced, collaborative environment. As a servant leader, you are committed... 
    Work experience placement

    Risch Results

    Mundelein, IL
    2 days ago
  • Associate, Loan & Trade Finance
     ...Job Description \n Process bilateral and syndicated loans and trade finance transactions for corporate and financial institution clients, reporting to the Operations Manager. \n Loan Operations \n \n Check loan setup requests against credit terms and send... 

    Atlas Search

    Mundelein, IL
    5 days ago
  • Financial Advisor

    $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Arlington Heights, IL
    3 hours ago
  • Financial Planner

    $125k

     ...Job Description Financial Planner, CFP \n 1B+ AUM Independent RIA \n San Diego, CA \n \n Overview \n Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth... 
    Work at office

    Leah Yosef International

    Mundelein, IL
    19 days ago
  • Associate Private Wealth Advisor
     ...\n About the Position \n \n The Associate Private Wealth Advisor will work alongside our Portfolio Managers/Advisors to serve our...  ...on delivering tailored solutions that advance our clients' financial lives and long-term wealth strategies. They bring clear, concise... 
    Work at office
    Local area
    Work from home
    Worldwide

    Pennington Partners & Co.

    Mundelein, IL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!

Related searches