Job description
Iroquois Financial, a subsidiary of Iroquois Federal, has an opening for a Financial Advisor to work in all of our Illinois market areas. Office of Supervisory Jurisdiction / OSJ is in Watseka, Illinois, with a non-registered meeting location in Danville, Illinois, and meeting spaces in Champaign, Savoy, Clifton, Hoopeston and Bourbonnais.
Seeking currently licensed applicants only.
Responsibilities
The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
- Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create a plan with appropriate strategies, products, and services.
- Advising the client regarding the advantages, risks, and disadvantages of different products.
- Developing leads, scheduling appointments, and identifying customer needs.
- Maintaining and further developing a base of clients who value your input and guidance.
- Working with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will last for years.
- Maintaining all necessary licenses and registrations as required.
- Successfully completing all mandatory training in a timely manner.
- Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism.
Requirements & Qualifications
- Active Securities Licensing Series 7, 66 or 7, 63, 65.
- Clean FINRA BROKERCHECK report.
- Solid communication, negotiation, and presentation skills.
- Attention to detail and consistent accuracy with all data.
- Highly articulate and able to explain complex information clearly and simply.
- Strong relevant computer skills.
- Must be a US citizen or permanent resident.
- Active Life and Health Insurance License.
Preferred
Series 9/10 or Series 24
Outstanding Employee benefits:
·Competitive Salary
·401k
· Employee Stock Ownership Plan (ESOP)
· Health, dental, and vision insurance benefits
· Company-paid life insurance
· Company-paid short-term and long-term disability
· Paid time off
· Career growth and development opportunities
Submit resume and cover letter with professional references by email to HR@iroquoisfed.com
Or mail to:
Iroquois Federal
ATTN: Human Resources
PO Box 190
Watseka Illinois 60970
Iroquois Federal is an Equal Opportunity Employer, including protected veterans and individuals with disability.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- Day shift
- Monday to Friday
COVID-19 considerations:
OUR RESPONSE TO COVID-19: To keep our employees and customers as safe and healthy as possible, we have installed plexiglass barriers in high-traffic areas and have supplied our staff with face masks, hand sanitizer, and surface disinfectant.
Education:
- High school or equivalent (Required)
Work Location: Multiple Locations
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