Financial Advisor

Chicagoland, IL

Posted: 05/23/2023 Industry: Employee Benefits & Retirement Services Job Number: JL23.5.23.1 Experience:

Job Description

Financial Advisor

Location: Chicagoland Area

Job Description:

We are seeking a highly motivated and skilled Commission-Based Financial Advisor to join our team in the Chicagoland area. As a Financial Advisor, you will play a crucial role in assisting clients with their financial goals and creating tailored investment strategies. This position offers a commission-based compensation structure with the potential to earn up to $85,000 in the first year.


  1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment preferences. Assess their current financial situations and provide personalized advice.
  2. Investment Planning: Develop comprehensive investment plans based on client goals and market research. Recommend appropriate investment products, such as stocks, bonds, mutual funds, and annuities.
  3. Portfolio Management: Monitor and review client portfolios regularly. Adjust investment strategies as needed based on market conditions, client preferences, and changing financial goals.
  4. Financial Analysis: Analyze financial data, including income statements, balance sheets, and investment performance reports. Use this analysis to make informed recommendations and provide insights to clients.
  5. Retirement Planning: Help clients create effective retirement plans by assessing their retirement needs, estimating future income requirements, and identifying suitable investment vehicles such as 401(k)s, IRAs, and pension plans.
  6. Risk Management: Assess clients' insurance needs, including life, health, and disability coverage. Provide guidance on risk management strategies and recommend appropriate insurance products.
  7. Client Relationship Management: Build strong, long-term relationships with clients based on trust and exceptional service. Regularly communicate with clients to provide updates on their portfolios, market trends, and investment opportunities.
  8. Compliance and Regulations: Stay updated on industry regulations, compliance standards, and ethical practices. Ensure all client interactions and investment recommendations adhere to legal and regulatory requirements.


Job Requirements


  1. Proven Experience: Previous experience as a financial advisor or similar role is preferred. Demonstrated success in generating sales and achieving financial targets.
  2. Industry Knowledge: Strong understanding of investment products, financial markets, and economic trends. Familiarity with retirement planning, insurance, and risk management strategies.
  3. Licenses and Certifications: Possession of relevant licenses such as Series 7 and Series 66 (or ability to obtain them within a specified time frame). Additional certifications such as Certified Financial Planner (CFP) are highly desirable.
  4. Sales and Networking Skills: Excellent communication and interpersonal skills. Ability to build rapport with clients, identify sales opportunities, and generate leads. Proven track record of successful client acquisition and retention.
  5. Analytical and Problem-Solving Abilities: Strong analytical skills to assess financial data, conduct market research, and make informed investment recommendations. Ability to identify and resolve complex financial issues.
  6. Ethics and Compliance: Commitment to maintaining high ethical standards and complying with industry regulations and company policies.
  7. Self-Motivation and Independence: Ability to work independently, manage time effectively, and prioritize tasks. Goal-oriented mindset with a drive to exceed sales targets and deliver exceptional client service.

Note: The compensation structure is commission-based, with the potential to earn up to $85,000 in the first year. The actual income may vary depending on individual performance and market conditions.

If you are a motivated individual with a passion for helping clients achieve their financial goals, and if you thrive in a commission-based environment, we encourage you to apply for this exciting opportunity. Join our team and take your financial advisory career to new heights in the dynamic Chicagoland area.

Meet Your Recruiter

Jasmine Laney
Executive Recruiter

I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.  

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