*Job Title:

Financial Advisor – Chicago

*Location (City, ST):

Chicago, IL

Organization Name:

McAdam

Linked Contact:

James Davis

Deadline to Apply :

11/18/2015

*Job Description:

About Us
Earn the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic and entrepreneurial spirit. We’ll provide training, resources and support you’ll need to do better than your best.

What a financial advisor does:
– Identifies and sets appointments with potential clients in teams
– Works closely with a mentor to meet with clients to assess their financial needs
– Designs, develops, and implements a team-based marketing plan
– Develops a customized financial plan to address each client’s outlined goals
– Maintains strong relationships with clients, helping them to track their progress over time
– Provides ongoing consultation and support

Some of the features of this position include
– One-on-one training from seasoned Leaders in the financial planning industry locally.
– A comprehensive, training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
– Numerous career path options, including the financial advisor, compliance, field
management and corporate opportunities.

Being financially advanced requires a whole new level of thinking and doing.

At McAdam, we’ve completely reinvented the concept of financial advice to take clients and their future to a whole new level. Unlike most advisors, we go beyond the traditional focus on one’s personal and financial life. We also consider an additional, more important driver of one’s financial picture—their profession.

Qualifications:

Additional Requirements of the role:
– Bachelor’s degree in business or industry related field
– Ability to obtain licenses
– U.S. Citizen or Permanent Resident

*Application Instructions:

Email resume to james.davis@mcadamfa.com