Financial Advisor - Rockford, IL

Savant Wealth Management

Title:          Financial Advisor

Location:  Rockford, IL

Job Summary

This Financial Advisor opportunity is for a mid-level experienced advisor which is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firm’s technical specialists. They are also responsible for developing their own new business network. 

Qualifications

This Financial Advisor position typically requires the following qualifications:

• Minimum 5+ years experience in financial services or related field with demonstrated ability to develop and manage client relationships.

• Bachelor’s Degree from an accredited college or university; MBA (ideal)

• Pursuing or has obtained CFP® designation

• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software

• Financial planning/wealth management acumen, judgment, and experience

• Excellent communication and listening skills

• Client first attitude

• A team player, with strong coaching and leadership skills

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer

For more information and to apply, please visit our career site at:  https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=65475&clientkey=DAEBEC2B89AE4006AB70EF20664AD913