Financial Advisor (Finance & Investment) - Chicago, IL
Job description
We are seeking a knowledgeable and client-oriented Financial Advisor to join our finance and investment team in Chicago, IL. The successful candidate will provide personalized financial guidance, develop investment strategies, and help clients achieve their long-term goals.
Responsibilities:
- Advise clients on financial planning, investment options, and risk management.
- Develop tailored financial strategies to meet individual client objectives.
- Analyze market trends, portfolio performance, and economic conditions.
- Maintain long-term relationships with clients and provide ongoing financial reviews.
- Ensure all recommendations comply with industry regulations and company standards.
Qualifications:
- Bachelor’s degree in Finance, Economics, or related field.
- FINRA Series 7 and 66 licenses (or equivalent) preferred.
- Excellent communication, analytical, and interpersonal skills.
- Previous experience in financial advising or wealth management required.
Requirements:
- Minimum of 3 years of experience in finance, investments, or portfolio management.
- Proficiency in financial software, CRM, and data analysis tools.
- Strong ethical standards and client-focused attitude.
Benefits:
- Daily pay between $400 – $650.
- Performance-based bonuses and commission opportunities.
- Comprehensive health, dental, and retirement plans.
- Professional development and certification reimbursement.
Job Details
💰 Salary
Rp400 - 650 / DAY
🏭 Industry
Finance & Investment
🎓 Last education
Bachelor’s degree in Finance, Economics, or a related discipline. FINRA licenses preferred.
📅 Work Experience
Minimum 3 years of experience in financial advising, investment management, or related field required.
About the Company
Since Yesterday
Visit the Company WebsiteVacancies valid until: 20 Nov 2026
Timezone: +07:00
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Frequently Asked Questions (FAQ) for the Following Job Vacancies
Where is the job placement?
Chicago, IL, United States, Chicago, Illinois, 60601, US
What is the job type of this vacancy?
Finance & Investment
What is the salary range for this position?
IDR 400 - IDR 650 / DAY
What educational qualifications are required?
Bachelor’s degree in Finance, Economics, or a related discipline. FINRA licenses preferred.
How much work experience is required?
Minimum 3 years of experience in financial advising, investment management, or related field required.
Diskusi Lowongan