Financial Advisor

Description:

This person’s main duty is to meet one-on-one with existing clients. The ideal candidate for this role will be someone who enjoys building relationships and providing superior client service, always putting clients first. Initial duties include servicing existing clients, building client relationships and participating in client events. If you love being an advisor but don’t like finding new clients, this is the perfect role. Upon completion of successful training and licensing, you will be handed a book of clients and will continue to have more clients added to your book. This role is not responsible for sourcing new client relationships.

Key Traits:

• Strong Initiative
• Positive Attitude
• Persistence
• Relationship-Driven
• Team Oriented
• Highly Organized with Strong Follow-Through

Minimum Requirements:

• Strong organizational, prioritization, interpersonal and management skills
• Excellent communication skills, both verbal and written

Position Responsibilities:

• Build and manage strong client relationships through proactive communication, regular review meetings, and tailored advice
• Collaborate with internal team members (e.g., support staff, portfolio managers, insurance specialists) to deliver seamless client service
• Demonstrate a client-first mindset, with the ability to handle complex, multi-generational planning needs and evolving financial situations
• Prepare, present and implement customized financial plan
• Assist clients with annuities, life insurance, long-term care and managing mone
• Provide financial planning advice to include investment, insurance and retiremen
• Manage and retain strong client relationships

Qualifications:

• 2 years of financial services experience required
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Strong organizational, prioritization, interpersonal, and management skills
• Excellent communication skills, both verbal and written

Preferred Qualifications:

• Series 65 or a combination of Series 66 and 7, with Life and Health, or willing to acquire within a designated time frame
• CFP® certification preferred, or willingness to acquire within a designated timeframe
• Experience with Redtail, Retirement Analyzer, and Nitrogen

Benefits & Perks

We believe in taking care of our team and their families. We offer meaningful, people-first perks that reflect our commitment to your well-being and success.

Here’s a glimpse of what you can expect as part of our team:

• Paid Time Off: You are at your best when you have time to recharge.
• Health Insurance: We offer a variety of options to support your health care needs.
• Employee Incentives: We recognize and reward our outstanding employees incentive packages that include retirement accounts with a 3% company match!
• Supportive Team Culture: We’ve created an environment that makes people enjoy coming into work. We listen to your ideas and cheer your growth.
• Professional Development: Our employees have many opportunities to learn and grow in their professional role.
• Flexibility and Autonomy: We trust our people to do their best without micromanagement.
• Quarterly Team Lunches: This gives us a chance to relax, recharge and reconnect as a team.
• Team and Family Gatherings: Anyone who is part of your family is part of the Guardian family.
• Annual Holiday Bash: We end the year with a bang, celebrating your hard work!

We’re committed to continually enhancing the experience of being part of our team as we grow—because your impact deserves to be matched with support.

How Do I Get There?

We’re located in the heart of Elgin, IL, with easy access just off Randall Road—convenient for both locals and commuters from surrounding suburbs.

And here’s the exciting part: we’re growing! That means new faces, new opportunities, and even new office space coming soon. So while our current location is already great, we’re leveling up—and you just might be joining us at the perfect time to grow right along with us.