What are the responsibilities and job description for the Financial Advisor position at Infrahire?
InfraHire is looking for a Financial Advisor in Peoria, IL.
Job Description:
The position offers a clear growth path, including the opportunity to manage existing client relationships, develop a personal book of business, and work toward future equity participation in the firm.
Key Responsibilities
- Serve as a trusted advisor for existing client relationships
- Provide financial planning and investment guidance based on client goals
- Strengthen client relationships through regular communication and follow-up
- Identify opportunities to grow client assets and expand relationships
- Support business development efforts and new client opportunities
- Partner with internal team members to deliver a smooth client experience
- Follow firm processes while tailoring recommendations to individual client needs
- Maintain accurate client records and ensure timely completion of follow-up items
Qualifications
- Experience in financial advising, wealth management, or a client-facing financial services role
- Series 7 and Series 66 required
- Strong understanding of financial planning and investment strategies
- Excellent communication, relationship-building, and client service skills
- Strong organization, attention to detail, and follow-through
- Ability to manage and grow client relationships
- CFP® certification or progress toward CFP® preferred
- Interest in building a long-term advisory career and growing a personal book of business
InfraHire is an Equal Opportunity Employer.
Pay: $50,000.00 - $100,000.00 per year
Benefits:
- Paid time off
Application Question(s):
- Do you currently hold an active Series 7 and Series 66 license?
- Do you have a CFP® certification or are you currently working toward it?
Work Location: In person
Salary : $50,000 - $100,000