What are the responsibilities and job description for the Financial Advisor position at RecruitPod Global LLC?
This role is designed for a relationship-driven professional who values a client-centered approach and thrives in a collaborative, team-oriented environment. The position provides a defined career track that includes stewardship of an existing client base, the ability to build and own your personal book, and a qualifying path to equity ownership in the firm.
Key Responsibilities
- Serve as a primary advisor to existing clients, delivering thoughtful financial planning and investment guidance
- Build and deepen client relationships through consistent, high-quality communication
- Contribute to business development efforts and organically grow client assets
- Collaborate with internal team members to deliver a seamless client experience
- Follow established processes while adapting to client-specific needs
Qualifications
- Experience in financial advising, wealth management, or a related client-facing role
- Strong interpersonal and communication skills with a service-oriented mindset
- Detail-oriented with strong organizational and follow-through capabilities
- Working knowledge of financial planning concepts and investment strategies (Series 7 and Series 66 required; CFP® or progress toward designation preferred)
- Demonstrated ability or desire to develop client relationships and grow a book of business
Pay: $50,405.23 - $85,563.28 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance
Experience:
- financial advising, wealth management: 2 years (Required)
Ability to Commute:
- Peoria, IL 61606 (Required)
Work Location: In person
Salary : $50,405 - $85,563