JOB SUMMARY

Wealth Advisor

Orland Park, IL

 
POSITION SUMMARY

PrairieView Wealth Partners, located in Orland Park, IL, is seeking an experienced Wealth Advisor to join our growing and successful firm. The ideal individual brings strong industry experience with a background in comprehensive financial planning. Additionally, as a Wealth Advisor who shares our firms core values, they will focus on prospecting and sourcing clients with an open mind to implementing all financial products to meet the client’s objectives and financial goals.

To allow our Wealth Advisor’s the ability to focus on client engagement and securing new clients, our firm provides high level client service support. Providing all necessary financial planning preparation, proposal generation, underwriting management, investment transfer services, and more, our support team has all the details covered!

At PrairieView Wealth Partners we take great pride in our Wealth Advisors as they genuinely care for our firm’s clients and are connected through consistent interactions with new and established clients. The camaraderie that exists amongst our team allows us to be in business for ourselves, not by ourselves, and for the benefit of our clients.

We invite you to connect with us if a Wealth Advisor at PrairieView Wealth Partners, with our faith-based perspective and genuine care for clients, pairs with your experience and personal career objectives to include higher cash flows with unlimited potential. We look forward to discussing the many advantages that joining our expanding team has to offer!



 
Essential Duties and Responsibilities:
  • Primarily focused on attracting new business; actively participate in investment committee meetings; Support advisor team in referral network maintenance
  • Work closely with Wealth Partners to provide service to a defined group of clients and support all business development and client retention activities
  • Assess client’s overall financial picture, understand their needs, and develop a solid financial plan and portfolio strategy
  • Liaise with internal team members including portfolio management, operations, and financial planning for client meeting preparation and to monitor workflow associated with servicing clients
  • Follow-up with clients as required for collecting and evaluation documents
  • Document client interactions and client related workflows in contact management system
  • Participate in firm initiatives directed by management
  • Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
  • Collaborate with other team members and departments to enhance systems and develop processes that increase workflow and generate new business
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

 
Required Qualifications:
  • Bachelor or Associates degree preferred
  • 5- 10 years industry experience is required; A background in comprehensive financial planning
  • Active FINRA registration Series 65 (or CFP or CFA) required; Life and health required
  • Experience with Salentica, Black Diamond, Smart X, or Money Guide Pro is a plus
  • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities, and advance their career

 
Desired Traits:
  • Possesses an entrepreneurial mentality; genuinely enjoys working with and servicing clients
  • Excellent oral, written, and interpersonal communication skills; accurately communicates with partners, peers and clients
  • Self-motivated and self-disciplined, with the ability to work both independently and under direction
  • Energetic, eager to learn, team player
  • Intermediate to advanced level computer skills, including working knowledge of the Microsoft Office Suite with strong skills in Word, Outlook and Excel. Ability and willingness to learn and effectively utilize new technologies as requested and required

 
Benefit Offerings:
  • Competitive base salary with bonus platform potential
  • Comprehensive medical and dental insurance to include 401(k) and employer match
  • Paid Time Off and Paid Holidays following the NYSE observed holidays schedule

 
More about PrairieView Wealth Partners:

PrairieView Wealth Partners is a 2nd generation financial planning firm that started in 1991. Today we are an independent full financial advice company. We believe a good financial plan is only as good as the implementation of that plan, and that it is in our client’s best interest to keep all implementation options on the table and choose the most appropriate option for their situation.

At PrairieView, we help our clients “Live their Legacy with Confidence”. This means that our advice goes well beyond basic financial planning, rather we advise our clients on those things that matter most to them. We value having these deep relationships where clients feel more like family than business relationships.

Qualified, motivated, client focused candidates who wish to be considered for the Wealth Advisor position, are encouraged to submit a current resume to recruiting@continuumadv.com or call us via 515.850.1218. We look forward to hearing from you!


 
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