Investment Advisor/Financial Planner Job at Essex Securities Llc, Chicago, IL

aERRTU5EZ3BFaVdoN21wMkJ1Wnp4RTQ4clE9PQ==
  • Essex Securities Llc
  • Chicago, IL

Job Description

Job Description

Job Description

This is a full-time hybrid role for an Independent Financial Advisor located in anywhere in country though our home office is in Jersey City, United States. This is a full commission role with some work from home being acceptable. The Independent Financial Advisor will be responsible for providing comprehensive financial planning, developing retirement strategies, advising clients on investment opportunities, and offering financial advisory services tailored to individual client needs. Urgent need is in Naples, FL, Indianapolis, FL and mid-estern & western states. In Florida, we have some legacy annuity book we can assign to service locally.
We have our own fixed income desk and we custody and clear through RBC
We can provide attractive transition package for right candidates. Minor disclosure issues are OK.

PS: This NOT entry level positions. Advisors will typically have a client base with independently managed assets.

Qualifications
  • Financial Planning, Finance, and Retirement Planning skills
  • Expertise in Investments and Financial Advisory
  • Excellent communication and interpersonal skills
  • Ability to work independently and manage client accounts
  • Strong analytical and problem-solving abilities
  • Experience in a boutique investment bank environment is a plus
  • Bachelor's degree in Finance, Economics, or a related field and FINRA licenses like 6, 7, 63, 66 required. 24 a plus
  • Relevant certifications such as CFP, CFA, or similar credentials good to have but not required

Job Tags

Full time, Work from home, Home office,

Similar Jobs

Rush Enterprises

Outside Sales Representative Job at Rush Enterprises

 ...types. Promote and sell All Makes Parts and Service, beyond proprietary brands. Promote and sell Rush and OE special market programs...  ...in company, market, or vendor driven sales blitzes, trade shows and annual job specific employee and customer events, to... 

Vivo HealthStaff

Physician Dermatology - Competitive Salary Job at Vivo HealthStaff

 ...licensed in California looking for a remote position supervising PA and NPs providing general dermatology care. Details: Work from home; Telecommute Choose your own schedule; Flexible hours. Treat and prescribe with medication as needed Benefits: Competitive... 

YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH HAMPTON

Group Ex Instructor Job at YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH HAMPTON

 ...Description: Imagine having a job where you inspire healthier lives and stronger connections in your community every day. At the YMCA, it's more than just workit's a chance to create meaningful impact and make a lasting difference where it matters most. OUR... 

Christus Health

NP/PA - Gastroenterology Job at Christus Health

 ...year-round access to outdoor activities including lakes, golf courses, hiking/biking trails. CHRISTUS Health is an international Catholic, faith-based, not-for-profit health system comprising almost 350 services and facilities, including more than 60 hospitals and... 

Lamar Technical Services Inc

Drone Operator Job at Lamar Technical Services Inc

 ...Description Description: We are seeking a skilled and safety-focused Drone Pilot with a valid FAA Part 107 Remote Pilot Certificate to join our team. The Drone Pilot will be responsible for operating unmanned aerial systems (UAS) to capture high-quality aerial imagery...