Illinois State University College of Business



Financial AdvisorOur goal is to help achieve success, for you and your clients. Earn the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic and entrepreneurial spirit. We’ll provide training, resources and the support you’ll need to do better than your best.McAdam is expanding our adviser force and looking for motivated candidates that are passionate about being a Financial Advisor and building a career in that field. We have a great company culture, on-going training, career growth opportunities, and a team that has fun while making good money. Currently we have opportunities in downtown Chicago.What a financial adviser doesIdentifies and sets appointments with potential clientsMeets with clients to assess their financial needsDevelops a customized financial plan to address each client’s outlined goalsMaintains strong relationships with clients, helping them to track their progress over timeProvides ongoing consultation and supportSome of the features of this position includeOne on one training from seasoned Leaders in the financial Planning industry locally.A comprehensive, training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory complianceLocal and national marketing support, including brand advertising that will help to expand and grow client relationshipsFinance plan with uncapped earning potential.Extensive product offering covering virtually every category – including mutual funds, stocks, CDs, IRAs, insurance, annuities, etc.The opportunity to build and grow relationships with clients that can last over years or even decadesNumerous career path options, including the financial advisor, compliance, and field management opportunitiesCompetitive compensation for new and experienced representativesThere is no cap on the income of a financial advisor.Job Requirements While no prior industry or sales experience is needed for this position, successful candidates for the advisor role have prior work experience; have an entrepreneurial spirit, and a commitment to personal and professional integrity. Someone with a drive to meet and exceed personal and professional goals would be a good fit for this role!Bachelor’s degree in business or industry related field (Marketing, Finance, Accounting, etc.)Demonstrated successful track record with a proven ability to accomplish goals; prior sales experience, a plus!Excellent written and verbal communication skillsStrong interpersonal skillsAbility to work independently and within a team environmentAbility to obtain required industry licensesU.S. Citizen or Permanent ResidentSecurities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.Meg BarryMcAdam - Recruiting Coordinator230 West Monroe St. Suite: 2150Chicago, IL 60606meg.barry@Tel: 312.509.4517Fax:? 312.509.4501 ................
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