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Posted on 08/28/2017

Financial Planning Advisor

Vantage Financial Partners Limited - Arlington Heights, IL

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Base Pay Rate$45-$50K

Position TypeFull Time

Job Description

Financial Planning Advisor


Seeking to become a Financial Planning Advisor?  Do you desire to work with clients to provide valuable solutions for their financial issues and concerns?  Would a culture rich in training, mentoring and team collaboration help you to reach this goal sooner rather than later?  Sound of interest to you?  Read on…

We are seeking to bring on a future advisor starting in the role of Financial Planning Jr. Analyst.  We will provide mentoring, training and support to help you develop your planning and client servicing skills.  You will work with our planning team to support the needs of our clients and senior advisors.  In this role you will learn to segregate financial data so as to identify obstacles and seek out opportunities for clients. As you gain knowledge and experience you will contribute more and more toward team contributions and value-add solutions for our client’s financial future. Working in a team environment pools experience, intellect and creativity to yield the broadest spectrum of rich results.

Vantage serves clients locally and across the globe.  Our client relationships range from corporate CEOs to business owners to retirees.  We seek long-term relationships with both clients and employees. The ideal candidate will have experience and familiarity with financial data collection and collation, preferably from a personal financial planning background.  Our values are: Objectivity, Excellence, Integrity, Professionalism and Teamwork.  Alignment with our values is a must. 

We are seeking a self-motivated individual who recognizes the value of team interaction and support as well as individual contribution.  Prior experience and a CFP Certificant or Candidate is highly desired.  

 Responsibilities: 

  • Engage and support clients through the data collection process

  • Organize, review and prepare the date for analysis 

  • Support advisors and analysts client servicing needs

  • Design and prepare client deliverables

  • Support firm wide marketing efforts

  • Review peer reports for quality control

SKILLS REQUIRED

  • Excellent written and oral communication 

  • Sharp detail orientation with a strong analytical aptitude 

  • High proficiency in Microsoft Word and Excel (will be tested)

  • Prior experience as a planning assistant or para-planner 

  • Strong aptitude for quality control

  • Organization and project management ability

  • Ability to work independently and with our team

  • Proficient with software and technology (will be tested)

  • Marketing education and / or experience

This is a salaried position with benefits. Come only with a heart to serve.

 

 

Job Requirements

Education-Bachelor Degree

Experience- 2-4 Years preferred in previous role.

Skills-Excellent Verbal & Communication skills is a must.

Must be within a commutable distance to insure a punctual attendance.

 

Application Instructions

Resumes are being accepted via email only.  Applicants should forward their resume in PDF format to jlawson(at)vantagefinancial.com.

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