RK Partners · 1 month ago
Financial Advisor - Licensed
Chicago, IL
Full-time
Onsite
Mid Level
$50K/yr - $125K/yrRK Partners is an entrepreneurial financial services company, and they are seeking a Financial Advisor to provide innovative solutions for clients. The role involves prospecting for clients, maintaining relationships, and developing personalized financial solutions.
Consulting
Responsibilities
Prospecting for clients through referrals, personal observation and networking
Developing and maintaining long-term relationships with clients
Fact gathering and needs analyses to arrive at client-centric financial solutions
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualification
Required
CRIA licensed (Corporate Registered Investment Advisor)
Series 65 (pre and post 2000 exams); Series 7 and Series 66
At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC
Strong interpersonal skills and customer service focus
Experience working with clients virtually
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience required
Benefits
Medical
Dental vision
Life and disability insurance
100% company funded pension plan
401K
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase