Vantage Financial Alliance · 4 days ago
Associate
Greater Chicago Area
Full-time
Onsite
New Grad, Entry LevelVantage Financial Alliance (VFA) is dedicated to empowering Middle American families to achieve financial independence. The Associate role involves analyzing clients’ financial needs, educating clients on tailored financial strategies, and maintaining strong client relationships.
Financial ServicesInsuranceRetirement
Responsibilities
Analyzing clients’ financial needs
Educating clients on tailored financial strategies
Recommending suitable products and services
Maintaining strong client relationships
Collaborating with the team to ensure exceptional service delivery
Contributing to company goals through proactive engagement with clients and colleagues
Qualification
Required
Strong financial analysis, advisory, and client assessment skills
Networking, communication, and client relationship management skills
Organizational and time management capabilities to handle multiple tasks effectively
A proactive approach with problem-solving and critical thinking skills
Proficiency in sales strategies, goal setting, and customer satisfaction management
Adaptability to work in a collaborative, team-oriented on-site environment
Preferred
Bachelor's degree in Finance, Business, Marketing, or a related field is preferred
Prior experience in financial services, sales, or client-focused roles is advantageous
Company
Vantage Financial Alliance
Vantage Financial Alliance is committed to helping Middle American Families become financially independent, build a retirement they can enjoy, and leave a legacy for their children that will serve their family for generations.
Founded in 2018
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
John Benham
CEO & Founder
Mark Senores
Co-Founder
Company data provided by crunchbase