MPPL Financial · 5 hours ago
Experienced Financial Advisor
Crystal Lake, IL
Full-time
Onsite
Mid, Senior Level
$125K/yr - $250K/yr
5+ years expMPPL Financial is looking to grow their team of financial advisors who are passionate about helping clients achieve their personal goals. The role involves generating new clients, managing relationships, and participating in client meetings to deliver financial plans and reports.
Financial ServicesInsurance
Responsibilities
Focus on growth of firm revenue by generating new clients (individual and business)
Manage existing and new client relationships
Maintain an understanding of the financial planning and investment management processes and the firm’s products and services
Participate in client meetings to gather information, deliver performance reports and financial plans, and provide general client service
Final review of proposals and applications if prepared by Support Advisors
Maintain contact with assigned clients to document and communicate relevant changes and issues
Advanced case design, modeling, and scenario building
Advanced plan and presentation development
Assist in the oversight and development Support and Service Advisors
Attend national/regional industry conferences (FPA® Conference)
Participate on Advisory Boards as a subject matter expert in their area of expertise
Qualification
Required
5+ years of financial advisor experience
Bachelors' degree from a 4-year college or university or equivalent experience. Preferred in the fields of accounting, business, economics, or finance
Series 65 License, or qualify as Investment Advisor Representative (IAR) through other methods
Obtained or in process of attaining professional designations such as ChFC®, CFP®, CFA®
Financial Advisory: 5 years (Required)
Preferred
CFP
Benefits
401(k)
401(k) matching
Dental insurance
Employee discount
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Company
MPPL Financial
MPPL Financial provides financial consulting and investment advisory services to its clients in a timely.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Scott Wallschlaeger, CFP®, CRPS®
CEO [Financial Planning, Investments, 401k, Business succession, Insurance, Retirement planning]
Brian Resch, CRPS® AIF®
Managing Partner
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