Wealth Advisor
Company: Regal Securities, Inc.
Location: Glenview
Posted on: May 27, 2023
Job Description:
Regal Advisory Services, Inc - -Glenview, Illinois -Full-Time
W-2 Salary + Bonus - Hybrid Glenview Illinois Office - Will
establish new Office for right AdvisorThis unique WEALTH ADVISOR
-role will have the opportunity to work with a legacy group of
Regal clients and share in revenue while growing legacy
relationships. We seek candidates who have proven service and sales
skills, who are effective and results driven. Qualified candidates
are focused on deepening and broadening client relationship while
using a full suite of tools and technology to facilitate
outstanding outcomes. -We have a strong marketing solution for
building assets and employ 'world-class" technology and systems.You
will have an opportunity to participate in the firm's benefit
offering while enjoying a substantially improved
compensation/payout reward compared to other financial advisory
roles.Role
- Create and implement comprehensive financial solutions to meet
client goals and objectives
- Grow and maintain client relationships, assets and revenue
- Remain current with products, technologies/tools, wealth
strategies and economic and market trends
- Meet all Regulation Best Interest, Form CRS, Fiduciary and
other regulatory commitments and requirements
- Meet all Regal compliance requirements and operational
processes
- Actively participate in training and development to continually
improve your ability to provide best advice and service for
clients
-
Qualities - - - - - Client-first approach - - - - Leadership traits
- - - - - Sales intelligence - - - - - - - - Drives for results - -
- - - - - -High Integrity - - - - - - - - Accountability - - -
-
Education
- Series 7 securities license
- Series 66 or equivalent securities license
- Life, Health and Variable Annuity license or ability to obtain
within 6 months of employment
- Bachelor's Degree or equivalent work experienceExperience -
- Minimum 3 to 5 years of experience as a Financial Advisor
delivering advice and managing client relationships
- Clean CRD/U4
- Proficiency with financial planning and research tools
- Proficiency with Microsoft Office SuiteEMPOWERING SUCCESS -
INSPIRING EXCELLENCERegal is a diversified financial services
enterprise serving private clients, professional investors and
institutions. We are adding a Wealth Advisor to our team to assist
in the growth of our Wealth Management business.Our mission is to
be THE Trusted Advisor for our clients. Our passion is empowering
our team members so that they can best serve clients and perform
-work that inspires them to deliver excellence.We value those who
are ambitious dreamers and doers; talented professionals who are
creative, -courageous, and dare to think big and act on big ideas.
We want leaders, role players, pioneers and coaches. Above all, we
want good, ethical people who enjoy their work, have a positive
outlook, are willing to share their talents and skills, and who can
contribute to the whole of the organization.Learn more about how
you can "Share the Wealth" by sending your resume. - - - - - - - -
- - - - - - - - - - - - - https://www.regaladvisoryservices.com/ -
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Keywords: Regal Securities, Inc., Glenview , Wealth Advisor, Other , Glenview, Illinois
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