Financial Advisor (CFP)
Location: Peoria, IL
Job Type: fulltime
Company: The Greater Midwest Financial Group
Salary: $50000.0 - $75000.0 per year
Category: Financial Services
Job Description Apply Now
Are you ready to make a meaningful impact by helping individuals and families achieve their financial goals? As a Financial Advisor (CFP), you will play an essential role in supporting clients to secure their financial futures, providing expert guidance on investments, retirement planning, and holistic financial strategies. Prudential Advisors is seeking motivated and analytical professionals for full-time opportunities, offering a dynamic career path in the financial services industry. By joining our team, you will have the chance to work alongside experienced financial professionals, benefit from comprehensive training, and develop your expertise in a supportive, collaborative environment.
Financial Advisors (CFP) are responsible for building strong relationships with both existing and prospective clients, listening to their unique needs, and delivering tailored financial plans. Your daily responsibilities will include gathering comprehensive client information, constructing robust financial plans, and assisting clients in preparing for major life milestones such as retirement. You will also be involved in preparing and reviewing investment portfolio recommendations, ensuring that each client’s financial strategy aligns with their goals and risk tolerance.
Our structured Career Development Program (CDP) provides you with the required training, licensing, and support to excel as a Financial Advisor (CFP). No prior financial services experience is required, thanks to our thorough onboarding process, but a passion for helping others, strong communication skills, and an entrepreneurial mindset are key to your success. If you have previous experience in sales, customer service, or networking, you will find that your skills are highly transferable and valued in this role.
As a Financial Advisor (CFP), you will be part of a professional team that thrives on collaboration and shared success. You will receive ongoing mentorship and support from seasoned financial advisors, access to continuous educational resources, and an opportunity to grow your career in a rewarding and intellectually stimulating field. Our compensation and benefits package is designed to reward your hard work and commitment, with industry-leading incentives, competitive commission structures, and access to comprehensive health and retirement benefits.
Prudential Advisors is proud to be an equal opportunity employer, fostering an inclusive and supportive work environment where all employees can thrive. Our commitment to professional development and ethical standards ensures that every team member is empowered to reach their full potential. We invite you to explore this exciting career opportunity and take the first step towards a fulfilling future as a Financial Advisor (CFP) in our organization. Click the application button to apply and start your journey today.
Financial Advisor (CFP) - Summary- Advise clients on financial planning, investment strategies, and retirement preparation
- Build and maintain strong client relationships
- Join a collaborative team with access to leading training and development programs
- Opportunity for career advancement and professional growth
- Develop and maintain relationships with clients, both existing and prospective
- Gather and analyze detailed client information to create tailored financial plans
- Guide clients through retirement planning and investment decisions
- Prepare and review investment portfolio recommendations
- Participate in ongoing training and professional development initiatives
- Work collaboratively within a team of financial professionals
- Competitive commission and bonus structure, with first-year averages between $50,000 and $75,000
- Participation in 401(k) plan, medical, dental, vision, and life insurance coverage for eligible employees and dependents
- Paid leave and additional benefits as per company policies
- Comprehensive support for licensing and exam preparation
- High school diploma or GED equivalent required; college degree or equivalent work/life experience preferred
- Strong analytical, communication, and interpersonal skills
- Self-motivated with an entrepreneurial attitude
- Customer service orientation and proven problem-solving abilities
- Willingness to obtain necessary FINRA and state licenses through the Career Development Program (CDP)
- Motivated self-starter with a drive for professional excellence
- Enjoys networking and building client relationships
- Critical thinker with a passion for lifelong learning and professional growth
- Experience in sales, customer service, or financial services is a plus
- Adaptable, ethical, and committed to delivering exceptional client service
- All required licensing and exam fees covered by the company during the affiliate phase
- Access to ongoing mentorship and joint work opportunities with experienced advisors
- Supportive team culture with a roadmap for career advancement
- Prudential Advisors is a brand of The Prudential Insurance Company of America and its subsidiaries
- Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW.
- Prudential participates in E-Verify
Take the next step in your career by applying today as a Financial Advisor (CFP). Click the job application button now to begin your journey toward professional growth and success!