Clients First means delivering results, keeping our clients’ best interests to heart, and delivering on our promises. We strive to develop long-term partnerships with our clients and as such provide a high-impact, collaborative approach.
Creating and maintaining profitable relationship with clients while maximizing investment strategies designed to achieve their financial goals in the Elgin, IL branch.
Responsibilities and Duties
Experience selling to high net worth investors.
Book of Business around $30 million
Trailing 12 Month Income around $300,000
Will consider a smaller book of business and T12 for FA's in business (2 - 5 years).
Series 7 License
A clean U4, U5, CRD
High ratio of fee based business
Benefits and Perks
Vacation & Paid Time Off