We are looking for additional CFP's to join our Financial Planning and Financial Advisory team at our Oak Brook, IL office in Greater Chicagoland. We are one of the most rapidly growing investment advisory firms in the area and focus our practice on helping couples in their late 50's to early 60's prepare for a comfortable, stress-free retirement. We will train you to truly serve this market well and to strongly move forward in your career. We provide first appointments for our team through radio, TV and digital marketing and are committed to both our client's and our team's success! Our Principal, Bill Geiger, appears weekly on WGN, WLS, WBBM and WIND radio as well as CBS2 television.
Please reply with resume and cover letter. You may learn more about us here.
Essential Functions and Responsibilities
Meet with prospective clients to understand their goals, concerns, experiences and dreams regarding retirement
Develop and present an analysis of their current portfolio with respect to risk, cost, and growth and income potential and their specific goals
Recommend both an income plan and growth plan appropriate to their goals, stage in life, their retirement date goal and their income requirements
Implement their plans and monitor their success over time
Required Education and Experience
CERTIFIED FINANCIAL PLANNER
Preferred Education and Experience
Illinois Life and Health
5 plus years of industry experience
Compensation and Benefits
Geiger Wealth offers an extremely competitive compensation package that includes Employer Paid Family Health Insurance, 401(k) Profit Sharing Plan and an Employer Sponsored Cash Balance Plan. Salaried positions of $60,000+ and commissioned positions 0f $250,000+.