Associate Financial Advisor
Compensation
$64k – $70k /yr
Employment type
Full-time
Work setting
On-site
Location
Springfield, IN
Schedule
Day shift
Posted
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Job overview
The Associate Financial Advisor role is listed in Springfield, IN, according to the location fields, while the title references Springfield, IL. Compensation is $63,550–$70,000 per year. The role helps clients work toward long-term financial goals through personalized investment solutions. The advisor works with current and prospective members to explain financial services, build community relationships, and participate in mentor-led appointments. The role contributes to client financial planning through prospecting, outreach, and relationship development.
What you'll do
- Provide current or prospective members with information about financial services their families may use
- network with people in the community
- prospect for potential clients
- participate in mentor-led appointments
- engage in personal observation through the community.
What we're looking for
- Skills & competencies
- associate financial advisorfinancial servicesinvestment solutionsclient relationshipsprospectingcommunity networkingspringfield in listingspringfield il titlerk partnersfull-time$63,550–$70,000401(k) matchpension plan
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, and vision insurance paid for
- 401(k) with company match
- pension plan
- group term life insurance.
Why this role
Medical, dental, and vision insurance paid for; 401(k) retirement planning with company match; pension plan; group term life insurance.
About the employer
RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 33b93079-663a-43cd-ada2-6b09c90ac86b