Financial Planner

  • Express Employment Professionals
  • Fairview Heights, IL, USA
  • Nov 18, 2020
Full time Banking Finance

Job Description

Job Summary: Do you love numbers? Our Client in St. Clair County is looking for multiple Financial Planners to join their team. The Financial Planner responsibilities include but are not limited to:

  • Complete needs analysis to determine what solutions may best serve retirement
  • Assess client's overall financial picture, and understand their needs to devise a financial plan
  • Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
  • Act as liaison to insurance providers and other financial professionals
  • Examine and suggest financial opportunities
  • Customize financial plans according to clients' changing needs
  • Help clients implement their plans and carry out transactions
  • Present and sell suitable financial products and services
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, practices and financial products
  • No prospecting or cold calling required. All client appointments are setup for you.
  • The option to grow your business even further, by bringing in your own clients

Location: O'Fallon, IL
Position type: Full Time, Evaluation Hire
Shift: Monday-Friday, 8a-5p
Pay: $36,000/yr, plus commission
Benefits offered by Client (once hired on): medical, dental, life, short/long term disability (client covers 80% of premiums each month), paid holidays, sick and vacation days



Job Requirements:

Qualifications:

  • 2+ years sales experience
  • Possess/ability to get Series 65; or equivalent professional designation
  • Possess/ability to get Life Insurance License
  • Financial industry experience preferred
  • Goal oriented and possess an entrepreneurial spirit
  • Empathy and compassion for your customers best interests
  • Comfortable conducting seminars of 30-50 people 1-2 times a month
  • Polished/upbeat demeanor and ability to hold oneself accountable

How To Apply: Submit a completed application to the Fairview Heights location at or email your resume to

About Express Employment Professionals: Express was founded in 1983 and began franchising in 1985. A privately held company, Express has more than 800 office locations in the U.S., Canada, and South Africa. Express Employment Professionals provides employment solutions to job seekers in need of a job that matches their skills and schedule. There are many advantages by choosing Express. One application makes you eligible for multiple positions with top companies, and there are no fees for job seekers.