Talent.com
Financial Advisor

Financial Advisor

Spence, Cassidy & Associates, LLCChicago, IL, US
22 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

Location : Scottsdale, AZ Headquarters. Remote (Anywhere in the U.S.)

Compensation and Benefits :

  • Compensation : On-Target Earnings (OTE) with uncapped earning potential.
  • Benefits :

401(k) plan with 6% match (Roth or traditional options available).

  • Nationally recognized compensation program.
  • Comprehensive medical, dental, and vision insurance.
  • One of the best benefit packages in the industry.
  • Access to industry-leading tools and resources.
  • Opportunities for professional development and continuing education.
  • Collaborative and supportive team environment.
  • Job Summary :

    Spence, Cassidy & Associates, LLC is seeking licensed and client-focused Financial Advisors to join our growing team. This remote role requires an active Life, Accident, and Health Insurance license, with Series 6, 7, or 65 licenses preferred. You will provide personalized financial, business, estate, investment and retirement planning. This will be done through offering a range of investment, insurance and financial products, helping clients achieve their financial goals.

    Join a team where your success is supported by exceptional resources, a competitive benefits package, and the flexibility to work from anywhere in the U.S.Key

    Responsibilities :

  • Implement different types of investment, insurance and financial products.
  • Build and maintain a portfolio of clients by fostering strong, long-term relationships.
  • Identify and develop new business opportunities through prospecting, networking, and referrals.
  • Consistently achieve and exceed sales goals, maintaining a strong pipeline of leads.
  • Stay current on industry trends, regulatory updates, and company product offerings.
  • Qualifications :

  • Required : Active Life, Accident, and Health Insurance license.
  • Preferred : Series 6, 7, or 65 licenses.
  • 2-3 years minimum of proven experience in financial services, insurance sales, or related fields.
  • Excellent communication, interpersonal, and relationship-building skills.
  • Strong organizational and time-management abilities, especially in a remote work setting.
  • Proficiency with CRM tools, virtual meeting platforms, and financial planning software.
  • Self-motivated, results-driven, and capable of working independently.
  • We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    Create a job alert for this search

    Financial Advisor • Chicago, IL, US

    Related jobs
    • Promoted
    Financial Advisor

    Financial Advisor

    Abbott Laboratories Employees Credit UnionGurnee, IL, US
    Full-time
    Your career path should lead to real opportunity.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage ...Show moreLast updated: 30+ days ago
    • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce60546 Riverside, IL, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - Chicago Metropolitan Area

    Financial Advisor - Chicago Metropolitan Area

    Thrivent FinancialChicago, IL, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor - Champaign, IL

    Financial Advisor - Champaign, IL

    Thrivent FinancialChicago, IL, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor with Military Background

    Financial Advisor with Military Background

    Gouin District - Northwestern MutualChicago, IL, US
    Full-time
    Are you a veteran with an unwavering sense of mission?.Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Gouin District of Northwe...Show moreLast updated: 29 days ago
    • Promoted
    Wealth Advisor | Joliet

    Wealth Advisor | Joliet

    Busey BankJoliet, IL, United States
    Full-time
    The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communicat...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance CompanyVernon Hills, IL, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Edward JonesHanover Park, IL, United States
    Full-time
    This job posting is anticipated to remain open for 30 days, from 15-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Financial Advisor

    Financial Advisor

    WestPoint Financial GroupLisle, IL, US
    Full-time
    Are you looking for a career that will leverage your years of work experience,.As a Financial Advisor, you will work.At WestPoint Financial Group, you will be part of an entrepreneurial system with...Show moreLast updated: 10 hours ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Bank of MontrealChicago, IL, United States
    Part-time
    This is a 100% remote opportunity!.Work Schedule : Monday - Friday, Operating hours are 10 am - 7 pm Central Time.Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role.This r...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor

    Financial Advisor

    BCI - Brokerage Consultants IncChicago, IL, United States
    Full-time
    A boutique, Chicago-based independent RIA is seeking a Financial Advisor to join its growing team.The firm provides comprehensive financial planning and investment management services, with a speci...Show moreLast updated: 1 day ago
    • Promoted
    Financial Aid Advisor

    Financial Aid Advisor

    Aviation Institute of MaintenanceChicago, IL, United States
    Full-time
    Training Tomorrow's Technicians to Become Skilled, Employable and Essential.About Us - Big Changes, Better Benefits - Join us today!. Aviation Institute of Maintenance (AIM).With 15 campuses nationw...Show moreLast updated: 9 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern MutualOak Brook, IL, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor - Wintrust Bank

    Financial Advisor - Wintrust Bank

    LPL Financial Holdings, Inc.Chicago, IL, United States
    Full-time
    Financial Advisor - Wintrust Bank.Your career path should lead to real opportunity.LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment o...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor North Chicago and Surrounding Areas

    Financial Advisor North Chicago and Surrounding Areas

    Thrivent FinancialNorth Chicago, IL, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor

    Financial Advisor

    RK PartnersChicago, IL, US
    Full-time
    Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    KnowhirematchNorthbrook, IL, US
    Full-time
    Financial Advisor Business Leader / Wealth Management Team Lead.Six Figure Base Salary + Team Based Production Bonus + Full Benefits. As a Business Manager, you'll be a vital contributor to a Fi...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor Development Program

    Financial Advisor Development Program

    Northwestern Mutual - Greater ChicagoSkokie, IL, US
    Full-time
    Financial Advisor Development Program .Participants of the Financial Advisor Development Program at Northwestern Mutual Greater Chicago- Skokie, Elgin, Lombard, Vernon Hills, West Loop, Aurora...Show moreLast updated: 30+ days ago