Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Financial Advisor

Job Title: Independent Financial Advisor
Location: Rosemont, IL
Department: Branch Sales
Production: $150,000 in annual production required
License Requirements: FINRA Series 7 and 66 or 65 licenses preferred, but FINRA 6 and 63 licenses will be considered. Insurance license is also preferred.
Educational Requirements: Bachelor’s degree (BA/BS) from a four year college or university, or three years sales experience and/or equivalent combination of education and experience.
 

Essential duties and responsibilities:

  1. Prospect potential clients.
  2. Recommend suitable products and services.
  3. Build close and long-standing relationships.
  4. Establish goals and have a marketing plan.
  5. Client retention.
  6. Educate clients and help them to understand the underlying source of advice.

What BDF Investments has to offer:

  • Competitive payouts
  • We offer an open architecture of products that will help you maintain a competitive edge and offer your clients the most appropriate products and services to meet their needs.
  • Our experienced compliance team provides the expertise and support you need to stay on top of compliance requirements.
  • You will have access to industry-leading tools and technology.
  • We have a strong relationship with First Clearing, a national clearing firm.

Please contact James Young to learn more about the opportunities we have available in our BDF Investments West Des Moines Branch office and why Broker Dealer Financial Services is your best choice when looking for a new broker dealer.

 

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Is it time for a change?

James Young, Recruiting Director, Broker Dealer Financial Services Corp., & Investment Advisors Corp.

James Young
Recruiting Director
jyoung@bdfs.com 
(844) 468-5800

 

Please contact us to learn more at (844) 468-5800 or join us. We welcome you to continue exploring the benefits of being affiliated with Broker Dealer Financial Services Corp. and Investment Advisors Corp.
 


We are committed to establishing an exceptional partnership with our financial advisors, providing the support, tools and resources needed to help clients achieve their financial goals.

Broker Dealer Financial Services Corp.
Investment Advisors Corp.

140 South 68th Street
West Des Moines, Iowa 50266

Member: FINRA / SIPC / SIFMA

©2016 Broker Dealer Financial Services Corp - All Rights Reserved
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Securities offered through Broker Dealer Financial Services Corp., Member SIPC. Advisory services offered through Investment Advisors Corp., an SEC registered investment advisor.

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