Position Description: Financial Advisor

Reports to: Wealth Manager

Job Summary

The Financial Advisor is a client-facing role with responsibilities that include data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. The Advisor participates in client meetings in an advisory capacity, possesses decision-making authority on client matters, and develops investment and financial planning strategies in the best interest of the client. In addition to being the lead advisor in certain client relationships, the role also supports the Wealth Manager and acts in accordance with established company, compliance and departmental policies, procedures and protocols.

Duties and Responsibilities

. Provide sound financial advice to clients- Develop and manage client relationships, including ongoing and regular client contact and communications- Develop relationships with outside business partners to strengthen key referral sources. Interview clients and perspective clients to gather all pertinent data needed to develop a comprehensive financial plan. Use financial planning software to support financial advice. Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, investments, budgeting, estate plan coordination, and general tax planning. Refer clients to outside experts, including attorneys, accountants, trust officers, and insurance brokers/agent. Review clients financial profile to determine if life changes necessitate new financial strategies. Oversee client investment accounts and recommend changes as necessary to assist the client in achieving their long and short term financial goals. Work with Portfolio Management team to implement, monitor and adjust client account as needed. Maintain electronic files with updated client information, prepare reports, correspondence, and complete special projects as appropriate. Conduct seminars and workshops on financial planning topics. Participate in writing educational or service-related articles for company website. Manage client needs with internal support teams including the Portfolio Management team and the Client Service Associates

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Qualifications . Bachelor’s Degree from an accredited college or university. CFP® preferred; Series 65 required. Prior RIA experience preferred. Illinois Insurance license preferred

Competencies . Demonstrate recent and progressive pattern in planning versus transactional experience; an understanding of fiduciary responsibility; strong leadership skills. Solid presentation and organizational skills; ability to multi-task and manage time effectively; detail-oriented and a professional demeanor. Demonstrate the ability to relate to and work with clients and prospects of multiple ages and various backgrounds

Traits . Possess self-confidence, entrepreneurial spirit, a commitment to personal and professional integrity and a drive to meet and exceed personal and professional goals. Ability to work independently and within a team environment; willing to be mentored. Excellent written and oral communication skills and listening skills

Salary and Benefits. Salary/benefits are competitive based on industry standards

DisclaimerThe preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a compre-hensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Please submit resume and cover letter to: cferguson@huberfinancial.com

About Huber Financial Advisors, LLC

Huber Financial Advisors, LLC, located in Lincolnshire and Chicago, Illinois, is an investment adviser registered with the Securities and Exchange Commission.

The firm’s clients consist of professionals, retirees, corporate executives, business owners and qualified pension plans. Huber

Financial’s continued growth is primarily due to referrals from its existing clients and the Schwab Advisor Network.

As a Registered Investment Adviser, and a fiduciary to its advisory clients, Huber Financial has a duty to act in good faith and place its clients’ interests first and foremost. More information about Huber Financial can be found at www.huberfinancial.com.

Huber Financial Advisors, LLC is an Equal Opportunity Employer

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