Job Description
Launch Your Finance Career in Chicago – No Experience Required!
WealthFirst Advisors is seeking passionate, career-driven individuals to join our award-winning financial advisory team. This entry-level Financial Advisor position offers comprehensive training, mentorship, and a clear path to six-figure earnings. If you're motivated, coachable, and eager to build a career in finance, we want to meet you!
What We Offer:
- Industry-leading paid training program (8 weeks)
- Personal mentorship from top-performing advisors
- Health benefits, 401(k) matching, and paid time off
- Uncapped commission structure with performance bonuses
- Fast-track promotion opportunities
Responsibilities
- Build and maintain client relationships through personalized financial planning
- Present investment strategies and insurance solutions to clients
- Analyze financial data to create customized wealth-building plans
- Meet weekly/monthly sales activity targets
- Participate in ongoing professional development programs
- Collaborate with senior advisors on complex client cases
- Utilize CRM systems to track client interactions and progress
Qualifications
- High school diploma or equivalent (college degree preferred)
- Strong communication and interpersonal skills
- Goal-oriented with competitive drive
- Basic computer proficiency (Microsoft Office, CRM systems)
- Ability to pass FINRA Series 7 and 63 licenses (training provided)
- Valid Illinois driver's license and reliable transportation
- Pass background and credit check
- Authorization to work in the United States