Job Description
Urgently Hiring Elite Financial Advisors in Chicago! Join our award-winning wealth management firm and transform lives through strategic financial planning. We're seeking dynamic professionals to build thriving client portfolios in Chicago's booming financial district. Enjoy uncapped commission potential, industry-leading training, and a culture of excellence.
As a cornerstone of our client-first philosophy, you'll deliver personalized investment strategies, retirement planning, and wealth preservation solutions. Our comprehensive onboarding program includes mentorship from top-producing advisors and cutting-edge CRM tools to accelerate your success.
This urgent opening offers immediate start dates and competitive benefits including health insurance, 401(k) matching, and performance bonuses. Elevate your career in one of America's most vibrant financial markets.
Responsibilities
- Develop comprehensive financial plans and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through quarterly portfolio reviews and proactive communication
- Exceed annual sales targets for new client acquisition and assets under management
- Stay current on market trends, tax regulations, and financial product innovations
- Collaborate with internal teams to execute complex wealth transfer and estate planning solutions
- Lead financial literacy workshops and community outreach initiatives
- Maintain compliance with FINRA regulations and firm policies
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Minimum 3 years of financial advisory experience with proven AUM growth track record
- Active Series 7, 66 (or 63/65) and state insurance licenses
- Exceptional presentation skills with ability to articulate complex financial concepts
- Strong networking abilities and established Chicago professional connections
- FINRA Series 24 or ability to obtain within 90 days
- Certified Financial Planner (CFP) designation preferred