Job Description
Join Chicago's premier wealth management firm and transform lives through financial planning. We're seeking driven Financial Advisors to launch careers immediately in our downtown Chicago office. Enjoy mentorship from industry veterans, cutting-edge technology platforms, and a client base of high-net-worth individuals. This is your chance to build a sustainable practice while making tangible impact in the Windy City's thriving financial district.
Why Apply Today?
ā¢ Start tomorrow with our streamlined onboarding
ā¢ Comprehensive training program with CFPĀ® support
ā¢ Modern office with skyline views
ā¢ Performance-based bonuses and equity potential
Responsibilities
- Develop personalized financial plans for clients across retirement, investments, and tax strategies
- Build and maintain high-net-worth client relationships through consultative advising
- Analyze market trends and portfolio performance to optimize client outcomes
- Collaborate with internal teams for seamless execution of financial strategies
- Stay current on industry regulations and compliance requirements
- Represent the firm at networking events and community initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65 and/or Series 7/66 licenses (or ability to obtain within 90 days)
- 1-3 years in financial services, sales, or client-facing role
- Strong analytical skills and financial modeling proficiency
- Exceptional communication and presentation abilities
- Self-motivated with proven track record of meeting targets
- Experience with CRM platforms (e.g., Salesforce, Redtail)