Job Description
Join WealthFirst Financial Group, a premier wealth management firm in Chicago's vibrant financial district. We're seeking a Financial Advisor who values work-life balance and thrives in a client-focused environment. Enjoy the freedom of flexible hours while building your dream career in finance. Our advisors maintain a 4-day work week with remote options available. Benefit from comprehensive training, mentorship from industry veterans, and a robust client acquisition system.
WealthFirst offers uncapped commission potential, health benefits, retirement planning support, and professional development stipends. Transform your financial expertise into a rewarding career that adapts to your lifestyle. Apply today to become part of our elite team serving Chicago's high-net-worth community.
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients annually
- Manage investment portfolios ($50M+ AUM) with quarterly rebalancing strategies
- Conduct virtual/in-person client meetings during flexible business hours
- Drive new business growth through our established referral network
- Stay current on market trends and regulatory changes (CFP/CFA required)
- Collaborate with tax and legal partners for comprehensive solutions
- Maintain CRM compliance and client documentation standards
Qualifications
- Series 7 and Series 66/65 licenses (FINRA registered)
- 3+ years financial advisory experience with AUM management
- CFP or CFA designation preferred
- Proven track record in client acquisition and retention
- Strong analytical skills with investment portfolio management expertise
- Exceptional communication skills for diverse client interactions
- Ability to work independently with flexible scheduling
- Bachelor's degree in Finance, Economics, or related field