Job Description
Join our award-winning team as a Financial Advisor in Chicago and transform your career with unmatched flexibility. We're seeking dynamic professionals to provide personalized wealth management solutions while maintaining work-life balance. Our hybrid model combines office collaboration with remote work options, allowing you to serve clients on your terms. Enjoy comprehensive training, cutting-edge technology, and a supportive culture that values your expertise.
Why Work With Us?
- Industry-leading commission structure with uncapped earning potential
- Flexible scheduling (20-30 hours/week) with core office hours
- Full suite of digital tools for seamless client management
- Continuing education stipend and professional development support
- Health benefits and retirement plan eligibility
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through personalized investment strategiesAnalyze market trends to optimize portfolio performance and risk management
- Present complex financial concepts in clear, actionable recommendations
- Collaborate with cross-functional teams to deliver holistic wealth solutions
- Meet quarterly revenue targets while maintaining compliance standards
- Utilize CRM systems to track client interactions and pipeline progress
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory or wealth management experience
- Proven track record in client acquisition and retention
- Exceptional communication skills with ability to explain technical concepts
- Strong analytical skills with proficiency in financial planning software
- Self-motivated with ability to thrive in flexible work environments
- Chicago-based with willingness to travel 10% for client meetings