Job Description
Join our dynamic team as a Financial Advisor in Chicago and enjoy the perfect work-life balance with flexible hours! We're seeking a passionate professional to help clients achieve their financial goals while maintaining control over your schedule. Work remotely 2-3 days per week with in-person client meetings scheduled at your convenience. Our award-winning firm provides comprehensive training, competitive compensation, and a collaborative culture focused on growth. Ideal for experienced advisors seeking autonomy or parents returning to the workforce.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain client relationships through regular portfolio reviews
- Conduct market research and investment analysis
- Present financial solutions to clients via in-person or virtual meetings
- Collaborate with internal team on complex wealth management strategies
- Stay updated on financial regulations and industry trends
- Meet quarterly revenue targets while maintaining client satisfaction
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience
- Series 7 & 66/63/65 licenses (or ability to obtain within 90 days)
- Strong presentation and client communication skills
- Proven track record of meeting sales targets
- Ability to work independently with flexible scheduling
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- CFP designation preferred