Job Description
Join Chicago's premier wealth management firm as a Senior Financial Advisor. We're seeking ambitious professionals to build client portfolios, deliver personalized financial strategies, and drive business growth in one of America's most dynamic financial markets. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a collaborative environment.
Responsibilities
- Develop customized financial plans for high-net-worth clients
- Acquire new clients through strategic networking and referrals
- Manage investment portfolios across diverse asset classes
- Ensure compliance with FINRA regulations and firm policies
- Conduct regular portfolio reviews and performance analysis
- Collaborate with internal teams on tax and estate planning
- Maintain CRM systems for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses
- 3+ years of client-facing financial advisory experience
- Proven track record in sales and client acquisition
- Strong analytical skills with investment portfolio management
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation abilities