Job Description
Join Chicago's premier wealth management firm and launch your financial advising career tomorrow! We're seeking dynamic Financial Advisors to serve high-net-worth clients in the Windy City. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that rewards ambition. Transform lives through strategic financial planning while building your legacy in one of America's most vibrant financial markets.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Build and maintain a robust client portfolio through proactive networking and referrals
- Stay current on market trends, regulatory changes, and financial product innovations
- Present complex financial concepts in clear, actionable advice for diverse clientele
- Collaborate with cross-functional teams to deliver holistic wealth solutions
- Meet/exceed quarterly performance metrics for client acquisition and retention
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 or 66 license (or willingness to obtain immediately)
- 3+ years in financial services, sales, or client-facing roles
- Exceptional communication skills with ability to build trust rapidly
- Proven track record of meeting/exceeding sales targets
- Proficiency in CRM platforms and financial analysis tools
- Strong understanding of investment vehicles and retirement planning