Job Description
Join our elite team of financial advisors in Chicago's thriving financial district! We're urgently seeking passionate professionals to transform clients' financial futures. Enjoy a competitive base salary with uncapped commission in a dynamic environment where your expertise directly impacts lives.
As a cornerstone of our wealth management division, you'll leverage cutting-edge tools and mentorship to build lasting client relationships. Our Chicago headquarters offers unparalleled networking opportunities and industry-leading resources.
Why apply today? • Immediate start available • Comprehensive benefits package • Accelerated career progression • Client acquisition support • Ongoing professional development
Responsibilities
- Develop personalized financial strategies aligned with client goals and risk tolerance
- Manage investment portfolios across diverse asset classes (equities, bonds, alternatives)
- Conduct thorough financial analysis and market research for client recommendations
- Build and maintain robust client relationships through regular portfolio reviews
- Meet/exceed sales targets for financial products and services
- Stay current on regulatory changes (SEC, FINRA) and compliance standards
- Collaborate with internal teams (tax, estate planning) for holistic solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain immediately)
- 3+ years of financial services/advisory experience with proven sales track record
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills for diverse clientele
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- FINRA registrations (Series 7/66) and clean U4 record