Financial Advisor

Financial Advisor/Planner

Financial Services/Series 7/63 Mandate!

Minimum 5 + years of experience as Financial Advisor

Chicago Metro Area-Hybrid!

Compensation ($65,000 base + quarterly bonuses and other variable compensation ($150k-$170k+ first year)

Your Role in Catalyzing Growth

In this non-prospecting role, you’ll serve as more than just a Financial Consultant; you’ll be a trusted advisor offering personalized financial planning and guidance through face-to-face client interactions as they look to reach their retirement goals.

The Value You Bring

• No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
• Leverage your integrity, insights, and planning acumen to guide clients toward securing their financial future
• Deliver custom investment solutions and retirement plans that cater to high-net-worth clients’ immediate and future needs
• Showcase your expertise in interpersonal communication by forging long-lasting relationships
• Be a driving force for positive change for clients and the community

Expertise They Are Looking For

• A Bachelor’s degree is preferred; however, experience counts
• Active Series 7 & 63 licenses—non-negotiable
• Additional Series 65 or 66 and state registrations are a tremendous plus
• CFP certification is highly preferred
• Previous success in building relationships, uncovering needs, and recommending solutions
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• 5+ years of financial planning experience
• A proactive mindset centered around client satisfaction and problem-solving.