Financial Advisor (Hybrid) - Chicago, IL
Financial Advisor (Hybrid) - Chicago, IL
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
- College degree preferred
- 2 years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- CFP license preferred
- Industry experience preferred
- Strong organizational prioritization interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook Excel Word and Power Point)
- Experience with CRM; Wealthbox preferred but not required
- An existing client base to manage and grow
- Provide expert financial and legal advisory services tailored to client needs
- Collaborate directly with the CEO/Wealth Manager to learn best practices in wealth management and leadership
- Develop implement and monitor comprehensive financial plans for clients ensuring alignment with their personal and financial goals
- Work with Vertis Wealth and Law: Financial Analysts Tax Attorneys Estate Attorneys to create a well rounded experience for clients
- Leverage your legal expertise to offer unique insights into estate planning tax strategies and risk management
- Build and maintain strong client relationships ensuring exceptional service and trust
- Contribute to the firms strategic growth by identifying and pursuing new business opportunities
- $100k base salary commission
- Over $1M in marketing and lead generation allowance
- Health Insurance
- 401k
- PTO
- 8am-5pm Monday-Friday (hybrid)
- Some evenings required for client events
Required Experience:
Unclear Seniority
Employment Type
Advisor
