Financial Advisor-IL

Chicago, IL - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Overview
Join a collaborative wealth management firm where you can make a meaningful impact on clients and your career. As a Financial Advisor (FA) youll partner closely with Senior Financial Advisors to deepen client relationships support business growth and deliver high-quality service to an affluent client base. This role is ideal for a licensed professional eager to grow through mentorship in a dynamic practice.

Key Responsibilities

Support Senior Financial Advisors in managing and growing an established practice
Build and maintain strong client relationships through proactive client-focused service
Assist with business development and prospect identification
Collaborate on creating and updating financial plans aligned with client goals
Maintain accurate client records in the firms CRM system
Support client and prospect events as needed
Partner effectively with internal teams across the firm

Qualifications

Active Series 66 or Series 63/65 license (or ability to obtain)
3 years of financial services experience preferred
Strong communication organization and relationship-building skills
Ability to manage multiple priorities in a fast-paced environment
Experience working collaboratively with advisors and internal partners
Familiarity with CRM tools

Compensation & Benefits
Competitive compensation and benefits including 401(k) with match employee stock purchase plan paid time off parental leave and comprehensive health insurance.

Required Experience:

Unclear Seniority

OverviewJoin a collaborative wealth management firm where you can make a meaningful impact on clients and your career. As a Financial Advisor (FA) youll partner closely with Senior Financial Advisors to deepen client relationships support business growth and deliver high-quality service to an afflue...