Jobs
>
Glenview

    Wealth Advisor - Glenview, United States - Regal Securities

    Regal Securities
    Regal Securities Glenview, United States

    3 weeks ago

    Default job background
    Description
    Wealth Advisor

    Regal Advisory Services, Inc. Glenview, Illinois (Chicagoland)

    Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Our Vision is to be THE Trusted Advisor for our clients.

    Our Mission is to empower our team members so that they can best serve clients and do the work that inspires them to deliver excellence.


    We value and reward ambitious and talented professionals who are creative and courageous, who dare to think big and act on innovative ideas.

    We seek teammates who enjoy their work, have a positive outlook, are willing to share their talents and skills and who want to contribute to the whole of the organization.


    Role

    This role does not require that the advisor have an existing book of business.

    Based in our Glenview, IL offices, the right candidate will be positioned to act as a successor to retiring advisors and will, further, have the opportunity to work with a legacy group of Regal clients and share in the revenue while growing the legacy relationships.


    As a full-time, W-2 employee, you will have an opportunity to participate in the firm's benefits offering.

    Responsibilities


    • Create and implement comprehensive financial solutions to meet client goals and objectives
    • Grow and maintain client relationships, assets and revenue
    • Through training and pro-active means continuously build knowledge and expertise on products, technologies, wealth solutions, economic and capital market events
    • Meet all Regulation Best Interest, Form CRS, Fiduciary and other regulatory commitments and requirements
    • Meet all Regal compliance requirements and operational processes
    Qualities


    • Client-first approach
    • Leadership traits
    • Sales intelligence
    • Drives for results
    • High Integrity
    • High Accountability
    • Collaborative & Coachable
    Education / Licenses


    • Series 7 Securities license
    • Series 66 or 65 license
    • Life, Health and Variable Annuity license or obtain upon employment
    • Bachelor's Degree
    Experience


    • Minimum 3 to 5 years of experience as a Financial Advisor delivering advice and managing client relationships
    • Clean CRD/U4
    • Proficiency with financial planning and research tools
    • Proficiency with Microsoft Office Suite
  • pontemla

    Wealth Management Advisor

    1 week ago

    pontemla Park Ridge, United States

    **Job description** · **Job description** · Our client, a wealth management firm in Paramus is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having ac ...

  • Northwestern Mutual

    Wealth Management Advisor

    4 days ago

    Northwestern Mutual Skokie, United States

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build y ...

  • Northwestern Mutual - Greater Chicago

    Wealth Management Advisor

    1 week ago

    Northwestern Mutual - Greater Chicago Skokie, United States

    **Financial Representative**: · Financial Representatives at Northwestern Mutual **Skokie **help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial so ...

  • Regal Securities

    Wealth Advisor

    1 week ago

    Regal Securities Glenview, United States

    Wealth Advisor · Regal Advisory Services, Inc. Glenview, Illinois (Chicagoland) · Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growt ...

  • Regal Securities

    Wealth Advisor

    5 days ago

    Regal Securities Glenview, United States

    Regal Advisory Services, Inc. · Glenview, Illinois, United States · Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growth of our Wealth ...

  • Regal Securities, Inc.

    Wealth Advisor

    1 week ago

    Regal Securities, Inc. Glenview, United States

    Job Description · Job DescriptionWealth Advisor · Regal Advisory Services, Inc. Glenview, Illinois (Chicagoland) · Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to ...

  • Windward Recruiting

    Wealth Advisor

    3 weeks ago

    Windward Recruiting Northbrook, United States

    This · Wealth Advisor · will be responsible for developing relationships with and providing financial planning advice to ultra/high net worth clients while collaborating with senior leadership to uphold the firm's commitment to excellence and client satisfaction. · DUTIES & RE ...

  • Beacon Pointe Advisors

    Associate Wealth Advisor

    2 weeks ago

    Beacon Pointe Advisors Skokie, United States

    Job Description · We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects ...

  • Beacon Pointe

    Associate Wealth Advisor

    3 weeks ago

    Beacon Pointe Skokie, United States

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Skokie, IL office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. Thi ...

  • Beacon Pointe

    Associate Wealth Advisor

    1 week ago

    Beacon Pointe Skokie, United States

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Skokie, IL office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. Thi ...

  • Fifth Third Bank

    Wealth Management Advisor Ii

    1 week ago

    Fifth Third Bank Chicago, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Private B ...

  • U.S. Bank National Association

    Pwm Private Wealth Advisor

    1 week ago

    U.S. Bank National Association Chicago, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Windward Recruiting

    Servicing Wealth Advisor

    3 weeks ago

    Windward Recruiting Northbrook, United States

    This opportunity is for a · Servicing Wealth Advisor · in the Northshore Suburbs of Chicago. This Servicing Advisor thrives on building and fostering client relationships while collaborating with Senior Wealth Advisors and leadership staff. · DUTIES & RESPONSIBILITIES · Maint ...

  • Northwestern Mutual - Greater Chicago

    Wealth Management Advisor

    6 days ago

    Northwestern Mutual - Greater Chicago Skokie, United States

    Job Description · Job DescriptionFinancial RepresentativeFinancial Representatives at Northwestern Mutual Skokie help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and ...

  • Truist Bank

    Legal Wealth Advisor Iii

    1 week ago

    Truist Bank Chicago, United States

    Need Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · A Legal Wealth Advisor 3 is responsible for origination and on-going management ...

  • Northwestern Mutual - Greater Chicago

    Wealth Management Advisor

    6 days ago

    Northwestern Mutual - Greater Chicago Skokie, United States

    Financial Representative · Financial Representatives at Northwestern Mutual Skokie help their clients live more and worry less through our personalized approach to financial planning. · As a business owner, they spend their days acquiring clientele and finding financial solutions ...

  • Hyre Personal Wealth Advisors

    Wealth Advisor

    3 weeks ago

    Hyre Personal Wealth Advisors Upper Arlington, United States

    Wealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...

  • Hyre Personal Wealth Advisors

    Wealth Advisor

    3 weeks ago

    Hyre Personal Wealth Advisors Upper Arlington, United States

    Wealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...

  • Hyre Personal Wealth Advisors

    Wealth Advisor

    3 weeks ago

    Hyre Personal Wealth Advisors Upper Arlington, United States

    Wealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...

  • Hyre Personal Wealth Advisors

    Wealth Advisor

    1 week ago

    Hyre Personal Wealth Advisors Upper Arlington, United States

    Wealth AdvisorColumbus, OH 43221WHO WE AREHyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be a key st ...