Financial Advisor-IL - Chicago, Illinois, , United States

Only for registered members Chicago, Illinois, , United States

2 days ago

Default job background
Overview · Join a collaborative wealth management firm where you can make a meaningful impact on clients and your career. As a Financial Advisor (FA), you'll partner closely with Senior Financial Advisors to deepen client relationships, support business growth, and deliver high-q ...
Job description

Overview
Join a collaborative wealth management firm where you can make a meaningful impact on clients and your career. As a Financial Advisor (FA), you'll 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 firm's 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.



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