Financial Advisor - Chicago, IL

Advisor Employee Services • Chicago, IL

21h • Onsite

About The Position

We’re partnering with a highly respected, growth-oriented boutique RIA in the Chicago area that is looking to add an experienced Financial Advisor to its growing team. This is an opportunity for an advisor who has built strong client relationships, enjoys being entrepreneurial, and wants the resources of a sophisticated firm without losing the personal, relationship-driven feel of an independent practice. You'll have the ability to manage and grow client relationships while leveraging a deep bench of internal specialists. Instead of spending your time worrying about every operational detail, you'll have a team around you allowing you to focus on what you do best — advising clients, building relationships, and growing your business. For the right advisor, there is also a long-term path toward leadership and equity. If you're an advisor who has been thinking about what the next version of your career could look like, this is worth exploring confidentially.

Requirements

• At least 3 years of experience as a Financial Advisor
• Series 7, 65 or 66 license
• Track record of building and maintaining meaningful client relationships
• Enjoys business development and growing their practice
• Strong professional and/or community network
• Wants to operate more entrepreneurially
• Values comprehensive planning and relationship-based advice
• Looking for a platform where they can build something bigger

Responsibilities

• Manage and grow client relationships
• Advise clients
• Build relationships
• Grow your business

Benefits

• Access to dedicated advanced planning, portfolio management, operations, tax, and estate specialists
• Firm invests in its advisors and provides a foundation for business development
• Fiduciary, planning-first environment
• Direct access to experienced leadership and a collaborative team
• Opportunity for long-term leadership and equity participation
• Boutique culture with the sophistication and resources of a much larger organization
• Competitive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed