Financial Advisor - Chicago, IL

Advisor Talent Solutions
  • Chicago, Illinois
    13 days ago

    Job Description

    Financial Advisor – Chicago, IL
     
    What Could Your Practice Look Like with the Right Platform Behind You?
    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.
     
    Why This Opportunity Is Different
    • Strong infrastructure and significant internal support so you can focus on clients and growth
    • Access to dedicated advanced planning, portfolio management, operations, tax, and estate specialists
    • A firm that invests in its advisors and provides a foundation for business development
    • A true fiduciary, planning-first environment — not a product or annuity sales culture
    • 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
    • A team that values character, collaboration, and doing what is right for the client
    Who They're Looking For
    The ideal candidate:
    • Has at least 3 years of experience as a Financial Advisor 
    • Has a series 7, 65 or 66 license
    • Has a track record of building and maintaining meaningful client relationships
    • Enjoys business development and growing their practice
    • Has a strong professional and/or community network
    • Wants to operate more entrepreneurially
    • Values comprehensive planning and relationship-based advice
    • Is looking for a platform where they can build something bigger
    You don't need to be coming from a specific type of firm or have a particular client profile. If you're a strong advisor with ambition, relationships, and a desire to grow, this could be a compelling next step.
     
    The Opportunity
    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.
    Compensation is competitive and will be discussed based on experience and overall fit.

    Numbers & Facts

    LocationChicago, Illinois
    Websitehttps://advisortalentsolutions.com/careers/

    Skills

    • Annuitiesunmatched
    • Business Developmentunmatched
    • Business Growthunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer/Client Researchunmatched
    • Develop and Maintain Customersunmatched
    • Entrepreneurshipunmatched
    • Fiduciaryunmatched
    • Financial Planningunmatched
    • Investment Managementunmatched
    • Leadershipunmatched
    • Rich Internet Application (RIA)unmatched
    • Salesunmatched
    • Series 7unmatched
    • Team Playerunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder