Financial Advisor-IL

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.