Financial Advisor - RIA Firm - Chicago, IL

Overview

Financial Advisor (Hybrid) –

Location:

Chicago, IL. Industry: Financial Services. Are you looking to expand your career and be part of a successful team? If you are driven, self-motivated, and customer-focused, and enjoy working closely with clients, developing long-term relationships, challenging yourself, and providing superior service and expertise, we would like to talk to you. Vertis Wealth in Chicago, IL is seeking to add a Financial Advisor to our team.

The Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. This position reports to the CEO/Wealth Manager to gain expertise and practical knowledge with the potential to transition into the role of Wealth Manager within the organization. This is a unique opportunity to join a premier financial and legal advisory firm and access a clear pathway to career and financial growth.

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability

• Manage and grow an existing client base
• Provide expert financial and legal advisory services tailored to client needs
• Collaborate with the CEO/Wealth Manager to learn best practices in wealth management and leadership
• Develop, implement, and monitor comprehensive financial plans aligned with client goals
• Work with Vertis Wealth and Law teams to create a well-rounded client experience (Finance Analysts, Tax Attorneys, Estate Attorneys)
• Leverage your legal expertise to offer insights into estate planning, tax strategies, and risk management
• Build and maintain strong client relationships with exceptional service and trust
• Identify and pursue new business opportunities to contribute to the firm’s growth

• College degree preferred
• 2+ years of financial services experience with an emphasis on sales
• Life and Health Licensed;
  Series 65
• CFP license preferred
• Industry experience preferred
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent communication skills (verbal and written)
• Proficient with MS Office Suite (Outlook, Excel, Word, PowerPoint)
• Experience with CRM;
  Wealthbox preferred but not required

• $100k base salary + commission
• Over $1M in marketing and lead generation allowance

• Health Insurance
• 401k
• PTO

• 8am-5pm, Monday-Friday (hybrid)
• Some evenings required for client events

Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided: