Partner, Senior Wealth Advisor-Investment Advisor Firm

Recruitment began on January 15, 2026

and the job listing Expires on April 15, 2026

Leading Registered Investment Advisor firm with a nationwide presence seeking a Partner, Senior Wealth Advisor for its office located in Chicago, IL

Top RIA firm rated by Barron’s Financial Magazine providing family office services and institutional grade portfolio management for families

Full-time, flexible

Competitive benefits including health/dental/vision and 401 K. Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance.

Direct

Hybrid

Total On-Target Earnings (OTE) of $300K (base salary of $170K plus performance based compensation)

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor while leading a small team of other advisors. As an advisor, the Partner focuses on deepening relationships with an established base of high-net‑worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

As a team leader, the Partner plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth.

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
• Ensures adherence to compliance and regulatory policies as well as company standards of client care
• Acts as a fiduciary, placing client interests and outcomes first

• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related);
  Master’s degree a plus
• 10+ years of job-related experience
• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:
  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Expert at collaboration and willing to help others
• Sales aptitude and experience is preferred
• An entrepreneurial spirit and growth‑mindset, with a positive attitude that contributes to a positive work environment
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for client meetings, company training, etc.

Flex Professionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills, and experiences of its candidate network. Flex Professionals does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non‑disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business needs.