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Wealth Advisor
Remote / Online - Candidates ideally in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-12
Chicago, Cook County, Illinois, 60290, USA
Listing for:
Financial Recruiters International
Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Experienced Leader and Sales Professional – Specializing in Wealth Management, Trust & Insurance Professionals
I have multiple Wealth Advisor roles at multiple locations due to steady and rapid growth for one of my premier clients. This is a primarily remote/hybrid role with client-facing responsibilities.
Client-Focused Advisory Firm hiring in the following locations:
Open to relocation from surrounding areas.
- Chicago, IL
- Indiana
- Florida
- Texas
- Grand Junction, CO
Ideal Candidate:
- 3-10 years of experience in wealth management/advising
- Required or in process of getting Series 7 & 65
- Preferred designations:
CFP
, CFA CEPA, APMA - Would inherit an existing book of business and grow it from there.
- If you have an existing book to bring this would be an added bonus.
- Strong relationship‑building and client‑facing skills
- Career pathing and room for continued growth!
- Reporting to a phenomenal leadership team with a healthy and thriving culture
🔹 Integrated Team Model – Advisors are supported by a robust team of Associates; no silos
🔹 Strong Client Base – Middle‑market clients with $500K–$5M+ in assets
🔹 Flexible Engagement – 50/50 balance of remote work and client interaction
Seniority levelMid‑Senior level
Employment typeFull‑time
Job functionFinance
IndustriesFinancial Services and Investment Management
Benefits- Medical insurance
- Vision insurance
- 401(k)
- Pension plan
- Paid maternity leave
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