More jobs:
Financial Advisor | Chicago RIA
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-02-28
Listing for:
ECG Resources, Inc.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
As a Financial Advisor (FA), you’ll be at the center of a dynamic and growing wealth management practice. Acting as a trusted partner to Senior Financial Advisors and their clients, you will help deepen client relationships, support business development, and deliver exceptional service to HNW clients.
Key Responsibilities- Partner closely with Senior Financial Advisors to support the growth and management of an established wealth management practice
- Build and deepen relationships with new and existing clients through proactive engagement and exceptional service
- Assist in uncovering business development opportunities and identifying new relationship prospects
- Collaborate on the creation, refresh, and delivery of financial plans aligned with client goals
- Update, maintain, and compile client information using the firm’s CRM system
- Support and help manage local client and prospect events, as needed
- 3+ years of experience in the financial services industry
- Licenses may be obtained as a condition of employment
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×