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Financial Advisor | Chicago RIA
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-03-01
Listing for:
ECG Resources, Inc.
Full Time
position Listed on 2026-03-01
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
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