Financial Advisor

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer 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 the company leads from seminars and referrals, as well as existing clients. This individual will work directly under the CEO/Wealth Manager to gain expertise and practical knowledge to eventually transition into the role of Wealth Manager within our organization. This is a unique opportunity for a driven professional to join a premier financial and legal advisory firm, learn from industry leaders, and access a clear pathway to significant career and financial growth.

• Strong initiative
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• 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; both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
• Experience with CRM;
  Wealth box, preferred but not required

• An existing client base to manage and grow
• Provide expert financial and legal advisory services tailored to client needs
• Collaborate directly with the CEO/Wealth Manager to learn best practices in wealth management and leadership
• Develop, implement, and monitor comprehensive financial plans for clients, ensuring alignment with their personal and financial goals
• Work with Vertis Wealth and Law:
  Financial Analysts, Tax Attorneys, Estate Attorneys to create a well rounded experience for clients
• Leverage your legal expertise to offer unique insights into estate planning, tax strategies, and risk management
• Build and maintain strong client relationships, ensuring exceptional service and trust
• Contribute to the firm’s strategic growth by identifying and pursuing new business opportunities
• $100k base salary + commission
• Over $1M in marketing and lead generation allowance
• Health Insurance
• 401k
• PTO

• 8 am-5 pm, 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  We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.

If you feel that you have the skills it takes for the position responsibilities listed, please apply today!