Financial Consultant - in ioiffice, Series

Financial Consultant Position Overview

We are seeking an experienced Financial Consultant to join our team in Chicago. The ideal candidate will have a strong background in wealth management, experience working with high-net-worth clients, and a passion for providing personalized financial guidance and exceptional client service.

• Develop and maintain relationships with high-net-worth clients.
• Provide personalized financial planning and investment guidance.
• Assist clients with wealth management strategies based on their financial goals.
• Review client portfolios and make appropriate recommendations.
• Collaborate with internal teams and investment professionals to meet client needs.
• Conduct client meetings and provide ongoing communication and support.
• Identify opportunities to deepen client relationships and expand services.
• Maintain accurate client records and ensure compliance with applicable regulations.

• 2+ years of wealth management or financial services experience.
• Proven experience working with high-net-worth clients/accounts.
• Strong understanding of investment products, financial planning, and wealth management strategies.
• Series 65 or Series 66 preferred.
• Candidates without the designation must be willing to obtain the required license within 90 days of hire.
• Excellent communication and relationship-management skills.
• Strong attention to detail and ability to handle sensitive client information professionally.
• Ability to work on-site in Chicago.

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