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Independent Financial Advisor – Portable Book

Job in Chicago, Cook County, Illinois, 60601, USA
Listing for: Phoenix Capital
Contract position Listed on 2026-11-15
Job specializations:
Salary/Wage Range or Industry Benchmark: 100000 - 200000 USD Yearly USD 100000.00 200000.00 YEAR

Job Description & How to Apply Below

Position: Independent Financial Advisor – Grow Your Portable Book

Phoenix Capital is actively seeking senior bankers and financial advisors across the United States to join a global independent asset management platform. The opportunity is available anywhere in the U.S., with onshore and offshore elements under consideration.

Candidates should hold required FINRA licenses (Series 65/64; Series 7 advantageous), be able to manage a portable book of clients, and be open to transitioning toward a more independent, entrepreneurial model.

Step into the Independent Financial Advisor – Grow Your Portable Book role at Phoenix Capital in United States and grow with us.

The position is based in United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 100..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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