Financial Advisor

Financial Advisor

A well-established wealth management and investment services group in the Western Chicago suburbs is seeking an experienced Financial Advisor to join its growing team. This role is ideal for a licensed advisor who excels in client relationship development, needs-based financial planning, and investment strategy guidance. The position offers a hybrid work schedule, strong earning potential, and the opportunity to build relationships across a highly engaged client base.

The Financial Advisor will market and explain investment, insurance, and advisory solutions to clients using a goals-based planning approach. You will develop client profiles through interviews and in-depth discussions around financial background, goals, time horizon, and risk tolerance. Using this information, you will construct customized investment strategies aligned with client needs and firm philosophy. The role includes opening accounts, executing and confirming client orders, maintaining detailed records, handling inquiries, and delivering a high level of service.

Advisors are expected to maintain product knowledge, stay current on market trends, and uphold strict standards of confidentiality and compliance.

• Provide needs-based financial planning and investment recommendations
• Explain and offer a full suite of investment and insurance solutions
• Interview clients to gather goals, risk tolerance, and financial background
• Develop customized investment strategies and conduct portfolio reviews
• Open accounts, process transactions, and confirm client orders
• Maintain client records, respond to inquiries, and manage ongoing relationships
• Stay current on investment products, regulations, and internal procedures
• Support marketing and client outreach initiatives
• Safeguard confidential client information and support compliance requirements
• Maintain a strong presence in client meetings, branches, and community interactions

• Bachelor's degree or equivalent experience
• Series 7 and 66 licenses required, plus state insurance licensing
• 23+ years of brokerage, advisory, or wealth management experience
• Experience serving high-net-worth or mass‑affluent clients strongly preferred
• Proven business development and client relationship management skills
• Ability to analyze financial goals, assess investment needs, and recommend appropriate products
• High level of integrity, confidentiality, and independent judgment
• Travel within the region as needed to meet clients

• Experience with investment platforms such as Bloomberg, Advantage, or similar systems is preferred

• Base salary: $75,000 $ 105,000
• Commission earnings + discretionary annual bonus
• Comprehensive benefits package
• Hybrid work schedule