Financial Advisor
Job in
Elgin, Kane County, Illinois, 60122, USA
Listed on 2026-05-31
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Sales
Job Description & How to Apply Below
Chicago | Remote within the Chicago market
$10B+ RIA
A fast-growing advisory team within a $10B+ RIA platform is seeking a Wealth Advisor to help expand its Chicago presence.
This is a strong fit for someone who enjoys investment‑led client conversations, referral‑driven growth, and the autonomy of helping build a local market.
What You’ll Do- Build Fidelity and Schwab referral relationships
- Lead and support client reviews, prospect meetings, and follow‑up
- Help convert new opportunities while servicing existing relationships
- Partner with a senior advisor on investment strategy, portfolios, and growth
- Remote flexibility with optional downtown Chicago office access
- Strong Fidelity and Schwab referral access
- Clear track toward production and local market leadership
- Bachelor's Degree
- 4+ years of RIA, private wealth, or investment advisory experience
- Investment fluency and client‑facing polish
- Ability to build trust and help bring in new AUM
- Series 65 or 66 required; CFP preferred or in progress
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