SR Financial Advisor; Inherited Book of Business!) Orland Park

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Full Time 4.1 Sales Orland Park, IL, US

3 days ago Requisition

About Us

Bring your expertise to a respected institution where you’ll inherit a well-established portfolio of client relationships and an existing book of business. This rare opportunity offers an immediate platform for impact, allowing you to focus on serving clients, expanding relationships, and growing your practice from day one!

Founded by John

F. McCarthy in 1945, Marquette Bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.

Pay Range: Commissions with small forgivable base ($16.00/hr)

The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant’s qualification, experience, education and skills.

Position Overview

We are seeking an experienced, high-performing Senior Financial Advisor to join our growing Chicago team. You will inherit an established, active book of high net worth clients. This role is designed for a seasoned professional with active Illinois Insurance License and Series 7, 63 and 65 or 66 credentials who excels at relationship management and organic growth. You will immediately take over revenue-producing relationships while enjoying a highly lucrative hybrid/commission-based payout structure.

Key Responsibilities

• Book Inheritance & Retention:
  Transition seamlessly as the lead advisor for an established, active book of Chicago-based high net worth clients.
• Relationship Management:
  Deliver high touch service to retain existing client assets and maintain deep, trust-based relationships.
• Financial Planning & Strategy:
  Author comprehensive strategies covering retirement, estate, tax minimization, and multi-generational wealth transfer.
• Organic Growth:
  Identify opportunities within the inherited book for asset consolidation, insurance solutions, or generational wealth transfers.
• Internal Relationships:
  Builds strong partnerships across the bank that encourage referrals of clients who may benefit from financial advice.
• Compliance & Integrity:
  Maintain flawless regulatory standards in alignment with FINRA, SEC, and firm policies.

Required Qualifications

• Experience:
  
  Minimum 5–7+ years of current direct client-facing experience managing high net worth client accounts.
• Licensing:
  Active Series 7, 63 and 65 or 66 license(s) are strictly required;
  Illinois Insurance License
• Track Record:
  Proven ability to build immediate rapport, retain existing clients, and manage complex financial plans.
• Clean Record with FINRA/U4 regulatory history.
• Current strong working knowledge of investment products, terms and procedures

Preferred Skills

• Deep familiarity with the Chicagoland market and local financial networks.
• Proficiency with investment annuity and equity trade submission systems.

What We Offer

• Immediate Revenue:
  Take over an active, revenue-generating client base on day one.
• Lucrative Structure:
  Competitive base protection paired with aggressive commission splits on the inherited asset base and new growth.
• Full Back Office:
  Dedicated compliance, administrative, and paraplanning support to free up your time.
• Benefits:
  Medical, dental, vision, life, short-term and long-term disability, 401(k) matching, Employee Stock Ownership Plan (ESOP) and generous paid time off.

Physical Demands: The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Employee is regularly required to remain in a stationary position for extended periods of time.
• Employee may need to…