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Financial Advisor

Location: Chicago, IL
Job Type: Direct Hire
Salary: $75,000.00 - $250,000.00
Date: 11/1/2017
Job ID: 02023487
Job Description
We have been retained as an executive search firm by a very successful wealth management firm in the Western area of Chicago to find an experienced financial advisor to join the practice. The individual we seek could either be a veteran advisor who is looking for a good succession plan or another professional looking to grow his /her practice in a substantial way by affiliation with a successful, local independent wealth management practice. The latter position has the potential to develop into a partner or successor situation with our client over time.

The professional we seek:
 
  • is successful to date - preferably earning a 6 figure income - with a passion for client service, a client-first fiduciary mindset, a high level of intellectual curiosity, and a willingness and ability to be a trendsetter.
  • has strong relationship building skills with the ability to generate new clients, engage in holistic conversations, formulate comprehensive financial plans and innovative solutions, and become an expert facilitator of client decisions.
  • is well educated, has earned or is currently studying for credentials such as the CFP®, ChFC, CLU, CFA, MBA or PFS, and holds an active Series 7, 63, and 65 and necessary insurance licenses.
 
Our client is well established with an impeccable reputation. The CEO of this firm has been recognized both locally and nationally as an outstanding advisor and leader in the realm of financial planning, advanced case development in life insurance, and investment management. Our client offers:
 
  • a mature well trained, professional staff for maximum support
  • excellent technology including paperless office
  • practice operating systems that are fully integrated with CRM to insure a proactive and repeatable, quality client experience
  • professional office space
the opportunity to partner with a proven professional for either succession planning or expansion purposes

Compensation/payouts and/or benefits will be crafted appropriate to what he/she brings to the table and the perceived value of his or her ability to build on the future.