Financial Advisor
Diamond Consultants - Financial Advisor Recruiters and Consultants
Job Description
We're partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office.
\n \nThis is an opportunity to work with high-net-worth clients while collaborating directly with engineers and technology teams to help shape the future of advisor technology and AI-enabled wealth management.
\n \nWhat you'll bring:
\n- \n
- 5+ years of wealth management experience \n
- Strong financial planning background with HNW clients \n
- CFP® preferred (or pursuing) \n
- Interest in technology, innovation, and AI \n
- Entrepreneurial mindset and excellent relationship management skills \n
- Ability to work full-time in New York City \n
If you're looking to join an innovative firm where you'll have a meaningful impact on both clients and the future of the advisory business, we'd love to connect.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Mundelein, IL vacancy
- ...Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
Mundelein, IL2 days ago - ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, a top wealth management practice... ...for a subset of the company's clients. · Execute delivery of financial plans and case preparation for client meetings. · Prepare the...SuggestedFull timeWork at office
Lead Advisor
Vernon Hills, IL1 day ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Vernon Hills, IL5 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Vernon Hills, IL1 day ago- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell \n The look and feel of an independent advisor—with the benefits of being an employee \n Three retirement programs...Suggested
Tri-State Wealth Advisors of Prudential Advisors
Mundelein, IL2 days ago - ...Job Description About the Role: \n We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have...
WestPoint Financial Group
Mundelein, IL5 days ago - ...Job Description Prudential Advisors is looking for an Experienced Financial Advisor in the Watertown market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping...Worldwide
Prudential Financial
Mundelein, IL4 days ago - ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...\n \n CAREER REQUIREMENTS \n When searching for future advisors, we look for a variety of skillsets that have proven to be leading...Work at office
WestPac Wealth Partners
Mundelein, IL4 days ago - ...Job Description We are looking for Experienced Advisors to join our Carolina Financial Group Team! \n \n You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients...Worldwide
Prudential Financial
Mundelein, IL3 days ago $150k
...Job Description Position: Financial Advisor \n \n Locations: Phoenix, AZ | Denver, CO | Remote \n \n About AQI \n Gallacher Capital (GC) dba Forward Wealth \n Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed...Work at officeRemote workAQI
Mundelein, IL4 days ago- ...Job Description Financial Advisor Trainee – Build a Business, Not Just a Book \n Port Jefferson, Long Island, NY | In-Office \n 100% Commission | Uncapped Earning Potential \n \n The Opportunity \n \n BrokerHunter is conducting a confidential search on...TraineeshipWork at office
BrokerHunter
Mundelein, IL4 days ago $100k
...Job Description Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and...Permanent employmentWork at officeLocal areaFlorida Financial Advisors
Mundelein, IL6 days ago- ...Job Description Financial Advisor \n Reports to: Commercial Head \n \n About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services...Temporary workWork experience placement
BBVA Global Wealth Advisors
Mundelein, IL5 days ago $80k - $100k
...Job Description Financial Advisor \n \n Location: Lisle, IL \n Compensation: $80,000–$100,000 base + bonus \n \n A growing independent wealth management firm in Chicago’s western suburbs is looking to add a CFP® professional to its advisory team. This...Masis Professional Group
Mundelein, IL5 days ago- ...Job Description Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based. \n \n As...
Fifth Avenue Financial
Mundelein, IL6 days ago - ...Job Description Experienced Advisors — Build Your Practice Your Way \n \n You’ve already built a successful practice. The next... ...the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! \n \n What...Flexible hours
Carolina Financial Group - Prudential Advisors
Mundelein, IL5 days ago - ...work. Rewarding career. \n Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
Thrivent
Mundelein, IL2 days ago - ...Job Description Advisor \n Reports to: Partner \n Status: Exempt, Full-Time \n \n Moneta is an independent Registered Investment... ...one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building...Full timeTemporary work
Moneta
Mundelein, IL6 days ago $150k - $175k
...Job Description Senior Financial Advisor \n Established and respected fee-only RIA \n New York City, Hybrid (2 days in office / 3 days remote) \n \n An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated...Work at officeRemote workGemHarvest Executive Recruiting
Mundelein, IL5 days ago- ...wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client practice in New York City... ...on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial...Private practice
Talent Focus Executive Search and Consulting
Mundelein, IL4 days ago - ...Job Description Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing... ...recommendations \n • Develop and implement customized financial strategies and investment plans tailored to client objectives...
Lead Advisor
Mundelein, IL9 days ago - ...Job Description Role Overview \n We are seeking an experienced Financial Advisor to join our growing team and play a meaningful role in the next chapter of our firm's success. With nearly $1.5 billion in assets under management and continued momentum, this is a unique...Immediate startRemote workRelocation
MEDIQUS Asset Advisors, Inc.
Mundelein, IL2 days ago - ...Management provides clients with a holistic approach to reaching their financial goals, integrating comprehensive planning with tailored... ...life goals. \n \n Role Description The Senior Financial Advisor is a full-time role, responsible for leading client relationships...Full timeTemporary work
Pearl Capital Management
Mundelein, IL2 days ago - ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Full timeWork at officeFlexible hours
Bankers Life
Buffalo Grove, IL1 day ago - ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs...Full time
Tri-State Wealth Advisors of Prudential Advisors
Wheeling, IL1 day ago - ...record of promoting from within. They're looking to add Associate Advisors to help convert this referral pipeline into long-term client... ...wealth management opportunities \n Guide clients through financial planning needs, including wills, trusts, and inheritance planning...
JCW Group
Mundelein, IL6 days ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Arlington Heights, IL2 days ago- ...to remain open for 30 days, from 20-Apr-2026. The posting may close early due to the volume of applicants. Role summary As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional...TraineeshipWork at officeWork from homeHome officeFlexible hours
Edward Jones
Ingleside, IL1 day ago - ...Job Description **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** \n Are you ready to make a real difference... ...and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can...Work experience placementLocal areaRemote workFlexible hours
Equitable Advisors
Mundelein, IL2 days ago - ...Job Description The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. \n \n As a Financial Representative you...Permanent employmentTemporary work
Guardian
Mundelein, IL9 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- estate planning consultant Mundelein, IL
- financial consultant Mundelein, IL
- finance associate Mundelein, IL
- financial associate Mundelein, IL
- financial planning administrator Mundelein, IL
- financial counselor Mundelein, IL
- wealth advisor Mundelein, IL
- jde finance consultant Mundelein, IL
- financial planning assistant Mundelein, IL
- financial planning associate Mundelein, IL