Wealth Financial Advisor
$90k - $100kCAPTRUST
Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. Your role will be pivotal in guiding clients towards their short and long-term financial aspirations. Responsibilities Develop Client Relationships: Identify, establish, and manage new client relationships. Provide Financial Planning: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial plans and portfolios. Educate Participants: Provide financial planning and education to retirement plan participants. Build Networks: Develop relationships with referral sources, centers of influence, and external partners. Travel: Be prepared to travel as needed. Qualifications Education: 4-year college degree preferred but not required. Licenses: Series 65 or must obtain within 90 days of start date. Experience: At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles. Skills: Strong communication skills, including public speaking, and excellent interpersonal skills. Analytical, critical thinking, and problem‑solving abilities are essential. Technical Proficiency: Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation. What can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company‑paid benefits such as life insurance, short‑term disability, and long‑term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL). Compensation Long term and unlimited based on production! To start, salary range $90,000 to $100,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years transitioning to a production‑based payout in year three. Salary will be replaced by payout on production in year three. Long‑term, the upside opportunities are at the top of the financial services industry – including equity ownership. Come build your business within the CAPTRUST framework! Also interested in advisors with books of business and willing to grow. Compensation relative to experience. How do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships. Instinctive aptitude for consistently creating accurate, concise, respectful, and easy‑to‑understand verbal and written communications conveying complex information. A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges. Inherent desire to give back to our communities and enrich the lives of those around us. An other‑centered mindset. Integrity through maintaining objectivity. EEO/Diversity Statement At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This is a posting for a general FA applicant pool. This posting has no closing date. #J-18808-Ljbffr CAPTRUST
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping clients... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours$120k
...Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...: Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base...SuggestedFull time$77.9k - $199k
...career level at which the position is filled.We are currently seeking a High Net Worth Wealth Advisor. This group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust...Suggested$85k - $240k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment... ...achievement6+ years of private wealth management, financial services, or related professional...Suggested$99.6k - $169.2k
...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset... ...worldwide. With more than 135 years of financial experience and over 24,000 partners, we... ...working from home.As an Associate Wealth Advisor, Family Office Solutions, you will be responsible...SuggestedFull timeH1bWork at officeWork from homeWorldwideFlexible hours- ...existing skills and learn new ones I can succeed as a Private Wealth Advisor at Capital Group As a Private Wealth Advisor, you will work... ...nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management...Temporary workLocal areaFlexible hours
$169.38k - $207.02k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...Temporary workWork experience placementLocal area$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes... ...Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-... ...wealth strategies built on expertise in financial planning, tax and estate planning,...Work at office$102k - $190k
...Deadline:10/02/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager for high... ...banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with...Full timeContract workPart timeLocal areaShift work$102k - $190k
...Deadline:10/02/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management... ...advice and solutions designed to meet the client’s specific financial planning needs. Coordinates and integrated team of subject...Full timeContract workPart timeLocal areaShift work$123.2k - $200k
...an opportunity to contribute to the company’s success. As a Wealth Advisor Regional Sales Manager within PNC's Wealth Management organization... ...select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following...Full timeTemporary workPart timeWork experience placementWork at office- ...transform the finance industry together. Schwab Wealth Advisory is a fee based , non ‑... ...approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by... ...while helping deliver customized financial planning support and address foundational...Work at office
- ...Description Job Description Senior Wealth Manager Presented by Rekroot on behalf... ...recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of... ...The firm provides comprehensive, holistic financial planning and investment advisory...Remote work
- TwinThread is seeking a Financial Advisor in Chicago, IL to champion client success and build personalized investment solutions. Successful candidates will possess strong relationship management skills and a deep understanding of financial markets. Responsibilities include...
- JPMorganChase in Chicago is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, providing personalized investment solutions while focusing on building client relationships....
- Fifth Third Bank seeks a Wealth Management Advisor-II in Oak Brook, IL to lead client relationships and drive wealth solutions. You will work with a cross-functional team to profile clients, identify financial needs, and deliver tailored wealth planning, investments, and...
$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor based in Chicago, IL, to manage investment activities for high net worth clients. The role... ...experience in investment management, a deep understanding of financial principles, and strong decision-making skills. The position offers...- JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised solutions for individuals and families in Chicago. You’ll build client relationships, provide investment guidance, and partner referrals...
- Capital Group is seeking a Private Wealth Advisor who will work with high-net-worth individuals and complex families to create customized wealth management plans and coordinate a team of experts to implement them. You will build a book of business by developing a regional...Flexible hours
- Current is seeking experienced wealth advisors to bring and grow their book on a highly advisor-centric platform. You can transition your... ...collaboration with senior leadership while maintaining client ownership and delivering tailored financial advice. #J-18808-Ljbffr Current
- A leading financial services firm is seeking a Private Client Advisor in Chicago, Illinois. The role involves offering comprehensive financial planning and investment solutions to individuals and families, emphasizing client relationship management and support. Candidates...
- A major financial services firm is seeking a Private Client Advisor in Chicago to deliver comprehensive financial planning and advice to clients of varying wealth levels. You will build strong client relationships while fostering a supportive culture of diversity. Successful...
- A leading financial services provider is seeking candidates for their Financial Advisor Development Program. This role involves working with high-net-worth individuals, identifying their financial needs, and delivering comprehensive investment advice. Successful candidates...
- ...to manage high-net-worth accounts and multi-generational families. The role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on client experience and relationship growth. The position requires strong knowledge...
- Fairygodboss is seeking a Private Client Advisor in Evanston, Illinois to provide comprehensive financial planning and advice. This role involves building client relationships and offering personalized investment solutions, aligning with diverse needs. The ideal candidate...
- U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with medium to large high-net-worth clients. You will assemble a team of Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert guidance...
- Fairygodboss is seeking a Private Client Advisor to join Chase Wealth Management in Chicago. In this role, you will provide comprehensive financial planning and advice to a diverse range of clients, supporting them from initial savings to significant investments. Your...
- Fifth Third Bank in Northbrook, IL seeks a Wealth Management Advisor II to coordinate a private banking team delivering wealth planning, investments... ...and profitability. The role requires 8+ years in financial services, licenses, and CFP/CFA/CPWA preferred with NMLS/S...
- Lakeshore Financial Group is expanding in Chicagoland and seeks motivated individuals for the Financial Advisor position. Candidates will help clients achieve financial goals while building strong relationships and generating leads. The role is commission-based, with both...Work at officeRemote work
- K&B Communications is looking for a Senior Financial Advisor based in Oak Brook, Illinois. In this role, you will deliver comprehensive financial... ...management services to clients, utilizing your extensive wealth management experience and strong understanding of financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Financial Advisor. Be the first to apply!
- financial advisor part time Chicago, IL
- finance associate Chicago, IL
- financial counselor Chicago, IL
- associate corporate finance Chicago, IL
- private wealth advisor Chicago, IL
- financial consultant Chicago, IL
- estate planning consultant Chicago, IL
- financial planning assistant Chicago, IL
- wealth advisor associate Chicago, IL
- work from home financial advisor Chicago, IL


