Senior Financial Advisor

Job Description

Role Overview

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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 opportunity to join an established yet entrepreneurial organization where talented professionals can make an immediate and visible impact.

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The successful candidate will step directly into a client-facing role, helping to drive new client acquisition and business growth while serving existing relationships. Beyond managing client relationships, this advisor will have the opportunity to influence the client experience, contribute to strategic initiatives, and help shape the future of the firm.

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This position is ideal for a driven advisor who values collaboration, deep and lasting client relationships, and the flexibility of the independent RIA model. The right individual will be energized by the opportunity to work alongside experienced professionals, the opportunity to leverage individual incentive while working in a team environment. The ideal candidate will contribute ideas that matter and build a long-term career with a firm where leadership opportunities are expected to grow alongside the business

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Key Responsibilities

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• Serve as a lead advisor for existing and newly developed client relationships
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• Deliver coordinated financial planning, investment guidance, and ongoing advice
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• Build trust and long-term relationships with clients and their families
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• Participate in prospect meetings and assist in closing new business
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• Leverage personal and firm resources to support organic growth initiatives
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• Collaborate with internal team members to ensure high-quality client experience
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• Maintain compliance with all firm policies and regulatory requirements
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Qualifications & Experience

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• CFP® certification required , JD, CPA, or CFA a plus.
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• 7+ years of experience as a financial advisor or in a comparable client-facing role
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• Existing book of business is preferred but not required
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• Series 7 and/or Series 63 and Series 65 licenses are a plus
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• Alignment with a client-centric, fiduciary approach to advice
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Key Competencies

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• Ability to step into a servicing advisor role immediately
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• Demonstrated closing skills and comfort participating in prospect conversations
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• Strong communication, interpersonal, and organizational skills
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• Alignment with a client-centric, fiduciary approach to advice
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Location & Work Environment

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• Based in the Chicagoland area , or willing to relocate
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Compensation & Benefits

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• Competitive compensation package, including base salary and incentive opportunities
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• Hybrid work capability for remote opportunities.
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• Benefits package, including health insurance, Personal Time, and 401(k).
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• Professional development and continuing education opportunities.
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How to Apply

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Interested candidates should submit their resume and cover letter to Ron Paprocki, JD, CFP® (President) with the subject line "Senior Financial Advisor Application - [Your Name]."