Associate Wealth Advisor

Job Description

Associate Wealth Advisor | Series 7 & 65/66 | St. Charles, IL

Elevation Wealth Management is a growing independent wealth management team in St. Charles, supporting about 400 client households and $250M in assets. Securities are offered through LPL Financial. We're adding an Associate Wealth Advisor to partner with our two lead advisors, build lasting client relationships, and grow with the practice.

What you'll do

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• Own service for existing client households (about 60–70% of your week): prepare for meetings, handle follow-up, and keep clients well taken care of
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• Sit in on client reviews alongside our lead advisors and take on more relationships as you grow
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• Spend the rest of your time developing new client relationships
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• Work every day in RightCapital, Redtail and LPL ClientWorks
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What you bring

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• Active Series 7 and Series 65 or 66 (required; we can't sponsor these exams)
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• 2+ years in financial services. Bank, insurance, wirehouse and independent backgrounds are all welcome
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• Life & Health insurance license preferred, or the ability to earn it within 90 days
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• Self-motivated and professional, comfortable owning client relationships
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• Within about a 30-minute commute of St. Charles
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Compensation & growth

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• $50,000 base plus a tiered revenue payout: 50% up to $100K, 55% from $100K–$200K, 60% from $200K–$300K
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• $100 one-time bonus per new Medicare client
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• Support to pursue your CFP® after your first year
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• PTO based on experience; 401(k) may be offered after year one
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Work setup

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• In-office at our St. Charles location (100 Illinois St.) to start, so you're fully trained and part of the team. Hybrid flexibility is possible over time.
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Interview process: a virtual interview, then an in-person meeting with our partners. The role is open now, so the right person can start right away.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Highpoint Advisor Group, LLC, a registered investment advisor. Highpoint Advisor Group and Elevation Wealth Management are separate entities from LPL Financial.

Additional Job Application Terms

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• This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding Alaska, Hawaii, Nevada, South Carolina, and West Virginia.
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• We’re committed to making our hiring process as smooth and timely as possible. If you’re a potential fit, our team will reach out within two weeks. If you do not hear back in that time, we encourage you to explore other opportunities in the future.
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• Do you agree to the additional job application terms outlined here:
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• View LinkedIn Terms
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