Financial Advisor

Job Description

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Guardian Wealth Advisory Group | Elgin, IL

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At Guardian Wealth Advisory Group, great financial advice starts with genuine relationships.

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We're a growing, independent wealth management firm that cares deeply about the more than 750 families we serve and the people who make it all possible: our team.

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We're looking for a Financial Advisor who loves working with clients, asks thoughtful questions, and is passionate about making a meaningful difference in people's financial lives.

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You'll step into an established client base, work alongside a close-knit team that genuinely enjoys working together, and help us shape an exciting next chapter.

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Your primary focus will be leading ongoing client reviews, deepening existing relationships, and identifying opportunities to deliver additional value to the families we serve.

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• Independently lead ongoing review meetings for assigned client households.

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• Build trusted relationships by understanding clients' financial goals, family circumstances, concerns, and changing needs.

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• Deliver thoughtful, actionable recommendations that help clients make confident financial decisions.

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• Provide exceptional service through proactive communication, personalized attention, and consistent follow-through.

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• Strengthen existing relationships and earn referrals through an outstanding client experience.

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Take a comprehensive approach to each household's financial picture, identifying opportunities involving:

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• Additional assets under management and held-away asset consolidation.

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• Retirement income planning, including fixed and fixed-indexed annuities when appropriate.

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• Life insurance and long-term care planning.

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• Tax-efficient retirement strategies and potential Roth conversions.

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• Estate and legacy planning coordination.

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You'll help clients understand their options, develop appropriate recommendations, and coordinate implementation, always keeping their interests at the center of every conversation.

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• Prepare for client reviews by analyzing financial plans, running reports, conducting research, and identifying planning opportunities.

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• Collaborate with our advisors, operations team, and client service team to deliver a seamless client experience.

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• Support broader financial planning initiatives and complex case analysis as needed.

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• Bring fresh ideas and an improvement mindset as we continue growing our firm and evolving our client experience.

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• Current Series 65 license or valid Series 7 and Series 66 combination.

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• Illinois Life and Health insurance producer licenses, or the ability to obtain them before starting.

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• At least one year of experience meeting directly with financial advisory clients, conducting or participating in reviews, and discussing financial planning recommendations.

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• Strong relationship-building skills and the ability to identify planning opportunities and present appropriate solutions.

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• Excellent communication, organization, judgment, and follow-through.

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• A genuine commitment to doing what's right for clients.

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• Experience with fixed and fixed-indexed annuities, life insurance, and long-term care planning.

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• CFP certification or comparable financial planning expertise.

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• Experience working within an independent wealth management firm or RIA.

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We're looking for someone who genuinely enjoys people.

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You're comfortable leading client conversations, curious enough to ask the right questions, and motivated to uncover opportunities that make a meaningful difference.

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You take ownership of your work, follow through on your commitments, and understand that building lasting relationships is just as important as delivering sound financial advice.

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You also enjoy being part of a team. You share ideas, support your colleagues, celebrate wins, and believe that working hard and having fun aren't mutually exclusive.

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We offer something different from the traditional financial advisor opportunity.

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• : Spend your time advising and building relationships rather than constantly searching for your next prospect.

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• : No cold calling, no building a book from scratch, and no requirement to bring existing clients.

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• : Join us during an exciting period of growth, including an upcoming office expansion and the opportunity to help shape our future.

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• : Work alongside accessible leadership and a close-knit team that supports one another, celebrates successes, and genuinely enjoys working together.

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• : Make a difference in the lives of families who have already placed their trust in Guardian Wealth.

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We take our responsibility to our clients seriously, but we also believe work should be rewarding, collaborative, and fun.

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If you're an advisor who wants to spend more time doing what you love, build meaningful relationships, and join a growing team where your contributions truly matter, we'd love to meet you.

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Join Guardian Wealth Advisory Group and help us shape what's next!

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