Financial Advisor
GemHarvest Executive Recruiting
Chicago | Remote within the Chicago market
$10B+ RIA
A fast-growing advisory team within a $10B+ RIA platform is seeking a Wealth Advisor to help expand its Chicago presence. This is a strong fit for someone who enjoys investment‑led client conversations, referral‑driven growth, and the autonomy of helping build a local market. What You’ll Do Build Fidelity and Schwab referral relationships Lead and support client reviews, prospect meetings, and follow‑up Help convert new opportunities while servicing existing relationships Partner with a senior advisor on investment strategy, portfolios, and growth What’s Offered Remote flexibility with optional downtown Chicago office access Strong Fidelity and Schwab referral access Clear track toward production and local market leadership What You Bring Bachelor's Degree 4+ years of RIA, private wealth, or investment advisory experience Investment fluency and client‑facing polish Ability to build trust and help bring in new AUM Series 65 or 66 required; CFP preferred or in progress #J-18808-Ljbffr GemHarvest Executive RecruitingVacancy posted 4 days ago
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