Financial Advisor | Chicago RIA

As a Financial Advisor (FA), you’ll be at the center of a dynamic and growing wealth management practice. Acting as a trusted partner to Senior Financial Advisors and their clients, you will help deepen client relationships, support business development, and deliver exceptional service to HNW clients. Key Responsibilities Partner closely with Senior Financial Advisors to support the growth and management of an established wealth management practice Build and deepen relationships with new and existing clients through proactive engagement and exceptional service Assist in uncovering business development opportunities and identifying new relationship prospects Collaborate on the creation, refresh, and delivery of financial plans aligned with client goals Update, maintain, and compile client information using the firm’s CRM system Support and help manage local client and prospect events, as needed Qualifications and Experience 3+ years of experience in the financial services industry Licenses may be obtained as a condition of employment #J-18808-Ljbffr