Associate Financial Advisor

Squarely LLC; Chicago (IL); On-site; USD 180,000 - 250,000; Full time

Job summary

Squarely LLC is seeking a Lead Advisor to convert inbound prospects into long-term planning clients in a wealth management setting. You'll own the client relationship from discovery through onboarding, with a true base salary and uncapped bonuses tied to revenue.

Leads are provided by the marketing engine, and you will collaborate with Sr. Advisors while maintaining a high-quality, compliant advisory process for high-net-worth households.

Qualifications

• Experience as a financial advisor in wealth management.
• Proven ability to convert prospects into planning clients.
• Strong discovery, presentation, and closing skills with high-net-worth clients.
• Able to handle a high volume of appointments while maintaining quality.
• CRM discipline and timely follow-up.
• Clean U4 and collaborative team environment.

Responsibilities

• Convert inbound leads into clients.
• Lead discovery meetings to understand goals, assets, and concerns.
• Present clear, planning-led recommendations and proposals.
• Onboard and serve new households; coordinate transfers with operations.
• Maintain ongoing client reviews as primary advisor; stay in touch.

Skills

Prospect conversion

Discovery skills

Presentation skills

Closing skills

CRM discipline

Education

CFP/Series 65 in progress

Job description

Our client is a wealth management firm growing more than 30% year over year. They serve individuals, families, and business owners with planning-led advice and long-term relationships. That growth comes from a marketing engine the firm built and runs itself. It is a coordinated four-channel outreach campaign that brings in a steady flow of prospects who have already raised their hand. The firm is adding advisors so every one of those prospects gets a timely, high-quality first conversation.

About the Role

This is a Lead Advisor role built on warm, inbound demand. The firm generates the leads, and you convert them into long-term planning clients. No cold prospecting. No cold calling, no buying lists, no networking quota. Every prospect you meet responded to the firm's outreach and asked for a conversation. Leads are delivered to you. The marketing team qualifies responders and puts appointments on your calendar. You own the relationship. You lead discovery, build the plan, onboard the client, and stay their primary advisor. True salary plus uncapped bonus. You're paid a real base salary, not a draw, plus a bonus tied to the revenue from the households you bring on. Target year-one compensation is about $200K, with no ceiling. This role suits an advisor who is strong in the room and wants more time with qualified prospects, not more time looking for them.

Responsibilities

• Convert inbound leads into clients
• Partner with a Sr. Advisor and meet with qualified prospects who responded to the firm's outreach campaign
• Run structured discovery meetings to understand each prospect's goals, assets, and concerns
• Present clear, plain-language recommendations and planning-led proposals
• Follow up promptly and keep a disciplined pipeline from first meeting to signed agreement
• Onboard and serve new households
• Lead onboarding and coordinate account opening and transfers with operations
• Build and deliver financial plans and investment strategies that fit each client's situation and best interests
• Hold regular reviews and stay the client's primary point of contact
• Bring in specialists or senior advisors when a situation needs deeper expertise
• Work closely with marketing
• Give feedback on lead quality and common prospect questions so the campaign keeps improving
• Attend or present at firm-hosted events and webinars as needed
• Process and documentation
• Keep accurate, timely CRM records for every prospect and client interaction
• Work within established workflows, service standards, and compliance requirements
• What Success Looks Like
• Inbound prospects get a fast, professional first meeting and become clients at a strong rate
• New households are onboarded smoothly and see a clear plan within their first 90 days
• Clients stay because they trust their advisor, not because switching is hard
• Your revenue grows each quarter as new households are added
• CRM records, follow-ups, and documentation are accurate and on time

Qualifications

• Active Series 65 or CFP® or progress toward it preferred
• 1+ years as a financial advisor in wealth management
• A proven record of converting prospects into planning clients
• Strong discovery, presentation, and closing skills with high-net-worth households
• Comfortable working a high volume of appointments without losing quality
• Organized and accountable, with disciplined follow-up and CRM habits
• Clean U4
• Comfortable in a defined service model and a collaborative team

Pay range and compensation package

True salary plus uncapped bonus. You're paid a real base salary, not a draw, plus a bonus tied to the revenue from the households you bring on. Target year-one compensation is about $200K, with no ceiling.