Associate Wealth Advisor

Elevation Wealth Management, LLC; St. Charles (IL); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

401(k) after year one

PTO based on experience

CFP® pursuit support

Hybrid work arrangement

Job summary

Elevation Wealth Management in St. Charles, IL, seeks an Associate Wealth Advisor to partner with two lead advisors and grow with the practice. You will own client service, participate in reviews, and develop new relationships while working with RightCapital, Redtail, and LPL ClientWorks.

The role requires Series 7 and Series 65/66, 2+ years in financial services, and a license (Life/Health preferred or obtainable within 90 days). In-office with hybrid flexibility over time.

Qualifications

• Requires active Series 7 and Series 65 or 66 (cannot sponsor).
• 2+ years in financial services; bank, insurance, wirehouse or independent backgrounds welcome.
• Life & Health license preferred or obtainable within 90 days.
• Self-motivated and capable of owning client relationships.
• Within about a 30-minute commute of St. Charles.

Responsibilities

• Own service for existing client households (60–70% of week): meetings prep, follow-up, client care.
• Sit in on client reviews with lead advisors and take on more relationships as you grow.
• Develop new client relationships over time.
• Work daily in RightCapital, Redtail and LPL ClientWorks.

Skills

Client relationship management

Self-motivated

Professional communication

Team collaboration

Education

Active Series 7 and Series 65 or 66

Life & Health insurance license preferred

Tools

RightCapital

Redtail

LPL ClientWorks

Job description

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

• 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
• Sit in on client reviews alongside our lead advisors and take on more relationships as you grow
• Spend the rest of your time developing new client relationships
• Work every day in RightCapital, Redtail and LPL ClientWorks

What you bring

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

Compensation & growth

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

Work setup

• 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.

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.