Associate Wealth Advisor: Build Client Relationships

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 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.