Financial Advisor

MBC Talent Connections

Chicago (IL)

On-site

USD 120,000 - 190,000

Full time

9 days ago

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Benefits offered by this job

65% payout structure
Remote/hybrid flexibility
Benefits for W2 employees
Transition and sign-on support
Strong operational and back-office on-
Focus on growing advisory practice

Job summary

MBC Talent Connections is seeking a Senior Financial Advisor to operate in a remote/hybrid capacity from Chicago, with an established book of business and support platform to grow.

You will manage relationships with high-net-worth clients, develop personalized financial strategies, and focus on high-value advisory services while enjoying strong back-office support and flexible 1099 or W2 options.

Qualifications

  • 10+ years of wealth management experience.
  • Active Series 7 license required.
  • Series 66 preferred.
  • Established book of business preferred.
  • Strong client relationship and communication skills.
  • Growth-focused and entrepreneurial mindset.

Responsibilities

  • Manage and grow an existing client base.
  • Build and maintain long-term relationships with high-net-worth clients.
  • Develop personalized financial strategies.
  • Identify opportunities to expand client relationships.
  • Focus on higher-value advisory services.

Skills

Client relationships
Communication
Entrepreneurial mindset

Tools

Series 7 license
Series 66

Job description

Senior Financial Advisor -Remote/Hybrid
Opportunity Overview

Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.

This opportunity is ideal for advisors looking for:

  • Greater control over income
  • More time focused on client relationships
  • Less administrative responsibility
  • Resources to support continued growth
Responsibilities
  • Manage and grow an existing client base
  • Build and maintain long-term relationships with high-net-worth clients
  • Develop personalized financial strategies
  • Identify opportunities to expand client relationships
  • Focus on higher-value advisory services
Qualifications
  • 10+ years of wealth management experience
  • Active Series 7 license required
  • Series 66 preferred
  • Established book of business preferred
  • Strong client relationship and communication skills
  • Growth-focused and entrepreneurial mindset
What's Offered
  • 65% payout structure
  • Flexible 1099 or W2 options
  • Remote/hybrid flexibility
  • Benefits available for W2 employees
  • Transition and sign-on support
  • Strong operational and back-office support
  • Ability to focus on growing your advisory practice
Ideal Candidate

An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.

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