Financial Advisor

Advisor Talent Solutions; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Equity participation

Job summary

Advisor Talent Solutions in the Chicago area seeks an experienced Financial Advisor to manage and grow client relationships within a boutique, growth-oriented environment. You’ll benefit from strong infrastructure, access to planning and specialized support, and leadership opportunities while maintaining an independent, relationship-driven practice.

The ideal candidate has 3+ years as a Financial Advisor, holds Series 7/65/66, and thrives on business development and comprehensive financial

Qualifications

• 3+ years of experience as a Financial Advisor.
• Licenses: Series 7, 65 or 66.
• Proven ability to build and maintain meaningful client relationships.
• Interest in entrepreneurial growth and business development.
• Value-driven, relationship-based planning and advice.

Responsibilities

• Advising clients and growing the practice through relationship-based guidance.
• Developing and maintaining client relationships and networks.
• Collaborating with internal specialists to deliver comprehensive planning.

Skills

Client relationships

Business development

Entrepreneurial mindset

Relationship-based financial advice

Education

Series 7/65/66 license

Job description

What Could Your Practice Look Like with the Right Platform Behind You?

We’re partnering with a highly respected, growth-oriented boutique RIA in the Chicago area that is looking to add an experienced Financial Advisor to its growing team.

This is an opportunity for an advisor who has built strong client relationships, enjoys being entrepreneurial, and wants the resources of a sophisticated firm without losing the personal, relationship-driven feel of an independent practice.

Why This Opportunity Is Different

• Strong infrastructure and significant internal support so you can focus on clients and growth
• Access to dedicated advanced planning, portfolio management, operations, tax, and estate specialists
• A firm that invests in its advisors and provides a foundation for business development
• A true fiduciary, planning-first environment — not a product or annuity sales culture
• Direct access to experienced leadership and a collaborative team
• Opportunity for long-term leadership and equity participation
• Boutique culture with the sophistication and resources of a much larger organization
• A team that values character, collaboration, and doing what is right for the client

Who They're Looking For

The ideal candidate:

• Has at least 3 years of experience as a Financial Advisor
• Has a series 7, 65 or 66 license
• Has a track record of building and maintaining meaningful client relationships
• Enjoys business development and growing their practice
• Has a strong professional and/or community network
• Wants to operate more entrepreneurially
• Values comprehensive planning and relationship-based advice
• Is looking for a platform where they can build something bigger

You don't need to be coming from a specific type of firm or have a particular client profile. If you're a strong advisor with ambition, relationships, and a desire to grow, this could be a compelling next step.

The Opportunity

You'll have the ability to manage and grow client relationships while leveraging a deep bench of internal specialists. Instead of spending your time worrying about every operational detail, you'll have a team around you allowing you to focus on what you do best — advising clients, building relationships, and growing your business.

For the right advisor, there is also a long-term path toward leadership and equity.

If you're an advisor who has been thinking about what the next version of your career could look like, this is worth exploring confidentially.

• Compensation is competitive and will be discussed based on experience and overall fit.