Financial Advisor | Chicago RIA

ECG Resources, Inc.; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Chicago seeks an experienced Financial Advisor to collaborate with Senior Financial Advisors, enhance client relationships, and support business development opportunities. The ideal candidate has over 3 years of experience in financial services and will assist in delivering financial plans aligned with client goals. The role involves maintaining client information using the firm's CRM system and supporting client events. Join a dynamic and growing team committed to exceptional service.

Qualifications

• 3+ years of experience in the financial services industry.
• Licenses may be obtained as a condition of employment.

Responsibilities

• Partner closely with Senior Financial Advisors in a wealth management practice.
• Build relationships with new and existing clients through exceptional service.
• Assist in business development opportunities and new relationship prospects.
• Collaborate on the creation and delivery of financial plans aligned with client goals.
• Update and maintain client information using the firm’s CRM system.
• Support local client and prospect events as needed.

Skills

Client relationship management

Business development

Financial planning

Job description

As a Financial Advisor (FA), you’ll be at the center of a dynamic and growing wealth management practice. Acting as a trusted partner to Senior Financial Advisors and their clients, you will help deepen client relationships, support business development, and deliver exceptional service to HNW clients.

Key Responsibilities

• Partner closely with Senior Financial Advisors to support the growth and management of an established wealth management practice
• Build and deepen relationships with new and existing clients through proactive engagement and exceptional service
• Assist in uncovering business development opportunities and identifying new relationship prospects
• Collaborate on the creation, refresh, and delivery of financial plans aligned with client goals
• Update, maintain, and compile client information using the firm’s CRM system
• Support and help manage local client and prospect events, as needed

Qualifications and Experience

• 3+ years of experience in the financial services industry
• Licenses may be obtained as a condition of employment