Financial Advisor | Growth Platform with Equity Path

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

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