Financial Advisor: Growth via Referrals & Coaching

Gilder Search Group; Glen Ellyn (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Established client referrals

Strong pipeline of opportunities

Growth in wealth management

Job summary

Gilder Search Group partners with a nationally recognized financial services organization to expand its investment and wealth management presence. We have helped 250+ experienced Financial Advisors join the platform, creating a steady pipeline of opportunities.

This role emphasizes developing client relationships, delivering investment solutions, and collaborating with licensed professionals to grow assets within an established market.

Qualifications

• Brokerage or financial advisory experience required.
• Active licenses: Series 7 and at least one of Series 66 or Series 63/65.
• Insurance licensing is preferred.
• Proven ability to build lasting client relationships.

Responsibilities

• Develop and manage relationships with individual and high-net-worth clients.
• Provide investment recommendations and financial solutions based on client goals.
• Grow practice through an established internal referral network.
• Conduct client appointments with licensed referral partners.

Skills

Series 7

Series 66

Series 63/65

Insurance licensing

Relationship building

Consultative sales

Education

Bachelor's degree in Finance or Economics

Job description

Gilder Search Group partners with a nationally recognized financial services organization to expand its investment and wealth management presence. We have helped 250+ experienced Financial Advisors join the platform, creating a steady pipeline of opportunities.

This role emphasizes developing client relationships, delivering investment solutions, and collaborating with licensed professionals to grow assets within an established market.