Financial Consultant

AscendHire; Illinois; Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Health and wellness benefits

Career development programs

Hybrid work flexibility

Accelerated earnings opportunities

Job summary

A leading investment firm is offering a senior-level Financial Consultant position to manage and transform high-net-worth client portfolios. This role focuses on guiding clients through wealth management and retirement planning without the need for prospecting. The position includes a competitive salary between $140K and $200K, along with guaranteed bonuses and comprehensive benefits to support work-life balance. Ideal candidates will have active financial licenses, a CFP certification, and 4+ years of experience in financial planning.

Qualifications

• Must have active licenses Series 7 & 66 (or 63 & 65).
• CFP certification is highly valued.
• 4+ years of experience in financial planning.

Responsibilities

• Transform lives by managing high-net-worth client portfolios.
• Guide clients in navigating wealth management and retirement strategies.
• Leverage flexible product suites to deliver tailored financial solutions.

Skills

Relationship-building

Needs analysis

Solution delivery

Client-first mindset

Problem-solving for complex challenges

Education

Active Series 7 & 66 (or 63 & 65) licenses

CFP certification

4+ years of financial planning experience

Job description

$140K–$200K DOE (Base Salary + Guaranteed Monthly & Quarterly Bonuses)

Build a Career That Builds Futures

Are you ready to elevate your career at one of the “Best Places to Work in 2025”?

Nationally recognized investment leader with local branch offices in Highland Park and

Orland Park, IL, is offering an extraordinary opportunity to step into a role where your expertise is valued, your growth is prioritized, and your impact is profound.

As a senior-level Financial Consultant, you won’t just manage portfolios—you’ll transform lives. You’ll become a strategic partner to an existing portfolio of high-net-worth clients, guiding them through pivotal financial decisions with confidence, clarity, and care.

Why This Role Is a Game-Changer

• No Prospecting, All Planning: Say goodbye to cold calls. You’ll inherit an existing book of business and focus on deepening relationships through advanced financial planning.
• Trusted Advisor Status: You’ll be the go-to expert for clients navigating wealth management, retirement strategies, and legacy planning.
• Open Architecture Advantage: Leverage a flexible product suite and cutting‑edge tools to deliver tailored solutions without limitations.
• Brand Builder: Represent a firm known for integrity and innovation, expanding its footprint through meaningful client interactions.
• Community Impact: Your work will ripple beyond portfolios—helping families, communities, and futures thrive.

What You Bring

• Active Series 7 & 66 (or 63 & 65) licenses—required.
• CFP certification—highly valued.
• Proven success in relationship‑building, needs analysis, and solution delivery.
• 4+ years of financial planning experience.
• A client‑first mindset with a passion for solving complex challenges.

What You Gain

• Accelerated Earnings: Competitive base salary plus guaranteed monthly & quarterly bonuses. ($140K to $200K per year, depending on experience)
• Comprehensive Benefits: Health, wellness, and family‑focused perks that support your life outside the office.
• Career Development: Access to national, regional, and virtual training platforms designed to sharpen your skills and expand your influence.
• Work‑Life Balance: Hybrid flexibility that respects your time and empowers your productivity.
• Long‑Term Growth: A clear path to leadership, specialization, or expanded client coverage—your ambition sets the pace.

Ready to Lead the Future of Financial Planning?

If you’re driven by purpose, fueled by relationships, and ready to grow with a firm that invests in your success, this is your moment.

Apply today and take the next step toward a career that’s as rewarding as it is impactful.