Growth-Oriented Financial Advisor with Equity Path

Advisor Talent Solutions

Chicago (IL)

On-site

USD 90,000 - 150,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Advisor Talent Solutions is partnering with a respected boutique RIA in the Chicago area seeking an experienced Financial Advisor to join its growing team.

This opportunity offers strong infrastructure, access to advanced planning and specialists, a fiduciary, planning-first culture, and a path toward leadership and equity while preserving the personal, relationship-driven feel of an independent practice.

Qualifications

  • At least 3 years of experience as a Financial Advisor.
  • Series 7, 65 or 66 license.
  • Track record of building and maintaining client relationships.
  • Entrepreneurial mindset with ability to grow a practice.
  • Strong professional or community network.
  • Interest in a platform with growth and leadership opportunities.

Responsibilities

  • Manage and grow client relationships with internal specialists.
  • Advise clients with comprehensive planning and relationship-based guidance.
  • Develop business and lead practice growth.
  • Collaborate with leadership for long-term equity opportunities.

Skills

3+ years experience
Series 7/65/66 license
Relationship building
Business development
Strong network
Entrepreneurial mindset
Platform opportunity

Job description

Advisor Talent Solutions is partnering with a respected boutique RIA in the Chicago area seeking an experienced Financial Advisor to join its growing team.

This opportunity offers strong infrastructure, access to advanced planning and specialists, a fiduciary, planning-first culture, and a path toward leadership and equity while preserving the personal, relationship-driven feel of an independent practice.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Financial Advisor | Growth Platform with Equity Path
Financial Advisor | Growth Platform with Equity Path

Advisor Talent Solutions • Chicago (IL)

On-site
USD 90,000 - 150,000
Equity participation
Financial Advisor
Financial Advisor

Advisor Talent Solutions • Chicago (IL)

On-site
USD 90,000 - 150,000
Equity participation
Senior Financial Advisor
Senior Financial Advisor

MEDIQUS Asset Advisors, Inc. • Illinois

Hybrid
USD 90,000 - 150,000
Health insurance
401(k)
Professional development
+1
Financial Advisor - Chicago, IL
Financial Advisor - Chicago, IL

Advisor Talent Solutions • Chicago (IL)

On-site
USD 90,000 - 150,000
Growth-Focused Associate Financial Advisor
Growth-Focused Associate Financial Advisor

Financial Planner Recruiting, LLC • Chicago (IL)

On-site
USD 55,000 - 90,000
Insurance reimbursement
PTO
401k
Senior Independent Wealth Advisor - Growth & Equity
Senior Independent Wealth Advisor - Growth & Equity

Next Level Recruiting, LLC • Chicago (IL)

On-site
USD 675,000 - 825,000
Senior Wealth Advisor
Senior Wealth Advisor

Next Level Recruiting, LLC • San Diego (CA)

Hybrid
USD 150,000 - 230,000
401(k) match
Competitive compensation and incentives
Comprehensive insurance
+1
Wealth Management Advisor
Wealth Management Advisor

Next Level Recruiting, LLC • Seattle (WA)

Hybrid
USD 180,000 - 260,000
Health insurance
401(k) match
CE support
+2
Lead Wealth Advisor with Equity Path for HNW Clients
Lead Wealth Advisor with Equity Path for HNW Clients

Next Level Recruiting, LLC • Seattle (WA)

Hybrid
USD 180,000 - 260,000
Health insurance
401(k) match
CE support
+2
Financial Advisor | Chicago RIA
Financial Advisor | Chicago RIA

ECG Resources, Inc. • Chicago (IL)

On-site
USD 70,000 - 90,000