Independent Financial Advisor

Old Forge Advisors; Chicago (IL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

A financial advisory firm is seeking an Independent Financial Advisor for a full-time hybrid position in Chicago. The successful candidate will develop personalized financial plans and provide retirement planning assistance. The role requires strong interpersonal skills and must possess a degree in Finance or a related field. This position offers a competitive fee split and the opportunity to manage your practice with the support of an established infrastructure.

Qualifications

• Proficiency in designing comprehensive financial strategies for clients.
• In-depth knowledge of finance and investments for accurate recommendations.
• Strong communication skills to maintain client relationships.
• Ability to work independently, demonstrate entrepreneurial spirit, and manage time effectively.
• Prior experience in financial advisory services.
• Bachelor's degree in Finance, Economics, Accounting, or a related field.

Responsibilities

• Develop and implement personalized financial plans for clients.
• Provide financial and retirement planning assistance.
• Advise clients on financial strategies and evaluate investment opportunities.
• Build strong client relationships and stay up-to-date on industry trends and regulations to ensure optimal recommendations.

Skills

Financial Planning

Retirement Planning

Interpersonal Skills

Time Management

Education

Bachelor's degree in Finance, Economics, Accounting, or a related field

Job description

Old Forge Advisors is an Independent Registered Investment Advisor (RIA) that specializes in crafting tailored financial plans for business owners, their families, and companies.

We provide independent financial advisors with a robust suite of resources, advanced technology, and dedicated support to deliver exceptional service to clients. By fostering partnerships, we help advisors become independent to grow their practices with confidence and professionalism. Our team is committed to empowering advisors and their clients to achieve their unique financial goals.

Own your book of business & brand while leveraging the Old Forge infrastructure to grow your practice the way you want to. Multiple affiliation models available.

Role Description

This is a full-time hybrid role located in Chicago, IL, for an Independent Financial Advisor. The responsibilities include developing and implementing personalized financial plans, providing financial and retirement planning assistance, evaluating investment opportunities, and advising clients on financial strategies to meet their long-term goals. The role involves building strong client relationships, analyzing financial data, and staying up-to-date on industry trends and regulations to ensure optimal recommendations.

Qualifications

• Proficiency in Financial Planning, Retirement Planning, and Financial Advisory to design comprehensive strategies for clients
• In-depth knowledge of Finance and Investments to provide accurate and effective financial recommendations
• Strong interpersonal and communication skills to build and maintain client relationships
• Ability to work independently, demonstrate entrepreneurial spirit, and manage time effectively
• Prior experience in financial advisory services
• Bachelor's degree in Finance, Economics, Accounting, or a related field

Compensation

Market best split on generated fees.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales