Independent Financial Advisor: Grow Your Own Practice

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.

Responsibilities

• Develop and implement personalized financial plans for clients.
• Provide financial and retirement planning assistance.
• Advise clients on financial strategies and evaluate investment opportunities.

Skills

Financial Planning

Retirement Planning

Interpersonal Skills

Time Management

Education

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

Job description

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.