Independent Financial Advisor - Own Your Clients & Practice

WealthRidge; Burr Ridge (IL); On-site; USD 90,000 - 250,000; Full time

Benefits offered by this job

Ownership of clients

High payout

Mentorship from founder

Job summary

WealthRidge Investments is seeking experienced Financial Advisers to build and own their own practice with full autonomy. You will manage client relationships, leverage WealthRidge infrastructure, and customize workflows to fit your business model.

Ideal candidates have 5+ years in financial advisory, a track record of six-figure earnings, and a drive for independence. CFP designation is preferred, but proven results are valued. Ownership of clients and mentorship from the founder are offered.

Qualifications

• 5+ years of experience as a financial adviser.
• Proven track record of earning six figures.
• Desire to be fully independent and in control of your practice.
• Strong understanding of financial planning, investments, and client advisory services.
• Self-motivated, proactive, and committed to delivering exceptional client outcomes.
• CFP® designation preferred, but experience and results are highly valued.

Responsibilities

• Fully manage and grow your own client base with complete autonomy
• Leverage our infrastructure—compliance, technology, operations—without giving up control of your practice
• Customize your technology and workflow to fit your business style and client needs
• Develop and implement comprehensive retirement and investment strategies
• Continue building your skills and services while running your business your way
• Collaborate selectively with a community of like-minded advisers when desired

Skills

Client advisory

Financial planning

Investments

CFP designation

Job description

WealthRidge Investments is seeking experienced Financial Advisers to build and own their own practice with full autonomy. You will manage client relationships, leverage WealthRidge infrastructure, and customize workflows to fit your business model.

Ideal candidates have 5+ years in financial advisory, a track record of six-figure earnings, and a drive for independence. CFP designation is preferred, but proven results are valued. Ownership of clients and mentorship from the founder are offered.