Independent Wealth Advisor — Lead Client Reviews & Planning

Guardian Wealth Advisory Group; Elgin (IL); On-site; USD 85,000 - 130,000; Full time

Job summary

Guardian Wealth Advisory Group in Elgin, IL is seeking a Financial Advisor who excels at building trusted client relationships and delivering thoughtful, actionable financial planning guidance. You will lead ongoing client reviews, deepen existing relationships, and identify opportunities to add value for the families we serve.

You'll pursue CFP-certified standards, hold required state licenses (Series 65 or Series 7/66 and Illinois Life & Health), and collaborate with a close-knit team to

Qualifications

• Must build trusted client relationships and translate goals into actionable financial plans.
• Strong communication, analytical thinking, and ability to present clear recommendations.
• Experience coordinating plans with teams to implement client solutions.

Responsibilities

• Lead ongoing client reviews for assigned households.
• Deepen existing relationships and identify opportunities to deliver additional value.
• Provide thoughtful, proactive service and timely follow-through.
• Coordinate plan implementation with advisors, operations, and client service teams.
• Grow the firm by earning referrals through exceptional client experiences.

Skills

Relationship building

Communication

Financial planning

Questioning

Education

CFP certification

Licenses: Series 65 or Series 7/66; Illinois Life & Health

Job description

Guardian Wealth Advisory Group in Elgin, IL is seeking a Financial Advisor who excels at building trusted client relationships and delivering thoughtful, actionable financial planning guidance. You will lead ongoing client reviews, deepen existing relationships, and identify opportunities to add value for the families we serve.

You'll pursue CFP-certified standards, hold required state licenses (Series 65 or Series 7/66 and Illinois Life & Health), and collaborate with a close-knit team to