Investment Advisor Representative

ThisWay Global; Chicago (IL); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Match

Licensing Reimbursement

Paid Time Off: 10 company holidays and 30 vacation days

Relocation Allowance

Job summary

A well-established financial services firm is seeking an Investment Advisor Representative in Chicago to develop and implement personalized retirement strategies. This role focuses on client relationships and eliminates prospecting as appointments are set by an in-house team. Candidates must have a Bachelor's degree, financial services experience, and appropriate licenses. Benefits include a relocation allowance and competitive salary between $75,000 and $90,000.

Qualifications

• Minimum of 5 years of financial services experience.
• State Insurance License required.
• Series 65 License or Series 7/66 combination required.

Responsibilities

• Prepare, present, and implement customized retirement plans.
• Develop and maintain strong client relationships.
• Provide financial planning advice across various services.

Skills

Mathematical skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Overview

Our partner, a well-established financial services firm, is seeking a Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies.

Base pay range

$75,000.00/yr - $90,000.00/yr

Location and relocation

Location: Chicago, IL (posted to expand applicant reach). The role is fully on-site and requires relocation to Kirkland or Lynwood, Washington. A relocation allowance is provided to assist with the move.

This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security.

Responsibilities

• Prepare, present, and implement customized retirement plans
• Assist clients with annuities, life insurance, long-term care, and managed portfolios
• Provide financial planning advice across investments, insurance, and retirement planning
• Develop, manage, and maintain strong client relationships
• Follow established processes and procedures to achieve individual and team goals
• Participate in public seminars to share financial information or introduce the firm
• Attend weekly virtual meetings

Requirements

• Bachelor's degree required
• Minimum of 5 years of financial services experience
• State Insurance License (required)
• Series 65 License (or Series 7/66 combination) (required)
• Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS
• Strong mathematical, analytical, organizational, and communication skills (verbal and written)
• Ability to work effectively in a team environment and maintain client focus

Benefits

• Location: Relocation Required (Kirkland or Lynwood, Washington)
• Salary: $75,000 - $90,000
• Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives
• Health Insurance
• 401(k) Retirement Match
• Licensing Reimbursement
• Relocation Allowance (mandatory relocation required)
• Paid Time Off: 10 company holidays and 30 vacation days

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

IT Services and IT Consulting