Lead Wealth Advisor - Build & Own Client Relationships

PrairieView Wealth & Tax Advisors; Chicago (IL); On-site; USD 120,000 - 210,000; Full time

Job summary

PrairieView Wealth & Tax Advisors is hiring a Senior Wealth Advisor for our Chicago office. You will own client relationships, deliver comprehensive financial plans, and work with our tax, investment, and operations teams to provide integrated wealth planning.

You will be the first advisor in this office, shaping its tone and culture, building a client book, and mentoring new advisors as the team grows. A CFP or progress toward it is preferred; 5–10 years in wealth management is expected.

Qualifications

• Own client relationships today and show growth
• Build and present comprehensive financial plans
• Strong fiduciary judgment and clear communication
• 5–10 years in wealth management with progression
• Turn warm introductions into clients
• CFP or progress toward it
• Work independently and lead the office process
• Mentor and develop other advisors
• Transferable books welcomed but not required

Responsibilities

• Own a growing book of client relationships as the primary advisor
• Create and present comprehensive financial plans with cross-team support
• Convert warm introductions into clients and expand relationships
• Retain and grow client relationships
• Help interview and onboard new advisors and close business
• Lead the office's wealth management and tax integration
• Set tone and culture in the Chicago office
• Collaborate with tax, investment, and operations teams

Skills

Client relationships

Financial planning

Fiduciary judgement

Independent work

Team leadership

Education

CFP certification

Job description

PrairieView Wealth & Tax Advisors is hiring a Senior Wealth Advisor for our Chicago office. You will own client relationships, deliver comprehensive financial plans, and work with our tax, investment, and operations teams to provide integrated wealth planning.

You will be the first advisor in this office, shaping its tone and culture, building a client book, and mentoring new advisors as the team grows. A CFP or progress toward it is preferred; 5–10 years in wealth management is expected.