Lead Wealth Advisor – Own Client Relationships (Chicago)

PrairieView Wealth & Tax Advisors; Chicago (IL); On-site; USD 120,000 - 190,000; Full time

Job summary

PrairieView Wealth & Tax Advisors in Chicago seeks a Senior Wealth Advisor to own client relationships, deliver comprehensive planning, and be the first advisor in this office. You will set the tone and drive growth with the tax and investment teams, building trusted, long-term client partnerships.

You will grow a book, mentor junior advisors, and lead a structured client handoff from tax to wealth planning, shaping the office culture and strategy for ongoing success.

Qualifications

• Own client relationships today and can point to clients kept and grown.
• Build a financial plan yourself and present it to clients.
• Strong fiduciary judgment, clear communication, and accountability across wealth management and tax.
• Around 5 to 10 years in wealth management with progression into owning relationships.
• Able to turn warm introductions into clients, not cold prospecting.
• CFP certification or progress; firm will support completion.
• Able to operate independently while running the firm’s process and mentoring others.

Responsibilities

• Own a growing book of client relationships as the primary advisor.
• Build and present comprehensive financial plans with our teams.
• Convert warm introductions from the tax practice, existing clients, and centers of influence.
• Retain and expand client relationships.
• Develop a repeatable tax-to-wealth handoff for the firm’s use.
• Help interview and onboard new advisors and assist them in closing business.

Skills

Relationship management

Financial planning

Communication

Fiduciary judgment

Independence

mentoring

Business development

Team leadership

Education

CFP certification (in progress)

Experience in wealth management (5-10 years)

Job description

PrairieView Wealth & Tax Advisors in Chicago seeks a Senior Wealth Advisor to own client relationships, deliver comprehensive planning, and be the first advisor in this office. You will set the tone and drive growth with the tax and investment teams, building trusted, long-term client partnerships.

You will grow a book, mentor junior advisors, and lead a structured client handoff from tax to wealth planning, shaping the office culture and strategy for ongoing success.