Private Client Advisor: Relationship-Driven Wealth Solutions

Fairygodboss; Oak Brook (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

Fairygodboss is hiring a Financial Advisor in Oak Brook, Illinois. This role focuses on building client relationships and delivering personalized investment solutions. Candidates must have at least 2 years of experience, a valid Series 7 and Series 66 license, and demonstrate a commitment to client-centered advice.

The ideal candidate will possess strong integrity, a deep understanding of financial markets, and a passion for coaching clients. Join a team that values diversity and fosters an inclusive environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and organizational goals.
• Build a book of business delivering personalized investment solutions.
• Educate clients on financial technology and investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Investment coaching

Digital innovation adoption

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is hiring a Financial Advisor in Oak Brook, Illinois. This role focuses on building client relationships and delivering personalized investment solutions. Candidates must have at least 2 years of experience, a valid Series 7 and Series 66 license, and demonstrate a commitment to client-centered advice.

The ideal candidate will possess strong integrity, a deep understanding of financial markets, and a passion for coaching clients. Join a team that values diversity and fosters an inclusive environment.