Private Wealth Advisor - Client Growth & Planning

Fairygodboss; Chicago (IL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Private Client Advisor in Chicago to offer comprehensive financial planning and advice to a diverse range of clients. In this role, you'll leverage your expertise in financial markets and relationship-building to deliver personalized investment solutions and champion your teammates' success.

The ideal candidate will have at least 2 years of experience in a Financial Advisor role and possess essential licenses such as Series 7 and 66. The position emphasizes integrity, client education, and embracing digital innovations.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion the success of teammates and support the bank's goals.
• Demonstrate a deep understanding of financial markets.

Skills

Financial advisory skills

Relationship management

Client acquisition

Integrity

Knowledge of financial markets

Education

Bachelor's degree (preferred)

Certified Financial Planning (CFP) certification (preferred)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Private Client Advisor in Chicago to offer comprehensive financial planning and advice to a diverse range of clients. In this role, you'll leverage your expertise in financial markets and relationship-building to deliver personalized investment solutions and champion your teammates' success.

The ideal candidate will have at least 2 years of experience in a Financial Advisor role and possess essential licenses such as Series 7 and 66. The position emphasizes integrity, client education, and embracing digital innovations.