Private Wealth Advisor - Client Growth & Planning

Fairygodboss; Evanston (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Fairygodboss is seeking a Private Client Advisor in Evanston, Illinois to provide comprehensive financial planning and advice. This role involves building client relationships and offering personalized investment solutions, aligning with diverse needs.

The ideal candidate will have at least 2 years of experience, relevant licenses, and a strong background in client management. We offer a competitive rewards package, including health care, retirement savings, and more.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses.

Responsibilities

• Support teammates and foster a culture of diversity at the bank.
• Build a book of business with personalized investment solutions.
• Provide holistic coaching beyond investments for clients.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor's degree

CFP certification

Tools

Financial software

Job description

Fairygodboss is seeking a Private Client Advisor in Evanston, Illinois to provide comprehensive financial planning and advice. This role involves building client relationships and offering personalized investment solutions, aligning with diverse needs.

The ideal candidate will have at least 2 years of experience, relevant licenses, and a strong background in client management. We offer a competitive rewards package, including health care, retirement savings, and more.