Private Wealth Advisor - Client Growth & Planning

Fairygodboss; Wilmette (IL); On-site; USD 70,000 - 90,000; 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 Wilmette, Illinois to offer financial planning and advice. This role involves supporting clients at all wealth stages and delivering personalized solutions. The ideal candidate will demonstrate integrity and a passion for educating clients while embracing digital innovations.

The successful candidate must have a Series 7 and Series 66 license, along with at least 2 years of experience in financial advising. We offer competitive salary and benefits packages.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Success in client acquisition and maintaining relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion inclusivity and support teammates' success.
• Educate clients on available technology and investment management.

Skills

Client acquisition

Relationship management

Financial market knowledge

Integrity

Digital confidence

Education

Bachelor's degree preferred

Certified Financial Planning (CFP) certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Private Client Advisor in Wilmette, Illinois to offer financial planning and advice. This role involves supporting clients at all wealth stages and delivering personalized solutions. The ideal candidate will demonstrate integrity and a passion for educating clients while embracing digital innovations.

The successful candidate must have a Series 7 and Series 66 license, along with at least 2 years of experience in financial advising. We offer competitive salary and benefits packages.