Private Wealth Growth Advisor

Next Frontier Capital; Wheaton (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

Next Frontier Capital in Wheaton, Illinois is seeking a Select Growth Advisor to provide comprehensive financial planning and advice to clients. This role is essential in delivering personalized investment solutions, enhancing client relationships, and achieving business growth through strong analytical skills and financial market understanding.

Ideal candidates will possess at least 4 years of financial services experience, along with necessary licenses such as Series 7 and 66. The position offers a competitive rewards package and promotes diversity and inclusion.

Qualifications

• A minimum of 4 years of financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Understanding of market performance and investment products.

Responsibilities

• Support a thriving book of business with personalized investment solutions.
• Deliver proactive and reactive client engagement.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Financial services experience

Client relationship management

Goals-based planning

Investment product knowledge

Strong communication skills

Self-starter

Education

Bachelor's degree preferred

CFP or WMCP certification preferred

Tools

Financial planning software

Job description

Next Frontier Capital in Wheaton, Illinois is seeking a Select Growth Advisor to provide comprehensive financial planning and advice to clients. This role is essential in delivering personalized investment solutions, enhancing client relationships, and achieving business growth through strong analytical skills and financial market understanding.

Ideal candidates will possess at least 4 years of financial services experience, along with necessary licenses such as Series 7 and 66. The position offers a competitive rewards package and promotes diversity and inclusion.