Senior Financial Advisor - Hybrid Growth & Client Impact

MEDIQUS Asset Advisors, Inc.; Illinois; Hybride; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k)

Professional development

Hybrid work capability

Résumé du poste

MEDIQUS Asset Advisors, Inc. in Illinois seeks an experienced Financial Advisor to join our growing independent advisory team.

You will drive new client acquisition while strengthening existing client relationships and delivering coordinated financial planning and investment guidance. This role offers a collaborative, fiduciary-focused environment with opportunities for leadership as the firm grows, plus hybrid work, health benefits, and a clear path for professional development.

Qualifications

• CFP certification required.
• 7+ years of experience as a financial advisor or in a comparable client-facing role.
• Existing book of business is preferred but not required.
• Series 7 and/or Series 63 and Series 65 licenses are a plus.
• Based in the Chicagoland area, or willing to relocate.
• Hybrid work capability for remote opportunities.

Responsabilités

• Serve as a lead advisor for existing and newly developed client relationships.
• Deliver coordinated financial planning, investment guidance, and ongoing advice.
• Build trust and long-term relationships with clients and their families.
• Participate in prospect meetings and assist in closing new business.
• Leverage personal and firm resources to support organic growth initiatives.
• Collaborate with internal team members to ensure high-quality client experience.
• Maintain compliance with all firm policies and regulatory requirements.

Connaissances

CFP certification

7+ years of experience

Client relationship management

Financial planning guidance

Series 7/63/65 licenses

Description du poste

MEDIQUS Asset Advisors, Inc. in Illinois seeks an experienced Financial Advisor to join our growing independent advisory team.

You will drive new client acquisition while strengthening existing client relationships and delivering coordinated financial planning and investment guidance. This role offers a collaborative, fiduciary-focused environment with opportunities for leadership as the firm grows, plus hybrid work, health benefits, and a clear path for professional development.