Senior Financial Consultant - High-Net-Worth Planning

AscendHire; Illinois; Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Health and wellness benefits

Career development programs

Hybrid work flexibility

Accelerated earnings opportunities

Job summary

A leading investment firm is offering a senior-level Financial Consultant position to manage and transform high-net-worth client portfolios. This role focuses on guiding clients through wealth management and retirement planning without the need for prospecting. The position includes a competitive salary between $140K and $200K, along with guaranteed bonuses and comprehensive benefits to support work-life balance. Ideal candidates will have active financial licenses, a CFP certification, and 4+ years of experience in financial planning.

Qualifications

• Must have active licenses Series 7 & 66 (or 63 & 65).
• CFP certification is highly valued.
• 4+ years of experience in financial planning.

Responsibilities

• Transform lives by managing high-net-worth client portfolios.
• Guide clients in navigating wealth management and retirement strategies.
• Leverage flexible product suites to deliver tailored financial solutions.

Skills

Relationship-building

Needs analysis

Solution delivery

Client-first mindset

Problem-solving for complex challenges

Education

Active Series 7 & 66 (or 63 & 65) licenses

CFP certification

4+ years of financial planning experience

Job description

A leading investment firm is offering a senior-level Financial Consultant position to manage and transform high-net-worth client portfolios. This role focuses on guiding clients through wealth management and retirement planning without the need for prospecting. The position includes a competitive salary between $140K and $200K, along with guaranteed bonuses and comprehensive benefits to support work-life balance. Ideal candidates will have active financial licenses, a CFP certification, and 4+ years of experience in financial planning.