Senior Independent Wealth Advisor - Growth & Equity

Next Level Recruiting, LLC; Chicago (IL); On-site; USD 675,000 - 825,000; Full time

Job summary

Next Level Recruiting, LLC has partnered with a leading independent wealth management firm to seek experienced Wealth Advisors, Advisor Teams, and Independent Practices in the Chicago area. This role combines entrepreneurial freedom with institutional resources, enabling you to control your practice while benefiting from advanced technology, compliance support, and transition help.

Ideal candidates have 8+ years in wealth management, a strong book with affluent clients, and proven business

Qualifications

• 8+ years of wealth management experience.
• Strong relationships with affluent, HNW, or UHNW clients.
• Demonstrated business development success.

Responsibilities

• Leverage institutional resources while maintaining independence.
• Lead client onboarding and transition planning.
• Own client experience and grow enterprise value.

Skills

Wealth management experience

Business development

HNW client relationships

Job description

Next Level Recruiting, LLC has partnered with a leading independent wealth management firm to seek experienced Wealth Advisors, Advisor Teams, and Independent Practices in the Chicago area. This role combines entrepreneurial freedom with institutional resources, enabling you to control your practice while benefiting from advanced technology, compliance support, and transition help.

Ideal candidates have 8+ years in wealth management, a strong book with affluent clients, and proven business