Senior Wealth Advisor — Build Your Practice, Own Equity

Next Level Recruiting, LLC; Chicago (IL); On-site; USD 250,000 - 500,000; Full time

Job summary

Next Level Recruiting, LLC is representing a well-established, multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors, Advisor Teams, and Independent Practices to accelerate the next stage of their business.

This opportunity combines entrepreneurial freedom with institutional resources, allowing advisors to maintain greater control over their practice while benefiting from sophisticated technology, compliance, operations, and transition support.

Qualifications

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

Responsibilities

• Build and grow a wealth management practice with institutional resources
• Lead client acquisition and retention for high-net-worth segments
• Leverage transition support to onboard clients and manage transitions

Job description

Next Level Recruiting, LLC is representing a well-established, multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors, Advisor Teams, and Independent Practices to accelerate the next stage of their business.

This opportunity combines entrepreneurial freedom with institutional resources, allowing advisors to maintain greater control over their practice while benefiting from sophisticated technology, compliance, operations, and transition support.