Wealth Advisor

Windward Recruiting; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Windward Recruiting seeks an experienced Wealth Management Advisor for a growing independent firm in downtown Chicago. You'll inherit relationships and grow a lasting practice with support from senior partners and planning teams.

With 5+ years in wealth management and CFP designation, you’ll manage high-net-worth relationships, deliver comprehensive financial planning, and lead client meetings. A clear succession path and robust resources are provided.

Qualifications

• 5+ years in wealth management or private wealth advisory.
• Independently manage affluent client relationships.
• Strong financial planning and relationship management background.
• Comfortable presenting recommendations and leading client meetings.
• CFP designation required; Series 7/65/66 or comparable licensing preferred.
• Portable assets welcomed but not required.

Responsibilities

• Serve as lead advisor and primary relationship manager for affluent clients.
• Assume responsibility for established client relationships transitioned from senior advisors.
• Develop and deliver comprehensive financial planning and wealth management strategies.
• Advise clients across retirement, investment, tax, estate, and broader wealth planning needs.
• Coordinate with planning, research, investment, trading, and client service professionals.
• Identify opportunities to deepen existing client relationships and generate referrals.
• Collaborate with senior advisors during handoffs and transitions.
• Deliver a highly personalized client experience while maintaining planning focus.

Skills

Relationship management

Financial planning

Communication skills

Business development

Education

CFP designation

Tools

Series 7/65/66 licensing

Job description

We are seeking an experienced Wealth Management Advisor to join a growing independent wealth management firm managing approximately $2.5 billion in client assets, based in downtown Chicago.

This is a unique opportunity for an advisor who wants to step into meaningful client relationships without needing to bring a portable book of business. With several senior partners approaching retirement, the firm has a significant pipeline of established relationships ready to transition to the next generation of advisors. The incoming advisor will inherit and manage these relationships while building a long-term practice through referrals and new business development.

This position offers a legitimate succession opportunity, full planning and investment support, and a clear runway to build a lasting practice within an established, well-regarded platform.

DUTIES & RESPONSIBILITIES

• Serve as lead advisor and primary relationship manager for affluent and high-net-worth clients.
• Assume responsibility for established client relationships transitioned from senior advisors.
• Develop and deliver comprehensive financial planning and wealth management strategies.
• Advise clients across retirement, investment, tax, estate, and broader wealth planning needs.
• Coordinate with the firm's planning, research, investment, trading, and client service professionals.
• Identify opportunities to deepen existing client relationships.
• Generate referrals and develop new client relationships over time.
• Collaborate with senior advisors during the handoff and transition of client relationships.
• Deliver a highly personalized client experience while maintaining the firm's planning-focused approach.

QUALIFICATIONS

• 5+ years of wealth management, financial advisory, or private wealth experience.
• Demonstrated ability to independently manage affluent and high-net-worth client relationships.
• Strong financial planning and relationship management background.
• Comfortable presenting recommendations and leading client meetings.
• Strong communication and interpersonal skills, with the desire to eventually originate new business.
• CFP designation required.
• Series 7/65/66 or comparable licensing preferred.
• Portable assets welcomed but not required.

Compensation is competitive and commensurate with experience, including salary plus a comprehensive benefits package. This role is based in the firm's downtown Chicago office, however, satellite offices are available around the Chicagoland area.