Wealth Advisor

Windward Recruiting; Elmhurst (IL); On-site; USD 106,000 - 144,000; Full time

Job summary

Windward Recruiting is seeking an entrepreneurial Wealth Advisor to join a boutique wealth management practice. The ideal candidate will build and manage client relationships, deliver sophisticated planning, and drive new business while benefiting from full firm support and infrastructure.

The role serves mass-affluent and high-net-worth clients, with a focus on delivering personalized service and growth opportunities. Strong communication and self-motivation are essential for success.

Qualifications

• Transferrable book of assets, minimum $25mm.
• Experience in wealth management or investment advisory with client-facing background.
• Proven ability to develop new business and grow a client book.

Responsibilities

• Build and manage client relationships with personalized service.
• Deliver comprehensive financial planning and investment advice tailored to client goals.
• Develop new business through referrals, networking and strategic outreach.
• Serve mass-affluent to high-net-worth clients in the $600K–$2M asset range with proactive care.
• Collaborate with support teams to ensure seamless service and client experience.
• Stay current on markets and planning strategies while adhering to regulations.

Skills

Relationship-building

Financial planning

Entrepreneurial mindset

Client acquisition

Regulatory awareness

Education

FINRA Series 65

Job description

We are seeking a hungry, entrepreneurial Wealth Advisor to join a boutique wealth management practice and take excellent care of clients while helping grow the business. This is a client-facing role for an advisor who can build and manage relationships, deliver sophisticated planning, and bring in new business. The right attitude and drive mattering as much as years of experience.

Our client is a small, close-knit firm serving mass-affluent and high-net-worth clients. The firm provides full support, including operations, service, and infrastructure, so advisors can focus on clients and growth. This is a strong fit for a self-starter who wants room to build their own book while being backed by a firm that covers the overhead.

DUTIES & RESPONSIBILITIES

• Build and manage client relationships, providing a high level of personalized service and attention.
• Deliver comprehensive financial planning and investment advice tailored to each client's goals, adjusting strategies as needs evolve.
• Develop new business through referrals, networking, and strategic outreach, contributing directly to the firm's growth.
• Serve mass-affluent and high-net-worth clients, typically in the $600K–$2M asset range, with proactive, attentive care.
• Collaborate with the firm's support team to ensure seamless service and client experience.
• Stay current on financial markets, planning strategies, and industry developments while ensuring adherence to regulatory and firm policies.

QUALIFICATIONS

• Transferrable book of assets, minimum $25mm.
• Experience in wealth management, financial planning, or investment advisory, with a client-facing background.
• Demonstrated ability—or clear potential—to develop new business and build a book of clients.
• Strong communication, relationship-building, and interpersonal skills.
• Entrepreneurial, self-motivated, and hungry, with a genuine commitment to taking care of clients.
• FINRA Series 65 (or Series 7 and 66), or willingness to obtain.

COMPENSATION

Compensation is competitive and commensurate with experience, starting at $125,000, with a transition to a revenue-grid payout as the book grows. The firm covers overhead and provides full operational support.