Wealth Management Advisor

Fortitude Financial Partners; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Collaborative team culture

Job summary

Fortitude Financial Partners is seeking a Wealth Advisor to join our Chicago-area wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients.

You’ll conduct research and analysis to develop personalized financial plans and investment portfolios, manage client relationships with exceptional service, and collaborate with internal teams to ensure seamless execution.

Qualifications

• 5+ years of experience in financial planning or related field.
• One of CFP®, CPA, CFA, or Series 65 (CFP strongly preferred).
• Experience with fee-based wealth management, tax strategy, and financial planning.
• Proficiency in financial planning software (eMoney, Holistiplan).
• Proven success working with high-net-worth clients.
• Note: clean regulatory record (U4).

Responsibilities

• Support Senior Wealth Advisors in delivering customized wealth management strategies.
• Conduct research and analysis to develop personalized financial plans and investment portfolios.
• Assist in managing client relationships by addressing inquiries and ensuring excellent service.
• Collaborate with internal teams to ensure seamless execution of client requests and updates.
• Help mentor and develop new associates and client service staff.

Skills

Interpersonal communication

Time management

Organization

Education

CFP®, CPA, CFA, or Series 65

Tools

eMoney

Holistiplan

Job description

Candidate is required to be present in the Chicago land area.

Fortitude is seeking a Wealth Advisor to join our wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients. This is an exciting opportunity to develop your expertise while contributing to the creation of comprehensive wealth plans that align with clients' goals and values.

What You’ll Do

• Support Senior Wealth Advisors in delivering customized wealth management strategies
• Conduct research and analysis to develop personalized financial plans and investment portfolios
• Assist in managing client relationships by addressing inquiries and ensuring excellent service
• Collaborate with internal teams to ensure seamless execution of client requests and updates
• Help mentor and develop new associates and client service staff

What You Bring

• 5+ years of experience in financial planning, accounting, legal, or a related field
• One of the following required: CFP®, CPA, CFA, or Series 65 (CFP® strongly preferred)
• Experience with fee-based wealth management, tax strategy, and financial planning
• Proven success working with high-net-worth clients
• Proficiency in financial planning software (eMoney, Holistiplan)
• Strong interpersonal and communication skills
• Excellent organizational and time-management skills

Note: All candidates must maintain a clean regulatory record (U4) with no disclosures.

Why Fortitude

• Competitive compensation and performance-based rewards
• Comprehensive benefits package to support your personal and professional well-being
• A collaborative, team-focused culture that promotes work-life balance and growth

About Fortitude

Fortitude is a privately held financial services firm providing expertise in tax, estate planning, insurance, investment banking, and more. Our wealth advisors are supported by an experienced team to ensure clients receive holistic, strategic wealth management.

About the Team

At Fortitude, every wealth advisor is backed by a team of specialists in tax, insurance, estate planning, and more. This collaboration empowers advisors to provide clients with a higher level of service and advice.

Apply today to support our wealth management team and help clients achieve their financial goals.