Wealth Manager & Financial Advisor — Uncapped Earnings Path

Tristate Financial Advisors; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

Tristate Financial Advisors in Chicago seeks energetic individuals to join as Financial Advisors. You will receive extensive training and resources to build customized financial plans and guide clients toward their financial goals. Success is driven by proactive client engagement and ongoing, consultative support.

Ideal candidates demonstrate energy, strong work ethic, and an entrepreneurial spirit. Series licenses are required before starting, with compensation heavily based on performance.

Qualifications

• Associate's degree in business or industry-related field is required.
• Must obtain series licenses and be qualified to be approved as a Financial Advisor before starting.
• U.S. citizen or permanent resident.
• Willing to work in office in Chicago, IL.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans addressing clients' goals.
• Maintain client relationships and track progress over time.
• Provide ongoing consultation and support to clients.

Skills

Energy

People skills

Entrepreneurial spirit

Strong work ethic

Education

Associate's degree in business or industry-related field

Tools

Series licenses

Job description

Tristate Financial Advisors in Chicago seeks energetic individuals to join as Financial Advisors. You will receive extensive training and resources to build customized financial plans and guide clients toward their financial goals. Success is driven by proactive client engagement and ongoing, consultative support.

Ideal candidates demonstrate energy, strong work ethic, and an entrepreneurial spirit. Series licenses are required before starting, with compensation heavily based on performance.