Lead Advisor

Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), have access to a financial planning training program along with mentorship and infrastructure to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!

Key Responsibilities

• Develop and grow your personal book of business by actively prospecting and generating new client leads.
• Leverage existing professional, community, and personal networks to identify opportunities.
• Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
• Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities

Qualifications

• Bachelor’s degree
• Strong communication, presentation, and interpersonal skills.
• Self-starter with high motivation, resilience, and the ability to work independently.
• Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses.
• Passion for helping clients achieve financial goals and willingness to build a career from the ground up.

Skills & Competencies

• Entrepreneurial mindset with a strong work ethic.
• Natural ability to network and develop professional relationships.
• Goal-oriented and comfortable in a performance-driven environment.
• High level of integrity and professional presence.
• Strong organizational skills for managing a pipeline of prospects and clients.

Compensation & Benefits

• Performance-based compensation: unlimited earning potential tied directly to production.
• Access to training, mentorship, and professional licensing support.

Benefits package

• Clear career path with potential for leadership opportunities.

Job Type: Full-time

Pay: $82,247.23 - $120,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Retirement plan

Ability to Commute:

• Chicago, IL 60604 (Preferred)

Ability to Relocate:

• Chicago, IL 60604: Relocate before starting work (Preferred)

Work Location: In person