Advisor Employee Services
Financial Advisor (Hybrid) - Chicago, IL
Advisor Employee Services, Chicago, Illinois, United States, 60290
Join to apply for the
Financial Advisor (Hybrid) - Chicago, IL
role at
Advisor Employee Services 2 days ago Be among the first 25 applicants Join to apply for the
Financial Advisor (Hybrid) - Chicago, IL
role at
Advisor Employee Services Advisor Employee Services provided pay range
This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$100,000.00/yr - $100,000.00/yr Financial Advisor (Hybrid)
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Vertis Wealth in Financial Advisor (Hybrid)
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Vertis Wealth in
Chicago, IL
is seeking to add a Financial Advisor to our team!
The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. This individual will work directly under the CEO/Wealth Manager to gain expertise and practical knowledge to eventually transition into the role of Wealth Manager within our organization. This is a unique opportunity for a driven professional to join a premier financial and legal advisory firm, learn from industry leaders, and access a clear pathway to significant career and financial growth.
Key Traits:
Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability
Minimum Requirements:
College degree preferred 2+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 CFP license preferred Industry experience preferred Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with CRM; Wealthbox, preferred but not required
Position Responsibilities:
An existing client base to manage and grow Provide expert financial and legal advisory services tailored to client needs Collaborate directly with the CEO/Wealth Manager to learn best practices in wealth management and leadership Develop, implement, and monitor comprehensive financial plans for clients, ensuring alignment with their personal and financial goals Work with Vertis Wealth and Law: Financial Analysts, Tax Attorneys, Estate Attorneys to create a well rounded experience for clients Leverage your legal expertise to offer unique insights into estate planning, tax strategies, and risk management Build and maintain strong client relationships, ensuring exceptional service and trust Contribute to the firm’s strategic growth by identifying and pursuing new business opportunities
Salary:
$100k base salary + commission Over $1M in marketing and lead generation allowance
Benefits:
Health Insurance 401k PTO
Hours:
8am-5pm, Monday-Friday (hybrid) Some evenings required for client events
Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Advisor Employee Services by 2x Get notified about new Financial Advisor jobs in
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Financial Advisor (Hybrid) - Chicago, IL
role at
Advisor Employee Services 2 days ago Be among the first 25 applicants Join to apply for the
Financial Advisor (Hybrid) - Chicago, IL
role at
Advisor Employee Services Advisor Employee Services provided pay range
This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$100,000.00/yr - $100,000.00/yr Financial Advisor (Hybrid)
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Vertis Wealth in Financial Advisor (Hybrid)
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Vertis Wealth in
Chicago, IL
is seeking to add a Financial Advisor to our team!
The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. This individual will work directly under the CEO/Wealth Manager to gain expertise and practical knowledge to eventually transition into the role of Wealth Manager within our organization. This is a unique opportunity for a driven professional to join a premier financial and legal advisory firm, learn from industry leaders, and access a clear pathway to significant career and financial growth.
Key Traits:
Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability
Minimum Requirements:
College degree preferred 2+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 CFP license preferred Industry experience preferred Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with CRM; Wealthbox, preferred but not required
Position Responsibilities:
An existing client base to manage and grow Provide expert financial and legal advisory services tailored to client needs Collaborate directly with the CEO/Wealth Manager to learn best practices in wealth management and leadership Develop, implement, and monitor comprehensive financial plans for clients, ensuring alignment with their personal and financial goals Work with Vertis Wealth and Law: Financial Analysts, Tax Attorneys, Estate Attorneys to create a well rounded experience for clients Leverage your legal expertise to offer unique insights into estate planning, tax strategies, and risk management Build and maintain strong client relationships, ensuring exceptional service and trust Contribute to the firm’s strategic growth by identifying and pursuing new business opportunities
Salary:
$100k base salary + commission Over $1M in marketing and lead generation allowance
Benefits:
Health Insurance 401k PTO
Hours:
8am-5pm, Monday-Friday (hybrid) Some evenings required for client events
Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Advisor Employee Services by 2x Get notified about new Financial Advisor jobs in
Chicago, IL . Chicago, IL $50,000.00-$100,000.00 4 weeks ago Greater Chicago Area $150,000.00-$500,000.00 3 weeks ago Chicago, IL $90,000.00-$100,000.00 5 days ago Financial Analysis Consultant - Chicago, IL (Hybrid)
Chicago, IL $50,700.00-$89,062.50 2 weeks ago Chicago, IL $75,000.00-$100,000.00 1 day ago Investment Executive (Financial Advisor) Downtown Chicago
Greater Chicago Area $50,000.00-$75,000.00 5 days ago Orland Park, IL $80,000.00-$100,000.00 1 week ago Associate - Restructuring & Liability Management
Chicago, IL $185,000.00-$250,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Chicago Downtown
Chicago, IL $75,700.00-$94,620.00 5 days ago Financial Advisor - Endowments and Foundations
Chicago, IL $100,000.00-$130,000.00 5 days ago Chicago, IL $50,000.00-$75,000.00 5 days ago Niles, IL $45,000.00-$100,000.00 1 week ago Northbrook, IL $100,000.00-$150,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr