Financial Recruiters International
Experienced Leader and Sales Professional – Specializing in Wealth Management, Trust & Insurance Professionals
I have multiple Wealth Advisor roles at multiple locations due to steady and rapid growth for one of my premier clients. This is a primarily remote/hybrid role with client-facing responsibilities.
Client-Focused Advisory Firm hiring in the following locations: Open to relocation from surrounding areas.
Chicago, IL
Indiana
Florida
Texas
Grand Junction, CO
Ideal Candidate:
3-10 years of experience in wealth management/advising
Required or in process of getting Series 7 & 65
Preferred designations:
CFP , CFA CEPA, APMA
Would inherit an existing book of business and grow it from there.
If you have an existing book to bring this would be an added bonus.
Strong relationship‑building and client‑facing skills
Career pathing and room for continued growth!
Reporting to a phenomenal leadership team with a healthy and thriving culture
Integrated Team Model – Advisors are supported by a robust team of Associates; no silos
Strong Client Base – Middle‑market clients with $500K–$5M+ in assets
Flexible Engagement – 50/50 balance of remote work and client interaction
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance
Industries Financial Services and Investment Management
Benefits
Medical insurance
Vision insurance
401(k)
Pension plan
Paid maternity leave
#J-18808-Ljbffr
Client-Focused Advisory Firm hiring in the following locations: Open to relocation from surrounding areas.
Chicago, IL
Indiana
Florida
Texas
Grand Junction, CO
Ideal Candidate:
3-10 years of experience in wealth management/advising
Required or in process of getting Series 7 & 65
Preferred designations:
CFP , CFA CEPA, APMA
Would inherit an existing book of business and grow it from there.
If you have an existing book to bring this would be an added bonus.
Strong relationship‑building and client‑facing skills
Career pathing and room for continued growth!
Reporting to a phenomenal leadership team with a healthy and thriving culture
Integrated Team Model – Advisors are supported by a robust team of Associates; no silos
Strong Client Base – Middle‑market clients with $500K–$5M+ in assets
Flexible Engagement – 50/50 balance of remote work and client interaction
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance
Industries Financial Services and Investment Management
Benefits
Medical insurance
Vision insurance
401(k)
Pension plan
Paid maternity leave
#J-18808-Ljbffr