Financial Advisor - RIA Firm - Chicago, IL

Advisor Talent Solutions•Chicago, IL

1d•$100,000•Hybrid

About The Position

Are you looking to expand your career and 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, 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.

Requirements

College degree preferred
2+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65
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; Wealth box, preferred but not required
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability

Nice To Haves

CFP license preferred
Industry experience preferred

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