Financial Consultant
Base Salary plus Quarterly Bonuses
Chicago, IL
Hybrid Work Model
Are you a financial expert looking to shift gears from prospecting new clients to establishing in-depth relationships and crafting intricate financial plans? Your search ends here!
Our client is recognized as one of the top 10 Best Places to Work in 2024, offering a unique opportunity for you to build long-term, dedicated relationships with existing clients by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.
Your Role in Catalyzing Growth
In this non-prospecting role, you’ll serve as more than just a Financial Consultant; you’ll be a trusted advisor offering personalized financial planning and guidance through face-to-face client interactions as they look to reach their retirement goals.
The Value You Bring
- No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
- Leverage your integrity, insights, and planning acumen to guide clients toward securing their financial future
- Deliver custom investment solutions and retirement plans that cater to high-net-worth clients’ immediate and future needs
- Showcase your expertise in interpersonal communication by forging long-lasting relationships
- Be a driving force for positive change for clients and the community
Expertise They Are Looking For
- A Bachelor’s degree is preferred; however, experience counts
- Active Series 7 —non-negotiable
- Additional Series 65 or 66 and state registrations are a tremendous plus
- CFP certification is preferred
- 5+ years of financial planning experience
- A proactive mindset centered around client satisfaction and problem-solving.
The base salary range for this position is $55,000 – $65,000 per year. The total compensation package also includes quarterly bonuses and other variable compensation ($110k-$120k first year)