Lenox Advisors · 2 months ago
Financial Advisor - Chicago
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$60K/yr - $100K/yrLenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. As a Financial Advisor, you will work directly with clients to help them navigate and secure their financial future while developing new client opportunities across the wealth management spectrum.
BankingConsultingCrowdfundingFinancial ServicesInsurance
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Qualification
Required
A strong relationship-builder who takes a client-first approach
A proven networker and marketer (alt: 'connector of people')
A dedicated worker: independent, self-motivated and goal oriented
Company
Lenox Advisors
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Founded in 1992
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gregory Large
Founding Member, President, Chief Operating Officer & Treasurer
Colleen Tinch
Senior Vice President, Head of Marketing
Recent News
2025-11-03
2025-06-02
Company data provided by crunchbase