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Vertis Wealth · 18 hours ago

Financial Advisor

Chicago, IL

Full-time

Hybrid

Entry, Mid Level

$100K/yr - $100K/yr

2+ years exp

Vertis Wealth is a premier financial and legal advisory firm seeking to add a Financial Advisor to their team in Chicago, IL. The role involves working closely with clients to provide expert financial and legal advisory services while collaborating with the CEO/Wealth Manager to gain expertise in wealth management.

Financial Services

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

Qualification

Financial services experienceLifeHealth LicensedSeries 65CFP licenseMathematical skillsAnalytical skillsMS Office SuiteCommunication skillsManagement skillsCRM experienceMarketing skillsPersistenceEntrepreneurial perspectiveClient relationship buildingInterpersonal skillsOrganizational skillsPersuasive ability