Financial Advisor - RIA Firm - Chicago, IL jobs in United States
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Advisor Talent Solutions · 1 week ago

Financial Advisor - RIA Firm - Chicago, IL

positionChicago, IL
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$100K/yr - $100K/yr
date2+ years exp

Vertis Wealth is a premier financial and legal advisory firm located in Chicago, IL, seeking to add a Financial Advisor to their team. The role involves managing and growing an existing client base while providing tailored financial and legal advisory services, learning directly from the CEO/Wealth Manager to develop expertise in wealth management.

AdviceConsultingStaffing Agency

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 LicenseSeries 65 LicenseCFP LicenseCRM experienceMathematical skillsAnalytical skillsManagement skillsMS Office SuitePersistenceEntrepreneurial perspectiveClient relationship buildingCommunication skillsOrganizational skillsInterpersonal skillsPersuasive ability

Required

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)

Preferred

College degree preferred
CFP license preferred
Industry experience preferred
Experience with CRM; Wealth box, preferred but not required

Benefits

Health Insurance
401k
PTO

Company

Advisor Talent Solutions

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Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
dateFounded in 2012
location
Overland Park, Kansas, USA
people-size2-10 employees
web-link
https://aesplacement.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase