Financial Advisor
What Could Your Practice Look Like with the Right Platform Behind You?
We’re partnering with a highly respected, growth-oriented boutique RIA in the Chicago area that is looking to add an experienced Financial Advisor to its growing team. This is an opportunity for an advisor who has built strong client relationships, enjoys being entrepreneurial, and wants the resources of a sophisticated firm without losing the personal, relationship-driven feel of an independent practice.
About the Role
You'll have the ability to manage and grow client relationships while leveraging a deep bench of internal specialists. Instead of spending your time worrying about every operational detail, you'll have a team around you allowing you to focus on what you do best — advising clients, building relationships, and growing your business. For the right advisor, there is also a long-term path toward leadership and equity.
Why This Opportunity Is Different
- Strong infrastructure and significant internal support so you can focus on clients and growth
- Access to dedicated advanced planning, portfolio management, operations, tax, and estate specialists
- A firm that invests in its advisors and provides a foundation for business development
- A true fiduciary, planning-first environment — not a product or annuity sales culture
- Direct access to experienced leadership and a collaborative team
- Opportunity for long-term leadership and equity participation
- Boutique culture with the sophistication and resources of a much larger organization
- A team that values character, collaboration, and doing what is right for the client
Requirements
- At least 3 years of experience as a Financial Advisor
- Series 7, 65 or 66 license
- Track record of building and maintaining meaningful client relationships
- Enjoys business development and growing their practice
- Strong professional and/or community network
- Desire to operate more entrepreneurially
- Values comprehensive planning and relationship-based advice
- Looking for a platform where they can build something bigger
Compensation is competitive and will be discussed based on experience and overall fit.