Senior Wealth Advisor Job at FlexProfessionals (Chicago)

Senior Wealth Advisor

FlexProfessionals

Location:
United States , Chicago

Category:
Finance

Contract Type:
Not provided

Salary:

300000.00 USD / Year

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Job Description:

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor while leading a small team of other advisors. As an advisor, the Partner focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. As a team leader, the Partner plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth.

Job Responsibility:

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

Requirements:

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
Comprehensive understanding of compliance requirements
Ability to travel up to 20% as required for client meetings, company training, etc.

Nice to have:

Master’s degree a plus
Sales aptitude and experience is preferred
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment

What we offer:

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Additional Information:

Job Posted:
January 22, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

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