Job Description
JustinBradley’s client, a national wealth management firm, is adding a Financial Advisor to their Chicago team. The firm’s financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady growth and community recognition. They are eager to add a finance professional interested equally in adding true value and growth. This role presents the opportunity to access a significant network of referral business to accomplish these goals..
Highlighted Responsibilities Include
• Independently serve and grow existing investment client relationships through comprehensive financial planning
• Assist Partner/Senior Advisor in preparing for client review meetings
• Help develop relationships with referring FC’s (Financial Consultants) at all Fidelity branches in the area
• Lead prospective client meetings and analysis
• Analyze existing and prospective clients’ financial information to determine strategies for meeting their financial goals and present customized financial plans and investment strategies.
• Monitor and re-balance client portfolios
• Stay informed about market trends, economic conditions, and new financial products.
• Comply with all regulatory requirements and company policies.
Highlighted Qualifications
• Bachelor’s Degree (BA) from four-year college or university.
• 4+ years of related experience and/or training.
• FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65) required
• CFP or enrolled in study course for the CFP
• Portable book of business $20M+
Compensation range: $95,000/year – $140,000/year
JustinBradley is an EO employer – Veterans/Disabled and other protected categories.
Highlighted Responsibilities Include
• Independently serve and grow existing investment client relationships through comprehensive financial planning
• Assist Partner/Senior Advisor in preparing for client review meetings
• Help develop relationships with referring FC’s (Financial Consultants) at all Fidelity branches in the area
• Lead prospective client meetings and analysis
• Analyze existing and prospective clients’ financial information to determine strategies for meeting their financial goals and present customized financial plans and investment strategies.
• Monitor and re-balance client portfolios
• Stay informed about market trends, economic conditions, and new financial products.
• Comply with all regulatory requirements and company policies.
Highlighted Qualifications
• Bachelor’s Degree (BA) from four-year college or university.
• 4+ years of related experience and/or training.
• FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65) required
• CFP or enrolled in study course for the CFP
• Portable book of business $20M+
Compensation range: $95,000/year – $140,000/year
JustinBradley is an EO employer – Veterans/Disabled and other protected categories.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Advisor – Chicago position is now open for candidates interested in the Bank Jobs sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
