Financial Advisor

About this opportunity

Guardian Wealth Advisory Group lists this Financial Advisor opportunity in elgin, Illinois. Review the employer’s description below for duties, qualifications and application requirements.

Job description

𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗔𝗗𝗩𝗜𝗦𝗢𝗥

Guardian Wealth Advisory Group | Elgin, IL

𝗘𝘀𝘁𝗮𝗯𝗹𝗶𝘀𝗵𝗲𝗱 𝗰𝗹𝗶𝗲𝗻𝘁 𝗯𝗮𝘀𝗲. 𝗡𝗼 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝗶𝗻𝗴. 𝗔 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗳𝗶𝗿𝗺 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗺𝗮𝗸𝗲 𝗮𝗻 𝗶𝗺𝗽𝗮𝗰𝘁.

At Guardian Wealth Advisory Group, great financial advice starts with genuine relationships.

We're a growing, independent wealth management firm that cares deeply about the more than 750 families we serve and the people who make it all possible: our team.

We're looking for a Financial Advisor who loves working with clients, asks thoughtful questions, and is passionate about making a meaningful difference in people's financial lives.

You'll step into an established client base, work alongside a close-knit team that genuinely enjoys working together, and help us shape an exciting next chapter.

𝗡𝗼 𝘁𝗿𝗮𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝗶𝗻𝗴 𝗼𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗯𝗼𝗼𝗸 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱.

𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗗𝗢

Your primary focus will be leading ongoing client reviews, deepening existing relationships, and identifying opportunities to deliver additional value to the families we serve.

𝗟𝗲𝗮𝗱 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝘃𝗶𝗲𝘄𝘀 & 𝗕𝘂𝗶𝗹𝗱 𝗟𝗮𝘀𝘁𝗶𝗻𝗴 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀

• Independently lead ongoing review meetings for assigned client households.

• Build trusted relationships by understanding clients' financial goals, family circumstances, concerns, and changing needs.

• Deliver thoughtful, actionable recommendations that help clients make confident financial decisions.

• Provide exceptional service through proactive communication, personalized attention, and consistent follow-through.

• Strengthen existing relationships and earn referrals through an outstanding client experience.

𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝘁𝗼 𝗗𝗲𝗹𝗶𝘃𝗲𝗿 𝗔𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗩𝗮𝗹𝘂𝗲

Take a comprehensive approach to each household's financial picture, identifying opportunities involving:

• Additional assets under management and held-away asset consolidation.

• Retirement income planning, including fixed and fixed-indexed annuities when appropriate.

• Life insurance and long-term care planning.

• Tax-efficient retirement strategies and potential Roth conversions.

• Estate and legacy planning coordination.

You'll help clients understand their options, develop appropriate recommendations, and coordinate implementation, always keeping their interests at the center of every conversation.

𝗣𝗿𝗲𝗽𝗮𝗿𝗲, 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗲 & 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗲

• Prepare for client reviews by analyzing financial plans, running reports, conducting research, and identifying planning opportunities.

• Collaborate with our advisors, operations team, and client service team to deliver a seamless client experience.

• Support broader financial planning initiatives and complex case analysis as needed.

• Bring fresh ideas and an improvement mindset as we continue growing our firm and evolving our client experience.

𝗪𝗛𝗔𝗧 𝗪𝗘'𝗥𝗘 𝗟𝗢𝗢𝗞𝗜𝗡𝗚 𝗙𝗢𝗥

𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀

• Current Series 65 license or valid Series 7 and Series 66 combination.

• Illinois Life and Health insurance producer licenses, or the ability to obtain them before starting.

• At least one year of experience meeting directly with financial advisory clients, conducting or participating in reviews, and discussing financial planning recommendations.

• Strong relationship-building skills and the ability to identify planning opportunities and present appropriate solutions.

• Excellent communication, organization, judgment, and follow-through.

• A genuine commitment to doing what's right for clients.

𝗣𝗿𝗲𝗳𝗲𝗿𝗿𝗲𝗱 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀

• Experience with fixed and fixed-indexed annuities, life insurance, and long-term care planning.

• CFP certification or comparable financial planning expertise.

• Experience working within an independent wealth management firm or RIA.

𝗪𝗛𝗢 𝗪𝗜𝗟𝗟 𝗧𝗛𝗥𝗜𝗩𝗘 𝗛𝗘𝗥𝗘?

We're looking for someone who genuinely enjoys people.

You're comfortable leading client conversations, curious enough to ask the right questions, and motivated to uncover opportunities that make a meaningful difference.

You take ownership of your work, follow through on your commitments, and understand that building lasting relationships is just as important as delivering sound financial advice.

You also enjoy being part of a team. You share ideas, support your colleagues, celebrate wins, and believe that working hard and having fun aren't mutually exclusive.

𝗪𝗛𝗬 𝗚𝗨𝗔𝗥𝗗𝗜𝗔𝗡 𝗪𝗘𝗔𝗟𝗧𝗛?

We offer something different from the traditional financial advisor opportunity.

• 𝗔𝗻 𝗲𝘀𝘁𝗮𝗯𝗹𝗶𝘀𝗵𝗲𝗱 𝗰𝗹𝗶𝗲𝗻𝘁 𝗯𝗮𝘀𝗲: Spend your time advising and building relationships rather than constantly searching for your next prospect.

• 𝗡𝗼 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝗶𝗻𝗴 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁: No cold calling, no building a book from scratch, and no requirement to bring existing clients.

• 𝗔 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗳𝗶𝗿𝗺: Join us during an exciting period of growth, including an upcoming office expansion and the opportunity to help shape our future.

• 𝗔 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗰𝘂𝗹𝘁𝘂𝗿𝗲: Work alongside accessible leadership and a close-knit team that supports one another, celebrates successes, and genuinely enjoys working together.

• 𝗠𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗰𝗹𝗶𝗲𝗻𝘁 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀: Make a difference in the lives of families who have already placed their trust in Guardian Wealth.

We take our responsibility to our clients seriously, but we also believe work should be rewarding, collaborative, and fun.

𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗚𝗥𝗢𝗪 𝗪𝗜𝗧𝗛 𝗨𝗦?

If you're an advisor who wants to spend more time doing what you love, build meaningful relationships, and join a growing team where your contributions truly matter, we'd love to meet you.

Join Guardian Wealth Advisory Group and help us shape what's next!

Worksite address

elgin, IL, 60122, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.