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Job description
Wealth Management Advisor
Mission Woods, KS
An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent professionals and business owners. This is a salary based opportunity.
If you're currently at a larger firm where you feel like a number-or lack a clear path to meaningful growth-this role offers a more entrepreneurial environment with the infrastructure to support your success.
What You'll Do
Build and grow relationships with high-income professionals and business owners
Drive new business through consistent outreach, networking, and referrals
Take ownership of client relationships, with the opportunity to transition and manage existing clients over time
Lead conversations around investment strategies, retirement planning, and entity-level planning
Partner with team members to deliver a high-quality, relationship-driven client experience
What Makes This Opportunity Different Team-Based, Not Siloed: You'll collaborate with experienced advisors and have access to mentorship and shared ideas-without sacrificing your independence
Operational Leverage That Accelerates Growth: Once you earn the client's "yes," our established operations team steps in immediately-handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business
What We're Looking For 5-7+ years of experience in wealth management or financial advising
Proven track record of business development and client acquisition
Ability to speak to annual AUM growth and new assets brought in
Strong investment knowledge (more critical than insurance experience)
Experience working with affluent clients, business owners, or professionals
Highly motivated, activity-driven, and organized
Desire to grow within a team environment that still rewards individual ownership
Licensing SIE, Series 7, and Series 63
Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.