Wealth Management Trainee

Our client, a Wealth Management firm in Chicago is looking for a talented professional with high capacity to build a financial planning practice as an advisor.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!

The role of an advisor:

• Build relationships with prospective clients
• Help clients think about future financial planning and personal goals
• Constructing comprehensive plans
• Educating clients on recommendations and sharing financial advice
• Follow up with clientele to update their plans while their life and markets/economy change
• Manage your practice with support from a major firm
• Marketing and networking

Training will teach planning and business building fundamentals.

Comprehensive planning could include;

• Savings, debt reduction and cash flow planning
• Investment strategies and portfolio management
• Retirement Planning and Retirement Income Planning for retirees
• Insurance Planning: Life, Disability, Long Term Care
• Estate Planning for charitable giving and passing down assets
• Major purchase planning such as a house, business or education funding
• Tax implications

The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Qualifications:

· Bachelors Degree

• Being coachable
• Desire to learn the planning profession
• Desire to be in a client facing role open to networking and sales

Job Type: Full-time

Pay: $82,414.00 per year

Benefits:

• 401(k)
• Health insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (Required)

Experience:

• Financial concepts: 1 year (Preferred)
• Sales: 1 year (Preferred)

Work Location: In person