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Junior Advisor (1049-246)
Hoffman Estates, IL
Hoffman Estates, IL-based independent wealth management firm is seeking a
Junior Advisor to join their team. This can be a great bridge for someone who
has financial services industry experience and wants to grow toward a self-
sufficient Advisor. This person will be responsible for serving the needs of
both individual and institutional clients across the United States. The Junior
Advisor will be in a client-facing position to augment the firms
Partners/Senior Advisors and will grow into a more business development role
over time with the business needs of the organization.
Previous financial services industry experience
FINRA Series 65 License preferred
CFP (or willingness to gain CFP) preferred
Must be tech savvy with ability to quickly adapt to new software
Strong verbal and written communication skills
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