Top Financial Advisor Jobs in Chicago, IL

Provide comprehensive financial advice and customized solutions to clients, build financial plans, make referrals, and review investment goals.

Build and manage client relationships, convert prospects, develop customized financial plans, and provide ongoing investment management and financial guidance. The advisor reviews client goals, supports plan implementation, responds to inquiries, meets advisor metrics, follows division workflows, and maintains compliance standards. The role requires integrating biblical financial principles into client counsel, collaborating with team members, and using financial planning, CRM, investment management, and office software.

Provide comprehensive financial advice, meet client financial goals, triage leads, review financial plans, and recommend brokerage products while managing client relationships.

The Investment Executive guides and develops licensed bankers in selling securities products, coaching them on investment strategies, and ensuring client satisfaction while achieving sales goals.

Provide real-world financial planning expertise to train and evaluate AI systems. Review scenarios, assess AI recommendations for accuracy, compliance, and suitability, document client conversations, define planning methodologies, give structured feedback, identify compliance/referral needs, and improve AI workflows and financial planning processes.

Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.

As a Financial Solutions Advisor Stage I, you'll obtain required licenses and develop skills in client relationship management and financial advising. You'll work towards delivering comprehensive financial solutions and advance to higher positions within the company.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

This role involves providing personalized financial advice to high-net-worth clients, developing relationships, assessing financial goals, and recommending investment strategies to help clients succeed financially.

As a Financial Solutions Advisor Stage I, you will obtain licenses, build client relationships, and provide financial solutions while completing training programs.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

The Financial Advisor builds client relationships, retains clients, assesses financial needs, develops plans, and ensures compliance with regulations while meeting sales quotas.

The Associate Financial Advisor will support senior advisors in managing client relationships, preparing financial plans, and analyzing investments while ensuring excellent client service.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.

Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.