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Wealth Manager

$75,000-150,000/year

Rockstar

Chicago, IL, USA

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Rockstar is recruiting on behalf of a leading independent wealth management firm specializing in tax-smart retirement strategies. Our client is dedicated to guiding individuals and families through one of the most meaningful chapters of their lives, providing expert financial advice with empathy, clarity, and a steadfast commitment to client well-being. The team is passionate about making retirement the most fulfilling stage of life, empowering clients to move from fear to possibility, and protecting what matters most. At this firm, financial professionals are more than advisors—they are trusted guides in their clients’ journeys. Trusted & Tax-Smart Retirement Strategists, the team is grounded in deep expertise, but always warm and clear. They don’t just solve problems; they make complexity feel manageable, even empowering. Believers in a Better Retirement, they bring hope, optimism, and a deep belief that this stage of life can be the most fulfilling yet. They help clients see possibility where they once saw fear. Protectors of What (and Who) Matters Most, they show up with empathy, dedication, and a steady hand. Clients trust them not just with their money, but with their dreams, their families, and their peace of mind. This is what it means to make retirement the best part of someone’s life—and the team is honored to do it together. Role Overview This Advisor's main duty is to meet one-on-one with existing clients. The ideal candidate for this role will be someone who enjoys building relationships and providing superior client service, always putting clients first. Initial duties include providing ongoing planning services to existing clients, building client relationships, participating in client events, and ensuring the onboarding of new clients is a smooth and seamless transition from initial advisor to wealth manager. Upon completion of successful training, the Advisor will be handed a book of clients and will continue to have more clients added to their book. This role is not responsible for sourcing new client relationships but is responsible for growing their current book of business. Key Traits - Strong initiative - Positive attitude - Ability to market to local clients - Persistence - Team oriented Minimum Requirements - 3+ years of financial services experience required - Series 65 or a combination of Series 66 and 7, with Life and Health required - Strong organizational, prioritization, interpersonal, and management skills - Excellent communication skills; both verbal and written - Experience with tax planning preferred Position Responsibilities - Prepare, present, and implement customized financial plans - Assist clients with annuities, life, and long-term care, and managing money - Provide financial planning advice to include investment, insurance, and retirement - Manage and retain strong client relationships Compensation Salary: $75,000 – $150,000 – Based on Experience – Plus commission on additional sales Benefits Money for Nothing The firm encourages rest and recovery with an unlimited PTO policy. Team members work hard and get their work done but also recognize the importance of recovery and personal time. Retirement Traditional and Roth 401(k)s are offered, with company matching a percentage of contributions. Let’s Stay Healthy - Aetna is the insurance provider. - The company pays for part of health, dental, and life insurance. - Paid time off is provided to go to the doctor, dentist, etc. Want To Lend a Hand? The firm supports local charities financially and with paid time off to volunteer.

Source:  workable View Original Post

Location
Chicago, IL, USA
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