This position is no longer accepting applications
Closed on August 5, 2026.
This role is filled — get an email when new Financial Planning roles open on FinanceJobs.io:
Financial Advisor/Wealth Manager
Advisor
Client Relations
Client Service
Financial Advisor
Financial Planning
Financial Services
Relationship Management
Sales
Wealth Management
View similar jobs
Get alerted when similar jobs are posted — set up a New Financial Planning jobs on FinanceJobs.io alert.
See other roles at Tristate Financial Advisors.
Job Description
This Chicago based position at Tristate Financial Advisors focuses on meeting clients, assessing financial needs, and developing customized financial plans, supported by training and the potential for substantial earnings.
Location
Chicago, IL (onsite)
Salary
USD 70,000 to 100,000 per year
Responsibilities
- Generate new business by identifying prospective clients and scheduling initial meetings
- Consult with clients to evaluate financial objectives and needs
- Design customized financial plans tailored to each client's goals
- Maintain ongoing relationships and monitor client progress over time
- Provide continuous advisory support and guidance
Requirements
- Must obtain series licenses and qualify to be approved as a Financial Advisor prior to starting in office
- Must be a U.S. or Permanent Resident
- Willing to work in the office
Education
Associate’s degree in business or an industry-related field
Benefits
- Health insurance
- Life insurance
- Retirement plan
Job Type
Full-time
Similar Jobs
