Independent Financial Advisor

Independent Financial Advisor opportunity in Burr Ridge, IL with on-site work at WealthRidge Investments, focused on building your own practice while staying independent.

Responsibilities

• Build, manage, and grow your own financial advisory practice.
• Develop and maintain long-term client relationships.
• Create personalized retirement and investment strategies.
• Provide comprehensive financial planning and investment guidance.
• Use WealthRidge compliance, technology, and operational infrastructure to support delivery.
• Customize your technology and workflow to align with your business needs.
• Deliver exceptional client service and financial outcomes.

Requirements

• Minimum of 5 years of financial adviser experience.
• Proven record of generating six-figure annual income.
• Strong knowledge of financial planning, investments, and retirement strategies.
• Demonstrated ability to build and maintain a client base.
• Entrepreneurial mindset and desire for professional independence.
• Strong communication and relationship-building skills.
• CFP® designation preferred.

Compensation and Job Details

• Job type: Full-Time
• Pay: $45,000.00 - $1,000,000.00 per year
• Compensation model: Revenue payout up to 85%
• Experience: 5+ years
• Work location: In person (Burr Ridge, IL)

Benefits and Practice Support

• Up to 85% revenue payout.
• 100% ownership of your clients and practice.
• Complete independence and control over your business.
• Back-office, compliance, and operational support.
• Flexible technology and workflow options.
• Direct mentorship and guidance from the founder.
• Opportunity to grow your business on your terms.

Why WealthRidge Investments? Experienced financial advisers should be able to run their businesses with the freedom to make decisions, supported by the resources needed to succeed.