Financial Advisor
$125k/y-$150k/y
2 days ago
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HybridFull-timeMid
Summary
Allworth Financial is seeking an experienced Financial Advisor to join their rapidly expanding team in Riverwoods, IL. The role involves providing fiduciary investment management and holistic financial planning advice to clients.
About the Role
As a Financial Advisor at Allworth Financial, you will meet with future clients to assess their financial situations, establish advisory relationships, and work closely with support teams to secure new clients. You will collaborate with the Financial Planning team to create plans, review them periodically, and communicate updates from the Investment Management team. The position requires a blend of in-office work, client meetings, and some remote flexibility.
About You
Required:
- Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) is required.
- Minimum three years of client-facing wealth management or financial planning experience is required.
- Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed.
Preferred:
- BA/BS or master's degree preferred.
- Experience with MoneyGuidePro, Salesforce, Zoom or similar tools.
- Familiarity with a Client Relationship Management (CRM) database program.
Benefits
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.
- Dental insurance with MetLife.
- Vision insurance with VSP.
- Optional supplemental benefits.
- Healthcare savings accounts with company contribution.
- Flexible spending accounts.
- Flexible working arrangements.
- Generous 401K contributions.
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment.
- 11 Paid Holidays.
- Option to participate in our Equity Purchase Program.
- Future growth opportunities within the company.
Allworth Financial
With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get—from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth—now and in the future. Complete. Personalized. Aligned. We call this the Allworth Advantage. And it's the advantage every modern investor needs. HMRN Insurance Agency, LLC license #0D34087
Riverwoods, IL