We are an independent wealth management firm in Morton, IL, and we are hiring an experienced Financial Advisor to take over management of an existing book of business immediately. If you love the advisory and relationship-building side of wealth management but are looking for a role with very limited sales and prospecting requirements, this is the perfect career move.What you'll doTake over and manage an established, active book of client relationships from day oneConduct comprehensive financial planning, portfolio reviews, and ongoing strategy meetings with clientsServe as the primary point of contact for our existing clients, ensuring top-tier service and retentionImplement investment strategies and financial plans tailored to each client's unique long-term goalsCollaborate with our internal operations and planning support team to streamline the client experienceWhat you need4+ years of experience as a financial advisor or relationship manager in wealth managementActive Series 65, Series 66, or CFP designationDeep understanding of financial planning concepts, tax strategies, and investment managementExceptional relationship-building skills with a track record of retaining client trustAbility to work full-time onsite at our Morton, IL office (Peoria metro area)Nice to havePrior experience utilizing financial planning software (e.g., eMoney, RightCapital) and CRM systemsExperience handling complex client cases or multi-generational wealth transition planningPay & benefitsGuaranteed competitive income in year one to ensure a smooth transitionHighly attractive bonus or revenue-sharing structure tied to long-term portfolio growthFull benefits package including health, dental, vision, 401k match, and paid time offStable, established career path without the high pressure of constant cold outreach or heavy sales goalsLocation & scheduleFull-time, onsite - Morton, IL (Peoria metro area). Monday-Friday standard business hours.
No remote or hybrid option for this role.About & how to applyWe are a growing independent wealth management firm based in Morton, IL. We focus heavily on mentorship, team collaboration, and providing exceptional service to our clients. We build lasting relationships and invest deeply in the professionals who join our team.To apply, please submit your resume and a brief summary of your advisory experience.
Financial Advisor / Relationship Manager in morton at Unknown Company
This position is listed as full time and able to be worked remotely.