Financial Advisor

2 months ago


Chicago, United States STRIDE Financial Full time

Job Title: Licensed Financial Advisor

Location: Lincoln Park - Chicago, IL

Company: STRIDE Investments

About Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through personalized strategies and a client-focused approach.

Job Description: We are seeking a talented and licensed Financial Advisor to join our team. This role involves working with prospective clients to identify gaps in their financial plans and opportunities for improvement. You will guide clients through an educational process to develop actionable plans and create custom investment strategies for the trading team to implement.

Key Responsibilities:

  • Work with prospective clients to identify potential gaps and opportunities in their financial plans.
  • Educate clients and help them develop actionable plans to improve their financial situation.
  • Create custom investment plans for the trading team to enhance investment performance.
  • Leverage support from the administrative and client service departments to handle paperwork and client forms.
  • Manage your pipeline independently while relying on team support for operational efficiencies, case designs, and client service.

Value Added:

  • No cold calling or prospecting: Our marketing department positions advisors in front of pre-qualified appointments.
  • Limited servicing or paperwork: Administrative and client service departments handle the paperwork, allowing you to focus on advising.
  • Team approach: Enjoy a collaborative environment with support for creating operational efficiencies.
  • Mentorship: Receive 1-on-1 mentorship and support from senior leadership.

Growth Opportunities: STRIDE Investments is committed to helping you grow your client base and advance your career. As a Financial Advisor, you will have the opportunity to:

  • Develop new client relationships and build a sustainable clientele.
  • Pursue various career paths, including working with new or existing clients, launching new offices, managing other advisors, or a combination of these roles.

Compensation and Benefits:

  • Initial compensation: $120k - $175k (base and variable comp).
  • Long-term compensation: $200k - $250k+ after a few years with the firm.
  • 401k with automatic employer contribution.
  • Comprehensive health insurance.
  • Disability insurance.
  • Eligibility for bonus and profit-sharing programs.
  • Additional opportunities for deferred compensation and executive bonus packages.

Skills and Qualifications:

  • Securities license: Series 65 or Series 7 and 66.
  • Life and health insurance license (or willingness to obtain).
  • Excellent verbal and written communication skills.
  • Ability to learn and follow operational procedures and client educational systems.
  • Strong team player.
  • Minimum of 2 years of professional experience.

How to Apply: If you are a licensed financial professional with a passion for helping clients achieve their financial goals, we invite you to apply for this exciting opportunity. Please submit your resume and a cover letter detailing your qualifications and interest in the role to [HR email/contact form].

Join STRIDE Investments and advance your career with a firm that values excellence, integrity, and client success.



  • Financial Advisor

    2 weeks ago


    Chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial Advisor Location: Lincoln Park - Chicago, IL Company: STRIDE Investments About Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    2 months ago


    Chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    2 months ago


    Chicago, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...

  • Financial Advisor

    3 months ago


    Chicago, United States Wintrust Financial Full time

    Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

  • Financial Advisor

    2 months ago


    Chicago, United States Wintrust Financial Full time

    Job DescriptionWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust...


  • Chicago, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Chicago area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...


  • Chicago, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Chicago area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...


  • Chicago, United States AFC Financial Advisory Corporation Full time $40,000 - $60,000

    Job DescriptionJob DescriptionAre you interested in working in the financial services and wealth management industry?Would you like to become a financial advisor?Our firm is offering a truly unique opportunity for just the right candidate. We will hire someone who may be interested in becoming a financial advisor but does not know how to get started. You...

  • Financial Advisor

    2 weeks ago


    Chicago, United States New York Life - Todd Couture Full time

    Job DescriptionJob DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication...

  • Financial Advisor

    1 month ago


    Chicago, United States RK Partners Full time

    Job DescriptionJob DescriptionAs a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has...

  • Financial Advisor

    1 month ago


    Chicago, United States The Ladders Full time

    As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their...


  • Chicago, Illinois, United States Calamos Asset Management Full time

    Position Overview:The Financial Investment Advisor Level I plays a crucial role in enhancing the telephonic outreach within designated regions, complementing the sales initiatives led by the territory's Vice President of Investment Consulting. This role is pivotal in formulating strategies aimed at broadening Calamos' market presence within the assigned...


  • Chicago, United States Moneta Corporation Full time

    Company Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted...


  • Chicago, United States Bank of America Full time

    Merrill Team Financial Advisor Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...


  • Chicago, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFINANCIAL ADVISOR PREPARATORY PROGRAMYou will gain hands-on and real-world experience as you begin on the career path of becoming a Financial Advisor. Through our personal and professional development training, you will not only learn how to build and maintain relationships within your community, but you will also have the...


  • Chicago, Illinois, United States The University of Chicago Medicine Full time

    Position Overview:Become an integral part of a prestigious academic healthcare institution at The University of Chicago Medicine as a Senior Financial Planning Advisor within the Financial Reporting division. This position offers a hybrid work model, requiring occasional in-office presence based on project needs.Role Summary:The Senior Financial Planning...

  • Financial Consultant

    4 weeks ago


    Chicago, United States Wintrust Financial Full time

    Join our team as a Financial Consultant and provide personalized wealth management solutions to our clients. Our division of Wintrust, a financial services company with over $50 billion in assets, is seeking a dedicated individual to build professional relationships, assess clients' financial needs, and develop solid financial plans. If you have a proven...


  • Chicago, Illinois, United States Kansas Action for Children Full time

    Position Overview:As a Financial Wellness Advisor, you will deliver essential financial guidance to military personnel and their families. This role involves a comprehensive approach to personal finance, ensuring that service members receive the support they need to manage their financial well-being effectively.Key Responsibilities:1. Provide personalized...


  • Chicago, Illinois, United States Help At Home Full time

    Help at Home is a premier national provider of in-home personal care services, dedicated to empowering individuals to maintain their independence and dignity within their own homes. Our organization supports a vast network of clients through the dedication of compassionate caregivers across multiple states. We seek individuals who are passionate about making...


  • Chicago, United States Interactive Brokers Full time

    Job DescriptionJob DescriptionAbout INTERACTIVE BROKERS!This is Hybrid role (3 days in office /2 days remote)Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the...