Financial Advisor / Relationship Manager
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 do
- Take over and manage an established, active book of client relationships from day one
- Conduct comprehensive financial planning, portfolio reviews, and ongoing strategy meetings with clients
- Serve as the primary point of contact for our existing clients, ensuring top-tier service and retention
- Implement investment strategies and financial plans tailored to each client's unique long-term goals
- Collaborate with our internal operations and planning support team to streamline the client experience
What you need
- 4+ years of experience as a financial advisor or relationship manager in wealth management
- Active Series 65, Series 66, or CFP designation
- Deep understanding of financial planning concepts, tax strategies, and investment management
- Exceptional relationship-building skills with a track record of retaining client trust
- Ability to work full-time onsite at our Morton, IL office (Peoria metro area)
Nice to have
- Prior experience utilizing financial planning software (e.g., eMoney, RightCapital) and CRM systems
- Experience handling complex client cases or multi-generational wealth transition planning
Pay & benefits
- Guaranteed competitive income in year one to ensure a smooth transition
- Highly attractive bonus or revenue-sharing structure tied to long-term portfolio growth
- Full benefits package including health, dental, vision, 401k match, and paid time off
- Stable, established career path without the high pressure of constant cold outreach or heavy sales goals
Location & schedule
Full-time, onsite - Morton, IL (Peoria metro area). Monday-Friday standard business hours. No remote or hybrid option for this role.
About & how to apply
We 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.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09
