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Wealth Manager/ Financial Advisor - Chicago

McAdam Financially Advanced
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Being financially advanced requires a whole new level of thinking and doing.

At McAdam, we’ve completely reinvented the concept of financial advice to take clients and their future to a whole new level. Unlike most advisors, we go beyond the traditional focus on one’s personal and financial life. We also consider an additional, more important driver of one’s financial picture—their profession.

What a financial advisor does:

•  Identifies and sets appointments with potential clients

•  Works closely with a mentor to meet with clients to assess their financial needs

•   Designs, develops, and implements a marketing plan

•   Develops a customized financial plan to address each client’s outlined goals

•   Maintains strong relationships with clients, helping them to track their progress over time

•   Creates and manages investment portfolios to help clients achieve goals

•   Provides ongoing consultation and support

Some of the features of this position include

•   One-on-one training from seasoned leaders in the financial planning industry locally.

•   A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service, regulatory compliance and wealth management

•   Uncapped earning potential - top advisors can make $75,000 - 100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their results

•   Numerous career path options, including advanced financial advisor, compliance, field management and corporate opportunities.

•   A unique fast track leadership development program designed to help the right person become an executive at McAdam Tampa

Additional Requirements of the role:

•   Bachelor’s degree.

•   Ability to obtain licenses. Good test taking skills

•   U.S. Citizen or Permanent Resident

Come check out what its like to work at McAdam – http://mcadamfa.com/join-our-team/working-at-mcadam/

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC

Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.          

To apply send all documents to james.davis@mcadamfa.com