Financial Advisor Salary in Illinois, USA

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, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewFamily-friendly work hoursPromote from within cultureWhy join this team? We offer advisors the best of both worlds—the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firmWe hold ourselves to the highest standards of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You'll DoBuild rapport and professional relationships with clients, prospects, and colleaguesBe committed to client retention, client recruiting, and superior customer serviceGather assets for fee-based and traditional brokerage accountsGo on calls with clients and potential clientsMaintain a high level of compliance with FINRA, SEC, and firm rules and regulationsMeet sales quotasAssess client's overall financial picture, truly understand their needs and then develop a relevant, solid financial planOversee the course of financial plans and updating it if necessary, to ensure profitsCultivate our client base and build win-win relationshipsAdhere to compliance with all industry rules and regulationsAdminister presentations for new prospects and referralsWork collaboratively with other team membersIdentify and deepen relationships with clients and potential clientsPossess knowledge of a wide array of financial products and servicesKeep up on new industry trends and research the market to back up financial consulting decisionsNetwork, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etcOther duties, as they ariseQualificationsSeries 7, 66 or 63 and 65Proven work history with experience as a financial advisor, planner, specialist or another relevant roleConsistent track record of successful financial guidanceAbility to analyze the market data in order to formulate and provide appropriate, data-based financial adviceSolid communication, negotiation, and presentation skillsAttention to detail and consistent accuracy with all dataHighly articulate and able to explain complex information clearly and simplysSelf-motivatedStrong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceEEOC StatementFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.As a Financial Advisor, you will:Build a client base and develop knowledge of Bankers Life financial products and market trendsDevelop yourself with our award-winning training and mentorship networkPresent clients with financial solutions and drive them to actionTake ownership of your business and build a teamThe ideal candidate will have:Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our supportHigh level of self-motivation; ability to accomplish goals independentlyHistory of success in sales, competitive roles, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance pre-licensing courses, SIE, Series 6, Series 63, Series 65, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.The Financial Advisor is responsible for maintaining ongoing relationships with endowment, foundation and charitable clients and managing the delivery of wealth management services to those clients. With their specialized knowledge of the needs of endowment and foundation clients, the Financial Advisor will connect clients to resources that help build long-term financial sustainability; they will also look for opportunities to enhance and grow the existing relationship with the bank. The Financial Advisor will oversee RFP processes, ensuring all responses to RFPs represent the best of BMT's offering tailored to the needs of the prospect. Lastly, the Financial Advisor will actively build and maintain a broad network in the nonprofit and charitable arena, attending events and screening prospective client opportunities.Job Responsibilities:Manages a client base consisting of endowment, foundation and charitable wealth relationshipsManages client relationships ensuring that fiduciary standards and BMT's policies are observed. Assumes responsibility for overall client satisfaction by directing and coordinating the efforts of appropriate bank resources to ensure the timely delivery of quality service, issue resolution, and effective communication with clients and other team members.Cultivates strong working relationships with clients and their outside advisors in order to develop a complete understanding of clients' needsResponds to RFPs and/or coordinates teams of advisors completing RFP processes, ensuring responses are timely and completeActively seeks to identify new business opportunities from the existing client base, prospects and centers of influenceRegularly attends gatherings of nonprofit and foundation organizations and leaders, contributing own thought leadershipBuilds and maintains own knowledge base of nonprofit needs, trends and resourcesRepresents BMT at outside/professional organizationsSupports the mission, strategy and values of BMTAdditional responsibilities as requiredMinimum Qualifications:Must have a College degree.Must have at least 5 years of experience in a role serving nonprofit and/or charitable constituents.Must have or acquire relevant advisory licenses within 1st year.Must get or have CFP or ChFC within 2 years of hire or equivalent designation.Must have a general knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing, portfolio and client management systems.Must have demonstrated success in a role with sales and/or fundraising responsibility.Must have strong knowledge of nonprofit business models, landscape and needs.Must have strong customer service skills and commitment to delivering excellent customer service.Must have strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.Must be comfortable with solving complex internal and external issues as it relates to the Bank's clients, processes and procedures.Experience with custodian platforms and/or investment system is preferred. Must have no disclosures on Form U-4.WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected] is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team.Responsibilities Include:-Acting as the main point of contact for clients-Create and update financial plans-Present financial plans and meetings and participate in planning-related conversations-Review client portfolios-Review client investments and modify them as needed-Support other advisors with various client needsQualifications:-Bachelors degree-5-8 years of experience in financial planning-Securities Licensing (7, 63/55 and/or 66)-CFP is preferred, or the desire to pursue-Strong verbal and written communication skills-Team player and desire to growCompensation:-Base salary starting at 100k+, plus bonus-401k plus profit sharing-4 weeks of PTO plus NYSE holidaysThis position is a hybrid position, with 3 days in the office and 2 days working from home.

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.As a Financial Advisor, you will:Build a client base and develop knowledge of Bankers Life financial products and market trendsDevelop yourself with our award-winning training and mentorship networkPresent clients with financial solutions and drive them to actionTake ownership of your business and build a teamThe ideal candidate will have:Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our supportHigh level of self-motivation; ability to accomplish goals independentlyHistory of success in sales, competitive roles, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Are you a driven, client-focused professional seeking career growth and unlimited income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Advisors. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build your own business.Lakeshore Financial Group launched in 2016 and has grown rapidly since. We currently have offices in Chicago, Peoria, Roselle, Oakbrook, and 7 affiliated offices throughout Illinois, Wisconsin, Indiana, and Michigan. Our leadership team is fully dedicated to utilizing their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.Responsibilities:Partner with clients to achieve their financial goalsDevelop long-term client relationshipsProvide exceptional client serviceQualifications:Ambitious, entrepreneurial, and self-motivatedExcellent communication and relationship-building skillsDesire to grow within the financial services industryBenefits:This is an uncapped, 100% commission based opportunityComprehensive training & development programsCollaborative & supportive work environmentEngaged leadership & 1:1 advisor supportFlexibility to balance work & personal lifeJoin our team and build a rewarding career!Note: This is not a remote position. Initial training required to work in person at our downtownChicago office.We are an equal opportunity employer.For Recruiting Purposes Only - Not For Use With The General Public. Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all representatives/agents. To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc. (ESI),Member FINRA/SIPC, 1 N. Franklin St., Suite 3450, Chicago, IL 60606, 312-236-2500. Lakeshore Financial Group is independent of ESI. TC140605(0324)1

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 $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: • Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various way, including our educational classes and client events, as well as, Your Money, Your Wealth® television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. • Financial Planning - Our extensive Financial Planning department is comprised of dedicated experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. • Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax optimized way - daily rebalancing, tax loss harvesting, asset location, etc. • Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's "to-do" list! • Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas etc. We are dedicated to providing growth and development to not only our Advisors, but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNERTM professionals (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA®), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF®) credential to show a commitment to the fiduciary standard.Ability to assess a prospective client's needs and their financial goals.A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.Effective with communication skills. Ability to deliver comprehensive financial plans to clients.Previous experience teaching classes or presenting is a plusAdditional Details: • Salaried position + Benefits • Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. • Salary may also be based on factors including, but not limited, to experience, licenses/certifications, industry knowledge, ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies, that will adhere to fiduciary standards and act in the best interest of our clients.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.- The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.- This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.- Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.- Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.- Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.Qualifications:- 5+ years of securities industry and sales experience.- Must have broad based knowledge of all securities products, options expertise preferred.- Required Securities license: Series 7, 66 (or 63/65)- Professional designation preferred (CFP)- Strong sales, communication, and group presentation skills.- Individual must be goal driven and self-motivated.- Some travel may be required.- Experience with Salesforce Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.• The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.• This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.• Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.Qualifications include:• 5+ years of securities industry and sales experience.• Must have broad based knowledge of all securities products, options expertise preferred.• Required Securities license: Series 7, 66 (or 63/65)• Professional designation preferred (CFP)• Strong sales, communication, and group presentation skills.• Individual must be goal driven and self-motivated.• Some travel may be required.• Experience with Salesforce Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Are you an experienced Financial Advisor seeking an opportunity to serve your clients better?At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction.Has your leadership made the necessary adjustments to help you win in today's environment? You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through:A product neutral platform, where you get paid full benefits regardless if you sell a proprietary or non-proprietary product A local leadership team dedicated to your successTHREE retirement plans (yes... retirement plans!!)Medical, Dental, and Vision benefitsTurnkey marketing materials that quickly enable you to reach your marketA robust leads program (at no additional cost to you) Practice building programs Recruiting support to help you find talent to build your teamA dedicated onboarding team to make your transition go smoothlyBusiness consulting and training programsMatching gifts to support you in supporting your local community through Prudential CaresRecognition programs, conferences, and signature servicesWe know that making a move is a big decision. Let's have a confidential conversation today. Reach out to me at 469-767-7018 or [email protected] to schedule a brief introductory meeting.