Financial Advisor - Chicago

Lenox Advisors

• $100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in financial advisory or related field
  • Strong networking and client relationship skills
  • Ability to develop financial solutions based on client needs
  • Proven marketing and business development capabilities
  • Self-motivated with a goal-oriented mindset

Responsibilities

  • Establish networks and cultivate referrals
  • Develop and maintain long-term relationships with clients
  • Conduct needs analysis and provide tailored financial solutions
  • Engage in ongoing professional development with peers
  • Contribute to a collaborative team environment

Benefits

  • Opportunities for mentorship and professional growth
  • Flexibility in work-life design
  • Supportive culture that values teamwork and accountability
  • Access to resources from a large, established company
  • Focus on innovation and growth
Full Job Description
Job Description

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch.

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.

How will you build your practice?

You will...Establish networks and cultivate referrals

Develop and maintain long-term relationships with clients

Provide financial solutions through fact gathering and needs analysis

Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?

A strong relationship-builder who takes a client-first approach

A proven networker and marketer (alt: "connector of people")

A dedicated worker: independent, self-motivated and goal oriented

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