Financial Consultant - in office, Series 65
Posted: 08/31/2026
Industry: Employee Benefits & Retirement Services
Job Number: KO26.8.31.1
Remote Friendly: On-Site
Experience: 2+ Years
Job Description
Financial Consultant
Position Overview
We are seeking an experienced Financial Consultant to join our team in Chicago. The ideal candidate will have a strong background in wealth management, experience working with high-net-worth clients, and a passion for providing personalized financial guidance and exceptional client service.
Responsibilities
- Develop and maintain relationships with high-net-worth clients.
- Provide personalized financial planning and investment guidance.
- Assist clients with wealth management strategies based on their financial goals.
- Review client portfolios and make appropriate recommendations.
- Collaborate with internal teams and investment professionals to meet client needs.
- Conduct client meetings and provide ongoing communication and support.
- Identify opportunities to deepen client relationships and expand services.
- Maintain accurate client records and ensure compliance with applicable regulations.
Qualifications
- 2+ years of wealth management or financial services experience.
- Proven experience working with high-net-worth clients/accounts.
- Strong understanding of investment products, financial planning, and wealth management strategies.
- Series 65 or Series 66 preferred.
- Candidates without the designation must be willing to obtain the required license within 90 days of hire.
- Excellent communication and relationship-management skills.
- Strong attention to detail and ability to handle sensitive client information professionally.
- Ability to work on-site in Chicago.
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