Job Description?
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Guardian Wealth Advisory Group | Elgin, IL
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At Guardian Wealth Advisory Group, great financial advice starts with genuine relationships.
We're a growing, independent wealth management firm that cares deeply about the more than 750 families we serve and the people who make it all possible: our team.
We're looking for a Financial Advisor who loves working with clients, asks thoughtful questions, and is passionate about making a meaningful difference in people's financial lives.
You'll step into an established client base, work alongside a close-knit team that genuinely enjoys working together, and help us shape an exciting next chapter.
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Your primary focus will be leading ongoing client reviews, deepening existing relationships, and identifying opportunities to deliver additional value to the families we serve.
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- Independently lead ongoing review meetings for assigned client households.
- Build trusted relationships by understanding clients' financial goals, family circumstances, concerns, and changing needs.
- Deliver thoughtful, actionable recommendations that help clients make confident financial decisions.
- Provide exceptional service through proactive communication, personalized attention, and consistent follow-through.
- Strengthen existing relationships and earn referrals through an outstanding client experience.
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Take a comprehensive approach to each household's financial picture, identifying opportunities involving:
- Additional assets under management and held-away asset consolidation.
- Retirement income planning, including fixed and fixed-indexed annuities when appropriate.
- Life insurance and long-term care planning.
- Tax-efficient retirement strategies and potential Roth conversions.
- Estate and legacy planning coordination.
You'll help clients understand their options, develop appropriate recommendations, and coordinate implementation, always keeping their interests at the center of every conversation.
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- Prepare for client reviews by analyzing financial plans, running reports, conducting research, and identifying planning opportunities.
- Collaborate with our advisors, operations team, and client service team to deliver a seamless client experience.
- Support broader financial planning initiatives and complex case analysis as needed.
- Bring fresh ideas and an improvement mindset as we continue growing our firm and evolving our client experience.
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- Current Series 65 license or valid Series 7 and Series 66 combination.
- Illinois Life and Health insurance producer licenses, or the ability to obtain them before starting.
- At least one year of experience meeting directly with financial advisory clients, conducting or participating in reviews, and discussing financial planning recommendations.
- Strong relationship-building skills and the ability to identify planning opportunities and present appropriate solutions.
- Excellent communication, organization, judgment, and follow-through.
- A genuine commitment to doing what's right for clients.
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- Experience with fixed and fixed-indexed annuities, life insurance, and long-term care planning.
- CFP certification or comparable financial planning expertise.
- Experience working within an independent wealth management firm or RIA.
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We're looking for someone who genuinely enjoys people.
You're comfortable leading client conversations, curious enough to ask the right questions, and motivated to uncover opportunities that make a meaningful difference.
You take ownership of your work, follow through on your commitments, and understand that building lasting relationships is just as important as delivering sound financial advice.
You also enjoy being part of a team. You share ideas, support your colleagues, celebrate wins, and believe that working hard and having fun aren't mutually exclusive.
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We offer something different from the traditional financial advisor opportunity.
- ?? ??????????? ?????? ????: Spend your time advising and building relationships rather than constantly searching for your next prospect.
- ?? ??????????? ???????????: No cold calling, no building a book from scratch, and no requirement to bring existing clients.
- ? ??????? ????: Join us during an exciting period of growth, including an upcoming office expansion and the opportunity to help shape our future.
- ? ????????????? ???????: Work alongside accessible leadership and a close-knit team that supports one another, celebrates successes, and genuinely enjoys working together.
- ?????????? ?????? ?????????????: Make a difference in the lives of families who have already placed their trust in Guardian Wealth.
We take our responsibility to our clients seriously, but we also believe work should be rewarding, collaborative, and fun.
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If you're an advisor who wants to spend more time doing what you love, build meaningful relationships, and join a growing team where your contributions truly matter, we'd love to meet you.
Join Guardian Wealth Advisory Group and help us shape what's next!
