Financial Advisor/Wealth Manager
McAdam Financially Advanced
Type of Job
About the job
Success, for you and your clients. Earn the ability to create your own financial success through helping clients enjoy their own.
You do not need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic and entrepreneurial spirit. We will provide training, resources and the support that you will need to do better than your best.
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.
Identifies and sets appointments with potential clients
Meets with clients to assess their financial needs
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
Provides ongoing consultation and support
Chicago, IL, USA