Financial Advisor/Wealth Manager

Job Location

Published By

McAdam Financially Advanced

Type of Job

Full Time

Published Date

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.

Requirements

  • 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

About us

Address

Chicago, IL, USA

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