Family Office Private Wealth Advisor

Our sales wealth management has emerged into a Virtual Family Office. This position requires someone who is an experience financial advisor, has exposure in the HNW and UHWN market, and requires the skill and knowledge to blend well with CPA’s and attorneys. Ethics, integrity, code of conduct and know how should define how you do business. Public speaking is required both virtual webinars and physical presentations.

****Must live in the greater Chicago area ******


  • Our marketing strategy includes an online talk show as a credible resource to build a portfolio of relationships with CPA’s and Attorneys who work with HNW and UHWN

  • These relationships may be local or anywhere in the country

  • Industry knowledge and professional interpersonal skills are a require

  • Works with managing partner on team development and expansion

  • Train and review the work of less experienced wealth managers

Qualifications for private wealth advisor

  • Ability to uncover express needs, entrepreneurial and proven negotiating skills

  • Possesses knowledge of securities trading

  • License(s) Insurance life and health FINRA Series 66

  • Solid knowledge of stocks, bonds and options trading, annuities, life insurance

  • Expert discovery and interpersonal skills, maintain composure under pressure

  • Additional

  • Minimum 7 years, experience with exposure in any of the following: trading individual securities, options, pink sheets, bulletin boards, REITs, private placement, private equity

  • Must have high integrity, confidence, interpersonal skills.

  • Able to understand complex information.

  • Public speaking is required, must be comfortable before any size audience

  • Degree in finance, economics, management, law or equivalent experience