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Financial Advisor

Fort Sheridan Advisors
Highland, CA Full Time
POSTED ON 5/11/2025
AVAILABLE BEFORE 6/11/2025

Fort Sheridan Advisors offers an attractive opportunity for financial professionals seeking to join a reputable firm. We provide :

  • Generous payout structure
  • Comprehensive operational support
  • State-of-the-art technology
  • Access to multiple clearing platforms :
  • Fidelity
  • Schwab
  • Interactive Brokers

Additionally, we offer broker-dealer affiliation for those requiring it.

Our business model focuses on investing in individual companies and ETFs, avoiding proprietary products to eliminate potential conflicts of interest. This approach aligns with our commitment to transparent communication and personalized service.

At Fort Sheridan Advisors, we prioritize client needs and foster long-lasting relationships. Our team of experienced professionals is dedicated to providing tailored financial solutions and expert guidance.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Qualifications

  • Established book of business
  • Bachelor's degree in Finance or related field
  • 5 years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
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