What are the responsibilities and job description for the Wealth Advisor position at Puzzle Wealth Solutions, LLC®?
Summary:
Puzzle Wealth Solutions is seeking a motivated, relationship-oriented Wealth Advisor to join our growing team. This role combines servicing an existing client base with the opportunity to develop new client relationships. A successful candidate will work directly with clients to provide personalized financial guidance, support investment and financial planning needs, and help clients work toward their long-term goals.
Puzzle Wealth Solutions offers a collaborative environment where experienced financial advisors provide mentorship, sales training, and business development guidance to support your professional growth. This opportunity is ideal for an advisor who values teamwork, takes initiative, and is motivated to grow a successful advisory practice.
For this position, we are only considering candidates for an in-person role based in Illinois.
Key Responsibilities:
- Service and develop relationships with an assigned group of existing clients in tandem with senior Puzzle Wealth Advisors
- Conduct client meetings to review financial goals, investment portfolios, retirement strategies, Tax Strategies, and financial plans
- Develop personalized financial recommendations aligned with clients' objectives and best interests
- Identify opportunities to deepen existing client relationships and address additional financial planning needs
- Proactively generate new business through referrals, professional networking, prospecting, and other business development activities
- Build and maintain your own book of business while contributing to the firm's overall growth
- Participate in prospective client meetings and communicate the value of Puzzle Wealth Solutions' services
- Collaborate with experienced financial advisors for mentorship, sales guidance, and support with business development strategies
- Maintain accurate client records and ensure timely follow-up on client requests and recommendations
- Stay current on financial markets, investment strategies, financial planning concepts, and applicable regulatory requirements
Qualifications:
- Experience in financial services, wealth management, financial planning, or a related client-facing role
- Strong interpersonal, communication, and relationship-building skills
- Ability to explain financial concepts and recommendations clearly to clients
- Interest in comprehensive financial planning, investment management, and long-term client relationships
- Self-motivated, goal-oriented, and willing to take initiative in developing new business
- Strong organizational, time management, and problem-solving skills
- Ability to work independently while collaborating effectively with a team
- Coachable mindset with a willingness to learn from experienced advisors and apply feedback
- Commitment to professional integrity, ethical conduct, and acting in clients' best interests
- Bachelor's degree in finance, business, economics, or a related field
Preferred Skills:
- Active Series 7 & 66 licenses, or Series 7 & 63/65 as applicable, or willingness and eligibility to obtain required licenses shortly after starting
- CFP® certification or progress toward a relevant professional designation (ChFC, CPA, etc.)
- Experience developing client relationships, generating referrals, or prospecting for new business
- Experienced and comfortable with client facing meetings
- Familiarity with financial planning software and CRM platforms (MoneyGuide, eMoney, Redtail, Salesforce
- Knowledge of investment products, financial markets, retirement planning, and wealth management strategies
- Prior experience with LPL, Charles Schwab, or Fidelity is a plus
Benefits:
- Competitive compensation with potential incentive opportunities
- Mentorship, sales training, and business development guidance from experienced financial advisors
- Health, dental, vision, and disability insurance
- 401(k) with employer contributions, HSA
- Paid parental leave, holidays, and PTO
- Support for professional development and continuing education
Industry
- Financial Services
Employment Type
- Full-time
Work Location
- In-person — Illinois