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Clarity Group Midwest

Financial Advisor &ndash; Growth &amp; Succession Opportunity Clarity Group Midwest, LLC | Central IllinoisClarity Group Midwest is a growing boutique investment firm with approximately $360 million in assets under management serving over 800+ client households. We are seeking a Financial Advisor to join our team and play a key role in managing and expanding an established client base.This role is designed for a relationship-driven professional who values a client-centered approach and thrives in a collaborative, team-oriented environment. The position offers a structured career path with the opportunity to build and own a personal book of business, including potential equity participation in the firm.Key Responsibilities<ul><li>Serve as a primary advisor to existing clients, delivering thoughtful financial planning and investment guidance</li><li>Build and deepen client relationships through consistent, high-quality communication</li><li>Contribute to business development efforts and organically grow client assets</li><li>Collaborate with internal team members to deliver a seamless client experience</li><li>Follow established processes while adapting to client-specific needs</li></ul>Qualifications<ul><li>Experience in financial advising, wealth management, or a related client-facing role</li><li>Strong interpersonal and communication skills with a service-oriented mindset</li><li>Detail-oriented with strong organizational and follow-through capabilities</li><li>Working knowledge of financial planning concepts and investment strategies (Series 7 and Series 66 required; CFP&reg; or progress toward designation preferred)</li><li>Demonstrated ability to develop client relationships and grow a book of business</li></ul>What We Offer<ul><li>Immediate opportunity to work with an established client base</li><li>A collaborative, team-supported environment</li><li>Clear career progression with the ability to build and own your business</li><li>Potential for long-term equity participation</li><li>A culture focused on serving clients with excellence and integrity</li><li>Compensation is competitive and will be tailored based on experience, existing client relationships, and overall fit. The role includes a combination of base salary, performance-based incentives, and a potential long-term ownership opportunity.</li></ul>Job Type: Full-timeBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Paid time off</li></ul>Work Location: In person

Financial Advisor

Join Clarity Group Midwest and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Clarity Group Midwest

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Financial Advisor