Virtual Financial Advisor - Chicago

Overview

Virtual Financial Advisor (Remote)

This remote role is based in Chicago, Illinois.

Provide purpose-based financial guidance to help clients build financial confidence. In this position, you will re-engage existing clients who have not recently worked with a financial professional and schedule virtual appointments to deliver actionable, tailored recommendations.

Responsibilities

• Proactively reach out to existing clients to schedule and hold virtual appointments via phone, shared screens, and video.
• Meet with clients virtually to provide personal, actionable, achievable financial advice.
• Use consultative, relationship-building skills to connect with clients, build trust, and clarify next steps.
• Guide clients who align with the organization’s mission and values to create and maintain their financial plans.
• Connect clients to available products and programs.
• Support your own natural market, including friends and family where appropriate.
• Use robust planning and client-management tools (including a planning platform, Salesforce, MoneyGuidePro®, and Morningstar) with modern computer hardware provided.
• Participate in training and virtual collaboration with colleagues and leaders.
• Within 18-24 months, pursue joining a local team or building your own practice with support.

Requirements

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• FINRA Series 7 and 63/65 or 66 required or obtained within 90 days.
• State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.
• Eligibility to be securities registered and insurance licensed in all 50 states.
• Satisfactory background check (criminal and financial).

Preferred Qualifications

• Self-disciplined, independent, and driven to succeed.
• Motivated by helping others achieve their goals.
• Strong interpersonal skills; able to coach and guide others.
• Positive, energetic, and results-oriented approach.
• Collaborative mindset and interest in contributing to a team.
• Career experience that can translate into sales and client service (examples provided include outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry, and similar roles).

Compensation & Benefits

• Base pay: $23.80-$26.45 per hour, plus additional monthly sales bonuses based on sales results and client impact.
• Average total compensation (full-time): $78,000.
• Top performers: exceed $120,000 in total compensation.
• Comprehensive medical, vision, and dental.
• 401(k) matching and a pension plan.
• Life and disability income insurance.
• Maternity/paternity leave, plus adoption and surrogacy assistance.
• Tuition reimbursement.
• Four weeks of paid time off, plus up to 20 hours of volunteer time off.
• Well-being programs to support physical, emotional, and financial health.
• Gift matching program to double contributions to eligible nonprofit organizations and volunteer programs.

Pay transparency note: the applicable total compensation range for this full-time role is $73,500 - $120,000 per year, dependent on performance and factors in various geographic regions. Base pay offered will be determined by factors including location, relevant experience, skills, knowledge, business needs, market demand, and other factors.

Additional training note: if new to the financial services industry, up to 3 months of pay and coaching is provided while obtaining the state insurance and securities licenses necessary for this position.

Location

• Chicago, Illinois
• Remote role; meets with clients virtually using tools such as Microsoft Teams and Zoom.

Additional Information

• Applicants must be eligible to be securities registered and insurance licensed in all 50 states.
• Satisfactory background check (criminal and financial) is required.
• Reasonable accommodations are available for individuals with disabilities.