Associate Wealth Advisor

Associate Wealth Advisor | Series 7 & 65/66 | St. Charles, ILElevation Wealth Management is a growing independent wealth management team in St. Charles, supporting about 400 client households and $250M in assets. Securities are offered through LPL Financial. We're adding an Associate Wealth Advisor to partner with our two lead advisors, build lasting client relationships, and grow with the practice.What you'll doOwn service for existing client households (about 60–70% of your week): prepare for meetings, handle follow-up, and keep clients well taken care ofSit in on client reviews alongside our lead advisors and take on more relationships as you growSpend the rest of your time developing new client relationshipsWork every day in RightCapital, Redtail and LPL ClientWorksWhat you bringActive Series 7 and Series 65 or 66 (required; we can't sponsor these exams)2+ years in financial services. Bank, insurance, wirehouse and independent backgrounds are all welcomeLife & Health insurance license preferred, or the ability to earn it within 90 daysSelf-motivated and professional, comfortable owning client relationshipsWithin about a 30-minute commute of St. CharlesCompensation & growth$50,000 base plus a tiered revenue payout: 50% up to $100K, 55% from $100K–$200K, 60% from $200K–$300K$100 one-time bonus per new Medicare clientSupport to pursue your CFP® after your first yearPTO based on experience; 401(k) may be offered after year oneWork setupIn-office at our St. Charles location (100 Illinois St.) to start, so you're fully trained and part of the team. Hybrid flexibility is possible over time.Interview process: a virtual interview, then an in-person meeting with our partners. The role is open now, so the right person can start right away.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Highpoint Advisor Group, LLC, a registered investment advisor. Highpoint Advisor Group and Elevation Wealth Management are separate entities from LPL Financial.Additional Job Application TermsThis job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding Alaska, Hawaii, Nevada, South Carolina, and West Virginia.We’re committed to making our hiring process as smooth and timely as possible. If you’re a potential fit, our team will reach out within two weeks. If you do not hear back in that time, we encourage you to explore other opportunities in the future.Do you agree to the additional job application terms outlined here:View LinkedIn Terms