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Forum Financial Management

Lincolnshire, Illinois

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Alkon & Levine PC

Massachusetts

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Springer Nature

Jersey City, New Jersey

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OMS National Insurance Company

Schaumburg, Illinois

Horizon Wealth Management

La Grange, Illinois

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Access Financial Services, Inc.

Minneapolis, Minnesota

Asset Planning Corporation

KNOXVILLE, Tennessee

State Board of Administration

TALLAHASSEE, Florida

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Tate & Lyle

Hoffman Estates, Illinois

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Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

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Coval Anderson Coval

Easton, Massachusetts

Arch Insurance Group, Inc.

Nationwide

BFG Financial Advisors

Timonium, Maryland

Vertex Accounting Partners, LLC

Downers Grove, Illinois

Delta Financial Advisors Inc.

Kensington, Maryland

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Covenant Living

Skokie, Illinois

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NACM Connect

Rolling Meadows, Illinois

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Lead Advisor – Remote flexibility
A Lead Advisor is responsible for independent, ongoing management of existing client relationships and the retention of clients, without supervision. You will help formulate and implement investment and financial planning advice. In addition, you will be supported by more junior members of your team and asked to help mentor and provide guidance to them. Job Responsibilities include but are not limited to: Ongoing management of existing client relationships and retention of 65 clients, as well as working with new clients Conducting client meetings independently, or with the assistance of the less experienced advisor on your team Mentoring less experienced advisors on handling client meetings and complex client questions Reviewing an


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