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Managing Director, Financial Advisor

  • Location:

    Chicago

  • Sector:

    Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    US$200000 - US$1000000 per annum

  • Contact:

    Joshua Roman

  • Contact email:

    Joshua.Roman@oliverjames.com

  • Job ref:

    JOB-052025-279657_1751569508

  • Published:

    about 4 hours ago

  • Expiry date:

    2025-08-02

We are partnering with a premier wealth management platform in the Chicago metro area that supports elite advisors with sophisticated clients. This team-oriented firm offers access to exclusive investments, white-glove support, and a transition framework that allows advisors to deepen relationships and elevate their practice.

We are partnering with one of the premier global wealth management platforms to help expand a high-performing team of advisors focused on ultra high net worth (UHNW) and high net worth (HNW) clients. This firm is known for its institutional capabilities, boutique client service, and team-based culture that fosters collaboration over competition.

This role is ideal for experienced advisors seeking more - more sophisticated clients, more support, more compensation upside, and more resources to grow a thriving book. The firm has invested heavily in tools, technology, and personnel to ensure advisors can focus on delivering best-in-class service to their clients.

What Makes This Opportunity Different:

  • Paired Advisor Model: All advisors work as part of a structured team, allowing for peer collaboration, continuity planning, and better client outcomes.

  • Proven Transition Platform: 90%+ asset transition success rate through dedicated support, internal referrals, and onboarding specialists.

  • Payout and Incentives: Highly competitive and flexible payout structures, with a robust long-term incentive program that aligns with advisor growth.

  • UHNW Focus: Advisors here work with sophisticated clients, often with $5MM+ in investable assets and complex financial lives.

  • Exclusive Investment Access: Gain access to an elite alternatives platform and direct private market opportunities that are not widely available elsewhere.

  • Top-Tier CSA Support: Advisors are supported by a deep bench of experienced client service professionals who handle the operational side of the business.

  • Institutional-Level Infrastructure: Full access to planning, investment research, capital markets, and banking resources that rival standalone RIAs and private banks.

  • Comprehensive Benefits: From health and retirement to advisor wellness and professional development, this firm invests in your long-term success.

Ideal Candidate Profile:

  • Currently managing or has managed a book of HNW/UHNW clients totaling $100MM+ in AUM

  • Team player who thrives in collaborative environments

  • Passionate about alternatives, private markets, and building customized portfolios

  • Interested in being part of a firm that rewards long-term partnership, not short-term transactions

  • Authorized to work in the U.S. and based in or near the Chicago metro area

Whether you're looking to transition your book in a highly structured environment or are considering a strategic move that gives you access to better support, better tools, and better investments - this is the kind of opportunity worth a conversation.

Please apply for a confidential conversation about this opportunity.

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We are Oliver James

We received an average rating of 9.1 from feedback by our clients and candidates.

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