Sr. Financial Advisor
Taos Global Group
Chicago, ILJob$107K/yrSeen 3w agoSeen in employer's feed 2 days ago
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At a glance
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Job overview
Taos Global Group seeks a Senior Financial Advisor to provide comprehensive financial planning and consulting to high-net-worth individuals. The role develops individualized investment and retirement strategies, cultivates a client base, and supports business development through presentations and marketing proposals. It also analyzes client financial statements and investment opportunities, recommends strategies, and provides business investment and succession planning.
Skills & qualifications
Skills
Qualifications
Full job description
This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/13794387 Employer: Taos Global Group, Inc. Job location: 2167B S. China Pl, Chicago, IL60616 Job title: Sr. Financial Advisor Job duties: Work in Chicago office. No license is required. Provide comprehensive financial planning and consulting services to high-net-worth individuals to meet their financial needs, including: life insurance and estate planning techniques, mortgage for tax savings, retirement planning and college savings to meet all other financial objectives. Develop individualized strategies to meet their financial and retirement goals, such as investment risk selection (risk-conservative, modest or aggressive). Develop and cultivate client base; prepare and deliver presentations to prospective clients for business development purposes; create marketing proposals and strategies for developing new client relationships. Review and analyze business and high-net-worth clients financial statements; assess their business plans/objectives; analyze investment opportunities and client needs; recommend appropriate investment strategies; offer clients business investment and succession plans and strategies through applying the highly specialized knowledge in financial analysis and familiarity with Tao Global Groups methods of financial planning and wealth management. Attend Financial Advisor meetings and continuing educational sessions to stay current about changes in the industry. Job requirement: masters degree in finance, or closely related field. Offered wage: $107,390/year Apply to: Taos Global Group, Inc. 2167B S. China Pl, Chicago, IL60616, Attn: HR
How this job compares
Set against the 3,952 open Financial Advisor jobs on Olive Jobs, counted November 11, 2026.
- Pay
- This posting$107K/yr
- Illinois median$48–75K/yr115 salary ranges
- US median$57–100K/yr1,683 salary ranges
This rate, $107K, is 82% above the Illinois median midpoint ($59K) — in the top quarter of Financial Advisor salary ranges in Illinois.
- Openings
- Olive Jobs lists 193 open Financial Advisor jobs in Illinois and 3,952 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in Illinois
- Edward Jones55 open
- JPMorgan Chase47 open
- Bank of America22 open
- Experience
- Financial Advisor postings that state a minimum ask for 2 years of experience at the median; the middle half ask for 1 to 3 years (2,262 postings).
- Education
- This posting asks for a master's degree; 33 of the 3,952 open Financial Advisor jobs (under 1%) ask for a master's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 11, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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