CAREERS
Independent
Financial Advisor
Build your practice with independence, support, and a long-term partner
who is invested in your success.
Own your clients. Own your practice. Be fully independent.
Location: Burr Ridge, IL
Experience: 5 years preferred
About the Opportunity
At WealthRidge Investments, we give experienced Financial Advisers the
freedom to run their own practice while providing the infrastructure to support them. You remain fully independent—WealthRidge handles back-office support, compliance, andoperational systems so you can focus entirely on your clients and growth. As part of this model, you also get the mentorship
and backing of our founder, who successfully broke away and built this platform for advisers seeking true independence.
What You'll Do
- Fully manage and grow your own client base with complete autonomy
- Leverage our infrastructure—compliance, technology, operations—without giving up control of your practice
- Customize your technology and workflow to fit your business style and client needs
- Develop and implement comprehensive retirement and investment strategies
- Continue building your skills and services while running your business your way
- Collaborate selectively with a community of like-minded advisers when desired
What We're Looking For
- 5+ years of experience as a financial adviser
- Proven track record of earning six figures
- Desire to be fully independent and in control of your practice
- Strong understanding of financial planning, investments, and client advisory services
- Self-motivated, proactive, and committed to delivering exceptional client outcomes
- CFP® designation preferred, but experience and results are highly valued
Why Join WealthRidge?
- 100% ownership of your clients and practice—we provide the infrastructure, not oversight
- Freedom to grow your advisory business your way
- Revenue payout of up to 80%
- Ability to customize technology and workflow to suit your practice
- Mentorship and guidance from the founder who successfully created this model for independent advisers
