Financial Service Advisor

At True Wealth Strategies, we believe clarity creates confidence. That’s why our mission is to help individuals, families, and business owners take control of their financial future—with strategies built around what matters most: protection, growth, and long-term coordination.

We take a holistic approach to planning—looking at the full picture, not just the pieces. Whether it’s life insurance, disability income, long-term care, retirement, or investment strategies, our team is committed to providing personalized guidance and lasting relationships.

A Financial Service Advisor or Representative at True Wealth Strategies you will help clients build independent financial practices, manage assets, and deliver holistic planning.

Responsibilities:

• Business Development: Build and grow an independent book of business, source prospective clients, and cultivate referrals.

• Financial Planning: Develop comprehensive strategies covering retirement, investments, estate planning, and tax strategies.

• Client Service: Meet regularly with clients to review financial goals, assess risk tolerance, and adjust investment portfolios.

• Product Recommendations: Guide clients on suitable investment vehicles, mutual funds, stocks, and insurance products (such as life, disability, and long-term care).

• Compliance & Records: Maintain accurate documentation, adhere to regulatory standards, and utilize CRM or financial planning software

Requirements:

• Licensing: Typically requires appropriate securities and state licenses (such as Series 6, 63, 65, or 7) alongside life and health insurance licenses is preferred

• Education: A bachelor’s degree in finance, economics, business, or a related field is preferred

• Experience: Prior experience in financial services, sales, or wealth management is preferred

• Mindset: Strong entrepreneurial drive, interpersonal skills, communication abilities, and commitment to ethical standards

Plan to attend and meet face-to-face with hiring managers.

Candidates will be considered for this position whether or not you attend the job fair.

Pre-Register online at:
https://catalystcareergroup.com/event/oak-brook-job-fair-10-2026/

Oak Brook Job Fair
Tuesday, October 27, 2026
10:00AM - 12:30PM
Embassy Suites by Hilton Chicago Lombard Oak Brook
707 East Butterfield Road
Lombard, IL 60148

All of the companies at our job fairs have open positions they are seeking to fill.

Tips for Success:

• Pre-register—Receive notifications of any updates or changes to the event, and receive information about upcoming events in your area.
• Dress professionally—First impressions go a long way.
• Bring multiple copies of your resume.
• Doors open at 10:00 AM and the Job Fair ends at 12:30 PM
• Bring a friend—All job seekers are welcome.
• Prepare a brief but effective “brag” to let the people you meet get to know you.
• Keep an open mind—Meet with as many of the companies as you can; you may be pleasantly surprised at what you find.

Remember, the best way to be considered for a position is to meet the hiring managers in person. Plan to attend this event!
(Candidates will be considered for this position whether or not you attend the job fair.)

Pre-Register online at:
https://catalystcareergroup.com/event/oak-brook-job-fair-10-2026/