Associate Wealth Advisor

Location: Hoffman Estates, IL (in-office for client meetings)

Employment Type: Full-time, W-2

The Dala Group is a family-owned, independent Registered Investment Advisory (RIA) firm. We specialize in retirement planning with an emphasis on tax-efficient strategies, helping families simplify complex financial decisions and align their wealth with their life and legacy goals.

As a boutique firm, we pair personalized attention and transparent advice with the resources of a modern, technology-driven practice. With a deep commitment to service, simplicity, and personalized guidance, we aim to empower clients through every stage of life.

We’d love to hear from you if you’re looking for a purpose-driven firm that puts relationships first.

We’re seeking a detail-oriented, analytical professional who thrives in a collaborative team environment and is motivated to make a meaningful difference in clients’ lives.

As an Associate Wealth Advisor, you’ll work closely with our Wealth Advisors to deliver exceptional client service and support comprehensive financial planning. This role involves reviewing and analyzing financial documents, developing thoughtful recommendations, participating in client meetings, and ensuring our clients’ goals and needs remain at the center of everything we do.

• Salary: $55,000–$65,000 annually, based on experience and licenses
• Office
  
  Hours:
  
  Monday–Friday, 9 AM–5 PM, and two Saturday mornings per month
• 401(k) with employer match
• Employer-paid disability insurance
• Paid holidays and paid time off
• Team-building events and a collaborative culture

• Bachelor’s degree required; preferred in Finance, Accounting, Economics, or a related field
• 0-2 years of experience in financial planning
• Demonstrated passion for a long‑term career in financial planning.
• Direct experience is not required, but candidates should show intentionality through relevant coursework (e.g., CFP®), internships, or academic focus.
• Strong analytical mindset with attention to detail
• Highly organized and capable of managing multiple priorities independently
• Excellent written and verbal communication skills
• Tech‑savvy, with proficiency in spreadsheets, financial and tax planning software, and CRM systems
• Preferred experience in eMoney and Holistiplan
• Empathetic, client‑first approach with strong listening skills

• Study for and pass the Series 65 exam
• The Dala Group pays for study materials and the exam
• This process typically takes six to eight weeks

• Build Financial Planning Expertise: Develop working knowledge across core planning areas, including cash flow, insurance, investments, tax strategies, retirement, and estate planning
• Analyze Client Information: Review and interpret key client documents such as account statements, insurance policies, tax returns, pay stubs, pension statements, and estate plans to support personalized recommendations
• Utilize Financial Planning Software: Gain proficiency in eMoney to input and review client data, model scenarios, and generate accurate planning outputs
• Prepare for Client Meetings: Assist with meeting preparation by updating financial plans, reviewing client files, establishing agendas, and drafting preliminary recommendations
• Support Client Engagement: Attend client meetings alongside the Lead Advisor, take detailed notes, identify follow‑up items, and support the implementation of advice
• Ensure Follow-Through on Recommendations: Track open action items and coordinate timely follow‑ups to ensure consistent, high‑quality client service
• Client Communication: Engage directly with clients when additional information or actions are needed, ensuring a proactive and professional experience
• Team Participation: Participate in weekly team meetings, monthly advisor development sessions, and quarterly strategic planning meetings

• Start taking CFP® courses (study materials and test paid for by The Dala Group)