Financial Planner​/Wealth Advisor

This is a planning-first role for an experienced financial planning professional who is comfortable working directly with clients and delivering sophisticated financial planning advice. The right candidate will enjoy solving complex client situations, communicating clearly, and building long‑term relationships while helping clients make informed financial decisions.

Beyond strong technical capabilities, we are seeking someone who wants to contribute to the continued growth of the firm, take on increasing responsibility, and play a meaningful role in shaping the client experience, planning process, and future direction of the organization.

The ideal candidate values collaboration, continuous improvement, and professional development, and is excited by the opportunity to grow within a firm built on long‑term relationships, technical depth, and internal leadership development.

We are hiring a Financial Planner / Wealth Advisor with a strong foundation in comprehensive financial planning .

This role is ideal for someone who:

• Wants to do deep planning work , not just discuss it
• Enjoys solving complex client scenarios across tax, retirement, and estate planning
• Thrives in a team-based, non-commission environment
• Is motivated to grow in responsibility over time

You will work directly with clients and alongside senior advisors to deliver planning that is actionable, detailed, and integrated—not theoretical.

• Develop and maintain comprehensive financial plans for high-net-worth clients
• Analyze and provide guidance on:
  • Retirement income strategies
  • Tax planning opportunities (ongoing + scenario‑based)
  • Estate planning structures and coordination with attorneys
  • Insurance planning and risk management
• Prepare for and actively participate in client meetings
• Translate complex strategies into clear, client‑understandable recommendations
• Collaborate with internal team members to implement planning recommendations
• Maintain accurate and thorough CRM documentation

We are looking for someone with a strong and growing foundation in financial planning for individuals and families.

• 3+ years of experience in financial planning (not solely investment or sales roles)
• Experience working with high-net-worth clients and complex planning situations
• Ability to build and explain a full financial plan , not just contribute to one
• Working knowledge of:
  • Retirement distribution strategies
  • Tax‑aware planning concepts
  • Estate planning fundamentals (trusts, beneficiaries, titling)
  • Strong attention to detail and ability to produce accurate, client‑ready work
  • Strong communication skills and a collaborative, team‑first mindset
  • Comfortable working within multiple technology platforms and planning software

Those who thrive in our company are those who:

• enjoy solving complex planning issues and thinking beyond surface‑level recommendations
• are detail‑oriented and take pride in producing accurate, polished work communicate clearly and can explain sophisticated ideas in a way clients understand
• are collaborative, humble, and team‑oriented
• are intellectually curious and motivated to keep developing your technical and client‑facing skills
• want a role built around meaningful planning work, not sales pressure or quotas

McBeath Financial Group is an independent wealth management firm serving high-net-worth individuals and families throughout Central Illinois and beyond. For more than 18 years, we have built our reputation by helping clients navigate complex financial, retirement, tax, and legacy planning decisions through a comprehensive and relationship‑driven approach.

Today, we are recognized as one of the leading independent advisory firms in our market and continue to experience incredible growth. Our clients seek us out because of our reputation for detailed financial planning, personalized advice, and exceptional service. As a result, our growth is driven primarily through referrals, reputation, and long‑term relationships rather than mandated sales quotas or cold prospecting.

We have built a collaborative team culture where advisors,…