Wealth Advisor

Job Description

Experience: Senior Level

Salary: $100,000 - $150,000 per year

Key Responsibilities

• Build comprehensive, personalized financial plans based on each client's specific goals
• Advise on investment management, retirement planning, cash flow, tax efficient strategies, estate planning, insurance, and wealth transfer
• Maintain long term client relationships through proactive, consistent communication
• Lead regular client review meetings and adjust strategies as life circumstances change
• Partner with internal tax, estate, and investment specialists to deliver integrated solutions
• Spot opportunities to deepen existing relationships and support business development
• Stay current on market trends, tax law changes, and industry best practices
• Keep client records accurate and ensure full regulatory compliance
• Represent the firm at networking events and within referral partner relationships

Qualifications

• CFP designation, active and in good standing
• Bachelor's degree in Finance, Financial Planning, Accounting, Business, or related field
• Minimum of 5 years of experience providing comprehensive wealth management or financial planning services
• Strong knowledge of investment management, retirement planning, tax planning, and estate planning concepts
• Proven ability to build and retain trusted client relationships
• Excellent interpersonal, presentation, and communication skills
• Strong analytical and problem solving ability
• Proficiency with financial planning software and CRM systems

Founded nearly two decades ago and based in Oakbrook Terrace, we are a boutique wealth management firm built around one simple idea, that financial planning works best when it's personal. We work with individuals, families, business owners, and executives who want more than a portfolio review once a year, they want a real partner who understands their goals and helps them get there.

Our team blends deep technical knowledge across investments, tax, retirement, and estate planning with a genuinely high touch approach, and we've built our reputation on long term relationships rather than one off transactions. It's a collaborative environment where planning comes first and product pushing has no place at the table.

• Competitive Compensation:
  Base salary plus performance based incentive compensation
• 401(k) with Employer Match
• Comprehensive Benefits:
  Medical, Dental, and Vision Insurance
• Generous PTO:
  Paid vacation, holidays, and personal time
• Professional Development: CFP continuing education reimbursement plus ongoing support for professional growth
• Collaborative Culture:
  Work alongside experienced CFP professionals and technical specialists in tax, estate, and retirement planning, with real opportunity to grow your book and your career
• Planning First Philosophy:
  Focus on delivering customized strategies rather than chasing product sales

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