Lead Wealth Advisor

Lead Wealth Advisor (Naperville, IL – Hybrid)

What to expect when you join Sikich:
Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you.

Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought‑after employer of choice.

Do you want to work with other skilled and agile practitioners who thrive on challenge and growth? We believe everyone has untapped potential. That's why we lead with vision and act fast, pairing deep expertise with practical solutions. Our teams cut through complexity and deliver real impact. It's our hope that you find more than just a job. At Sikich, you'll find optimism, clear insights and genuine warmth, without egos.

Are you ready to grow with us?

Reporting to the Principal, the Lead Wealth Advisor will ...

The position of Wealth Advisor will be responsible for playing a key role in leading the Sikich Financial client services team, guiding clients and executing their overall wealth strategy. Wealth Advisors coordinate well‑developed investment plans and follow advanced planning processes to address client goals, financial planning issues, income tax considerations, and estate planning.

• Manage complex client situations with a comprehensive and strategic wealth management approach.
• Compile and analyze client financial data, researching specific financial planning and income tax issues.
• Implement, monitor, re‑balance, and tax‑manage client portfolios.
• Create the Investment Policy Statement by assessing the client's ability, willingness, and need to take investment risks.
• Guide clients through emotional market fluctuations to ensure a disciplined and successful investing experience.
• Lead client meetings and maintain ongoing communication to ensure strong relationships and proactive financial guidance.
• Assist the Team with onboarding new clients.
• Develop or leverage specialized expertise across multiple functional and technical areas, serving as an SME.
• Demonstrate a deep understanding of our investment philosophy and strategy, effectively communicating our story with clarity and confidence.
• Work efficiently and collaboratively with both Wealth and CPA team members to ensure integrated client support.

• Bachelor's degree, preferably in accounting or finance.
• Five (5) plus years' experience as a fee‑based Advisor in the field of accounting, finance, or a related professional field.
• Series 65 licensing, required.
• CFP or CPA/PFS, preferred.
• Excellent communication and listening skills, with the ability to multitask effectively.
• Expertise in processing complex financial scenarios, with a strong understanding of the company's investment strategy, philosophy, and policy.
• High attention to detail and accuracy.
• Proficient with multiple software programs.

In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.

• Values driven – You embody and model absolute integrity and servant leadership and you have a bias for action and continuous…