Client-Centric Financial Advisor | Retirement & Investments

Advanced Planning Advisors Group Inc.; Naperville (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Advanced Planning Advisors Group Inc. in Naperville, IL is seeking a full‑time Financial Advisor to provide comprehensive guidance to individual and business clients.

You will meet clients in person, assess financial needs, and develop customized plans covering retirement, investments, and insurance. The role emphasizes staying informed on market trends and collaborating with the team to deliver high‑quality service.

Qualifications

• Demonstrated expertise in Financial Planning and Financial Advisory to create and manage customized financial road maps for clients.
• Strong knowledge of Finance and Investments to evaluate options, manage portfolios, and explain risks and returns clearly.
• Experience with Retirement Planning to design long-term strategies that align with clients’ retirement goals and timelines.
• Excellent interpersonal and communication skills to build trust, explain complex concepts in clear language, and maintain long‑term client relationships.
• Bachelor’s degree in finance, business, economics, or a related field; CFP or ChFC certifications are preferred.

Responsibilities

• Meet with clients in person to assess financial needs and goals.
• Analyze current financial situations and develop customized financial plans.
• Recommend strategies for retirement planning, investments, and insurance.
• Regularly review and adjust plans as circumstances change.
• Maintain detailed documentation and stay informed about market trends and products.
• Collaborate with internal team members to deliver high‑quality service.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Client Relationships

Communication Skills

Education

Bachelor’s degree in finance or related field

CFP/ChFC certified preferred

Job description

Advanced Planning Advisors Group Inc. in Naperville, IL is seeking a full‑time Financial Advisor to provide comprehensive guidance to individual and business clients.

You will meet clients in person, assess financial needs, and develop customized plans covering retirement, investments, and insurance. The role emphasizes staying informed on market trends and collaborating with the team to deliver high‑quality service.