Financial Advisor

Scheffel Financial Services, Inc.; Edwardsville (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Performance bonus

Job summary

Scheffel Financial Services, Inc. is seeking a dynamic Financial Advisor / Wealth Manager to guide clients through major financial milestones and design, implement, and manage bespoke strategies that protect and grow wealth across generations.

You will lead advisory sessions, develop comprehensive plans across retirement, investments, and legacy planning, and maintain high-touch communication to support clients through market volatility. Strong credentials and licenses are required.

Qualifications

• 5+ years of wealth management or financial planning experience.
• CFP® or CFA designation highly preferred.
• Series 7 and 66 licenses, plus state life and health insurance licenses.
• Proficiency with planning tools like eMoney and Redtail is a plus.
• Exceptional emotional intelligence and ability to explain complex financial concepts clearly.

Responsibilities

• Design, implement, and manage bespoke financial strategies to protect and grow client wealth.
• Lead discovery meetings to understand client goals, risk tolerance, and family dynamics.
• Plan architecture including retirement, investment, and legacy planning.
• Monitor and rebalance client portfolios to align with market conditions and client goals.
• Maintain proactive, high-touch client communication to provide peace of mind during market volatility.

Skills

Client advisory

Portfolio management

Communication

Education

CFP® or CFA designation

Tools

eMoney

Redtail

Job description

We are seeking a dynamic, growth-minded Financial Advisor / Wealth Manager to join our team. In this role, you will act as a trusted partner to our clients, guiding them through high-stakes financial milestones. You will design, implement, and manage bespoke financial strategies that protect and grow our clients' wealth across generations.

• Retirement Planning: Designing distribution strategies and lifestyle preservation plans.
• Investment Management: Constructing risk-managed portfolios, tax-loss harvesting, and ongoing asset allocation.
• Legacy Planning: Navigating multi-generational wealth transfers, trust coordination, and philanthropic strategies.
• Client Advisory: Lead deep-dive discovery meetings to understand client goals, risk tolerance, and family dynamics.
• Plan Architecture: Build comprehensive financial plans utilizing advanced planning software.
• Portfolio Oversight: Monitor and rebalance client portfolios to align with shifting market conditions and personal goals.
• Relationship Management: Maintain proactive, high-touch communication to provide peace of mind during market volatility.

Qualifications We Look For

• Experience: 5+ years of successful wealth management or financial planning experience.
• Credentials: CFP® (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation highly preferred.
• Licensing: Series 7 and 66 (or 63/65) active licenses, plus state life and health insurance licenses.
• Tech-Savvy: Proficiency with tools like eMoney and Redtail a plus.
• Skills: Exceptional emotional intelligence, active listening, and the ability to explain complex financial concepts simply.

What We Offer

• Compensation: Competitive base salary plus an uncapped, performance-driven bonus structure.
• Benefits: Health, dental, and vision insurance, plus a generous 401(k) match.