Financial Advisor

Masis Professional Group; Illinois; Sur place; USD 80 000 - 100 000; Plein temps

Résumé du poste

Masis Professional Group in Illinois is seeking a CFP® professional to join its advisory team, with a base salary of $80,000–$100,000 plus bonus and benefits. The opportunity emphasizes working with an established client base, deepening relationships, and gradually taking on greater ownership of client relationships as you grow within the firm.

You will build relationships with individuals and families, develop and present comprehensive financial plans, and coordinate investment needs as part of

Qualifications

• Evidence of experience in financial planning and advisory services.
• Demonstrated ability to manage client relationships and present financial plans.

Responsabilités

• Build and maintain relationships with individuals and families
• Develop and present comprehensive financial plans
• Conduct ongoing client review and planning meetings
• Identify planning opportunities based on each client's goals and financial situation
• Coordinate investment and portfolio needs as part of the broader planning relationship
• Work alongside senior advisors and internal specialists to deliver comprehensive advice
• Manage client follow-up and ensure planning recommendations are carried through
• Gradually take ownership of an established group of client relationships
• Deepen relationships with existing households and identify additional planning opportunities
• Develop new business opportunities as you become established in the role

Connaissances

Financial planning

Wealth management

Client relationship management

CFP

Portfolio coordination

Communication skills

Description du poste

Compensation: $80,000–$100,000 base + bonus

A growing independent wealth management firm in Chicago’s western suburbs is looking to add a CFP® professional to its advisory team. This is a great opportunity for an advisor who has built a solid foundation in financial planning and client relationship management and is ready to take the next step in their career. What sets this opportunity apart is the ability to grow into a meaningful book of existing client relationships. The firm is not looking for someone who needs to bring a large portable book or spend the majority of their time cold prospecting. Instead, you’ll work with an established client base, develop trusted relationships with individuals and families, and gradually take on greater ownership of those relationships as you grow within the firm.

What You’ll Do

• Build and maintain relationships with individuals and families
• Develop and present comprehensive financial plans
• Conduct ongoing client review and planning meetings
• Identify planning opportunities based on each client's goals and financial situation
• Coordinate investment and portfolio needs as part of the broader planning relationship
• Work alongside senior advisors and internal specialists to deliver comprehensive advice
• Manage client follow-up and ensure planning recommendations are carried through
• Gradually take ownership of an established group of client relationships
• Deepen relationships with existing households and identify additional planning opportunities
• Develop new business opportunities as you become established in the role

What We’re Looking For

• Several years of experience in financial planning, wealth management, or a similar advisory environment
• Experience working directly with clients and developing financial plans
• Comfortable conducting or taking an active role in client meetings
• Strong relationship-building and communication skills
• Solid understanding of financial planning and investment concepts
• Ability to manage multiple client relationships and priorities
• Collaborative approach and desire to continue learning from experienced advisors
• Interest in growing into greater responsibility for client relationships and a meaningful book of business

Why Consider This Opportunity?

This isn't a traditional advisor role centered around building a book from scratch. You'll have the opportunity to work with existing clients from the start while developing under an experienced advisory team.

The position offers a $80,000–$100,000 base salary plus bonus and benefits, along with significant room for professional and financial growth. As you establish yourself, you'll have the opportunity to take on more client relationships, expand your responsibilities, and build upon an existing book.

For a CFP® professional who enjoys financial planning and working directly with clients and wants a path toward becoming a trusted lead advisor, this offers the chance to grow without having to start from zero.