Financial Advisor

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

Company Description

Advanced Planning Advisors Group Inc. is dedicated to helping families and businesses build and protect their financial future through tailored guidance. The firm designs customized financial road maps that address individual, family, and business goals in a clear, actionable way. By focusing on personalized strategies, the team helps clients navigate today’s complex financial landscape with greater confidence. The organization emphasizes long‑term relationships, sound advice, and a client‑first approach to financial decision‑making.

Role Description

The Financial Advisor will provide comprehensive financial guidance to individual and business clients, including assessing financial needs, defining goals, and developing customized financial plans. Day‑to‑day responsibilities include meeting with clients in person, analyzing current financial situations, recommending strategies for retirement planning, investments, insurance, and other financial solutions, and regularly reviewing and adjusting plans as circumstances change. The role also involves maintaining detailed documentation, staying informed about market trends and financial products, and collaborating with internal team members to deliver high‑quality service. This is a full‑time, on‑site role based in Naperville, IL, requiring consistent client‑facing work and active participation in local business and community networks.

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.
• Relevant professional certifications (such as CFP, ChFC, or similar) and a bachelor’s degree in finance, business, economics, or a related field are preferred.
• Ability to work on‑site in Naperville, IL, with strong organizational skills, attention to detail, and a commitment to ethical, client‑centered advice.